Leaders discussing in break-out groups

Mergers and Acquisitions

Increase your success with planning and executing an M&A deal. Learn analytical tools and frameworks to help better determine when and how an M&A transaction will maximize shareholder value. 

Program Details

In Person: Minneapolis, MN

About the Program

Today’s dynamic and hyper-competitive business environment is fueling increased merger and acquisition activity across the business spectrum. Organizations large and small, publicly- and privately held, multinational and regional are all recognizing the opportunity and potential value-add from M&A deals. Consequently, leaders at all types of organizations must be able to strategically evaluate and assess these opportunities. Through case studies, simulations, and discussions with experienced dealmakers, leading Carlson School business faculty, expert guest speakers, and peers, you will learn best practices across all elements of the M&A process, including strategy, fit, valuation, negotiation, deals, diligence, culture, and integration.

Learn how you can customize this program for your organization.


Program Contact
Contact Carol Roecklein


  • CEOs, CFOs, COOs, and executive directors of finance
  • Senior business analysts
  • Leaders of business units or divisions
  • Private equity investors
  • General counsels
  • Private business owners

Key Benefits

  • Explore the critical steps and practical tools to work through the M&A process, from strategy, valuation, and deal execution to cultural considerations and post-merger integration
  • Examine current M&A trends, accounting and legal updates, and valuation techniques
  • Use strategy to drive the M&A focus and identify acquisition targets
  • Realize the success of M&A integration relies heavily on both strategic fit as well as organization and culture considerations
This program was very insightful and provided business-practical tools and templates that can be applied quickly to steer and guide the mergers and acquisitions process in any business.
– Mergers and Acquisitions Program Participant

Faculty Perspective

Jerry Caruso, Clinical Faculty, Finance, Carlson School of Management, discusses his Mergers & Acquisitions workshop.


Day 1
M&A Strategic Imperative & Alignment

Organizational Culture and Barriers to Successful M&A Execution
Day 2
Modern Valuation Techniques in Practice & Selling a Business

Understanding & Negotiating Legal Issues

The M&A Process: How Deals Get Done

The Role of Private Equity in M&A
Day 3
Why Integration is Important During M&A

Valuation Drivers

M&A Case Study


Jerry Caruso
Clinical Faculty, Finance, Carlson School of Management, University of Minnesota

Gerald Caruso has served as a lecturer at the Carlson School where he taught M&A related classes to both graduate and undergraduate students. He has also served as an adviser to the Carlson School's Investment Banking Club. He is a longtime investment banker with mergers and acquisitions and broad capital markets expertise.

Larry Bourgerie
Senior Lecturer

Larry Bourgerie is a Senior Lecturer, Work & Organizations, Carlson School of Management, University of Minnesota.  Professor Bourgerie is a dedicated, energetic educator and HR professional with over 25 years of experience in HR and 15 years in teaching at the graduate and undergraduate levels.

Aks Zaheer
Professor, Curtis L. Carlson Chair in Strategic Management

Aks Zaheer is Professor and Curtis L. Carlson Chair in Strategic Management and Entrepreneurship at the Carlson School of Management, University of Minnesota. He earned his PhD in Strategic Management from the Sloan School of Management at MIT, his MBA from the Indian Institute of Management in Ahmedabad, India, and his undergraduate degree in Economics from St. Stephen's College, Delhi.

Dru Drake
Carlson Executive Educators Network
R. Dru Drake is a distinguished member of the Carlson Executive Educator Network at Carlson School of Management.

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