Mergers & Acquisitions
Program Details
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In Person: Minneapolis, MN
$5,000
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.
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Program Contact
Contact Carol Roecklein
- Email: croeckle@umn.edu
- Phone: 612-625-5412
- REQUEST COURSE CATALOG
Who Should Take This Course & Why
- 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
- 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
Schedule
DAY 1
Session Overview
- Mergers & Acquisitions Kick-Off: Course and subject matter overview.
- M&A Strategic Imperative and Alignment: Learn how M&A plays a role in business strategy.
- Organizational Culture and Barriers to Successful M&A Execution: Avoid common pitfalls and remove the cultural barriers that may hinder a successful execution.
DAY 2
Session Overview
- Modern Valuation Techniques in Practice and Selling a Business: Explore the complexities of valuation.
- Understanding and Negotiating Legal Issues: Gain a basic understanding of the legal side of M&A.
- M&A Fundamentals and Trends: Examine industry trends around M&A.
- The M&A Process: How Deals Get Done: Learn how M&A deals are executed.
- Valuation Drivers: Explore the key factors that increase business value.
DAY 3
Session Overview
- Why Integration is Important During M&A: Understand the importance of a successful integration process for business results.
- The Role of Private Equity in M&A: Understand how private equity shapes the M&A landscape.
- M&A Case Study: Explore an M&A case study in a small group discussion.
- Putting It All Together: Program synthesis, wrap up, and evaluations.
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DAY 1
Session Overview
- Mergers & Acquisitions Kick-Off: Course and subject matter overview.
- M&A Strategic Imperative and Alignment: Learn how M&A plays a role in business strategy.
- Organizational Culture and Barriers to Successful M&A Execution: Avoid common pitfalls and remove the cultural barriers that may hinder a successful execution.
DAY 2
Session Overview
- Modern Valuation Techniques in Practice and Selling a Business: Explore the complexities of valuation.
- Understanding and Negotiating Legal Issues: Gain a basic understanding of the legal side of M&A.
- M&A Fundamentals and Trends: Examine industry trends around M&A.
- The M&A Process: How Deals Get Done: Learn how M&A deals are executed.
- Valuation Drivers: Explore the key factors that increase business value.
DAY 3
Session Overview
- Why Integration is Important During M&A: Understand the importance of a successful integration process for business results.
- The Role of Private Equity in M&A: Understand how private equity shapes the M&A landscape.
- M&A Case Study: Explore an M&A case study in a small group discussion.
- Putting It All Together: Program synthesis, wrap up, and evaluations.
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Faculty
Jerry Caruso
Clinical Faculty, Finance, Carlson School of Management, University of Minnesota
Gerald Caruso has served as a lecturer at the Carlson School of Management where he taught M&A related classes to both graduate and undergraduate students.
Larry Bourgerie
Senior Lecturer
Aks Zaheer
Professor, Curtis L. Carlson Chair in Strategic Management
Register Today!
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$5,000
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