M&A Academy at Wharton San Francisco | March 2023
This extensive course is designed to help corporate acquirers improve their M&A process and deal performance
Develop a clear M&A thesis to maximize the economic benefit of a transaction
Properly identify the risks associated with a transaction and manage exposure to liabilities
Reduce the amount of time absorbed by the M&A process and improve certainty of execution
Curriculum | M&A Academy
March 14 & 15, 2023
M&A Strategy & Process Management
M&A Valuation & Diligence
M&A Governance and Closing
The M&A Academy is designed for corporate development professionals, strategy leaders, in-house M&A counsel, integration specialists, senior financial analysts, and business executives that are involved in devising and/or executing mergers and acquisitions.
You will also be invited to join a confidential discussion community for exchanging ideas, best practices, recommendations, and information with other M&A Academy alumni.
Faculty | M&A Academy
Stephen G. Morrissette, Ph.D. is a Professor of Strategic Management at the University of Chicago Booth School of Business where he teaches Merger & Acquisition Strategy.
His 30 years of transaction expertise includes various Chief Financial Officer roles where he was responsible for M&A and post-merger integration.
His academic career includes 15-years of full-time teaching senior executives in Strategic Planning, M&A, and Capital Planning.
Professor Morrissette has been teaching for the Transaction Advisors Institute since 2015. He was appointed to serve as the Institute's Faculty Director in 2020.
Schedule & Location | M&A Academy
The spring cohort of the M&A Academy will take place at Wharton San Francisco.
Tuesday, March 14, 2023 - 8:30am - 5:00pm PST
Wine reception & dinner - 5:30pm - 7:30pm PST
300 Spear Street
San Francisco, CA
Wednesday, March 15, 2023 8:30am - 12:00pm PST
Member Reviews | M&A Academy
"The M&A Academy really taught me how to best translate my company's broader objectives into a cohesive M&A strategy. I've already put material from this M&A course into practice at my company.”
Corporate Development Director at Akamai Technologies
“This is an excellent M&A course - Professor Morrissette shares best practices and provides great ideas to help you improve your M&A process to add value at your organization. The class discussions and events after class provide great opportunities to learn from the experiences of other M&A practitioners.”
Senior Manager, Corporate Development at DrFirst.com
“The M&A Academy is a great way to get up to speed with how corporate development professionals outside your firm think and to learn about industry practices.
M&A Integration Manager at Google
“Prof. Morrisette has deep knowledge and real-world experience of M&A and presents this complex topic in a logical and effective manner. I would highly recommend this M&A course to any individual or team looking to improve planning and execution of the corporate development process.
Chief Executive Officer at Devensoft
“Engaging context with practical, real life experiences to help the M&A 'boots on the ground' practitioner.”
Director, Corporate M&A at DuPont
“An excellent time spent away from the office, to come together to learn, share, and expand knowledge surrounding the M&A process. The attendee's were diverse - multiple different backgrounds, industries, etc - that it enabled great discussion, learnings and new found LinkedIn connections. Overall, I would definitely recommend this M&A course!
Integration Management Office Manager at Cargill
"Professor Morrissette gives you a valuable toolkit to create value within your M&A team. This course skips the mundane text-book definitions and dives right in to the key points in sourcing a deal, running a process, and how to link these to a successful integration plan."
Senior Manager, M&A at NielsenIQ
M&A Conference | March 15-16