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 more refined deal thesis to maximize the economic benefit of a transaction
Improve your ability to identify 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
I. M&A Strategy & Process Management
II. M&A Valuation & Diligence
III. M&A Governance and Closing
Stephen G. Morrissette 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 practitioner expertise include various CFO roles where he was responsible for M&A and post-merger integration.
His academic career includes 15 years of full-time teaching where his expertise includes Strategic Planning, M&A, and Capital Planning.
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.
This M&A Academy is not designed for advisors or service providers.
The M&A Academy will be held at Wharton San Francisco:
Tuesday, March 14, 2023 - 8:30am - 5:00pm PST
A wine reception & dinner will take place immediately following class
Wednesday, March 15, 2023 - 8:30am - 12:00pm PST
You will receive a tombstone for your desk, 10.25 CLE and/or 12.25 CPE credits (if applicable), and course certification for LinkedIn.
You will also be invited to join a confidential discussion space for exchanging ideas, best practices, recommendations, and information with other M&A Academy alumni.
"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 the course into practice at my company.”
Corporate Development Director
“This is an excellent 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
“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
“Prof. Morrissette 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 class to any individual or team looking to improve planning and execution of the corporate development process.”
Chief Executive Officer
“Engaging context with practical, real life experiences to help the M&A 'boots on the ground' practitioner.”
Director, Corporate M&A
“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 course!”
Integration Management Office Manager
"The M&A Academy is a crash course in how to improve your M&A practice and skillset. Steve gives you a valuable toolkit to create value within your M&A team. It 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
"As a corporate development professional establishing a new function within a private company, the M&A Academy was very helpful for me and provided tools and invaluable experience that I can take back to my company to share, implement and meaningfully improve the corporate development function to maximize our value-add to the corporate strategy goals."
M&A Manager
M&A Conference | March 15-16