Complete this M&A course to:

  • Head-off inconsistent integration methods to ensure an optimized and repeatable process

  • Avoid integration risks and properly apply mitigation techniques

  • Limit resistance to integration milestones and value creation


Determining the integration principlesProfessor Stephen MorrissetteProfessor Stephen Morrissette

  • Linking the integration strategy to the deal thesis and value drivers
  • Methods for linking diligence to the integration planning process
  • Defining and recruiting the right leadership / setting up the PMO office
  • Establishing clear and measurable synergy and value drivers
  • Articulating the future state goals early in the process
  • Determining the pace of integration and value creation
  • Optimizing governance to drive fast and effective integrations

Preparing for the integration process

  • Developing integration plans to address cultural issues
  • Using a slow or rapid phase-in of changes in human capital policies
  • Technology platforms to manage integration
  • Curtailing negative synergies
  • Budgeting and managing integration costs
  • Tactics to avoid common integration mistakes/pitfalls

Performance improvement and change management

  • Maintaining momentum in the ongoing businesses
  • Involving customers and suppliers in the integration process
  • Integrating brands, marketing, channels, and sales teams
  • Shifting workforce-related processes and protocols
  • Holding leadership and the PMO accountable / measuring performance
  • Reporting integration metrics to investors and financial analysts
  • Capturing integration best practices and building institutional capabilities


Professor 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 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.

Awarded Upon Completion

You will receive 5.5 CLE (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 Master Class alumni.

Certificate of Completion

Great session! I learned a lot of practical skills.

Manager, Corporate Development

Great, engaging instructor who utilized the time for a relatively short training very efficiently.

Senior Manager, Strategy and Corporate Development

Discussion with other practitioners was great. I thought the course might be too academic, but was happy to see that it was not."

Manager - Corporate Development


M&A Valuation Master Class

This M&A Master Class will focus on the specific valuation decisions, information, and actions that will likely be required during an acquisition process
Transaction Advisors Institute M&A Valuation Master ClassValuation