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
Curriculum
Determining the integration principles
Professor 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
Faculty
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.
Great session! I learned a lot of practical skills.
Great, engaging instructor who utilized the time for a relatively short training very efficiently.
Discussion with other practitioners was great. I thought the course might be too academic, but was happy to see that it was not."
YOU MIGHT ALSO CONSIDER
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
