M&A Integration and Change Management | November 2022
This M&A Master Class will focus on the specific integration decisions, information, and actions that will likely be required during an integration process
By completing this M&A Master Class you will be better prepared to
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Develop an integration process to maximize the economic benefit of a transaction
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Properly identify integration risks and incorporate best practices for effective change management
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Reduce the amount of time absorbed by the integration process
CURRICULUM
Determining the integration principles
Professor Stephen Morrissette
- Linking integration strategy to the deal thesis and value drivers
- Linking diligence to the integration process
- Defining and recruiting the right leadership
- Establishing clear and measurable value drivers
- Articulating the future state goal early in the process
- Determining the pace of integration
- Optimizing governance to drive fast and effective integrations
Preparing for the integration process
- Understanding cultural dynamics and developing integration plans to address cultural issues
- Articulating the future state goal early in the process
- 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 best practices
- Maintaining momentum in the ongoing businesses
- Involving customers and suppliers in the integration process
- Integrating brands, marketing, channels, and sales team
- 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 Visiting Professor of Strategic Management at Booth School of Business at the University of Chicago 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. He works with publicly-held firms, privately-owned firms with a special emphasis on planning for large family-owned businesses.
PROGRAM EXCERPT
In this video, Professor Morrissette explains that integration must be started early and handed off properly.
TESTIMONIALS
"Great session! I learned a lot of practical skills."
Manager, Corporate Development, ONEOK
"Great, engaging instructor who utilized the time for a relatively short training very efficiently."
Senior Manager, Strategy and Corporate Development, Avery Dennison Corporation
"Panel discussion with practitioners was great. I expected the course to be too academic but was happy to see that it was not."
Manager - Corporate Development, Elkay Manufacturing
AWARDED UPON COMPLETION
You will receive:
- A tombstone for your desk
- CLE and CPE credit
- Course certification for LinkedIn
SCHEDULE
This M&A Master Class will run live online on
Friday November 4, 2022 from 10am - 4:30pm (CST)
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This M&A Master Class will focus on the specific integration decisions, information, and actions that will likely be required during an integration process.
