By completing this M&A Master Class you will be better prepared to

  • Develop an integration process to maximize the economic benefit of a transaction

  • Properly identify integration risks and incorporate best practices for effective change management

  • Reduce the amount of time absorbed by the integration process


CURRICULUM

Determining the integration principlesProfessor 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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