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 | M&A Integration Master Class

Friday November 3, 2022
10am - 4:30pm (CST)
Live Online

Determining the M&A integration strategy

  • 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

M&A Integration Leadership

  • 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

M&A Integration Process & Governance

  • 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

You will receive 5.5 CLE credit hours (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

Faculty | M&A Integration Master Class

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.

Professor Morrissette has been teaching for the Transaction Advisors Institute since 2015.

  • I enjoyed learning from Professor Morrissette and meeting fellow practitioners across a variety of industries and geographies. I think corporate development professionals have unique demands that aren't often the focus of typical courses so it's refreshing to see a forum specifically designed around my needs and those of my fellow corporate development colleagues.

    Director Corporate Development at National Medical Billing Services

  • As an Acquisition Integration Lead, the M&A Master Class was a great investment of my time. The instructor not only has 'book knowledge", he also has practical experience. The material covered, cases studies and discussion were very beneficial. I was able to walk away with some new thoughts about successful integrating, as well tools to use to get there. I HIGHLY recommend this class!

    Acquisition Integration Lead at Protective Life

  • This was a great overview of M&A integration and change management. Professor Morrissette was a good teacher that kept the group engaged and interested.

    Senior Manager, Strategic Projects at Interpublic Group


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