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 22, 2024
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

Upon completion you will receive 5.5 CLE credit hours (if applicable) and a Certificate of Completion.

Certificate of CompletionYou 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.

Faculty | M&A Integration Master Class

Professor Stephen G. Morrissette, Ph.D. is a Visiting Professor of Business Administration 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

  • I am extremely pleased that I signed up for the M&A Integration Master Class. I would highly recommend it to anyone involved with M&A integration. No matter if you're new to it or have been doing it for 20 years!

    Senior Vice President of M&A & Strategy at Envoy Solutions

  • 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!

    Director at Protective Life

  • I enjoyed the Master Class! It was great to learn with and also from M&A leaders from various industries and with varying experience. I definitely walked away with tangible learnings that I'll be applying moving forward.

    Acquisition Integration at Protective Life


M&A Negotiation

This live online M&A Master Class covers strategic M&A negotiation principles, methods for maximizing value, and techniques for heading off disputes
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