M&A Integration | November 2024
$1,500 | $0 for Members
PROGRAM OBJECTIVES
Complete this M&A course to:
Develop methods for delivering the deal thesis and expected synergies
Head-off inconsistent integration methods to ensure an optimal and repeatable process
Assess integration risks and properly design and apply mitigation techniques to deliver deal value
Curriculum | M&A Integration Master Class
Friday November 22, 2024
10am - 4:30pm (CST)
Live Online
Planning M&A Integration
- 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
- Planning to capture synergies during integrations
M&A Integration Strategies
- 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
- Integration levers to establish appropriate integration plan
- Tactics to avoid common integration mistakes/pitfalls
M&A Integration Special Cases
- Understanding the range of deal types, with integration approaches for each
- Planning for and risks of global/cross-country deals
- Key priorities and approaches for various types of deals
- Overall integration planning framework
- Aligning integration plans with type of deal
- 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.
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.
Faculty | M&A Integration
Emilie R. Feldman is a Professor of Management at the Wharton School of the University of Pennsylvania, where she teaches courses on mergers and acquisitions, divestitures, corporate strategy, and corporate governance.
Her research focuses on corporate strategy and governance, with particular interests in the role that divestitures, spinoffs, and mergers and acquisitions play in corporate reconfiguration, the internal functioning of multi-business firms, and the impact that large shareholders have on strategic decision-making and outcomes.
She graduated magna cum laude from Harvard College, where she studied Economics and French Literature, and she received her MBA and DBA in Strategy from the Harvard Business School.
Professor Feldman is the author of “Divestitures: Creating Value Through Strategy, Structure, and Implementation” which was published by McGraw-Hill in December 2022.
Guest Speaker | M&A Integration
James Harris joined Google in September of 
2011 and has worked on a wide range of deals including Motorola (acquisition and divestiture), Looker, Niantic spinout, Quickoffice, Titan Aerospace and Makani Power. Prior to Google he worked in Corporate Development at Amazon where he managed Amazon’s second largest acquisition of Quidsi (Diapers.com). Prior to Amazon, James managed integration for F5 Networks for 8 years. Additionally, James has held roles in Program Management, Business Development, Engineering and International Affairs.
“This course was excellent. The professor was engaging and did a great job keeping people focused and participating. It's great to be part of a diverse organization that includes senior, experienced M&A people from across different functions. I always come away from these sessions with new perspectives and food for thought."
Vice President, Associate General Counsel, M&A and Integration
Fortive
Assistant General Counsel
Olympus Corporation of the Americas
"This class was fantastic and should be attended by in-house counsel."
Senior Vice President of M&A & Strategy
Envoy Solutions
"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!"
Director
Protective Life
"As an Acquisition Integration Lead, the M&A Master Class was a great investment of my time. The instructor not only has 'book knowledge", they also have 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!”
Head, R&D Asset Transition & Integration Office
Takeda Pharmaceuticals
"M&A Integration is a very practical and useful course to dive deeper into the various aspects that are critical for successful integrations."
Corporate HR M&A, Global Project Manager
DuPont
"As an M&A HR professional working mostly on divestitures, I was able to tie key integration concepts and decisions to the deal thesis. The course's content was very insightful and made a lot of sense even if my experience with the integration of targets is very limited."
Principal Director, Corporate Development
Workday
"I recommend the M&A Integration Master Class to any M&A related professional looking to further strengthen their understanding of the process."
Business Development Manager - Growth Strategy, M&A
Caterpillar
"I would like to congratulate Transaction Advisor for putting together such a comprehensive and practical training session for M&A Integration... Very useful, easy to understand and apply in real life."
M&A Integration Lead
Hewlett Packard Enterprise
"I particularly liked the work on case studies and practical application of the concept of going back to the thesis statement when working on cases synergies and integration approach. Very knowledgeable professor, and students were all professionals working on M&A's in some capacity, so it was very fun to hear different perspectives from them."
M&A Integration Change Lead
Dentsu
"Highly recommend. great insights and opportunity to network with other professionals to hear about their best practices."
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