Monday May 10, 2021
This M&A Master Class will focus on the specific decisions, information, and actions that will likely be required during an acquisition process.
FACULTY
Stephen G. Morrissette, Ph.D is a Visiting Professor of Strategic Management at the University of Chicago's Booth School of Business, where he teaches Merger & Acquisition Strategy. His research includes decision models for mergers and acquisitions including "A Framework for Validating an M&A Deal Thesis" published in the Journal of Accountancy and Finance.
CURRICULUM
I. Determining the integration principles
- Linking integration strategy to the deal thesis & 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
II. Preparing for the integration process
- Selecting the integration team members
- Understanding cultural dynamics and developing integration plans to address cultural issues
- Using a slow or rapid phase-in of changes in human capital policies (compensation, benefits, etc.)
- Technology platforms to manage integration
- Curtailing negative synergies​
- Budgeting and managing integration costs
- Tactics to avoid common integration mistakes/pitfalls
III. Performance improvement and integration 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
- Guest Q&A: Lessons learned & insights
WHY ATTEND
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
- Reduce the amount of time absorbed by the integration process
- Increase your expertise and ability to add value to your company's M&A process
CLE and CPE credit will be available.
WHO SHOULD ATTEND
The curriculum is designed for public company corporate development directors, in-house M&A counsel, strategy & finance managers, and those in similar roles with 10+ years of professional experience and responsibility for M&A activities. Familiarity with M&A concepts and methods is prerequisite knowledge.
SCHEDULE
This M&A Master Class will be taught live online from 10:00am - 4:30pm CT on Monday May 10, 2021
Members of the Transaction Advisors M&A Institute leverage the collection of knowledge at TransactionAdvisors.com and enjoy preferred access to the programs we host throughout the year. If your M&A Institute Membership is not current, we will contact you to pay your annual dues.
For questions, contact ENassar@TransactionAdvisors.com / +1 (312) 625-2702.
Tuition is nonrefundable, but if you are not able to attend we will make every effort to transfer your tuition to a future program, of similar or lesser value, for a period of one year. You may also transfer your registration to another individual within your organization, upon our approval. Additional Terms & Conditions apply.