Exclusively for Corporate M&A Professionals
M&A Academy
SAN FRANCISCO | CHICAGO | NEW YORK
This in-depth course covers best practices in the M&A process from target development through closing.
Participants include corporate development and integration teams, in-house M&A counsel, corporate strategy and financial executives.
- Develop a strategic framework to evaluate acquisitions
- Design an effective process for assessing a specific target
- Properly identify risks and manage exposure to liabilities
- Improve efficiency, governance, and certainty of execution
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Best Practices
Designed for Corporate M&A Professionals
The M&A Academy was developed for corporate development professionals, strategy leaders, in-house M&A counsel, integration specialists, senior financial analysts, and business executives that are involved in designing and executing mergers and acquisitions.
M&A Academy - Justification Letter.docx
The Institute is an accredited provider of CPE and CLE in Illinois. This M&A Academy offers 10.25 CLE credits and 12.25 CPE credits. An Illinois certificate will be issued. If you are licensed in another state, please check for reciprocity regarding continuing education credits.
Teaching Faculty
Stephen G. Morrissette, Ph.D
Professor Steve Morrissette teaches Merger & Acquisition Strategy at the University of Chicago Booth School of Business.
His 30 years of transaction experience includes various Chief Financial Officer roles where he was responsible for M&A and post-merger integration.
Professor Morrissette has been teaching for the Transaction Advisors Institute since 2015.
He was appointed to serve as the Institute's Faculty Director in 2020.
Endorsements
Improving the M&A Process
More than 500 corporate M&A teams have completed the M&A Academy, which unpacks the key building blocks for high performing transactions.
Through a structured curriculum, interactive case discussions, and the peer-to-peer sharing of M&A best practices, participants leave empowered to improve their ability to create value as they execute transactions.
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“The M&A Academy is a great way to get up to speed on corporate development best practices."
M&A Integration Manager
Integration Management Office Manager
Cargill
“An excellent time spent away from the office, to come together to learn, share, and expand knowledge surrounding the M&A process. The attendee's were diverse - multiple different backgrounds, industries, etc - that it enabled great discussion, learnings and new found LinkedIn connections. Overall, I would definitely recommend this M&A course!"
Director & Associate General Counsel, Competition Law
Hewlett Packard Enterprise
"The M&A Academy provided me with insights that I will use to take deeper and alternative looks at transaction rationales in my deal analysis activities. The best aspect by far was the breadth of knowledge transfer that you get as a result of the diversity and depth of experience possessed by the participants."
Corporate Development Lead
Block, Inc.
"Enjoyed bringing my team together to learn about M&A in a more structured environment, with other professionals from other companies/industries (vs. mostly by just doing deals!). It helped to complement the existing deal experience the team had."
Senior Manager, M&A
NielsenIQ
"Professor Steve Morrissette gives you a valuable toolkit to create value within your M&A team. This course skips the mundane text-book definitions and dives right in to the key points in sourcing a deal, running a process, and how to link these to a successful integration plan."
Senior Director, Corporate Strategy
Tyson Foods
"As someone who has some experience in M&A, the M&A Academy was a great class for both beginners and experienced practitioners alike."
Director, Corporate M&A
DuPont
“Engaging context with practical, real life experiences to help the M&A 'boots on the ground' practitioner.”
Corporate Development Director
Akamai Technologies
"The M&A Academy really taught me how to best translate my company's broader objectives into a cohesive M&A strategy. I've already put material from this M&A course into practice at my company.”
Senior Counsel, M&A & Securities
Acuity Brands
"Professor Steve Morrissette's instruction and discussion leading were engaging and informed by a wealth of practical and theoretical knowledge. Nearly as valuable were the perspectives and experiences shared by my fellow practitioners taking the class. It was very helpful to check our approach and process against established thinking and the real-life practice of Professor Steve Morrissette and my classmates."
Corporate Strategy Manager
USG Corporation
“Professor Steve Morrissette was great. The energy level he brought to the class was amazing and his ability to quickly translate questions into real world examples was interesting and helpful”.
Available with an All Access Membership Account
Available on a Private Basis
The M&A Academy and M&A Master Classes can be delivered on a private basis to allow open discussion about your company's specific challenges and priorities, drawing on the expertise and knowledge of the Institute's teaching faculty and expertise.
