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

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 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 400 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.
“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

Corporate Development Lead
Block, Inc.

Senior Director, Corporate Strategy
Tyson Foods

Director, Corporate M&A
DuPont

Corporate Development Director
Akamai Technologies

Vice President, Corporate Development
ForwardAir

Senior Manager, M&A
NielsenIQ

Strategy and Corporate Development Manager
HolcimUS

Corporate Strategy Manager
USG Corporation
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.
