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.

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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

Google

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!"

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 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. The engaging and active style made it easy to forget you were in a classroom for a day and a half."

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.”

Vice President, Corporate Development

ForwardAir

"Professor 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 Morrissette and my classmates."

Senior Manager, M&A

NielsenIQ

"Professor 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."

Strategy and Corporate Development Manager

HolcimUS

"10 out of 10. Had a great experience, learned from Professor Morrissette and from the other attendees. The topics were all relevant and I brought them back to my team. 100% would recommend."

Corporate Strategy Manager

USG Corporation

“Professor 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.

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