The Art of M&A® Corp Dev & Due Diligence / Virtual / NOV 2024
Course Summary:
This virtual course, led by experienced M&A practitioners, offers a concise understanding of value-driven corporate development and due diligence. It begins by establishing the importance of due diligence, focusing on financial aspects like quality of earnings, working capital, and financial statement analysis. Small group discussions provide in-depth insights into these topics. The program also addresses people-related risks, and transitions into value-added corporate development, covering strategy, targeting, and transaction phases. IT and security due diligence are included for a comprehensive approach. The course ends with a focus on post-merger integration, featuring impactful case studies and insights.
Module Descriptions:
Introduction to the Value-Driven Deal Lifecycle: Learn the key stages and principles of creating value-driven deals from initiation to closure
Acquisition Rationale: Understand the strategic reasons and benefits behind pursuing acquisitions in a business context
Due Diligence and Closing the Deal - Part 1: Explore the essential processes of due diligence and initial steps for successfully closing a deal
Due Diligence and Closing the Deal - Part 2: Dive deeper into the critical steps and best practices for finalizing the deal after due diligence
Introduction to Financial Due Diligence: Learn the fundamentals of financial due diligence to evaluate a company's financial health and risks
Due Diligence: Understanding People Related Risks: Identify and assess human capital risks during due diligence to ensure smooth integration and operation
Group Discussion: Understanding People Related Risks: Engage in a collaborative discussion to explore and mitigate people-related risks during the due diligence process
Due Diligence: Market and Competition: Analyze market conditions and competitive landscape to identify risks and opportunities during due diligence
Financial Due Diligence Revisited: The Income Statement and Balance Sheet: Review and analyze key financial statements to gain deeper insights during financial due diligence
Group Exercise: Financial Due Diligence: Participate in a hands-on group activity to practice and enhance financial due diligence skills
IT Due Diligence: The Science is in the Art: Discover the nuanced approach to IT due diligence, balancing technical assessment with strategic insights
Cyber Security Due Diligence: Evaluate cybersecurity measures and risks during due diligence to ensure robust protection of digital assets
Laying the Foundation for Post-Merger Integration: Prepare strategic frameworks and essential practices to ensure successful post-merger integration and value creation
Value-Driven Corp Dev & DD: Case Study: Examine a real-world case study to analyze and understand corp dev and due diligence elements to make informed decisions
Value-Driven Corp Dev & DD: Case Study Report-Out: Breakout groups collaboratively report findings and solutions from the case study exercise and gain insights from the facilitator's expert analysis
* Module topics subject to change
Who Should Attend:
- Key Executives (CEOs, CFOs, Business Unit GMs, VP Strategy/Corporate Development and those tasked with leading the subsequent integration)
- Corporate Development Leaders
- Due Diligence Leads or Team Members
- Integration Team Leads
- Integration Management Office Leads and Program Managers
- Functional Workstream Leads and Dedicated Workstream Program Managers
Tuition:
Inflation-Relief Pricing through 2024 Election Year
Standard Price: $1450 $290
CMAS® Candidates Attend FREE
Payment is accepted by credit card or ACH (invoice available at registration; payment is due prior to receipt of access link).
Refund Policy: Please view our program refund and complaint resolution policies here
About CPE Credits:
Delivery Method: Group Internet Based
Program Level: Intermediate
Prerequisites: Participants should have at least a baseline general awareness of acquisition due diligence in a corporate environment. This course will provide a process viewpoint on corporate development’s role in successfully achieving inorganic growth and organizing and managing a comprehensive due diligence process. Subject matter experts will provide a thorough topical briefing on essential due diligence topics including financial due diligence, people/organizational due diligence, information technology/security diligence, and the bridge from diligence to integration strategy and pre-close planning.
Advance Preparation: Short proprietary case study pre-read will be sent one week prior to course start date.
Field of Study: Specialized Knowledge
Full attendance earns up to 42 CMAS credits for this course*
Participants of this course may receive up to 12 CPE credits*
M&A Leadership Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
*Credits awarded are based on course engagement