The Art of M&A® Due Diligence / San Diego, CA / July 2018

M&A Leadership Council Due Diligence Training
Location: 
Manchester Grand Hyatt, San Diego, CA

Course Summary

Master the art of using acquisition rationale to drive strategic, holistic due diligence. Most M&A teams do well at legal and financial due diligence, but often struggle to assess the operations fit and value realization of acquisitions. While addressing all the functional components of effective diligence (financial, legal, HR and IT) this training program focuses on the structure, tools and best practices for managing the activities and interdependencies within the diligence team, as well as with the seller. Special attention will be paid to people issues; seller dynamics; structuring the process; cybersecurity and bridging from diligence to integration.

Our unique workshop-style programs include case studies, breakout sessions and panel discussions, along with ample time for networking with presenters and colleagues.

Topics will include:

  • Understanding the acquisition rationale as a context for diligence planning
  • The hand-offs from corporate development to comprehensive diligence
  • Financial diligence (Quality of earnings, working capital, income statements and balance sheet)
  • Operational, IT, and HR due diligence: Getting behind and beyond the numbers
  • Managing the due diligence effort – The DMO
  • What a non-expert needs to know about tax and valuation
  • Legal due diligence: What you don't know can hurt you
  • Redefining diligence in a digital world: Cybersecurity and social media
  • People issues and risks
  • Addressing the seller dynamics
  • Dealing with alternative deal types
  • Business fit and value assessment
  • Bridging from diligence to integration 

Need to secure funding approval? Get our Justification Kit to demonstrate the value of our M&A training, and see top takeaways from previous attendees.

The conference hotel is sold out. Some other nearby options include:

   Embassy Suites (across the street) - link
   Marriott Marquis (next door) - link
   Hilton Bay Front (next to convention center) - link
   Hyatt Andaz San Diego> (walking distance) - link

The Hotel Setting

Waterfront Hotel on the Harbor

Training will be held at the Manchester Grand Hyatt, right on San Diego Bay. Explore Southern California’s vibrant culture and natural beauty from our gorgeous San Diego waterfront hotel. Experience spacious rooms, stunning views, and upscale amenities steps from the city’s top attractions. Guests enjoy easy access to San Diego’s best beaches, restaurants, shops, entertainment venues, and more.

Stay at a guest room in the hotel and take advantage of:

  • Windows that open to let in fresh sea breezes
  • PDA Check-in
  • Tennis, basketball and volleyball courts
  • 24-hour complimentary StayFit™ gym
  • Outdoor pool
  • Hot tubs
  • Fire pit overlooking San Diego Bay
  • Easy trolley access to attractions

Hotel Phone for Reservations: 619-232-1234

San Diego Hyatt

Tuition and Discounts

Standard Price: $3300

 

Discount Type

Amount

Cost After Discount
Early Bird 10% $2970
Alumni (past participant) 20% $2640
Certification Candidate
(you may sign up during registration)		 30% $2310

Groups of 3 or more (from same company, attending same event)

Please call our office
214-689-3800

Payment is accepted by credit card or check (invoice available at registration; payment is due within 15 days).
*Only one discount per person per event; must be applied at time of registration

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Participants of this course will receive 72 CMAS credits