The Art of M&A® Integration Fundamentals / Virtual / FEB 2024
This virtual course, trained by expert M&A practitioners, provides a comprehensive understanding of the M&A process, spanning from initial strategy to long-term value creation. It covers the M&A lifecycle, encompassing strategy, targeting, due diligence, transaction management, pre-announce and pre-close integration, post-close integration, and fundamentals of integration. Group discussions explore objectives and challenges. Additionally, it delves into the critical role of IT and the importance of managing people and culture in integration. The course also includes practical insights through case studies, assignments, group exercises, and readouts. Participants will gain a well-rounded knowledge of M&A, equipping them with the skills to navigate the complexities of mergers and acquisitions successfully.
M&A Lifecycle Framework – Overview: Understand the stages of mergers and acquisitions, from strategy to integration, for effective deal management.
Phase 1: Strategy & Targeting: Learn how to formulate acquisition strategies and identify suitable targets aligned with organizational goals.
Phase 2: Due Diligence & Transaction Management: Master the critical process of due diligence and transaction management for successful M&A deals.
Group Discussion: Objectives and Challenges: Engage in discussions on M&A goals and potential hurdles for insightful perspectives from peers and experts.
Phase 3: Integration: Pre-Announce: Explore the essential steps and considerations in pre-announcement integration planning.
Phase 4: Integration: Pre-Close: Delve into the crucial pre-closing integration activities that set the foundation for a seamless transition.
Phase 5: Integration: Post-Close: Gain insights into the post-closing integration phase, focusing on operational alignment and synergy realization.
Phase 5 Group Discussion Exercise - Executing the Fundamentals of Integration: Collaborate with peers to address integration challenges and refine execution strategies.
Phase 6: Long-Term Value Creation: Discover methods to sustain value creation through effective integration strategies and ongoing management.
M&A Playbooks: Develop comprehensive playbooks for M&A processes, incorporating best practices and tailored approaches for different scenarios.
Aspects of IT in Integration: Explore the critical role of Information Technology in M&A, addressing systems integration and data management.
People & Culture in Integration: Understand the importance of managing organizational culture and human resources during the integration process.
Case Study Group Breakout Exercise: Collaborate in groups to analyze and develop strategies for complex M&A case study elements, fostering critical thinking and problem-solving skills.
Case Study Group Readout: Present and discuss group findings, solutions, and lessons learned from the case studies, refining analytical and communication abilities.
* Module topics subject to change
Who Should Attend:
- Corporate Development Leads
- Integration Leads
- Integration Management Office Leads and Program Managers
- Functional Workstream Leads and Dedicated Workstream Program Managers
- Key Executives (CFOs, Business Unit GMs, VP Strategy/Corporate Development, etc.)
Our events are held on the Zoom platform. Please check with your IT department to verify your ability to use this platform. You can learn more about the system requirements and download the latest Zoom Security White Paper for more detailed information.
Tuition and Discounts:
Standard Price: $1450
Cost After Discount
|Early Bird (until one week before event)||20%||You save $290||$1,160|
|Alumni (past participant)||40%||You save $580||$870|
|CMAS Certification Candidate
(you may sign up during registration)
|50%||You save $725||$725|
Groups of 3 or more (from same company, attending same event)
Please call our office
Payment is accepted by credit card or ACH (invoice available at registration; payment is due prior to receipt of access link).
*Only one discount per person per event; must be applied at time of registration
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 integration in a corporate environment. This course will provide a comprehensive “lifecycle” viewpoint on key decisions, issues, risks, objectives, and requirements for the Integration Leader and/or Integration Management Office (IMO) success at each phase of the M&A lifecycle process.
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*
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