The Art of M&A® for Integration Leaders / In-Person / San Diego, CA / Mar 2023

Course includes Structured Networking Sessions, Tuesday and Wednesday evenings, from 5:30pm to 7:30pm

Limited-Time Discounts:

Help us celebrate our M&A Partners merger, with special discounts to our remaining 2023 training events:

• First-Time Registrants: 40% OFF with Code PARTNERS40, expires Dec 5, 2023
• Past Participants (and their colleagues): 50% OFF with Code ALUMNI50, expires Dec 5, 2023

Detailed Agenda:     Download

Course Summary:

Join us for an intensive instructional event focused on navigating the intricacies of M&A Integration. This comprehensive course is designed to equip participants with the knowledge and skills necessary to orchestrate successful mergers and acquisitions, ensuring a smooth transition and maximizing business value. Delve into the essential topics that drive effective integration, from understanding the initial business case to optimizing outcomes through culture assessment. Learn from industry experts and gain practical insights to confidently manage the entire integration process.

What You’ll Learn:

• The Business Case for Effective M&A Integration: Explore the rationale behind M&A integration, its potential benefits, and pitfalls. Understand how strategic integration aligns with overarching business goals.
• The M&A Lifecycle: Navigate through the phases of M&A, from due diligence and deal structuring to post-merger integration. Identify critical decision points and ensure a holistic perspective throughout the process.
• Waging the Change & Communications Campaign: Master the art of crafting effective change management and communication strategies. Learn to engage stakeholders, manage resistance, and foster a cohesive organizational culture.
• Deal Strategy Implications for Integration: Analyze how deal strategies impact the integration process. Develop the ability to align integration tactics with the overarching M&A strategy.
• Integration: Understanding People & Risk: Gain insights into the human dynamics of integration and risk management. Learn to identify, assess, and mitigate potential obstacles that arise from combining diverse teams and cultures.
• Managing the Integration Process: Develop a structured approach to managing the intricate integration process. Discover best practices for coordinating various functional areas and ensuring operational continuity.
• Operating the Integration Management Office (IMO): Learn how to establish and operate an Integration Management Office (IMO) to drive integration efforts. Explore its role in overseeing timelines, milestones, and resource allocation.
• Aligning Executives Through an Integration Strategy Summit: Explore the significance of an Integration Strategy Summit in aligning senior leadership on integration priorities. Develop the skills to facilitate productive discussions and consensus building.
• Considerations in IT and Cybersecurity: Understand the IT and cybersecurity aspects of integration. Learn to assess technological compatibility, data migration, and safeguard sensitive information.
• Optimizing Results Through Culture Assessment: Explore the impact of organizational culture on integration success. Acquire techniques to assess, compare, and align cultures for optimal post-merger synergy.

Course Format:

This training is conducted over the course of three days and includes multiple small-group breakout sessions, team exercises and real-world case studies. The beautiful destination setting enables group synergy, cohort connection and the valuable face-to-face interaction that’s possible only within the structure of an in-person event. Networking receptions held at sunset each evening help build relationships and facilitate business associations. Participants will be guided through the event by world-class, senior M&A practitioners—with collective experience of hundreds of deals across nearly every industry vertical.

Who Should Attend:

• Key Executives (CEOs, CFOs, Business Unit GM’s, 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