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

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

Course Summary:

How can your company’s M&A go from “good” to “great?” What do you wish you had known during your most recent M&A integration? Throughout this highly interactive 3-day course, we will tackle the real-world issues that derail integrations, and together arrive at solutions to overcome the obstacles, challenges, and risks that destroy deal value. Each session of the program provides hands-on exercises and team assignments guided by M&A practitioners with years of experience serving in pre- and post-merger leadership roles. 

Who Should Attend:

• Corporate Develop Leaders - EVP, SVP, VP, Director
• IMO / Enterprise Integration Leaders - EVP, SVP, VP, Director
• Function Leaders Dedicated to M&A - Tech, IT, Finance, HR, Change, Comms, Culture, CX, EX

How You'll Participate:

• Brief, topical front-of-room instructions, methods and best practices
• Case studies
• Small group break-out exercises with defined challenges / issues to address and report-out
• Spotlight on Success - mini case studies from highly skilled acquirers including their “from good to great” journey with M&A and key lessons learned
• Topical Panel Discussions comprised of highly experienced corporate acquirers and open forum Q&A
• Lightning Round - submit your M&A related questions / issues / topics and quickly leverage insights, experiences and recommendations from both peers and presenting practitioners
• Structured networking - two special evening sessions, not to be missed, and specifically designed to enable each participant to meet / learn about each company/participant in attendance and build specific awareness of key integration success topics. Have fun, enjoy some great food / adult beverages and learn at the same time!

Course Format:

Event participants can expect to absorb more than the basic “how-to's” of M&A, with application and mentoring from highly experienced internal team members and external advisors. This interactive 3-day, in-person session meets the need to maximize and accelerate the pure gold of peer-to-peer learning in a highly participatory, hands-on forum where each attendee is expected to contribute ideas, insights, and best practices, and work collaboratively together on practical application-oriented solutions to real issues and active deals.