Best Practice Training for Companies Growing by Acquisitions
Download or print a copy of our On-Site Training Brochure
Why M&A Training?
Would a General send soldiers into battle without proper training, preparation and the tools to win?
Then why do some companies take on acquisitions, representing both significant risks and opportunities, without providing advanced training to successfully execute the M&A activities? Think of this training as an investment, knowing that your organization will be 80% more likely to achieve successful M&A deal outcomes.
The M&A Leadership Council has been the “go-to” organization for more than 1,200 corporate M&A executives who are determined to add value to their deals rather than watch value erode.
Make plans to take 1-2 days of concentrated in-house training for your diligence and integration teams to set them on the right course and be assured of value creation from your next deal.
Learn More - Contact Mark Herndon by email or call him at 214.689.3800
Training Options
Executive Briefing
4 hours
This is a 4-hour interactive working session with a prospective acquirer’s key leadership team. This session will address the priorities and objectives of senior management for achieving M&A success. Within the context of best practices and lessons learned from successful acquirers, the facilitators and senior management will address and work the topics of greatest interest based upon where the organization is in building its in-house M&A capabilities and expertise.
Typical Topics Covered:
- Strategy & Readiness
- Critical Success Factors for M&A Effectiveness
- Priorities & Focus for Different Acquisitions
- Organizational Change
- Structuring & Managing Diligence
- M&A Integration Process
The Art of M&A Due Diligence - Short Course
1-2 days
This training program for up to 40 participants is typically focused on jump-starting and preparing the client team for the diligence effort. It can be conducted in anticipation of a deal, but often is done in preparation for a near-term acquisition. In advance of the course, the facilitators will build an understanding of the company’s past M&A activities, acquisition strategy and likely scenarios, and target characteristics and attributes.
Typical Topics Covered:
- Role & Purpose of Diligence
- Structuring & Managing the Diligence Effort
- Focus & Priorities for Alternative Transactions
- Diligence Best Practices & Lessons Learned
- Business Fit & Value Assessment
- Key Deliverables
- Transitioning to Integration
The Art of M&A Integration - Short Course
1-2 days
This is an M&A integration preparation and training for up to 40 participants, similar to our public workshop. This condensed program combines a balance of front-of-the-room instruction along with highly interactive discussions and exercises that will better equip your designated staff for integration planning and execution; it prepares the organization to take the handoff from Due Diligence and begin creating value for the new combination.
Typical Topics Covered:
- Business Case for Effective Integration
- Understanding the M&A Life Cycle
- Focus & Priorities; Strategy & Readiness
- Pre-Closing Legal Do’s & Don’ts
- Structuring & Managing the Integration
- Critical Success Factors / Best Practices in Integration Planning & Execution
- Essentials for a Successful Day 1
- Culture, Communications & Change Management for M&A
Other Courses - Customized and Modified as Required
Variable lengths
Based on your company’s needs, objectives and timelines, we are able to design customized training and jump-start planning programs in M&A Life Cycle, Divestitures, Spin-Offs, HR Readiness, M&A Program Management and others.