The Resourcing Imperative: Staffing Your M&A Team for Optimal Impact

Course Description

Registration Closed for this event.

You will learn:

• A resourcing analysis framework to help your team identify potential resource needs and gaps.
• Insights from practical experience.
• What the research data reveals about the resourcing challenge in M&A.
• The risks and negative impacts of “side-of-desk” and “in-addition-to-my-day-job” staffing.
• The impact to the business case when you get it right.
• Staffing concepts and principles for success – at every level of deal-count and experience.
• Alternative solutions to help “bridge the gap” when you’ve tapped out other resource possibilities.
• Resourcing challenges across the entire M&A lifecycle. What skills and experience is needed, when, and for how long?
• Actions you can take to document the case more effectively for your specific resource requirements!

A recent study of over 150 skilled acquirers revealed an astounding and challenging reality.

The question was asked, What breakthrough practices have enabled your company to be more consistently successful at integration? The #1 most frequently cited breakthrough was solving the M&A integration RESOURCING CRISIS.

Unfortunately, that VERY SAME answer – inadequate resourcing – was simultaneously ranked at the #1 most frequently cited “greatest remaining challenge.”

Getting M&A resourcing right requires understanding and anticipating a variety of complex factors, including:

1. Prior experience of the deal team, integration team and function teams
2. Total deal volume and deal pace
3. The integration and business case requirements of deal type, size, and complexity
4. Each organization’s underlying M&A process and capability maturity

As a result, every acquirer, regardless of size or deal-count experience, can relate to this enormous and persistent constraint.
For example:

• High Deal-Count Serial Acquirers: Even highly sophisticated serial acquirers struggle with the global resource coverage requirements of multiple, ongoing, and simultaneous transactions and integrations, often creating a long tail of backlogged requirements.
• The Annual Acquirers: Just like daffodils that appear every year, these companies often do one or two deals a year, then shift back to “business as usual” until the next year when the next deal rolls around. While never easy, many companies have made this work through sheer “heroics.” But when confronted with a much bigger deal, a more globally complex deal, multiple concurrent deals, or differing deal types – look out – the wheels may fall off when subjected to this type of resourcing strain!  Even one or two deals per year of any material size results in a near continuous integration posture for the Buyer’s back-office functions.
• The New Entrants: Maybe your industry sector has recently been disrupted by technology or regulatory change. Maybe your sector is now rapidly consolidating due to diminished margins or the need for scale. Maybe your customer requirements are driving you to acquire new capabilities and solutions. Whatever the root cause, it’s time “go and grow.” It’s time to figure out how to do M&A in a big way – and fast!

Whichever scenario best describes your company’s situation, this Summer Breakthrough Series event will help you learn from other best-in-class peers, assess options, take constructive actions, and produce improved results.

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Learning Forums Include:

Keynote Overview: The Resourcing Imperative

In this fast-paced keynote presentation, expert M&A Leadership Council and partner organization faculty will present the challenges. They will reveal the data, document the risks, discuss the business case impact, identify leading concepts for the M&A team and integration resourcing, and link solutions to various deal count use cases.

Spotlight on Success

A highlight of each Summer Breakthrough Series event is the opportunity to shine the spotlight on peer organizations with proven models, outstanding practices, lessons learned and insights to share. This Spotlight session will feature 2-3 organizations, each speaking to the resourcing model, best practices and insights for their respective deal volume and experience category (e.g., the High Deal-Count Serial Acquirer, The Annual Acquirers, The New Entrants).

Group Breakout Working Sessions

Based on your pre-event survey input, each attendee will be assigned to a group breakout session where you’ll meet with other peers with approximately the same level of anticipated deal volume and similar resourcing challenges. An expert facilitator will support each concurrent session to help you maximize time and deep dive into the assigned challenge topics, identify best practices, and then document insights and takeaway applications. Each group will report out key findings and recommendations to other participants.

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Facilitators

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What to Expect

Based on the feedback of M&A Leadership Council alumnus and event participants, we are honored to host a truly unique learning event. Key components of the Summer Breakthrough Series include:

• Easy to schedule and attend – conducted in one, 3.5-hour online module.
• You help shape the content and workout exercises – each participant will be invited to provide input to the program faculty via a pre-event course survey. Weigh in with your ideas, questions, topics, and challenges.
• Meaningful discussions / advanced topics – here’s your chance to go deeper on issues that will help you make an impact. We’ll tee-up the concepts and provide a framework for discussion – and then we’ll all dive in.
• More networking, lessons learned and peer-to-peer insights – A hallmark of M&A Leadership Council events is the opportunity to meet, interact with and learn from experienced M&A executives and practitioners. This session will focus on practical solutions that can help acquirers of all types and experience levels.

Please note: this event will be conducted on Zoom. Please check with your IT department to verify your ability to use this platform. Registration will be password protected. You can learn more about the system requirements and download the latest Zoom Security White Paper for more detailed information.

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Who Should Attend

• Key Executives (CEOs, CFOs, Business Unit GM’s, VP Strategy/Corporate Development, etc.) – Those tasked with driving strategic growth through MA&D and accountable for deal resourcing or building a more robust and repeatable M&A capability in their respective organizations or seeking continuous improvements in key “gap areas” where consistent program execution has been problematic.
• Corporate Development Leads – Those accountable to the executive committee or deal team for overall strategy execution, end-to-end M&A operations, internal capability development, and ensuring completion of the deal thesis objectives and synergies.
• Integration Leads – Those principally responsible for integration strategy, planning, decision making, and accomplishing overall “integration complete” on-time, on-budget, and with the deal objectives met.
• Integration Management Office Leads and Program Managers – Those responsible for detailed integration planning, mapping, and managing all cross-functional dependencies, scheduling, coordinating, tracking, statusing, reporting, managing risks, action items, and issues.
• Function EVPs / VPs and Workstream Leads and Dedicated Workstream Program Managers – Those responsible for integration planning and execution of their specific functional, business, or cross-functional workstream across the M&A life cycle, while supporting all related cross-functional dependencies.

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Tuition and Discounts

Standard Registration Fee: $500

 

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Course Materials

Each registered participant will receive a summary of the seminar content in a watermarked PDF document along with exercise instructions to support the overall learning experience of each course.

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CMAS Credits

Each candidate for the Certified M&A Specialist designation will earn 10 CMAS credits with completion of this training event.