The Art of M&A® Value-Driven Corporate Development & Due Diligence: Live-Online with M&A Direct℠

Course Description

Given today’s highly competitive M&A market environment, Corporate Development leaders are being tasked with an increasingly challenging set of requirements:

1. Close the right deals faster;
2. Identify and mitigate more potential risks through better due diligence; and,
3. Integrate with maximum value-capture.

Updated with new content and adapted from our premier three-day on-site training program, this live ONLINE instructor-led course will help your organization take corporate development and due diligence to the next level of success. Expert-level facilitators and M&A practitioners will help you deliver on essential requirements, risks, and value-drivers from M&A strategy and targeting, through a comprehensive due diligence; and from pre-close integration strategy planning to transaction close.

Each module provides an overview of essential steps, processes, decision inputs, best practices, lessons learned and insights to apply. Consisting of 10.5 instructional hours, conducted over three, 3.5-hour modules, each session includes group discussion, work out exercises and examples to help guide your organization to maximum M&A success.

Download Detailed Agenda

You Will Learn

• Corporate Development’s role in achieving maximum deal value – across each phase of the M&A lifecycle
• Essential questions to ask when translating overall corporate growth strategy into specific and executable M&A strategy
• Establishing, populating, and managing the TargetCo pipeline
• Target selection criteria, screening and getting to letter of intent (LOI)
• The purpose and role of due diligence
• Planning, launching, and managing the due diligence process – effectively, efficiently and quickly
• What every M&A team member must know about financial due diligence – including: quality of earnings; working capital; interpreting the income statement and balance sheet; and getting beyond and behind the numbers to the “so what implications” of financial due diligence
• Understanding people-related risks in due diligence – including:
  • Financial components such as benefit plans; change in control; compensation and total cost of employment
  • Talent components such as identifying, assessing, selecting, and retaining talent
  • Cultural components such as mindset, behaviors, personal connections and more
• Essentials for IT and Cybersecurity due diligence – including vulnerabilities to analyze and action items to take IMMEDIATELY upon initial “read-in” to a new TargetCo pursuit;
• Transitioning from diligence to integration and developing the all-important Integration Strategy Framework; and,
• Managing-out the transaction process from the end of confirmatory due diligence to successful deal-closing.

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 Leaders – 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.
• Due Diligence Leads or Team Members – Those principally responsible for executing a comprehensive enterprise or functional due diligence including identifying risks and potential mitigating actions, confirming deal-thesis objectives, determining potential impact of diligence findings on transaction “go/no-go” or valuation, terms/conditions, and identifying potential integration issues or opportunities.
• 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.
• Functional 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.

Online Platform

Our events are held on the Zoom platform. Please check with your IT department to verify your ability to use this platform. Please note that all training programs will be password protected. 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: $1500

Payment is accepted by credit card or ACH (invoice available at registration; payment is due prior to providing access credential).

*Only one discount per person per event; must be applied at time of registration

Course Materials

Each registered participant will receive a summary of the seminar content for each module in a watermarked PDF document at the time of each module along with all exercises, small group breakout instructions and case studies to support the overall learning experience of each course.

 

Participants of this course will receive 30 CMAS credits