The Art of M&A® Due Diligence
Course Summary
Master the art of using acquisition rationale to drive strategic, holistic due diligence. Most M&A teams do well at legal and financial due diligence, but often struggle to assess the operations fit and value realization of acquisitions. While addressing all the functional components of effective diligence (financial, legal, HR and IT) this training program focuses on the structure, tools and best practices for managing the activities and interdependencies within the diligence team, as well as with the seller. Special attention will be paid to people issues; seller dynamics; structuring the process; cybersecurity and bridging from diligence to integration.
Our unique workshop-style programs include case studies, breakout sessions and panel discussions, along with ample time for networking with presenters and colleagues.
Topics will include:
- Understanding the acquisition rationale as a context for diligence planning
- The hand-offs from corporate development to comprehensive diligence
- Financial diligence (Quality of earnings, working capital, income statements and balance sheet)
- Operational, IT, and HR due diligence: Getting behind and beyond the numbers
- Managing the due diligence effort – The DMO
- What a non-expert needs to know about tax and valuation
- Legal due diligence: What you don't know can hurt you
- Redefining diligence in a digital world: Cybersecurity and social media
- People issues and risks
- Addressing the seller dynamics
- Dealing with alternative deal types
- Business fit and value assessment
- Bridging from diligence to integration
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