The Art of M&A® for IT Effectiveness – Online with M&A Direct℠

Course Summary

Based on and adapted from our premier three-day on-site workshops, this ONLINE seminar will help you and your organization plan, launch and address the glaring IT issues involved in M&A.

Stop ignoring IT -- the area of largest costs, highest risks and greatest interdependencies in every M&A deal. Business and IT leaders must partner to align their efforts and address the numerous joint business/IT issues presented by integrating two companies. Ideal for M&A leaders and IT professionals alike, this program will teach you how to actively manage IT as an asset in the business context; and to identify the key technology implications of M&A. You’ll leave with a firm grasp of operations and decision making in the context of acquisitions; building a common language for business and IT; staffing and resourcing; cybersecurity; and evolving technology trends.

Our unique workshop-style programs include case studies, breakout sessions and panel discussions, along with ample time for networking with presenters and colleagues.

Each module provides an overview of essential learning, processes and best practices necessary for success in every integration, then through discussion, case examples and virtual small group breakouts, key principles and practices will be adapted for optimal success and effectiveness in primarily remote or virtual integration scenarios.

The course is a total of 10 hours, conducted over three, 3.5-hour modules on successive days.

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.

Topics Include:

  • Building and Sustaining IT M&A Readiness
  • Phase 1: Strategy and Targeting - Getting “read-in” right from the start; getting a seat at the table 
  • Phase 2: DD: IT priorities for Diligence
  • Phase 3: Pre-Announce. Strat Framework, Discovery
  • Phase 4: Pre-Close. Preparing for Day 1 Requirements
  • Phase 5: Post-Close. Day 100 planning / execution; governance
  • Phase 6: Long-term Value Creation: IT Roadmap, IT optimization/consolidation; supporting key business initiatives

Need to secure funding approval to attend? Get our Justification Kit to demonstrate the value of this M&A executive training program.

Tuition and Discounts

Standard Price: $1500


Discount Type


Cost After Discount

Early Bird You save $150 $1,350
Alumni (past participant) You save $300 $1,200
Certification Candidate
(you may sign up during registration)
You save $450 $1,050

Groups of 3 or more (from same company, attending same event)

Please call our office

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.

CMAS logo


Participants of this course will receive 30 CMAS credits

CPE logo


Participants of this course with receive 18 CPE credits