The Art of M&A® Deal Lifecycle / Dallas TX / In-Person / OCT 2024
Course Summary:
This immersive program takes place throughout three full days, within the lush setting of the Gaylord Texan Resort & Convention Center, located near Dallas, Texas.
Attendees will soak up the knowledge and experience of practicing M&A experts and interact with industry peers in small-group breakout sessions, case study examinations, group discussions and evening networking receptions.
This course provides a comprehensive exploration of the intricacies involved in mergers and acquisitions. It encompasses the entire M&A process, from initial strategizing to post-merger integration, emphasizing critical aspects such as aligning businesses, assessing value, and operational and financial diligence. Participants gain insights into navigating change and effectively communicating through an M&A, with a focus on Day One execution. Moreover, it addresses the human element, emphasizing culture, risk, and employee experience. IT and customer considerations are also explored, highlighting the significance of these factors in M&A success. Ultimately, the course underscores the long-term goal of value creation in the M&A landscape.
Module Descriptions:
Value Driven Lifecycle
Exploring principles and practices for maximizing value throughout the deal lifecycle, focusing on stakeholder needs and business outcomes
Phases 1 & 2: Strategy & Targeting
Developing and applying strategic approaches to identify and engage target markets effectively, optimizing resources for business growth
Strategic Fit/Deal Type Case Study
Peer-to-Peer Discussion / Problem-Solving Exercise
The Diligence Mindset / Phases 3 & 4: Preliminary & Confirmatory Diligence
Cultivating a thorough mindset for evaluating investments, covering both preliminary assessments and in-depth confirmatory diligence processes
Application of the Diligence Principles / Managing the Diligence Effort
Applying diligence principles effectively in project management, focusing on organizing and overseeing thorough investigative efforts
Application of the Diligence Principles Exercise
Peer-to-Peer Discussion / Problem-Solving Exercise
Financial Diligence: Quality of Earnings, Working Capital
Examining financial health through earnings quality and working capital analysis to ensure investment soundness and operational efficiency
CX/EX Engagement Exercise
Peer-to-Peer Discussion / Problem-Solving Exercise
Financial Diligence: Income Statement & Balance Sheet
Analyzing financial stability and potential through detailed review of income statements and balance sheets in financial diligence
The "Soft Stuff" - People and Culture Considerations (Target Identification, Due Diligence, & Risk)
Evaluating the intangible assets of people and culture in target identification, due diligence, and risk assessment processes
People & Culture Matters - Case Studies
Peer-to-Peer Discussion / Problem-Solving Exercise
Phase 6: Pre-Close Integration Planning / Managing the Integration Effort (Part 1)
Strategizing and preparing for seamless integration before closing, focusing on the initial stages of managing integration efforts
Pre-Close Integration Planning Efforts (ArmChair IMO Part 1)
Peer-to-Peer Discussion / Problem-Solving Exercise
IT/Cybersecurity in Diligence & Integration
Assessing and integrating IT and cybersecurity within diligence processes to safeguard assets and ensure smooth operational transition
IT/Cybersecurity Issues in Diligence & Integration
Peer-to-Peer Discussion / Problem-Solving Exercise
Change Management Considerations
Addressing the impact of change on an organization, focusing on strategies for effective adaptation and stakeholder engagement
Phase 5: Transaction Execution & Closing Preparation
Coordinating final steps for deal completion, including detailed execution strategies and preparations for a smooth closing process
Phase 6: Pre-Close Managing the Integration Effort (Part 2)
Continuing the integration planning process with advanced strategies and actions to ensure a cohesive transition before closing
Pre-Close Integration TableTop Exercise (ArmChair IMO Part 2)
Peer-to-Peer Discussion / Problem-Solving Exercise\
Phase 7: Post-Close Planning & Execution
Detailing the steps for effective post-closing integration and execution, ensuring strategic alignment and operational success
Post-Close Integration Table-Top Exercise
Peer-to-Peer Discussion / Problem-Solving Exercise
Phase 8: Long-Term Value Creation
Focusing on strategies for sustainable growth and value creation over the long term, aligning with broader business objectives
* Module topics subject to change
Who Should Attend:
- Key Executives (CEOs, CFOs, Business Unit GM’s, VP Strategy/Corporate Development and those tasked with leading the subsequent integration)
- Corporate Development Leaders
- Due Diligence Leads or Team Members
- Integration Team Leads
- Integration Management Office Leads and Program Managers
- Functional Workstream Leads and Dedicated Workstream Program Managers
Tuition and Discounts:
Standard Price: $4950
|
Discount Type |
Percent Off |
Savings |
Cost After Discount |
| Early Bird (until one week before event) | 20% | You save $990 | $3,690 |
| Alumni (past participant) | 40% | You save $1,980 | $2,970 |
| CMAS Certification Candidate (you may sign up during registration) |
50% | You save $2,475 | $2,475 |
|
Groups of 3 or more (from same company, attending same event) |
Please call our office |
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Payment is accepted by credit card or ACH (invoice available at registration; payment is due prior to receipt of access link).
*Only one discount per person per event; must be applied at time of registration
The Hotel Setting
Lakeside Resort in North Texas
Training will be held at the Gaylord Texan Resort & Convention Center. Located on the shores of beautiful Lake Grapevine, situated centrally between Dallas and Fort Worth, Texas, the Gaylord Texan is just six minutes from DFW International Airport. The resort features four and a half acres of sumptuous indoor gardens and winding waterways, all protected under a spectacular glass atrium, which keeps the temperature a mild and comfortable 72 degrees year-round.
Gaylord Texan Resort & Convention Center
About CPE Credits:
Delivery Method: Group Live
Program Level: Intermediate
Prerequisites: Participants should have at least a baseline general awareness of acquisition integration and due diligence in a corporate environment. This course will provide a comprehensive “lifecycle” viewpoint on key decisions, issues, risks, objectives, and requirements for the Integration Leader and/or Integration Management Office (IMO) success at each phase of the M&A lifecycle process along with a process viewpoint on corporate development’s role in successfully achieving inorganic growth and organizing and managing a comprehensive due diligence process. Subject matter experts will provide a thorough topical briefing on essential due diligence topics including financial due diligence, people/organizational due diligence, information technology/security diligence, and the bridge from diligence to integration strategy and pre-close planning.
Advance Preparation: Pre-Event Briefing call (45 minutes) to be held one week prior to event start date. Short proprietary pre-read will be sent one week prior to course start date.
Field of Study: Specialized Knowledge
Full attendance earns up to 84 CMAS credits for this course*
Participants of this course may receive up to 24 CPE credits*
M&A Leadership Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
*Credits awarded are based on course engagement