The Art of M&A® Due Diligence / Chicago, IL / September 2016 - SOLD OUT

Location: 
theWit - A DoubleTree by Hilton, Chicago, IL

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 

Need to secure funding approval? Get our Justification Kit to demonstrate the value of our M&A training, and see top takeaways from previous attendees.

THIS EVENT IS SOLD OUT.


Hotel: Our room block at theWit - a DoubleTree by Hilton is now full but there is availability at nearby hotels, including
Virgin Hotels Chicago (312-940-4400), Hotel Monaco (312-960-8500), Hyatt Regency Chicago (312-565-1234).

The Setting

Roof at the theWitBoldly living in the heart of Chicago's theater, arts, and shopping district, theWit Hotel stands as an homage to creativity and expression. With features like eye-popping design, stunning views, and innovative culinary creations, a stay at theWit is to experience an adventure that doesn't start until after you reach your destination.

Attendees will enjoy the city view through 16-foot, floor-to-ceiling windows in our meeting room, which overlooks State Street.  Meals during our workshop will be experienced in a private section of the city's premier rooftop location, ROOF, which has earned international acclaim for its expressive design.  Our evening receptions will be held in the sophisticated Phoenix lounge.

Tuition and Discounts

Standard Price: $3300

 

Discount Type

Amount

Cost After Discount
Early Bird 10% $2970
Alumni (past participant) 20% $2640
Certification Candidate
(you may sign up during registration)		 30% $2310

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

Please call our office
214-689-3800

Payment is accepted by credit card or check (invoice available at registration; payment is due within 15 days).
*Only one discount per person per event; must be applied at time of registration

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Participants of this course will receive 72 CMAS credits