Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms.
DESIGNED FOR
Public, private, and non-profit organizations and their members – CFOs, CEOs, controllers, auditors, and managers
BENEFITS
- Recognize the unique role of financial professionals in a potential transaction
- Understand the changes that have occurred in the competitive landscape as a result of M&A and alliances
- Identify the potential pitfalls
- Be knowledgeable of the skills required for successful transactions
- Utilize a framework, with specific actions, to manage the selection, valuation, negotiation, and execution of a transaction
- Gain a roadmap (inexperienced participants) and a review and update (experienced participants) of these strategic, non-traditional skills
HIGHLIGHTS
- Recent trends: M&A activity; contributing factors/reasons for current levels; examples of recent transactions; IPOs (Initial Public Offering) and SPACs (Special-Purpose Acquisition Company); strategic spin-offs/splits; internal venture capital activities; incubators
- Expanded role of financial professionals: establishing strategy; valuation techniques; execution plan; due diligence; sources of industry information; goodwill; post-completion evaluations
- Negotiations: Improving your communication skills; establishing an environment for success; list of dos and don’ts
- Alliances and outsourcing: steps to forming an alliance; examples of recent alliances; determining if outsourcing (short and long-term) is correct for your organization; steps to improve results
COURSE LEVEL
Update
PREREQUISITES
Experience and/or exposure to financial management.
ADVANCE PREPARATION
None