Course 9044: Merger and Acquisition (M&A) Boot Camp - TONEX.com

What is a TONEX Boot Camp?

TONEX Boot Camps are intensive learning experiences that cover the essential elements of your chose subject. Boot camps are ideal for busy professionals who want to stay current in their fields but have limited time to be away from the office.

All boot camp includes:

• Experienced instructors including senior technology leaders, project managers, technical authors, engineers, educators, consultants, course developers, and CTOs.
• Real life examples and practices.
• Small class size.
• Personalized instructor mentoring.
• Pre-training discussions
• Ongoing post-training support via e-mail, phone and WebEx.

What will you learn at the TONEX Merger/Acquisition Boot Camp?

TONEX Merger and Acquisition (M&A) is answer to today’s most important competitive tools used by corporations in a rapidly changing global business landscape.

TONEX’s M&A training bootcamp is designed to help executives, technology, business and operations professionals get ready for the challenge of an M&A work.

With practical learning ideas, case studies, simulations and workshops, this program teaches business, technology, transaction, sales, marketing, operations management and HR professional strategies, proven processes and valuable tools to do a successful M&A.

This program offers an overview of the key M&A concepts, tools, and techniques that are required to succeed in today’s challenging M&A. The program features focused learning experiences and case studies.

In the collaborative, project based setting, managers and executives see how best practices and leadership can be used to create the efficiency needed in today’s M&A.    

TONEX's program revolves around the following core modules:  

1. Finance and Accounting Basics
2. Managerial Economics Basics
3. Overview of Mergers and Acquisitions (M&A)
4. M&A Process
5. Strategic Approaches to M&A
6. M&A Strategic Management
7. Risk Considerations for Mergers and Acquisitions 
8. Post-Merger Integration: Planning, Organizing, and Executing
9. M&A Capstone Project and Simulation 

Done right, Mergers &Acquisitions result in unified, cohesive new organizations whose financial and strategic options are greatly improved. Successful M&As and joint ventures are the result of a delicate, complex, multi-step process. This boot camp gives executives, managers, and supervisors the guidance and tools they need to complete an M&A successfully through every organizational level and more quickly realize the anticipated synergies of the Merger or Acquisition.

The course covers the entire M&A continuum from deal strategy and candidate selection through post merger integration. It provides all the tools, templates, and proven techniques managers need to efficiently combine different processes, organizations, and cultures. The course presents and examines the latest case studies and research findings. You will earn how to avoid pitfalls and get straight answers to your toughest questions.

Did you know that 30% to 40% of mergers and acquisitions fail to achieve their business objectives? Why do you think there are so many? 

Upon completion of this program, the attendees are able to:

• Discuss the motivating factors for M&A
• List the requirements and performance targets for M&A
• Explain the process of M&A planning and execution
• Identify the main players in M&A transactions
• List the steps for planning an acquisition
• Discuss the basics of financing an acquisition
• Discuss the relationship between risk and return
• Describe common risk considerations
• Identify steps to be taken by a due diligence team
• Describe elements of accounting valuation
• Define key principles of financial forecasting
• Recognize crucial elements of economic valuation
• Recognize debt and equity financing methods
• Compare cash offers with share exchanges
• Discuss concerns for financing acquisitions
• Identify key elements of mezzanine financing
• Identify the two main areas of integration
• Describe techniques for effective change management and HR 

FINANCE AND ACCOUNTING BASICS

• Finance and Accounting Basics
• A refresher on Accounting
• Basic Accounting
• Balance sheets, income and cash flow statements, and finance.
• Strategic Management
• Operations Management
• Managerial Economics
• Innovation and Technology Management
• The Annual Report
• Balance Sheet
• Income Statement
• Cash Flow Statement
• Receivables
• Inventory
• Techniques for Analyzing Financial Statements

MANAGERIAL ECONOMICS BASICS

• Fundamental Principles of Microeconomics
• Demand Basics for Managerial Decisions
• Supply Basics for Managerial Decisions
• Markets: Prices, Quantities, and Market Equilibrium
• Optimization for Managerial Decisions
• Market Structures
• Optimal Firm Decisions
• Production Function
• Costs of Production
• Incentive Contracts
• Pricing with Market Power
• Consumer Surplus Extraction
• Price Discrimination
• Bundling   
   

OVERVIEW OF MERGERS AND ACQUISITIONS (M&A)

• Business expansion decisions: build it or buy it?
• Key advantages of acquisitions
• Acquisition of public vs. private companies
• The players in the world of acquisitions
• The acquisition process
• Basics of financing the deal
• Role of human capital in M&A
• Role of innovation in M&A
• Financial, operational, customer and other implications of human capital 
• Achieving Integration and Synergy    
• Hazards of Diversification 
• Coherent processes for integrating the strategic
• Managerial, economic, and financial decisions applied to M&A
• Goals and strategies to drive decisions about valuation, negotiation, integration, due diligence, and other aspects of the deal
• Deal structure and M&A outcomes
• Negotiation in a merger or acquisition deal

 M&A PROCESS

• Tonex’s M&A Process Checklist 
• Steps in the M&A Process
• M&A Due Diligence
• Tonex’s Due Diligence Checklist and Process
• Sarbanes-Oxley Act (SOX) Requirements
• Valuation
• M&A Structure
• Negotiation Techniques
• Negotiation Skills - Case Study

STRATEGIC APPROACHES TO M&A

• Motivations for Acquisitions
• Valuation Methods and Financial Analysis
• Tax and Accounting Issues
• Acquisition Analysis and Due Diligence
• Strategic Considerations in M&A
• Strategies for Post-Acquisition Integration
• Negotiation
• Culture
• Ethical Approach to Mergers and Acquisitions 
• Strategies to maximize value and create sustainable competitive advantage
• Key elements of the M&A process
• Determine a rationale, select acquisition targets, value them, and evaluate the long-term potential of the partnership
• Tonex tools to manage strategies, from identifying your acquisition strategy, to bringing the deal to a close, to thinking through integration issues

 M&A STRATEGIC MANAGEMENT

• M&A  Strategic Management
• Five Force Analysis
• Competitive Dynamics
• Corporate Governance
• Completive advantage

RISK CONSIDERATIONS FOR MERGERS AND ACQUISITIONS 

• Overview of M&A Risks
• Risk vs. return analysis
• Operational vs. financial problems
• Valuing the acquisition candidate
• Financing the acquisition
• Integrating the acquisition 
• Role of HR and Dealing with people

POST-MERGER INTEGRATION: PLANNING, ORGANIZING, AND EXECUTING

• Determine Integration Issues
• Plan and Organize an M&A Integration Process
• Describe the Execution Process
• Define the Benefits of a Merger or Acquisition

M&A WORKSHOP

•  Participants in group will learn how to:
• Set the M&A Goals
• Select the Target
• Exercise and Conduct Due Diligence
• Determine Valuation
• Conduct Negotiations
• Plan, Organize, and Execute Deals
• Compare and contrast build and buy strategies
• Create Strategies for mergers and acquisitions
• Organize the mergers and acquisitions function
• Review Accounting, antitrust, tax and legal aspects and implications
• Negotiate
• Analyze the acquisition contract
• Conduct due diligence
• Exercise Due Diligence 
• Illustrate and simulate the M&A principles and processes    

M&A CAPSTONE PROJECT AND M&A SIMULATION 

Upon program completion, attendees will demonstrate an understanding of the M&A topics covered through a capstone project and a real M&A simulation based on Harvard Business School.   

Don't Delay -- Space is Limited! 

Take advantage of group discounts! Organize a group enrollment -- you save your company money and enhance the skills of everyone who attends. Individuals and small groups please contact us in regards to available seats and dates. Call Today: 888-TO-TONEX / International +1-972-735-8686. 

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TONEX boot camps can be tailored to meet your specific needs. At TONEX, we gain an in-depth understanding of your organization and your training requirements. We can then customize the boot camp to match your project and the attendees' experience and requirements. 

On-Site Classes 

TONEX Training boot camps can be held on-site and tailored to meet your organizational needs. You may shorten or extend the length or a course or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff's and site's requirements. We require a minimum of five employees for on-site training.

Call today: 888-TO-TONEX/ International +1-972-735-8686.