Price: $4,999.00
Course Number: 9044
Length: 4 Days

Mergers and Acquisitions Training Course (M&A Training)

Mergers and Acquisitions Training, M and A Course  is answer to today’s most important competitive tools used by corporations in a rapidly changing global business landscape. Learn Merger and Acquisition with simulation process from end-to-end.

Learn about  integrating organizations from a holistic view including:

  • Valuation
  • Negotiation Strategies
  • Finance, Accounting and Tax Planning
  • Organizational Alignment and Business Processes
  • Enterprise Architecture
  • Cultural Integration
  • Integration Planning
  • Human and Intellectual Capital Retention
  • Operations Management

TONEX’s Mergers and Acquisitions Training 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, Merger and Acquisition Training teaches business, technology, transaction, sales, marketing, operations management and HR professional strategies, proven processes and valuable tools to do a successful Mergers and Acquisitions.

This program offers an overview of the key Mergers and Acquisition concepts, tools, and techniques that are required to succeed in today’s challenging Mergers and Acquisition. 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 Mergers and Acquisition.

TONEX’s Mergers and Acquisitions Training revolves around the following core modules:

  • Finance and Accounting Basics
  • Managerial Economics Basics
  • Overview of Mergers and Acquisitions (M&A)
  • Mergers and Acquisition Process
  • Strategic Approaches to Mergers and Acquisition
  • Mergers and Acquisition Strategic Management
  • Risk Considerations for Mergers and Acquisitions
  • Post-Merger Integration: Planning, Organizing, and Executing
  • Mergers and Acquisition Capstone Project and Simulation

Tonex Mergers and Acquisition Training bootcamp is intended for professionals who are responsible for identifying and managing the issues vital to a successful Mergers and Acquisitions transaction. Cross-functional teams of executives to leverage the application and value of the program. The course is designed for any executive who is involved in devising and/or executing an acquisition, from CEO, CFO, COO, CTO and vice presidents of business development to executive directors of finance and senior business analysts to treasurers, controllers, corporate planning directors, financial planners and analysts, directors of new business development, directors of Mergers and Acquisitions and accountants.

Done right, Mergers and Acquisitions result in unified, cohesive new organizations whose financial and strategic options are greatly improved. Successful Mergers and Acquisition 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 Mergers and Acquisition successfully through every organizational level and more quickly realize the anticipated synergies of the Merger or Acquisition.

Merger and Acquisition Training course covers the entire Mergers and Acquisition 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 Merger and Acquisitions Training, the attendees are able to:

  • Discuss the motivating factors for Mergers and Acquisition
  • List the requirements and performance targets for Mergers and Acquisition
  • Explain the process of Mergers and Acquisition planning and execution
  • Identify the main players in Mergers and Acquisition 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

  • 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 Mergers and Acquisition
  • Role of innovation in Mergers and Acquisition
  • 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 Mergers and Acquisition
  • Goals and strategies to drive decisions about valuation, negotiation, integration, due diligence, and other aspects of the deal
  • Deal structure and MERGERS AND ACQUISITIONS outcomes
  • Negotiation in a merger or acquisition deal

MERGERS AND ACQUISITIONS PROCESS

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

STRATEGIC APPROACHES TO MERGERS AND ACQUISITIONS

  • Motivations for Acquisitions
  • Valuation Methods and Financial Analysis
  • Tax and Accounting Issues
  • Acquisition Analysis and Due Diligence
  • Strategic Considerations in Mergers and Acquisition
  • 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 Mergers and Acquisition 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

MERGERS AND ACQUISITIONS STRATEGIC MANAGEMENT

  • Mergers and Acquisition Strategic Management
  • Five Force Analysis
  • Competitive Dynamics
  • Corporate Governance
  • Competitive advantage

RISK CONSIDERATIONS FOR MERGERS AND ACQUISITIONS

  • Overview of Mergers and Acquisition 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 Mergers and Acquisition Integration Process
  • Describe the Execution Process
  • Define the Benefits of a Merger or Acquisition

MERGERS AND ACQUISITIONS WORKSHOP

  • Participants in group will learn how to:
  • Set the Mergers and Acquisition 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 MERGERS AND ACQUISITIONS principles and processes

MERGERS AND ACQUISITIONS CAPSTONE PROJECT AND MERGERS AND ACQUISITIONS SIMULATION

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

 

 

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