Price: $4,999.00

Course Number: 9044
Length: 4 Days
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Mergers and Acquisitions Training

The term mergers and acquisitions (M&A) refers to the consolidation of companies or their major assets through financial transactions between companies.

Mergers and acquisitions are commonly divided by types:

  • Horizontal: A merger that happens between two companies that operate in similar industries that may or may not be direct competitors.
  • Vertical: A vertical merger takes place between a company and its supplier or a customer along its supply chain. The company aims to move up or down along its supply chain, thus consolidating its position in the industry.
  • Conglomerate: This type of transaction is usually done for diversificationreasons and is between companies in unrelated industries.

There are many motivating factors behind mergers and acquisitions. A common reason involves creating stronger market power.

Analysts contend that mergers and acquisitions should never be taken lightly. Not only are you asking two companies to integrate under one corporate mission, but you are bringing together large groups of people with their own personalities, ambitions, behavioral traits and ways of working.

The complexity ramps up when multiple branch offices, cross-border IT infrastructure and financial regulation are included.

However, when mergers and acquisitions succeed, there are ample benefits to go around. Some of these benefits include:

  • Obtaining quality staff or additional skills, knowledge of your industry or sector and other business intelligence. For instance, a business with good management and process systems will be useful to a buyer who wants to improve their own. Ideally, the business you choose should have systems that complement your own and that will adapt to running a larger business.
  • Accessing a wider customer base and increasing your market share. Your target business may have distribution channels and systems you can use for your own offers.
  • Diversification of the products, services and long-term prospects of your business. A target business may be able to offer you products or services which you can sell through your own distribution channels.
  • Reducing competition. Buying up new intellectual property, products or services may be cheaper than developing these yourself.

When mergers and acquisitions are not successful, the problems often have their roots in trying to complete the process too fast or not following proven steps in the merger and acquisitions process.

Generally, mergers and acquisitions start off with an assessment and preliminary review. Whenever a purchaser is yet to be found, it is standard practice for an M&A transaction process to commence by means of an information memorandum.

The Information Memorandum is generally drawn up by the vendor and published with a view to gauge market interest and ultimately sell the company/ group of companies/ their business or part thereof for maximum value.

An Information Memorandum usually contains enough information to provide the potential purchaser with sufficient detail to understand whether it would like to pursue the acquisition of the target company/ business, without divulging any confidential or sensitive business information of the said target.

Mergers and Acquisitions Training Course (M&A Training) by Tonex

Our Mergers and Acquisitions Training is the answer to today’s most important competitive tools used by corporations in a rapidly changing global business landscape. Learn Merger and Acquisition processes 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

Mergers and Acquisitions Training by Tonex 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 is intended for professionals who are responsible for identifying and managing the issues vital to a successful mergers and acquisitions transaction as well as cross-functional teams of executives who 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.

This boot camp gives executives, managers, and supervisors the guidance and tools they need to complete mergers and acquisitions 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.

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
  • 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


  • 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


  • 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 merger and acquisition outcomes
  • Negotiation in a merger or acquisition deal


  • 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


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


  • 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


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


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


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.


Mergers and Acquisitions Training

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