This M&A Master Class will focus on the specific decisions, information, and actions that will likely be required during an acquisition process.
CURRICULUM
I. Building a synergy thesis and model
- Identify key value drivers in deal thesis
- Identify and estimate synergies in the deal thesis that drive deal value
- Developing and testing synergies during diligence process
- Determining realistic growth assumptions and risks
- Identifying negative / dis-synergies
- Estimating costs to accomplish synergies
- Creating a synergy model
II. Governance of the synergy model
- Tactics to increase accuracy and validity of synergy estimates
- Stress testing assumptions
- Identifying bias and resistance points
- Identifying regulatory impediments to synergy capture
- Defining roles and oversight for the synergy model
- Managing synergy driven contingent consideration
- Avoiding common mistakes and pitfalls in synergy estimation
III. Executing the synergy model
- Developing a clear and testable synergy model
- How to effectively use external advisors
- Engaging the target’s management to estimate and realize synergies
- Measuring and reporting on synergy realization
- Knowledge capture / process refinement
- Technology tools to assist synergy estimation and tracking
- Guest Q&A: Lessons learned and insights
WHY ATTEND
By completing this M&A Master Class you will be better prepared to:
- Develop a synergy model to maximize the economic benefit of a transaction
- Properly identify the risks associated with synergy models and other post-close forecasts
- Reduce the amount of time absorbed by the synergy modeling process
- Increase your expertise and ability to add value to your company's M&A process
CLE and CPE credit will be available.
WHO SHOULD ATTEND
The curriculum is designed for public company corporate development directors, in-house M&A counsel, strategy & finance managers, and those in similar roles with 10+ years of professional experience and responsibility for M&A activities. Familiarity with M&A concepts and methods is prerequisite knowledge.
SCHEDULE
This M&A Master Class will be taught live online from 10:00am - 4:30pm CT on:
- Exact date TBD
APPLY
Enrollment in this course is limited. Apply today for this cohort.
Members of the Transaction Advisors M&A Institute leverage the collection of knowledge at TransactionAdvisors.com and enjoy preferred access to the programs we host throughout the year. If your M&A Institute Membership is not current, we will contact you to pay your annual dues.
For questions, contact ENassar@TransactionAdvisors.com / +1 (312) 625-2702.
Tuition is nonrefundable, but if you are not able to attend we will make every effort to transfer your tuition to a future program, of similar or lesser value, for a period of one year. You may also transfer your registration to another individual within your organization, upon our approval. Additional Terms & Conditions apply.