Course description
This training goes beyond the introduction level and theoretical concepts as it’s designed with ready-to-use tools and practices for industry professionals. Every session is crafted and taught by our M&A veterans who share their insights and know-how gained through years of real-world practice.
What to expect
The International Mergers & Acquisitions Expert (IM&A) program dives deep into the entire M&A process – from strategy and valuation to execution and post merger integration (PMI).
Whether managing or advising a merger or acquisition for your company or assisting your clients, we will equip you with the tools and knowledge you need to skip the common pitfalls and succeed.
In the highly interactive course, you’ll take your skills to the next level by practicing:
• Expanding your M&A perspective
Hone new target identification strategies and advanced synergy analyses to close the best deals and navigate common post-merger integration pitfalls.
• Mapping out the negotiation landscape
Identifying the true stakeholders and likely competitors for the target ahead of time, so you’re ready with the right strategies and tactics for closing the transaction without trouble.
• Improving your Foresight
By “looking ahead and reasoning back,” you’ll practice implementing exceptional value analysis and comprehensive due diligence so you can lead your team into unlocking the most lucrative merger and acquisition opportunities.
Prerequisites
• Hold an academic degree (e.g. PhD, JD, DBA, MBA or Bachelor Degree); and/or hold one or more professional designations (such as CPA, CFA, CAIA or equivalent)
• Participants are required to have a basic understanding of financial and strategic concepts. Ideally participants have previous knowledge in courses in covering financial and business related topics on a university level. There is no advance preparation required. However, participants are encouraged to review basic financial and business concepts before attending the training.
Upcoming start dates
Suitability - Who should attend?
While you will meet an international mix of participants from various industries, the IM&A program is tailored to the needs of mid-management to senior executives in the C-Suite, directors of public and private companies, board leaders, and heads of strategy and corporate development. Advisers, investment bankers, transactional lawyers, and private equity investors also find this course increasingly helpful. Individuals and teams are welcome to attend.
Outcome / Qualification etc.
After successfully completing the course, you will receive the IM&A Charter. The IM&A is the most internationally recognized designation offered in the field of M&A. This charter signals to peers, clients, employers, and other professionals that you have completed the most comprehensive M&A education program available and are proficient in all areas of the mergers and acquisitions process.
Training Course Content
This cross-disciplinary curriculum provides a holistic view of the M&A process – from strategy and valuation to execution and post-merger integration management.
You will delve into the challenges and opportunities presented by new technology and learn all the terminology and best practices for cross-border deals, corporate inversions, earn-outs, spin-offs, restructurings, corporate governance and more opportunities. Different strategic approaches for private and public companies will also be examined.
The IM&A program is structured in four modules based on our IM&A Framework and Body of Knowledge:
• Essentials of M&A
• Due Diligence
• Valuation
• Post Merger Integration (PMI)
Module 1: Essentials of M&A
This module covers the fundamentals of Mergers & Acquisitions:
• Deal types: What are the different types of transactions that you can use in M&A? There is a whole range of deal types and deal continuum that we look at, e.g. the full spectrum from minority stakes to full acquisitions, various ways to arrange a merger, leveraged buy outs (LBOs), initial public offerings (IPOs), divestitures, spin-offs, equity carve-outs-
• M&A Process: The program covers both perspectives from a buyer’s perspective (buy side) and from a seller’s perspective (sell-side). We explore how to seek buyers or potential targets (long list & short list) and how to run a sale in various ways (negotiations and auctions).
• Strategies for M&A: We dive into the strategies for Megers & Acquisitions. How can you create competitive advantage through M&A, divestitures and equity alliance?
• M&A Negotiation: How can you prepare for the negotiation phase? What are ways to arrange a value creating deal?
• Introduction to Due Diligence: How do you prepare for and execute a smart Due Diligence to assure value creation? What are the different areas that can be covered in the Due Diligence process?
• Success Factors in Transactions: We explore the success factors and key challenges and mistakes to avoid. Which M&A tactics work in which industries?
• Takeover Strategies and Defence Tactics: How can you prepare your company against a hostile takeover attempt and reduce potential threats? Which are the defence mechanisms that you can put into place and how affective are they? Which ways exist to acquire a business successfully in a hostile way?
Module 2: Due Diligence
In the Due Diligence module, we discuss the key questions and topics to address in a due dilligence. It covers the following areas of DD in depth:
• Financial Due Diligence
• Tax Due Diligence
• Legal Due Diligence
• Human Resources (HR) Due Diligence
• Commercial Due Diligence
• Other Due Diligence areas
Module 3: Valuation
In the valuation module, you will explore the:
• Different Valuation Techniques for Mergers & Acquisitions: Various techniques such as Discounted Cash Flow (DFC) modelling, Transaction and Trading Multiples, and more will be explained step by step including a demonstration of building models in excel.
• Private Equity & Start Up Valuation
• Deal Financing & Payment Structure
• Deal Design & Structure
Module 4: Post Merger Integration (PMI)
The Post Merger Integration module gives you a thorough introduction into the following aspects:
• Integration Governance: Project Management and Work Stream coordination
• Synergies: Identification of Growth and Cost Synergies and their realization
• Function Integration: How to integrate the different business functions, e.g. Sales & Marketing, Finance, HR, etc.
• Change Management and Cultural Issues: How to deal with differences and success with Communication and Change Management.
Course delivery details
The training session is structured in an 8-week Interactive Online Live format, blending asynchronous and synchronous learning. Experience a mix of live sessions, including online lectures and interactive activities, and enjoy 2-week asynchronous periods for flexible, in-depth learning.
The program is taught by experienced practitioners and renowned faculty from across the globe.
What is included
• Interactive virtual classroom
• Soft copies of the presentations
• IM&A Charter and Designation upon completion
• First year of IMAA Annual Membership Fee
• Access to the entire IMAA e-Library
• Continued Education / Continued Professional Development: 10 hours bi-annually of relevant online or onsite education provided by IMAA (online CE/CPD included in the annual membership fee)
Location
Online virtual classroom access provided by IMAA.
Why choose Academy - Euronext Group
Founded in 2000
Number of 2022 training projects: 131
Number of 2022 training days: more than 280
Expenses
1 Participant (Special Price) - €3.490
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Academy - Euronext Group
Comprehensive, quality education is fundamental in the development and growth of the economic financial system. Established in 2000, Academy pursues this aim by developing and offering a variety of seminars and training courses relevant to the financial, legal and corporate...