Case Western Reserve University logo
The Weatherhead School of Management, located in Cleveland's cultural
district, is a dynamic learning environment for students looking
to go above and beyond a typical business education.
Financial Decision Making

Learn strategies and disciplines for expanding the boundaries of the firm.

Mergers & Acquisitions: Selecting, Financing, Integrating

Certificate

More

Mergers and acquisitions are a powerful strategic option for gaining markets, technology, scale or other strengths for growth and profitability. Yet, synergies that make sense in theory often fail to materialize in reality. In this program, participants will learn strategies and disciplines for expanding the boundaries of the firm – from identifying the right target to determining how much to pay and how much to integrate, including what and when. Analyzing current industry examples with M&A experts, this seminar will provide the tools to ensure repeated success with each acquisition.

Instructor Date and Time Location  
Sayan Chatterjee, Ph.D. and Scott A. Fine June 10-11, 2009, 9:00 a.m. - 4:30 p.m. Cleveland, OH Add to Cart

Topics

  • Selecting the target
    • Strategy behind the deal
    • Target criteria
    • Evaluating value and risk
  • Financing and its impact on valuation
  • Structuring the deal
  • Planning the post-merger integration (PMI) strategy
    • What to integrate
    • Sequence and speed
    • Targeting quick wins

Learning Outcomes

As a result of attending this class, participants will:

  • Manage a merger or acquisition to maximize the return on investment
  • Identify more precisely what they are acquiring, including why and what economic benefits they can expect from the acquisition or merger
  • Relate the merger or acquisition to overall valuation and the enhancement of shareholder value for the acquirer
  • Create a post-merger integration architecture to guide the company

Who Should Attend

Executives and managers who have direct or indirect responsibility for corporate development activities, as well as functional level managers involved in identifying and integrating acquisitions.

Prerequisites

Chatterjee on Strategy

Recommended Prior Knowledge

Intermediate. Participants should have attended Chatterjee on Strategy . They should also be familiar with basic accounting and finance topics, as covered in Analyzing Financial Statements for Non-Financial Managers and Financial Decision-Making for Non-Financial Managers.

Continuing Education Credits

Ohio CPA 16 CPE

Costs

Individual Participants: $1,140 by credit card; $1,165 by check
Affiliate/Health Affiliate Partners: Two class days per participant.