Transform Your M&A Process and Increase Your ROI.

Get ready to transform your approach to Mergers and Acquisitions with my online course! 

What You'll Gain

  • A revamped M&A approach aligned with best practices
  • Practical strategies to increase your M&A ROI
  • Tips to build a robust M&A pipeline and evaluate potential targets
  • Techniques for effective due diligence and negotiation
  • Strategies for successful post-merger integration

 

The 5 Stages of M&A Success


This course breaks down the M&A process into five critical stages:

  1. Strategy Formulation and M&A Pipeline Development
  2. Initial Discussions with Target and LOI
  3. Business Case and Due Diligence
  4. Negotiation and Closing of the M&A Deal
  5. Post-Closing Adjustments and Integration

Key highlights of the course include:

  • In-depth coverage of all five crucial stages of M&A

  • Practical tips and strategies for each phase

  • Insights on due diligence, negotiation, and integration

  • Techniques to increase your confidence in M&A decision-making

Streamlined Lessons

About 4 hours of video-guided lessons and downloads of helpful material

Check-Ins

At the end of each M&A stage to apply the best practices in your company

Unique Feature: Action-Oriented Check-Ins

At the end of each stage, you'll participate in a structured check-in session. Here's what makes these sessions invaluable:

  • Compare your current approach to best practices
  • Identify gaps and opportunities in your M&A process
  • Develop specific, actionable plans to improve your approach

This iterative process ensures that you're not just learning – you're actively transforming your M&A strategy throughout the course.

 

Lessons and Modules

  • Welcome and Introduction
    • Welcome to the Course
    • How to Increase the ROI on M&A - Intro to Check-Ins
  • Phase 1 - Strategy Formulation and M&A Pipeline Development
    • M&A Strategy Formulation
    • M&A Target Pipeline Management
    • M&A Target Scorecard - Excel File
    • Check-In 1: Increase Your ROI on M&A
  • Phase 2 - Initial Discussions with Target and LOI
    • Phase 2 - Initial Discussions with Target and LOI
    • Check-In 2: Increase Your ROI on M&A
  • Phase 3 - Business Case and Due Diligence
    • Business Case
    • Due Diligence Overview
    • Due Diligence Specific Areas
    • Check-In 3: Increase Your ROI on M&A
  • Phase 4 - Negotiation and Closing of the M&A Deal
    • Phase 4 - Negotiation and Closing of the M&A Deal
    • Check-In 4: Increase Your ROI on M&A
  • Phase 5 - Post-Closing Adjustments and Integration
    • Purchase Price Adjustment and Allocation
    • Integration of the Target Company
    • Check-In 5: Increase Your ROI on M&A
  • Transform Your M&A Approach to Increase ROI
    • Thank You! And Keep in Touch

About Michael

  • Originally from Europe/Austria, I moved to North America many years ago
  • Broad background: Ph.D. Communications, MBA, Master of Science in Accounting, Elijah Watt Sells Award for CPA exam, executive education at Wharton, 5 languages
  • More than 20 years as CFO in international companies, managed finance, manufacturing, SCM, legal, HR, IT, PMO, and public relations
  • Extensive work with mergers and acquisitions

Reinvent your M&A approach and drive value for your organization.

Regular course price of $149 USD