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Mergers and Acquisitions are often complex arrangements which either impact or directly involve most every function of an organization. If done well, they can become a significant driver of growth through capturing synergies such as complementary technologies, new sales channels and expanded operating capacity. However, many M&A projects fail to deliver their intended objectives. Even worse, a bad transaction can severely cripple a previously healthy organization. In addition to a significant distraction, the financial and organizational resources required to unwind, shut down or divest a failed transaction can be excessive.

In this course, you learn how an effective internal M&A function will ensure successful transactions while mitigating the downside risks. We discuss the common traits of highly successful, world class corporate development teams. You learn the critical process steps, which, if well executed, greatly increase the likelihood the anticipated ROI will be achieved on any deal. Implementing many of the concepts discussed in this course will significantly increase your success through acquisition. 

Learning Objectives
  • Identify key traits of successful corporate development organizations as well as the behaviors to avoid.
  • Apply the critical process steps and best practices for pursuing acquisitions.
  • Know the framework which provides visibility and accountability for achieving the anticipated acquisition synergies as well as mitigating the downside risks.
Last updated/reviewed: August 10, 2023
20 Reviews (78 ratings)

Reviews

5
Anonymous Author
This course provided a great outline for organizations to improve their M&A process. This is a high level outline that can be applied to any organization regardless of size. It provides guidance on processes pre and post acquisitions.

5
Anonymous Author
Very good overview. An illustrative example of a business plan or business plan outline as it develops through the process would be a helpful and practical addition.

3
Anonymous Author
This is a good course. I completely agree that M&A is often a complex process which impacts the entire organization – internal process and execution are critical.

5
Member's Profile
Most firms don't do M&A well. If their corporate development staff sat through this short course and took it to heart, there would be a lot less value destruction.

3
Anonymous Author
Course was fairly good but the test was extremely confusing as it says to pick the right answer when many of the choices seem correct

5
Anonymous Author
Good refresher of things to consider in an M&A process even for someone who has gone through the M&A process before.

5
Member's Profile
Very well organized and outlined. Instructor was engaging and slides were easy to follow and absorb.

5
Anonymous Author
Good overview of the M&A cycle and best practices for establishing a framework for your organization

5
Member's Profile
Great course that built on concepts from 1st course and provides best practices framework.

4
Member's Profile
Good high level summary of best practices that successful organizations should follow

5
Member's Profile
Great overview..even for someoen who is already in M&A...lots of good points

3
Member's Profile
I would have liked to hear about more examples and case studies

5
Anonymous Author
Great class to learn about basics of what happens in an M&A.

5
Member's Profile
good review, nice to be back to this online trainings

5
Member's Profile
Awesome course!! The best I've seen on the subject.

5
Anonymous Author
excellent course rich with valuable information

5
Anonymous Author
Excellent! Short, Sweet, and to the point.

5
Anonymous Author
Good overview.

4
Anonymous Author
Good course.

5
Anonymous Author
Excellent!!

Prerequisites
Course Complexity: Intermediate

Prerequisite: Exposure to M&A

 

Advanced Preparation: None

 

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
Key Success Traits
  Traits of a World Class M&A Organization 15:10
Top 10 M&A Best Practices
  Early Strategy Development10:18
  Proper Governance 10:29
  Business Planning7:38
  Organizational Engagement 4:26
  Integration Planning and Valuation10:56
  Due Diligence 8:09
  Business Plan Finalizations, Final Negotiations, and Post Audit Review12:54
Continuous Play
  Top 10 M&A Best Practices for Positive ROI1:24:30
SUPPORTING MATERIALS
  Slides: Top 10 M&A Best Practices PDF
  Top 10 M&A Best Practices Glossary/IndexPDF
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam