AMA’s Course on Mergers and Acquisitions

You’ll cover all the crucial elements that can make or break a merger or acquisition…“preview” the types of problems you’re likely to encounter…and learn how to avoid the common pitfalls in mergers and acquisitions.Thousands of executives achieved the M & A negotiation edge they needed right here! A briskly-paced blend of practice, information-sharing, networking and financial/managerial techniques will enable you to anticipate problems you're likely to encounter throughout the M&A process. Learn from top experts at this dynamic seminar.

Also Available as:

• Onsite

How You Will Benefit

• Screen candidates and identify bona fide prospects
• Evaluate synergies and how much a company is really worth
• Weigh legal, tax and accounting implications of mergers and acquisitions
• Set appropriate offering prices
• Structure the best deal and negotiate to your advantage

What You Will Cover

• The rationale for diversification strategies
• Organizing the mergers and acquisitions function
• The search, screening and evaluation process
• Financial analysis
• Accounting, antitrust, tax and legal aspects
• Negotiating techniques
• Analyzing the acquisition contract
• Conducting due diligence

Extended Seminar Outline

Print this page Extended Seminar Outline Seminar #1521

Learning Objectives

• Setting the Goals
• Selecting the Target
• Conducting Due Diligence
• Determining Valuation
• Providing Structure
• Conducting Negotiations
• Planning, Organizing, and Executing Deals

Setting the Goals

• Define the "Seven Steps" in the M&A Process
• Define Key Terms in the Merger and Acquisition Process
• Identify Reasons Companies Choose to Make a Purchase or Decide to be Acquired

Seeking and Selecting the Target

• Develop Tactics to Address Acquisition Strategy
• Describe How to Find Promising Targets for M&A
• Identify Ways to Evaluate the Marketplace for Ideal Prospects
• Describe Effective Approaches to Potential Targets

Due Diligence

• Define the Phases of Due Diligence
• Apply the Due Diligence Checklist
• Describe Sarbanes-Oxley Act (SOX) Requirements

Valuation

• Define Key Concepts in Valuing Potential Target Companies for M&A
• Demonstrate the Application of Valuation Techniques Using the Case Study

Structure

• Describe Various Structures Possible for Mergers and Acquisitions
• Identify the Impact, Advantages, and Disadvantages of the Various Forms of Deal Structuring
• Recognize the Tax Implications When Structuring a Deal

Negotiation

• Describe the Steps and Techniques Used in Negotiation
• Identify Tradable Items for Negotiations
• Describe How to Negotiate Terms
• Explain How to Achieve Win-Win Agreements
• Apply Negotiation Skills to a Case Study

Post-Merger Integration:Planning, Organizing,and Executing

• Determine Integration Issues
• Plan and Organize an M&A Integration Process
• Describe the Execution Process
• Define the Benefits of a Merger or Acquisition

Who Should Attend

Top-level management, including CEOs and CFOs, owners of companies, presidents, vice presidents of finance, treasurers, controllers, corporate planning directors, financial planners and analysts, directors of new business development, directors of mergers and acquisitions and accountants.