This program continues to expand the topics covered in the existing Controllership Skills Update series. As with our three other offerings (Risk Management; Budgeting and Forecasting; and Survival Skills), this brief session is aimed at renewing your existing skills and providing specific actions to improve your organization’s results.
Mergers/acquisitions and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acquired firm, with the acquirer, and provide a single organization with increased growth potential has been somewhat shaky. The near collapse of the credit markets starting in late 2007 had a significant impact on acquisitions.
More recently, M&A activity has grown to near, or record levels. However, the types of transactions have changed. Strategic transactions, compared to equity investments, are the primary driver. This session provides an outline and discussion, including specific actions, for financial professionals focused on improving the results of an acquisition, sale, or formation of an alliance.
- Recent trends, transactions, and the economic environment
- Reasons for M&A and alliances
- Identifying non-strategies
- Selecting appropriate valuation techniques
- Establishing an environment to improve the outcome of your negotiations, including Do’s and Don’ts
- Major steps in the due diligence process
- Post-completion activities
- Identify and discuss the unique role of financial professionals participating in a potential transaction
- Become aware of the potential pit-falls
- Keep informed of the skills required for successful transactions
- Develop an integrated framework, with specific actions, to manage the selection, valuation, negotiation and execution of a transaction
Who should take this course:
Public, private, and non-profit organizations and their members – CFOs, CEOs, controllers, auditors and managers
Experience and/or exposure to financial management