Navigating Mergers and Acquisitions in Today’s New Landscape: And the Effects of Private Equity
November 14 @ 11:00 am – 12:00 pm EST
This course offers valuable insight into developing and implementing an M&A strategy, identifying the opportunity, completing the transaction, creating “One Firm” (Structure and Transition), and the aftermath of discovering the unknown. You will also learn the benefits and consequences of economies of scale, how to be flexible, open to change, and the ability to evolve as the world evolves. This course will explore how today’s landscape and technology are changing how we view mergers and acquisitions, the risks and rewards, and how to create an efficient and streamlined process to combine firms. You will learn about key trends that are shaping mergers and acquisitions in today’s landscape, what that means for both parties, and how to accomplish a successful combination of firms.
Learning Objectives:
- The Strategy Must Begin With the End in Mind
- Begin With the Firm’s Strengths and Weaknesses
- Enhance the Strengths and Reduce the Weaknesses
- Remain Flexible and Open
- Financial due diligence
- Business valuations and transaction structures
- Analysis of potential risks and deal breakers related to the target business activity and the transaction
- Evaluation of projected and/or potential synergies
- Technology transition
- Personnel equalization and integration
- Consider Culture, Culture, Culture
- Build an Advisor Group Around the Plan
- How to evolve quickly and efficiently with the fast-changing landscape of today’s world
Delivery Method: Group Internet
Course Level: Basic
Field of Study: BMO
Prerequisites: None
This course is approved for 1 CPE credit.
Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).
NASBA Approved. Sponsor # 103021.