Mergers, Acquisition, Integration and Change

We regret to inform you that there are currently no scheduled sessions for this course, so please let us know your preferred date and location and we will contact you soon.

Course Introduction

Did You Know That 80% of Mergers and Acquisitions fail and that 85% of integration initiatives also fail?

If this is new to you, you are not alone, and the odds can be improved dramatically. Traditional Legal/Financial due diligence is essential but is insufficient to identify future trends / other elements of value which can be utilised to reach a truer price. Obviating risks, undisclosed items, competitors, emulators, regulators, competition authorities, the media, the financial press, suppliers, trades unions, customers, reputation, change resistant employees, the dip in productivity, branding, customer services, trends, location, business process, automation, outsourcing/offshoring non-core functions, morale, shareholders, financiers, key stakeholders, valuation techniques are all included. This is combined with tools to assess directors / key employees for their long-term capability and vision.

The deeper questions around whether to merge or acquire at all and how to target are issues which course participants will be able to answer as a direct result of attending this eye-opening course.

Objectives

By the end of this COPEX training course, you will be able to:

  • Understand why they should merge or acquire
  • Determine how to target companies correctly
  • Identify potential deal breakers, risks and issues
  • Reduce risks of Mergers and Acquisition failure
  • Plan / Optimise the integration process successfully

Who Should Attend?

This COPEX training course is suitable to a wide range of professionals but will greatly benefit:

  • Finance people and prospective investors who could benefit from knowing about change / integration processes and additional factors to determine ultimate value/price to be paid
  • Heads of Sales and Customer Services who need to know how to integrate their functions when their companies merge or acquire
  • Human Resource professionals who are often brought into Mergers and Acquisition processes too late in the process
  • Risk professionals likely to be seconded to deal teams or who wish to know about the risks associated with Mergers and Acquisition
  • Marketing and PR people who need to understand how to maintain brand integrity and keep stakeholders, customers, the media and opinion formers onside whilst blunting competitive threats
  • IT/Cyber security people tasked with merging the IT systems and protecting the existing and amalgamated companies from threat actors, data loss, hacking of trade secrets and company funds
  • Corporate strategists
  • Lawyers wishing to understand the Bigger Picture
  • Directors of Mid -Caps that are growing steadily but now wish to expand faster
  • Project Directors and Programme Managers likely to be seconded to deal teams
  • Fast track managers and functional directors wishing to gain the skills necessary and the experience of Mergers and Acquisition transactions either internally or externally so as to become more marketable
  • Directors wishing to expand by acquisition as a precursor to achieving critical mass and then selling out
  • Directors and Managers wishing to groom their newly merged companies in a way which creates interest from suitable potential acquirers
  • Graduate level employees earmarked for future advancement
  • High fliers with unusual backgrounds brought in to re-invitalise the business

Course Outline

Day 1: Rationale for Mergers and Acquisition / Targeting and Action Steps

  • Why Merge or Acquire at all?
  • Present State versus Future State
  • Target Operating Modelling / Roadmaps to Mergers and Acquisition
  • Corporate Grooming to Attract Corporate Suitors
  • Exploration of the Deal flow Model
  • Different Versions of the Mergers and Acquisition Process

Day 2: Valuation Strategy Linking Pre – Deal and Post Deal Strategy

  • How much should we Pay?
  • Exploring the Valuation Process Lite Touch
  • Pitfalls versus Getting it Right
  • Competitor Analysis / Key to Optimum Pricing
  • Narrated Case Studies on Valuation Methods
  • Elements of the Negotiation Process

Day 3: Search and Target / Strategic Considerations

  • Due Diligence Negotiations and Deal Structure
  • The 100 / 120 Day Planning Cycle
  • Integration, Flexibility, Scenarios A, B and C
  • Establishing Strategic Reasons for Mergers and Acquisition
  • Costs, Benefits, Assumptions, Sensitivities, Business Case
  • How Mergers and Acquisitions are Viewed

Day 4: Integration and Change Approaches Incorporating Resistance Management

  • How Will the Entities Be Amalgamated?
  • Value Generated from Amalgamation?
  • Costs of Amalgamation Including Opportunity Costs
  • People, Processes, Management and IT Issues
  • Identifying Where Uncertainty and Risk Lies
  • How Long Will the Process Take?

Day 5: Communications, Brand Management, Future Proofing, Expectations Management, Dealing with the Parts of the Business which no Longer Fit

  • Managing Expectations of Staff and Key Stakeholders
  • Developing Communications Strategy Methodologies Externally
  • Creating and Protecting the New Brand
  • Eliminating Non -Core Functions and Departments
  • Right Sizing, Outsourcing, Eliminating and Automating
  • Future Proofing for Maximum Strategic Flexibility

Certificate

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.

Whats Makes Copex Courses Unique?

COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.

Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

Yes, and we'd love to make that happen. COPEX  specialises in fully customised in-house training, adapting course content to align with your organisation's unique goals, culture, and industry demands. Get in touch with us directly and we'll craft the right solution for your team.

Yes, the choice is yours. The Mergers, Acquisition, Integration and Change Training Course  runs in a traditional classroom setting across various international locations, and it's also available as a live online programme for those who prefer to learn from wherever they are. Pick the format that fits your lifestyle and schedule best.

Not at all. The Mergers, Acquisition, Integration and Change Training Course doors are open to everyone, regardless of your background or how many years you've been in the industry. That said, having some familiarity with the subject area can help you get even more out of the experience.

Our team is available around the clock — 24 hours a day, 7 days a week — ready to answer any question you have. Whether you need help choosing the right course, completing your registration, or sorting out logistics, we're here for you.

Expect an engaging, hands-on journey — not a room full of slides and passive listening. COPEX’s delivery blends presentations with group discussions, real-world case studies, practical exercises, and collaborative workshops. The goal is simple: everything you learn, you can use immediately back at work.

You'll be in good hands. COPEX hosts its courses in premium 4-star and 5-star hotels, with professional, fully equipped training spaces designed for focus and comfort. Throughout each day, you'll enjoy refreshment breaks with coffee and snacks, plus a complimentary lunch following every session.

This Mergers, Acquisition, Integration and Change Training Course welcomes professionals from all walks of corporate life — whether you're a seasoned manager, an emerging team leader, a subject-matter specialist, or simply someone driven to grow in their field. If you're serious about advancing your career and deepening your expertise, this course was built with you in mind.

Absolutely. Every participant who successfully completes the Mergers, Acquisition, Integration and Change Training Course earns an COPEX Certificate of Completion — a recognised mark of professional achievement. Depending on the specific course, it may also qualify for Training credits, which will be clearly noted in the course details.

Enquiry

We can customize this training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.

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