Name: Mergers, Acquisition, Integration and Change Training Course
Rating: 4.7 (1076 reviews)

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.

Related Categories

Leadership & Management Finance & Accounting Project Management (PM) Contracts Management

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.

Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
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Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.

Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

The training course fee can be settled by either:

Bank transfer
Credit Card

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

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