M&amp;A Courses

Perfect Equity Splits for Early-Stage, Bootstrapped Startups

In this course, learn how to create a equity split using the slicing the pie method from Mike Moyer, author of "The Slicing Pie Handbook" and Adjunct Associate Professor of Entrepreneurship at Northwestern University.

Mike Moyer

M&A Science Holiday Virtual Summit Day 1

This course includes sessions from the M&A Science Holiday Virtual Summit we held in December 2020. Topics range from integration to negotiation, to general corporate development insight, success metrics, and more.

Emma Barton

Director, Alliance and Integration Management at AstraZeneca

PJ Patel

Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC)

Howard Rosen

Senior Vice President & Chief Accounting Officer at Open Text

Kimberly Baird

Corporate Development Integration Lead at Cisco

Ashley Rice

Sr. Consultant HR M&A / M&A Integration and Data Team Leader at Cisco

M&A Science Virtual Summit June 10 - 11 2020

This course includes sessions from the M&A Science Virtual Summit we held in June 2020. Topics range from integration to valuation, to general corporate development insight, and more.

Toby Tester

Senior Consultant & Project Manager at BTD

Russ Hartz

VP of Corporate Development at ANSYS, Inc.

Dan Menge

Sr Director/Head of M&A Integration at Xilinx

Carlos Cesta

Vice President Corporate Development at Presidio

Stacy Hendricks

Senior Director at Alvarez & Marsal

Divestiture

Divestiture Podcast Lessons

Learn more about divestitures from two different M&A HR professionals' points of view.

Jillian Kaebel-Sisk

HR - Global Mergers, Acquisitions and Divestitures Manager at Caterpillar Inc

Sallie J. Cunningham

HR Executive, Integration Leader at Cytiva (formerly GE Life Sciences)

Sourcing/Strategy Podcast Lessons

Learn about sourcing and strategy from podcast interviews with various M&A professionals.

Russ Hartz

VP of Corporate Development at ANSYS, Inc.

Scott Kaeser

Owner / Head Of Corporate Development at First Choice Dental Lab

Diligence

Diligence and Integration Podcast Lessons

Learn about diligence and integration in this series of podcast lessons with M&A professionals from a variety of backgrounds.

James Harris

Principal, Corporate Development Integration at Google

Kim Jones

SR. HR M&A Manager and SR. HR Manager XBOX at Microsoft

Richard Kasperowski

Instructor at Harvard University, Author | Keynote Speaker | Teacher | Certified Agile Team Building™

Klint Kendrick

Former HR M&A Leader at Oracle & Boeing and Chair of the HR M&A Roundtable

Constructing an M&A Communication Plan

Learn how to build an M&A communication plan in this course taught by David Olsson, Partner at Beyond the Deal.

David Olsson

Partner at Beyond the Deal

Turning a Deal Thesis into Integration Objectives

In this course, learn how to turn your deal thesis into integration objectives with Chris Von Bogdandy, Practice Director at Slalom.

Christian von Bogdandy

Practice Director at Slalom

Integration Scar Tissue and the Plays that Healed Us

In this course, learn how to improve your integration based on lessons learned by Aaron Whiting, Corporate Development & Acquisition Integration Director at Insightsoftware & John Morada, Senior Director at ICE Mortgage Technology.

Aaron Whiting

Corporate Development and Acquisition Integration Director at insightsoftware

John Morada

Senior Director, M&A Integration at ICE Mortgage Technology

Divestiture

Preparing Your Organization for a Divestiture

Before any divestiture, management needs to get an upfront assessment of their current resources. An organizational readiness assessment is a formal analysis and measurement of the seller’s ability to undertake such a major initiative.

Toby Tester

Senior Consultant & Project Manager at BTD

How to Negotiate a Term Sheet

Learn how to negotiate a term sheet with Chris Hecht, Head of Corporate Development at Atlassian.

Chris Hecht

Head of Corporate Development at Atlassian

How to Model Synergies in M&A

In this course, learn how to model synergies in M&A from PJ Patel, Co-CEO & Senior Managing Director at Valuation Research Corporation.

PJ Patel

Co-CEO & Senior Managing Director at Valuation Research Corporation (VRC)

Making the Most of Your Employee Announcements

In this course, learn how to make the most of your employee announcements from Klint Kendrick, Former HR M&A Leader at Oracle & Boeing and Chair of the HR M&A Roundtable.

Klint Kendrick

Former HR M&A Leader at Oracle & Boeing and Chair of the HR M&A Roundtable

Connecting the Transaction Process & Maximizing Value Creation

Learn about how to connect the overall transaction process & optimize value creation in this course with Carlos Cesta.

Carlos Cesta

Vice President Corporate Development at Presidio

An Introduction to Agile M&A

This course provides you with an introduction into the benefits of Agile M&A.

Kison Patel

CEO and Founder of DealRoom, CEO and Founder Agile M&A, Executive Producer of M&A Science

How to Maximize the Value of Your Business Prior to a Sale

In this course, learn how to successfully prepare your business and maximize its value prior to a sale.

Michael Frankel

SVP, Managing Director at Deloitte

Divestiture

Divestitures: Planning to Execution

In this course, learn about a divestiture's lifecycle, from planning to execution. This course is taught by Larry Forman, Senior Manager at Deloitte and Michael Frankel, SVP and Managing Director, Deloitte New-Venture Accelerator.

Larry Forman

Senior Manager at Deloitte

Michael Frankel

SVP, Managing Director at Deloitte

Transferring Knowledge Post Close

Learn about how to have a repeatable knowledge transfer and kickoff process from Aaron Whiting, Corporate Development and Acquisition Integration Director for isw.

Aaron Whiting

Corporate Development and Acquisition Integration Director at insightsoftware