M&A Courses

M&A Integration Basics

Early integration planning is vital to deal success. In this course, learn the basics of M&A integration from integration management professional, John Morada. He discusses integration planning, synergies, challenges, risks, and more.

M&A Science Integration Management Certification

In this M&A Science certification course, learn the ins and outs of integration including how to create long and short-term objectives, determine cornerstone decisions, incorporate Agile, utilize integration tools, and more.

Preparing for an Investment Banking Vice President Role

An investment banking vice president role requires an individual to be resourceful and talented. In this course, you will learn about necessary vice president skills, how to build M&A relationships, how to treat deals as experiences and not just transactions, and more.

Divestiture Plays: Preparing and Executing Divestitures

Even though no two divestitures are alike, teams can create plays to streamline the process. In this course, learn how to use plays to help prepare for and execute a divestiture.

M&A Science Diligence Management Certification

In this certification course, learn how to approach diligence, build a diligence team, the art of asking good questions, why due diligence is an iterative process, and the importance of data integrity.

Building Corporate Development

Organizational life cycles require corporate development teams to adjust and lead JVs, divestitures, minority investments, and strategic partnerships just as much as M&A. To be effective each transaction type requires different corporate development focus, alignment, skill sets and structure. In this discussion learn how to build an in-house corporate development team that can pivot focuses.

M&A Science Summer Summit June 2021

This course includes the sessions from our M&A Science Summer Summit June 2021. The sessions cover a range of topics including change management, building corporate development teams, sourcing, and more.

How to Make Earn-Outs Work

This course is a discussion on the common uses of earn-outs, metrics to measure success, and different structures to create them. Learn how valuation affects earn-outs, accounting best practices, and excellent examples of earn-out structures.

Maximizing Opportunities to Access Acquired Talent

An increasing number of M&A transactions focus on talent, yet talent assessment is often limited to a brief perusal of LinkedIn profiles and cursory conversations with target company leaders. In this course, learn insights & leading practices for assessing acquired talent at all levels & deal stages.

Change Management: Driving Engagement & Retaining Acquired Employees

The Best post-deal Management Change Practices · Post-Acquisition Employee Management · Integrations and Employee Engagement · Led by M&A Experts

M&A Management Guide

In this course, Aaron Whiting, walks through a management guide.

The Legal Team's Role in M&A

In this course, learn the key tasks that a legal team is responsible for in M&A from Andrew Gratz, Associate General Counsel at LyondellBasel.

How Corporate Development Sources Deals

How to Setup an Organization for Inorganic Growth

In this course, learn how to prepare your organization for inorganic growth from Chris von Bogdandy, Senior Director at Slalom.

Executing a Divestiture Without a Bank

In this course, learn how to successfully execute a divestiture without using a bank from Russ Hartz, Vice President of Corporate Development at Ansys.

Hiring Your Corporate Development Team

In this course, learn how to hiring personal for a corporate development team in this course with Justin Goldman, VP of Finance at Place Exchange.

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.

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.

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.

Divestiture Podcast Lessons

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

Sourcing/Strategy Podcast Lessons

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

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.

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.

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.

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.

How to Negotiate a Term Sheet

Learn how to negotiate a term sheet with 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.

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.

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.

An Introduction to Agile M&A

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

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.

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.

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.