training

M&A Courses

Check out our selection of 40+ M&A courses put together by industry experts, with new courses added monthly!

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.

Toby Tester

Senior Consultant & Project Manager at BTD

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Diligence

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.

Ben Sutton

Senior Manager - Corporate Development at NCR Corporation

Sabeeh Khan

Director, Corporate Strategy & Development at Syniti

Sergio Vasquez Botero

Director at BZS Consultants

James Harris

Principal, Corporate Development Integration at Google

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Strategy

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.

Ivan Golubic

Executive director at Gamma Corporate Development

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General

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.

Edward Hamilton

Managing Director at VRC

Toby Tester

Senior Consultant & Project Manager at BTD

Trish Mosconi

Executive Vice President, Chief Strategy Officer & Corporate Development at Synchrony

Sergio Vasquez Botero

Director at BZS Consultants

Sabeeh Khan

Director, Corporate Strategy & Development at Syniti

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Valuation

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.

Edward Hamilton

Managing Director at VRC

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Integration

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.

Klint Kendrick

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

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Integration

Change Management: Driving Engagement & Retaining Acquired Employees

In this course, learn proven methods to avoid high turnover rates and burnout spirals and how to support leaders and employees through times of uncertainty, added workloads, and stress.

Christian von Bogdandy

Practice Director at Slalom

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Integration

M&A Management Guide

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

Aaron Whiting

M&A and Strategic Programs at ContinuumCloud

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General

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.

Andrew Gratz

Assoicate General Counsel

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Strategy

How Corporate Development Sources Deals

In this course, learn about sourcing deals, NDAs, communication documents, and more, all from a corporate development professional's point of view.

Sabeeh Khan

Director, Corporate Strategy & Development at Syniti

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Integration

Evolving Your M&A Integration

In this course, learn tools and practices you can apply to evolve your integration function and produce better outcomes from Christina Amiry, Head of M&A Strategic Operations at Atlassian.

Christina Amiry

Head of M&A Strategic Operations at Atlassian

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Strategy

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.

Christian von Bogdandy

Practice Director at Slalom

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Integration

Tips for an Agile M&A Integration Plan

In this course, learn how to develop an Agile M&A integration plan from John Morada, Senior Director at ICE Mortgage Technology.

John Morada

Senior Director, M&A Integration at ICE Mortgage Technology

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Divestiture

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.

Russ Hartz

VP of Corporate Development at ANSYS, Inc.

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Strategy

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.

Justin Goldman

VP Finance at Place Exchange

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Strategy

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

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Strategy

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

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Integration

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

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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

Director, People M&A at Apple

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Strategy

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

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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

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Strategy

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

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Integration

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

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Integration

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

M&A and Strategic Programs at ContinuumCloud

John Morada

Senior Director, M&A Integration at ICE Mortgage Technology

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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

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Strategy

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

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Strategy

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)

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Integration

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

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Strategy

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

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Strategy

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

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Strategy

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

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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

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Integration

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

M&A and Strategic Programs at ContinuumCloud

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