M&A Courses

In this M&A Science Academy course, Michael Frankel, Founder and Managing Partner of Trajectory Capital, dives into current and upcoming private equity trends. Learn about the overlap between private equity and venture capital efforts, common trends during a down market, and portfolio operations.

In this M&A Science Academy course, learn the three necessary behaviors of an IMO from Agile expert, Liz Lockhart.

In this M&A Science Academy course, learn how to create your own corporate development deal process, from sourcing, initial interest, and due diligence, all the way to integration.

This course is a panel discussion about the big-ticket items impacting valuations. Hear from Utkarsh Bhagat, Jason Jodoin, Amr Abdelaziz, and Jacquelyn Marsac, all of who come from different mergers and acquisitions backgrounds.

In this course, learn how successfully sell sub-scale subsidiaries from Michael Frankel, Founder and Managing Partner at Trajectory Capital Partners.

Oftentimes, M&A is used as a strategy to expand business. But in fact, M&A is not a strategy. M&A is a tool that businesses can use to achieve their corporate strategy. In this course, learn how to formulate an M&A strategy with Matt Arsenault, VP of Corporate Development at Jamf.

Traditionally everybody believes that M&A is only done in a marketplace where there is a willing buyer and a willing seller. However, businesses will eventually be sold. In this course, learn why and how to source companies that are not for sale.

Capturing revenue synergies is an important aspect of integration. In this course, learn how to capture revenue synergies, prevent culture clashes, acquire a new capability or product, and cross-sell.

In this M&A Science Academy course, learn about the key stakeholders, documents, and stages involved in a deal and basic terminology when it comes to mergers and acquisitions.

In this course, learn the secrets to building a mergers and acquisitions function from Bani Bedi. Bani goes over how to create a function step by step, approach a valuation model, calculate success metrics, and more.

In this course, Aaron Whiting gets tactical by explaining his approach to using an M&A plan. He’ll describe the first plan he ever received, what he did with it, and why he doesn’t like templates.

How to Create an M&A Go-To-Market Strategy

Learn how to leverage the most value while approaching a deal. In this course, Larry Forman will walk you through the basic “dos and don'ts” of negotiation.

In this course, Adam Coffey will cover key takeaways from his latest publication, “The Exit Strategy Playbook: The Definitive Guide to Selling Your Business.”

Integration can become complex quite quickly. Responding to changes and risks as they appear can help issues be mitigated just as quickly. In this course with John Morada, learn about Agile techniques to utilize during integration to lower risks.

Want to make a change in a company that embraces traditional methods? In this course, Naomi O’Brien will walk you through how to modernize a process-based company.

Does your current software seem to add work rather than streamline it? In this M&A Science Academy course, we will walk through how to develop a tech stack that works with you rather than against you.

In this course, learn leadership lessons from Harry Kraemer Jr., an executive partner with Madison Dearborn Partners, one of the largest private equity firms in the United States, and professor at Kellogg School of Management.

Lear how to keep things simple for smooth mergers and acquisitions management and not overcomplicate deals in order to have a successful outcome.

This certification course covers tips on employee announcements, employee retention, communicating with acquired employees, and more.

This course explains how to design the experience of key stakeholder groups during the integration and develop an integration structure and strategy, which delivers against the desired experience.

In this course, learn insights into the framework development, its components and their application.

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.

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.

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.

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.

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.

To be effective each transaction type requires different corporate development focus, alignment, skill sets and structure. Learn how to build an in-house corporate development team that can pivot focuses.

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.

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.

In this course, learn how to drive engagement and retain acquired employees.

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

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.

In this course, learn how corporate development sources deals, creates NDAs, collect documents and think on diligence.

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

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

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.

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.

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.

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.

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

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

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

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

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.

Before any divestiture, management needs to get an upfront assessment of their current resources. Learn how to conduct it in this course.

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

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

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

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

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

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.

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