Agile M&A Game Plans and Plays

This course will teach you everything you need to know about Agile M&A.


Meet your instructor

John Morada is Head of the M&A Integration Management Office at Ellie Mae. He also serves as an adjunct professor at American University, where he teaches courses on DevOps, software engineering, and quantum computing. In past roles, he’s served as Vice President at Agile Stacks Inc and CIO at the Silicon Valley Education Foundation. Kison Patel is the Founder and CEO of DealRoom, a project management software for complex financial transactions. Kison has over a decade of experience as an M&A advisor and developed DealRoom after experiencing first-hand a number of deep-seated, industry-wide inefficiencies and challenges.


Browse Lesson Plan

Agile M&A is an M&A management framework that emphasizes responding to changes over following a detailed plan. Learn a new way to look at transactions from start to finish that will increase efficiency, foster collaboration, and facilitate open communication, leading to better deal outcomes. This course focuses on implementing Agile methodology to your M&A practice through plays and team management. Learn how to align team members and your M&A program in order to maximize play performance. Concepts covered include tool and workflow configuration, backlog planning, scaling across workstreams, and the decentralization of decision making.


What is Agile?


Your Process

  1. Review current structure

Your Challenges

  1. Problem interviews
  2. Prioritize challenges

Agile M&A Game Plan Introduction

  1. Mission, Mindset, Differences, Values
  2. What is a Game Plan
  3. Review Plays

The Plays

  1. Program kickoff and alignment
  2. Tool and workflow configuration
  3. Backlog planning and prioritization
  4. Parallel planning for integration
  5. Multiteam stand up
  6. Multiteam priority backlog
  7. Integration retrospective
  8. Program dashboard
  9. Roles and responsibilities
  10. Fast learning cycles
  11. Scaling across workstreams
  12. Lightweight communication model
  13. Stand up
  14. Team retrospective
  15. Decentralize decision making
  16. Defense (Issues, Risks and Dependencies)
  17. Special teams (the new PM)
  18. OKRs
  19. Steering Committee’s role in agile

Your Game Plan

  1. Review Plays as Solutions to Challenges
  2. Volunteer Leadership
  3. Training & Technology Requirements
  4. Update Project Kick-off
  5. Incorporate Feedback Loop
  6. Keeping your history alive (documenting the key decisions)
  7. Organizing teams and work
special pricing

Early-adopter special pricing

The academy classes will be released in November. Get unlimited access to all the workshops for 50% off today!


Frequently Asked Questions

What is the M&A Science Academy?

The M&A Science Academy is an online-platform where you can access courses taught by M&A professionals. The courses cover a wide variety of M&A topics such as integration, divestitures, due diligence, management styles, and more.

The M&A Science Academy includes courses from M&A experts who are eager to share their stories, failures, and successes.

Our goal is to provide users with knowledge from industry practitioners that can be applied to their own practices.

What is included in an M&A Science Academy subscription?

A subscription includes access to all M&A Science courses, downloadable PDFs, webinars, and more. New content and courses will be added regularly.

Where can I watch the courses?

All courses are available 24/7 on the M&A Science Thinkific page.

Which courses are right for me?

The M&A Science Academy courses were created to cover a range of  topics based upon common M&A challenges. We are going to be adding new content regularly so feel free to explore new areas!

How much does the Academy cost?

There is an early adopter special available now for $480 (regular $960).

How do I cancel?

If you choose to cancel your M&A Science Subscription and wish to end recurring payments go to My Account Billing and hit Cancel for the subscription or payment plan. You will automatically lose access to the academy content at the end of the billing period.