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08/27/2014

020. Mergers and Acquisitions: Deal Structure and Value Creation

Instructor: J. Michael Marks

Read more about J. Michael Marks
Read more about Jim Miller
Monday, March 7, 2016
1:00 pm – 4:30 pm

(this is an afternoon course, you will need to select a morning course as well)

Full Course Description:

This half day afternoon course will build on the morning session although it is not a prerequisite for senior executives. The content of this session focuses on how M&A is a tool to increase shareholder value. It will provide participants with an attractiveness framework to identify acquisition targets. The discussion will also examine selection of deal advisors and associated fee structures. The session will then dive into deal structure, valuations, and financing alternatives. It is easy to make a lot of money on an Excel spreadsheet and the session will examine the disease of "Crazy to Win" and explore flaws that created some of the large distribution roll-up failures of the past several decades.

This session will also provide participants with a set of post event integration best practices. Mistakes made post event often destroy much of the shareholder value in the transaction.

Who Should Attend:

This course is designed for senior executive in wholesaler-distributor firms who are responsible for creating shareholder value, CFOs, COOs, CEOs, etc.  The financing and deal structure will also be of interest to supplier executives who are contemplating acquisitions as a growth strategy.  The course presumes a basic knowledge and understanding of financial statements. 

Takeaways: 

1. Participant will be able to understand and determine values of various distribution businesses 

2. Participants will have understanding and knowledge of the common mistakes made pre and post transaction to they can be avoided
 
3. Participants will have a road map to support their own acquisition activities including selection of effective and appropriate advisors

Overall Rating: 4.7/5

Comments:

" Extremely helpful and will continue to enroll in the future." (CEO/Owner)

"Great insight into the steps required to determine how to create value for a company and determine its value." (General Manager)

"Great overview, reinforced the need to develop a strategic plan. As a manufacturer, this helped me understand the M&A process." (Sales Director)

"Although I’m not in acquisitions, this class changed my understanding of what management above me is concerned with." (Regional Manager)

"There is a lot of very important info here. Great job and Thanks." (CEO)


At the end of each session we asked the attendees to review and rate each course. These reviews are anonymous so we can only provide their job titles. Ratings are based upon the benefit of the course, quality of the course, instructor expertise, ability to communicate and quality of visual aids and are rated on a scale of 1-5.

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