Learning Objectives

• Achieve a comprehensive understanding of the mergers and acquisitions (“M&A”) process, including the roles of various transaction participants and diligence service providers. This knowledge will enhance participants’ capacity to contribute value to deal teams by recognizing and articulating the typical steps involved in the M&A process, including key due diligence workflow streams, their significance, and their interconnections.
  
  
• Identify the primary constituencies involved in M&A processes, understanding their respective roles, and discerning the differences between roles on the buy side and sell side.
  
  
• Analyze how various investor types, stages of investment, and sources of capital influence priorities in the M&A process and due diligence activities.
  
  
• Cultivate essential business skills and habits that create value (“HTCV”) and become a well-rounded deal professional capable of effectively navigating tricky situations found in a variety of transaction settings.
  
  
• Apply specific diligence frameworks to transaction scenarios to enhance analytical capabilities and outcomes during M&A transactions.
  
  
• Understand and analyze the perspectives of various parties involved in M&A transactions. Participants will learn to think like investors and recognize how viewpoints differ across investor types (e.g., strategic vs. private equity), investment stages (e.g., venture capital, growth equity, recapitalizations, buyouts), and investment strategies (e.g., types of businesses and investments typically pursued).