Wharton – Finance & Wealth Management – Mergers and Acquisitions – TimesTSW

Overview

Managing a merger or acquisition can be one of the greatest challenges faced by an organization. To reap maximum value, leaders must consider multiple factors, balance short- and long-term needs, and guide well-planned execution – often under the watchful eye of their boards and investors.

In Mergers and Acquisitions, an interdisciplinary team of Wharton professors makes sense of the complexities of this topic and helps you develop and implement successful strategies to support your company’s mergers and acquisitions activity.

Who Should Attend:

Mergers and Acquisitions is designed for executives involved in devising and/or executing mergers and acquisitions, including business development officers, CFOs and executive directors of finance, senior business analysts, division and unit heads pursuing acquisitions, and lawyers seeking to better understand the business side of M&A activity.

The program attracts a diverse group of strategy leaders from varied industries, backgrounds, and geographies who share their biggest challenges with the class. Faculty tailor content to address these issues, so participants enjoy a unique learning experience that resonates with them and meets their real-world needs. They leave Mergers and Acquisitions with tools and frameworks they can use to make a meaningful strategic impact within their companies or organizations.

While this program assumes no previous experience in mergers and acquisitions, many participants have such experience and also come away with more extensive insights and strategies. requires a basic knowledge of accounting — i.e., familiarity with balance sheets, income and cash flow statements, and finance. A refresher on these topics is offered on the Sunday afternoon before the program begins.

Fluency in English, written and spoken, is required for participation in Wharton Executive Education programs unless otherwise indicated.

Group Enrollment:

To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group enrollment benefits to companies sending four or more participants.

Program Highlights & Benefits

  • Determine a rationale, select and value acquisition targets, and evaluate the long-term potential of a partnership
  • Understand how to manage the complexities of the merger process
  • Identify acquisition strategies, execute and close deals, and integrate acquisitions successfully
  • Learn from faculty experts, Wharton alumni with extensive M&A involvement, and a cross-section of experienced senior leaders from different industries

Experience & Impact


Kent Matsumoto, Vice President, General Counsel and Corporate Secretary, Glatfelter discusses program highlights.

Despite the fact that 8 out of 10 mergers and acquisitions fail, the rate of M&A activity worldwide continues to break records. As businesses flush with cash look to consolidate to become more competitive, they view mergers as a way to reduce their costs of doing business while increasing their revenue from greater market share.

Through Wharton’s Mergers and Acquisitions program, you will learn how to integrate the strategic, managerial, economic, and financial decisions that affect the execution of mergers and acquisitions. You and your peers will gain new insight into why acquisition strategy is related to all elements of the process, including valuation, negotiation, deal structure, due diligence, and integration.

Wharton faculty — led by Robert Holthausen, an expert on corporate evaluation who serves as editor of the Journal of Accounting and Economics — apply their field-based research and the latest strategic insights to help you navigate the complex minefield of M&A activity.

Faculty will facilitate discussions and case studies, and several real-world M&A simulations, enabling you to gain experience in successfully navigating a transaction while dealing with a wide array of issues, from taxation to due diligence to anti-trust questions. Because the program attracts global finance leaders and because its faculty work with organizations based around the world, the program provides insights and perspectives into the growing number of cross-border acquisitions. Developed to improve your odds for success, Mergers and Acquisitions will teach you strategies you can hone and execute quickly for measurable results.

Session topics include:

  • Strategic Assessment
  • Integration
  • Valuation
  • Negotiation Workshop
  • Due Diligence
  • Structuring Acquisitions
  • Managing Strategic Alliances
  • M&A Computer Simulation
  • Investment Banker Perspectives
  • Anti-Trust Issues

Overall, Mergers and Acquisitions will help you learn how to:

  • Think from an investment banker’s perspective
  • Evaluate strategic acquisitions using a number of tools and frameworks
  • Effectively negotiate and manage strategic alliances
  • Gain more expertise in conducting due diligence and other steps in M&A activity

This program complements Driving Growth through Strategic Partnerships, which focuses on how to identify, develop, and sustain successful partnerships. Driving Growth through Strategic Partnerships will also help you evaluate partnerships over time to assess their long-term potential for success.

Faculty

  • Robert Holthausen, PhD

    Academic Director

    The Nomura Securities Co. Professor; Professor of Accounting; Professor of Finance, The Wharton School

    Research Interests: Effects of organizational structure on financial performance, management compensation issues, valuation

  • Jennifer Blouin, PhD

    Professor of Accounting, The Wharton School

    Research Interests: Effects of taxes on asset pricing, taxes and corporate payout behavior

  • Gordon Bodnar, PhD

    Director, International Economics Program, School of Advanced International Studies (SAIS), Johns Hopkins University

    Research Interests: International finance, corporate finance

  • Emilie Feldman, PhD

    Associate Professor of Management, The Wharton School

    Research Interests: Corporate governance, corporate strategy, diversification, divestitures, firm scope, spinoffs

  • Michael Knoll, PhD

    Theodore K. Warner Professor of Law, University of Pennsylvania; Professor of Real Estate, Wharton; Co-Director, Center for Tax Law and Policy; Deputy Dean, Penn Law

  • G. Richard Shell, JD

    Thomas Gerrity Professor; Professor of Legal Studies & Business Ethics; Professor of Management; Chairperson, Legal Studies & Business Ethics Department, The Wharton School

  • Harbir Singh, PhD

    Mack Professor; Professor of Management; Co-Director, Mack Institute for Innovation Management; Wharton School Faculty Director for the Huntsman Program in International Studies and Business, The Wharton School

    Research Interests: Corporate governance, corporate restructuring, management buyouts, strategies for corporate acquisitions

  • David Wessels, PhD

    Adjunct Professor of Finance, The Wharton School

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