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2024

The Art of M&A® Deal Lifecycle

October 16 - 18, 2024

Gaylord Texan Resort & Convention Center
Grapevine, TX, USA

  • 3 Days
  • Peer Discussions
  • Experienced Speakers
  • Lakeside Location
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Event Dates

Wed., Oct. 16, 2024 - Fri., Oct. 18, 2024

Event Location

Gaylord Texan Resort & Convention Center

ABOUT THIS EVENT

A 3-Day Deep Dive into Strategy, Due Diligence and Integration

Using Group Discussions, Breakout Sessions,
and Case Studies

This immersive program takes place throughout three full days, within the lush setting of the Gaylord Texan Resort & Convention Center, located near Dallas, Texas.

Attendees will soak up the knowledge and experience of practicing M&A experts and interact with industry peers in small-group breakout sessions, case study examinations, group discussions and evening networking receptions.

This course offers an in-depth look at mergers and acquisitions, covering the entire process from strategy to post-merger integration. Key topics include business alignment, value assessment, operational and financial diligence, change navigation, and communication. The program emphasizes Day One execution, cultural considerations, risk management, employee experience, and the importance of IT and customer factors. The ultimate goal is long-term value creation.

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Attendees

Who Should Attend

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01.
Key Executives
CEOs, CFOs, Business Unit GM’s, VP Strategy/Corporate Development and those tasked with leading the subsequent integration
02.
Corporate Development Leaders
03.
Due Diligence Leads or Team Members
04.
Integration Team Leads
05.
Integration Management Office Leads and Program Managers
06.
Functional Workstream Leads and Dedicated Workstream Program Managers
MODULES

Module Descriptions

Enhance Value through Peer Discussions, Problem-Solving Exercises, and Expert Presentations.
Value Driven Lifecycle and
Intro to MergerMax®
Exploring principles and practices for maximizing value throughout the deal lifecycle, focusing on stakeholder needs and business outcomes
Phases 1 & 2:
Strategy & Targeting
Developing and applying strategic approaches to identify and engage target markets effectively, optimizing resources for business growth
Financial Diligence: Quality of Earnings, Working Capital
Examining financial health through earnings quality and working capital analysis to ensure investment soundness and operational efficiency
Phases 3 & 4: Principles of Preliminary & Confirmatory Diligence
Cultivating a thorough mindset for evaluating investments, covering both preliminary assessments and in-depth confirmatory diligence processes
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Experienced Professionals

Our Presenters

Wendy Selley

SENIOR PARTNER
M&A PARTNERS

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Kevin Roberts

SENIOR ADVISOR
M&A PARTNERS

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Ellen Owens-Karcsay

SENIOR ADVISOR
M&A PARTNERS

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Paul Dzurovcik

SENIOR ADVISOR
M&A PARTNERS

Read Bio

CREDITS

About CPE Credits

Delivery Method: Group Live   |   Program Level: Intermediate

Prerequisites: Participants should have at least a baseline general awareness of acquisition integration and due diligence in a corporate environment. This course will provide a comprehensive “lifecycle” viewpoint on key decisions, issues, risks, objectives, and requirements for the Integration Leader and/or Integration Management Office (IMO) success at each phase of the M&A lifecycle process along with a process viewpoint on corporate development’s role in successfully achieving inorganic growth and organizing and managing a comprehensive due diligence process. Subject matter experts will provide a thorough topical briefing on essential due diligence topics including financial due diligence, people/organizational due diligence, information technology/security diligence, and the bridge from diligence to integration strategy and pre-close planning.

Advance Preparation: Pre-Event Briefing call (45 minutes) to be held one week prior to event start date. Short proprietary pre-read will be sent one week prior to course start date.

Field of Study: Specialized Knowledge

Full attendance earns up to 84 CMAS credits for this course*
Participants of this course may receive up to 24 CPE credits*

M&A Leadership Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

*Credits awarded are based on course engagement

OUR PRICING

Inflation-Relief Pricing through 2024 Election Year

Payment is accepted by credit card or ACH (invoice available at registration; payment is due prior to receipt of access link).

Refund Policy: Please view our program refund and complaint resolution policies here.

All In-Person Events

$1240

$4950 value

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All Virtual Events

$290

$1490 value

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THE HOTEL

Lakeside Resort in North Texas

Training will be held at the Gaylord Texan Resort & Convention Center. Located on the shores of beautiful Lake Grapevine, situated centrally between Dallas and Fort Worth, Texas, the Gaylord Texan is just six minutes from DFW International Airport. The resort features four and a half acres of sumptuous indoor gardens and winding waterways, all protected under a spectacular glass atrium, which keeps the temperature a mild and comfortable 72 degrees year-round.

Reserve Your Hotel Room

Hotel Room Block Group Rate: $279 plus resort fee and taxes per night

Cut-off date for our room block extended to TUESDAY, SEPT. 24, 2024

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Learn More About the Gaylord Texan Resort & Convention Center
SPECIAL OFFER

Free Special Extras Included for All Attendees!

Signed Copy of “The Art of M&A” 6th Edition Hard Cover Book by Alexandra Reed LaJoux

4-qty (Standard Guest Room) or 6-qty (Suite Guest Room) Daily Admissions to the Gaylord’s Paradise Springs Waterpark for your family while you attend our course: Includes 600-ft lazy river, 6,000 sq-ft lagoon with walk-in beach, zip line, 27-ft waterslide, toddler pool, multi-level play structure, and more!

©2024 M&A Leadership Council

Module Topics

Value Driven Lifecycle and Intro to MergerMax®
Exploring principles and practices for maximizing value throughout the deal lifecycle, focusing on stakeholder needs and business outcomes

Phases 1 & 2: Strategy & Targeting
Developing and applying strategic approaches to identify and engage target markets effectively, optimizing resources for business growth

Strategic Fit/Deal Type Case Study
Peer-to-Peer Discussion / Problem-Solving Exercise

Phases 3 & 4: Principles of Preliminary & Confirmatory Diligence
Cultivating a thorough mindset for evaluating investments, covering both preliminary assessments and in-depth confirmatory diligence processes

Phases 3 & 4: Managing the Diligence Effort
Applying diligence principles effectively in project management, focusing on organizing and overseeing thorough investigative efforts

Application of the Diligence Principles Exercise
Peer-to-Peer Discussion / Problem-Solving Exercise

Financial Diligence: Quality of Earnings, Working Capital
Examining financial health through earnings quality and working capital analysis to ensure investment soundness and operational efficiency

CX/EX Engagement Exercise
Peer-to-Peer Discussion / Problem-Solving Exercise

Financial Diligence: Income Statement & Balance Sheet
Analyzing financial stability and potential through detailed review of income statements and balance sheets in financial diligence

The “Soft Stuff” – People and Culture Considerations (Target Identification, Due Diligence, & Risk)
Evaluating the intangible assets of people and culture in target identification, due diligence, and risk assessment processes

People & Culture Matters – Case Studies
Peer-to-Peer Discussion / Problem-Solving Exercise

Phase 6: Pre-Close Integration Planning / Managing the Integration Effort (Part 1)
Strategizing and preparing for seamless integration before closing, focusing on the initial stages of managing integration efforts

Pre-Close Integration Planning Case Studies (ArmChair IMO Part 1)
Peer-to-Peer Discussion / Problem-Solving Exercise

IT/Cybersecurity in Diligence & Integration
Assessing and integrating IT and cybersecurity within diligence processes to safeguard assets and ensure smooth operational transition

Risk Readiness and Cyber: Managing Cyber Risks Before During & After Transactions
Featured Keynote Presentation

IT/Cybersecurity Issues in Diligence & Integration
Peer-to-Peer Discussion / Problem-Solving Exercise

Phase 5: Transaction Execution & Closing Preparation
Coordinating final steps for deal completion, including detailed execution strategies and preparations for a smooth closing process

Phase 6: Pre-Close Integration Planning / Managing the Integration Effort (Part 2)
Continuing the integration planning process with advanced strategies and actions to ensure a cohesive transition before closing

Pre-Close Integration TableTop Exercise (ArmChair IMO Part 2)
Peer-to-Peer Discussion / Problem-Solving Exercise

Phase 7: Post-Close Planning & Execution
Detailing the steps for effective post-closing integration and execution, ensuring strategic alignment and operational success

Post-Close Integration Table-Top Exercise
Peer-to-Peer Discussion / Problem-Solving Exercise

Phase 8: Long-Term Value Creation
Focusing on strategies for sustainable growth and value creation over the long term, aligning with broader business objectives

Change Management Considerations
Addressing the impact of change on an organization, focusing on strategies for effective adaptation and stakeholder engagement

* Module topics subject to change

Wendy Selley

Senior Partner, M&A Partners

Wendy Selley is a passionate M&A professional, bringing over 15 years of experience leading successful acquisitions/integrations, equity investments, JVs, partnerships, and divestitures, including complicated buy and sell-side carve-outs. Having delivered deals in 11 countries, with both public and private targets, she has demonstrated expertise in navigating the varied requirements, risks, and cultural norms for deals on the global landscape.

She has extensive experience developing/optimizing skilled Corp. Dev. teams, advising leadership teams and deal leads, and coaching and developing talent, often in real time during an engagement, seeing them excited about learning and contributing as they develop skill. Her ability to teach both the “hows” and “whys” of effective M&A is key to her building effective and engaged deal teams.

Wendy is a hands-on transaction leader with proven experience with all facets of the deal life cycle including strategic evaluation, design of risk and opportunity focused diligence investigations, management of large cross-functional diligence teams, development of deal business cases and valuation models, deal negotiation, and driving deal integration strategies, planning, and oversight.

Prior to joining M&A partners, Wendy was the Manager of Global Business Development for Allegion, where she led engagements in Asia Pacific and Europe/Middle East, developed/optimized their enterprise standard M&A process/tool kits, and built global functional capabilities. Prior to joining Allegion, she was the Delphi Automotive divisional Manager of Venture Development, in addition to her experience in Engineering, Finance, and Operations.

She holds both a Bachelor of Science degree in Electrical Engineering from The Ohio State University and a Six Sigma Green Belt Certification.

Kevin Roberts

Senior Advisor, M&A Partner

Kevin Roberts has over 25 years of experience growing middle-market sized businesses both as a principal investor and as a strategic advisor. Presently, Kevin is Managing Director of Fidelitas Capital Partners, a private equity sponsor focused on buyouts and growth-oriented equity recapitalizations of established lower middle-market sized companies. Through Fidelitas Capital, he also advises other private investors, family offices and strategic acquirers on M&A growth strategy, transaction negotiation and execution, and post-closing value creation strategies.

During the span of his career, Kevin has as a principal or advisor led or participated in teams that have closed more than 40 acquisition transactions representing over $1 billion in aggregate enterprise value. Previously, he spent the majority of his career with private equity investment firms such as Trinity Hunt Partners, Hunt Capital Group and Cotton Creek Capital, and he has served on the Boards of Directors of Graco Supply & Integrated Services, Tri-State Alarm and Waste Partners Environmental.

Raised in a small farming community in northwestern Oklahoma, Kevin graduated from Oklahoma State University with a B.B.A. in Finance and Economics with Honors, and he was later the recipient of an M.B.A. from The Wharton School, where his studies focused on Finance and Entrepreneurial Management. He also serves on the Boards of Directors of The Root Cause and Metro Collegiate Ministries International. Kevin and his family reside in Dallas, Texas.

Ellen Owens-Karcsay

Senior Advisor, M&A Partners

Ellen Owens-Karcsay is an experienced transformation advisor, supporting businesses and nonprofit organizations through various stages of the organizational lifecycle. This includes acquisition or merger integration and process improvement. Ellen’s M&A Experience is diverse, from managing international integrations to nonprofit and membership-based organization consolidations.

Ellen describes her career path as “eclectic,” starting in healthcare and then moving to community-based nonprofits. Ellen spent eight years with Avnet, a Fortune 500 company that designs and distributes technology solutions globally. In her first year as the Global Director of Mergers and Acquisitions Integration, Avnet was on track to acquire 11 companies. Ellen leveraged her previous experiences and gained valuable experience to develop and launch a standardized integration process globally. Ellen first met Jim Jeffries and the M&A Council while in this role. She has participated in training, achieved her CMAS credential, and now applies her knowledge to nonprofit organizations looking to develop strategic alliances.

Ellen believes that every organization, regardless of size or type, should develop a discipline around understanding processes and people before products. In practice, you must first clarify your desired business processes along with the people and talent responsible for them and then match the solution enabling that process.

Developing that organizational discipline comes naturally. Ellen was a competitive triathlete, competing in over 100 events, including the Arizona Ironman in 2011. Since retiring from triathlon, Ellen leveraged her experience and knowledge to achieve her American College of Sports Medicine (ACSM) Personal Training Certification.

Originally from the farmland of Indiana, Ellen now lives with her husband in Tempe, Arizona, and enjoys the outdoors, hiking, biking, and running. She enjoys “creating,” which may include something baked, painted, or planted.

Paul Dzurovcik

Senior Advisor, M&A Partners

Paul Dzurovcik is the recently retired former head of Mergers, Acquisitions & Strategic Initiatives Delivery (Technology & Operations) for Bank of Montreal Financial Group (BMOFG). He was accountable for T&O Mergers and Acquisitions (M&A) transactional leadership and Strategic Initiatives Delivery, the leader of T&O due diligence, business engagement, external engagement, and integration planning. Paul was the Executive lead and architect of a team that has effectively and efficiently performed over 15 due diligence engagements tied to the delivery of 7 acquisitions, 6 divestitures, 1 large business process outsourcing initiative, and 1 global implementation – Workday. He oversaw world class delivery of the largest US bank acquisition by a Canadian bank (Bank of the West), the largest nonbank acquisition by a Canadian Bank in the US (General Electric Capital Corporation Transportation Finance Business), and the largest divestiture in company history (EMEA Global Asset Management Sale).

During his tenure at BMOFG, Paul served as Vice President and Head of the US CIO Office at BMO Harris Bank. As a senior US Technology leader, Paul had a wide range of responsibilities, including co-designing and operationalizing the US CIO Governance Program, managing the US Technology Multi-Year Plan, co-designing, piloting, and implementing the BMOFG Critical Supplier Management Standard Operating Framework, and served as Acting US Technology Business Unit Compliance Officer, managing all Personal & Commercial US Technology compliance activities. Rounding out these key responsibilities, Paul also served as Global Supplier Manager for Fidelity Information Systems (FIS), Technology, and Enterprise Infrastructure Services provided to the US by BMOFG and ACI Online Banking.

Paul holds a BA in Economics from Wabash College, an MS in Communications Strategy and Management from Northwestern University, and attended the Graduate School of Banking at the University of Wisconsin. In 2019, Paul also earned his Certified M&A Specialist (CMAS) Designation from the M&A Leadership Council.

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