Planning Successful M&A with Scott Moeller
One critical success factor in any merger or acquisition is the design and implementation of a sound merger process. Run by Scott Moeller, recently featured in FT as a Professor of the Week, former senior M&A executive at Deutsche Bank and Morgan Stanley, Director of the M&A Research Centre at Cass Business School and an author of several acclaimed books on mergers and acquisitions, this course covers the entire merger process from strategy design to post-merger integration and audit.
Delegates will learn how to plan and design successful merger process, choose advisors, negotiate with the target, conduct due diligence as well as decide on financing and closing the deal and post merger integration and audit.
The course is built around practical group exercises where participants will be encouraged to apply strategy analysis techniques to the deals they are working on. The latest case studies including the merger between Bank of New York and Mellon, Verisign and Jamba, and Zain expansion in Africa will be discussed in details.
Due to the practical nature of this programme the number of places is limited. Since this is a very popular course we advise to reserve your place early in order to avoid disappointment.
About Course Director:
Scott Moeller is the Director of the M&A Research Centre at Cass Business School and former Global Head of Corporate Venture Capital at Deutche Bank. He has also spent 12 years at Morgan Stanley in the US, Japan and Germany.
Scott has published 2 books on mergers and acquisitions: Intelligent Mergers in 2007 and Surviving M&A about which Stefan Stern from FT said '(..) we should be grateful that Scott Moeller (..) has picked up this moment to publish a useful new book'.
Scott has been a visiting lecturer at Imperial College London and Oxford University as well as a frequent commentator in BBC, CNN, Bloomberg, CNBC, FT, Sunday Times, Independent and the Wall Street Journal.
What Will You Learn
Main Topics Covered During This Training
Who Should Attend
From Banks, Corporates, Consultancies, Accounting and Legal Companies: Heads, Managers and Executives from:
Planning Successful M&A - A 2 Day Programme
Strategic planning for merger or acquisition
- Deal success
- Alternatives to be considered before deciding on a merger or acquisition
- Merger or acquisition - different types
- The right and wrong reasons for doing a deal
Organising for the deal, including selection of advisors and internal teams
- Deal process
- Deal leader(s)
- Selection of advisors and internal teams
- Identifying synergies
Negotiation with the target or merger partner
- Due diligence
- Sales & purchase agreements
- Takeover and negotiation techniques
- Defense against hostile bids
- Shareholder approval issues
- Role of arbitrageurs
- Financing and payment issues
Post merger integration
- Post acquisition leadership
- Immediate actions required
- Cultural and speed issues
- Monitoring systems
Post acquisition audit and organisational learning
- Merger of Bank of New York and Mellon called by a UBS analyst as 'The best banking merger ever'
- Internet company Verisign's acquisition of German based Jamba
- Telecommunication company Zain expansion in Africa
Applying strategy analysis techniques to a current deal
Scott is the Director of the M&A Research Centre (MARC) at Cass Business School, which is the first such research centre at any leading business school globally. He is the former CEO and Director of Executive Education at Cass where he teaches Mergers & Acquisitions in the MBA and MSc programmes and Corporate Entrepreneurship, which highlights the ways that individuals and large companies can be more entrepreneurial. His Mergers & Acquisitions discussions cover a broad range of topics but have recently focussed on how companies are now being more successful with their acquisitions and also how individuals should prepare for and even prosper from being in a company that has been acquired or merged.
Scott has been a visiting lecturer at Imperial College (London) and Oxford University, and is an accredited executive coach. Scott is a frequent commentator on business issues on television (BBC, CNN, Bloomberg, CNBC) and in the press (Financial Times, Sunday Times, Independent) and has written for the Wall Street Journal. His book, ‘Intelligent Mergers: Navigating the M&A Minefield’ was published in June 2007. Scott’s new book ‘Surviving M&A - Make the Most of Your Company Being Acquired’ provides practical tips and real–world advice for thriving professionally in the midst of a major M&A deal.
During his six years at Deutsche Bank, Scott was Managing Director and Global Head of the bank’s corporate venture capital unit, Managing Director of the Investment Bank's Global eBusiness Division and Managing Director of the department responsible for world-wide strategy and new business acquisitions. He was also responsible for Deutsche Bank’s Investment Banking Division’s transition to the Euro.
Scott worked first at Booz Allen & Hamilton Management Consultants for over 5 years and then at Morgan Stanley for over 12 years in New York, Japan, and most recently as co-manager and then member of the board of Morgan Stanley Bank AG in Germany. Scott has held a number of other board seats throughout Europe, Africa, Asia and the Americas and is currently a non-executive director on several boards. He is an honours graduate of Yale College, Yale Graduate School and the Yale School of Management.
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