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It’s time for the ultimate M&A master class. Welcome to a new kind of program at °ÄÃÅÁùºÏ²ÊÔ¤²â Cox. We’re delivering practical intellectual stimulation that satisfies your academic curiosity and balances theory with ready-to-use insights. You get the academic rigor you expect plus interactive exercises, real-world case studies and lessons from leading industry practitioners that help you turn ideas into action.

This results-focused balance begins with leadership from Associate Dean Shane Goodwin, Ph.D., a former investment banker with more than 20 years of M&A experience on Wall Street, including Goldman Sachs and Citigroup.

In addition to our own expert faculty, Dr. Goodwin has tapped the unmatched °ÄÃÅÁùºÏ²ÊÔ¤²â Cox network for M&A experts from Goldman Sachs, J.P. Morgan, Bain & Company, Evercore, PepsiCo, McDermott Will & Emery and Kimberly-Clark, plus former strategy consultants from McKinsey.

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Benefits

  • Develop a strategic plan for M&A activity and analyze strategic alternatives
  • Understand the M&A due diligence process and develop your due diligence skills
  • Master business valuation techniques
  • Structure the deal to minimize tax consequences and maximize legal benefits
  • Implement a strategy for integration and restructuring
  • Learn how to best protect shareholder value during M&A negotiations
  • Understand the use of M&A by large public corporations, privately held middle-market firms and private equity firms
  • Learn how shareholder activists affect M&A deals
  • Master the playbook of M&A best practices
  • Course feature Course detail
    Dates:
    Topic: Finance
    Format:
    Location:
    Credentialing:

    CPE Hours: 50

    Board Fellowship Credits: 10

    Participants should bring a personal laptop and have a basic understanding of corporate finance.

    Upon successful completion of the program, participants receive a certificate from the °ÄÃÅÁùºÏ²ÊÔ¤²â Cox School of Business in addition to 50 CPE hours and 10 NACD Board Fellowship Credits.

    Price:

    Most companies offer tuition reimbursement for °ÄÃÅÁùºÏ²ÊÔ¤²â programs, check with your HR department for details.

    Questions?

    To learn more about the program, contact us at 214.768.3335 or exed@smu.edu

    Who Should Attend

    Leadership teams and board members involved in growing a company through M&A or selling a company

    • Private company owners
    • Corporate directors
    • Chief financial officers and finance directors
    • Business development officers
    • Business analysts
    • Division and unit heads pursuing acquisitions

    Schedule

    Previous Event Schedule

    SCHEDULE

    MONDAY

    TUESDAY

    WEDNESDAY

    THURSDAY

    FRIDAY

    7 a.m. –
    8:45 a.m.

    Breakfast & Discussion

    Aasem Khalil
    Goldman Sachs

    Hernan Saenz
    Bain & Company

    Jack LaGere
    JP Morgan

    Rhys Best
    Arcosa

    Peter Michelsen
    Qatalyst Partners

    9 a.m. –
    Noon

    M&A Strategy
    Regulatory Considerations
    Shane Goodwin, Ph.D.

    Valuation: Discounted Cash Flow
    Jim Linck, Ph.D.

    Accounting and Tax Issues
    Payment/ Consideration Issues
    Russ Hamilton, Ph.D.

    Private Equity
    Bill Maxwell, Ph.D.

    Gain-Gain Negotiation
    Robin Pinkley, Ph.D.

    Noon –
    1:30 p.m

    Lunch

    Joseph Kuriakose
    Kimberly-Clark

    Bill Dillon, Ph.D.
    °ÄÃÅÁùºÏ²ÊÔ¤²â Cox

    Kevin Vela
    Vela Wood

    Amir Yoffe
    CIC Partners

    Evan Shaver
    PepsiCo

    1:30 p.m. –
    3:30 p.m.
    M&A Process
    Shane Goodwin, Ph.D.
    Relative Valuation
    Jim Linck, Ph.D.
    Legal Issues
    Wilson Chu
    McDermott Will &
    Emery
    ESG Implications
    for M&A
    Shane Goodwin, Ph.D.
    3:30 p.m. –
    5:30 p.m.
    Due Diligence
    Bill Maxwell, Ph.D.
    Valuation: Private
    Company Valuation
    Jim Linck, Ph.D.
    Post-Merger
    Integration
    Dr. Shane Goodwin
    Shareholder Activism
    and its M&A Impact
    Shane Goodwin, Ph.D.

    6 p.m. –
    8:00 p.m.

    Dinner

    Daniel Hoverman
    Texas Capital Bank
    Marty Ellen
    Dr. Pepper Snapple Group
    Peter Brundage
    Goldman Sachs
    Bruce Shaw
    Georgetown University

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