Course on Procedures in Mergers and Acquisitions Operations

In an increasingly competitive and rapidly evolving global business environment, mergers and acquisitions (M&A) have become essential strategic tools for achieving growth, enhancing market share, and improving operational efficiency. As the scale and complexity of these transactions grow, it becomes crucial for professionals to fully understand the procedural and technical steps involved in executing successful M&A deals.
This program Procedures in Mergers and Acquisitions Operations, delivered by Geneve Institute of Business Management, offers a structured and comprehensive overview of the key phases of M&A—from the initial strategic planning and target analysis to financial evaluation, legal compliance, transaction execution, and post-merger integration. Participants will gain deep insights into the mechanisms that drive successful mergers and acquisitions and learn how to navigate them effectively.

Target Audience

• Executive directors and board members involved in shaping strategic decisions related to mergers or acquisitions.

• Legal and compliance professionals who participate in reviewing, structuring, and validating M&A agreements.

• Finance and investment specialists tasked with analyzing the financial soundness and viability of target entities.

• Management consultants and advisory professionals seeking to enhance their expertise in corporate restructuring.

• Strategy, risk, and corporate development officers focused on non-organic growth initiatives within organizations.

Objectives

• Provide participants with a thorough understanding of the full procedural lifecycle of mergers and acquisitions.

• Clarify the legal, regulatory, and compliance requirements that govern M&A transactions in local and international contexts.

• Equip attendees with tools to assess financial, strategic, and operational dimensions of potential deals.

• Outline the roles of different stakeholders and their responsibilities throughout the transaction.

• Build awareness of common risks associated with M&A operations and strategies to mitigate them effectively.

Course Outline :

• Introduction to Mergers and Acquisitions

  • Defining mergers and acquisitions and their strategic significance.

  • Distinctions between horizontal, vertical, and conglomerate mergers.

  • Key business drivers behind M&A initiatives.

  • Essential concepts and terminology in M&A operations.

• Legal and Regulatory Frameworks

  • Overview of relevant local and international M&A laws.

  • The role of regulatory bodies in transaction approvals.

  • Tax considerations and their impact on transaction structure.

  • Compliance requirements and disclosure obligations.

• Preliminary Planning and Strategy Formulation

  • Setting strategic goals and defining the purpose of the deal.

  • Identifying and screening potential targets.

  • Conducting initial risk and opportunity assessments.

  • Drafting non-binding Letters of Intent or Memoranda of Understanding.

• Advisor Engagement and Initial Negotiations

  • Selecting legal, financial, and strategic advisors.

  • Building the internal M&A task force.

  • Structuring early negotiation terms and focus areas.

  • Navigating common negotiation challenges.

• Due Diligence Process

  • Purpose and scope of due diligence in M&A.

  • Financial, legal, operational, and commercial due diligence.

  • Data collection, confidentiality, and information sharing.

  • Interpreting findings and identifying red flags.

• Financial Valuation and Analysis of the Target

  • Core valuation methods: DCF, comparables, precedent transactions.

  • Reviewing historical and projected financial data.

  • Assessing return on investment and deal synergies.

  • Comparing market value vs. intrinsic value.

• Finalizing Agreements and Deal Structure

  • Key components of Share Purchase or Merger Agreements.

  • Structuring payment terms: cash, stock, or hybrids.

  • Defining conditions precedent and subsequent.

  • Legal documentation and contractual safeguards.

• Securing Regulatory and Stakeholder Approvals

  • Filing procedures with regulatory authorities.

  • Obtaining shareholder and board approvals.

  • Addressing objections or restrictions from authorities.

  • Setting a timeline for formal execution of the transaction.

• Post-Merger Integration (PMI) Strategies

  • Designing integration plans for operations and governance.

  • Aligning organizational cultures and managing people transition.

  • Ensuring continuity of key processes and customer relationships.

  • Monitoring performance and addressing integration risks.

• Monitoring and Evaluating Deal Performance

  • Establishing KPIs for merger success.

  • Tracking financial and operational synergies.

  • Identifying performance gaps and remediation strategies.

  • Reporting to stakeholders and regulators post-deal.