Mergers, Acquisitions, and Strategic Alliances Training Course

Module 1: Strategic Growth Options: M&A and Alliances in Context

• Understanding organic vs. Inorganic growth strategies
• Mergers, Acquisitions, Divestitures: Definitions and motivations
• Strategic Alliances: Joint ventures, licensing, partnerships, consortia
• When to choose M&A vs. Alliances: Strategic fit and objectives
• The role of M&A and alliances in corporate strategy and competitive advantage
• Practical session: Participants analyze a company’s strategic growth needs and propose whether M&A, alliance, or organic growth is most suitable.

Module 2: Strategic Rationale and Objectives for M&A and Alliances

• Identifying clear strategic objectives for a transaction (e.g., market entry, capability acquisition, synergy capture)
• Market research and target identification processes
• Screening criteria for potential targets or partners
• Developing a compelling strategic rationale for stakeholders
• Aligning M&A/alliance strategy with overall business strategy
• Practical session: Defining strategic objectives and screening criteria for a hypothetical acquisition target.

Module 3: M&A Life Cycle: From Strategy to Integration

• Overview of the M&A process phases: Strategy, Origination, Due Diligence, Valuation, Negotiation, Integration
• Key activities and milestones in each phase
• Roles and responsibilities of internal and external stakeholders
• Building an effective M&A team
• Common reasons for M&A failure across the life cycle
• Practical session: Mapping out the key phases and activities of a typical M&A transaction.

Module 4: Due Diligence: Uncovering Value and Risks

• The purpose and scope of due diligence (financial, legal, operational, HR, commercial, IT)
• Key areas of risk to investigate (e.g., liabilities, cultural fit, customer retention, technology integration)
• Best practices for conducting efficient and effective due diligence
• The role of data rooms and expert advisors
• Using due diligence findings to refine valuation and deal terms
• Practical session: Developing a comprehensive due diligence checklist for a specific type of acquisition.

Module 5: Valuation Principles and Deal Structuring

• Introduction to common valuation methodologies (e.g., DCF, comparable company analysis, precedent transactions)
• Understanding synergy valuation and its impact on deal price
• Key considerations in deal structuring (e.g., cash vs. Stock, earn-outs, escrows)
• Financing options for M&A transactions
• The art of negotiation in M&A deals
• Practical session: Analyzing a simplified valuation model and discussing the impact of different assumptions.

Module 6: Post-Merger Integration (PMI): Making Deals Work

• The critical importance of effective PMI for value realization
• Developing a comprehensive PMI plan: People, process, technology, culture
• Key challenges in integration (e.g., cultural clashes, talent retention, operational disruption)
• Best practices for communication and change management during integration
• Measuring PMI success and tracking synergy realization
• Practical session: Developing a high-level PMI plan for a hypothetical acquisition, focusing on key integration areas.

Module 7: Strategic Alliances: Formation and Governance

• Different types of strategic alliances and their strategic advantages
• When to choose an alliance over M&A or organic growth
• Key steps in alliance formation: Partner selection, negotiation, contract
• Designing effective alliance governance structures
• Defining roles, responsibilities, and decision-making processes
• Practical session: Identifying key criteria for selecting a strategic alliance partner for a specific business objective.

Module 8: Managing Alliance Relationships and Performance

• Building trust and managing interdependencies in alliances
• Communication strategies for alliance success
• Measuring alliance performance and value creation
• Conflict resolution and managing disagreements in alliances
• Evolution and termination of alliances
• Practical session: Analyzing a case study of an alliance’s challenges and suggesting solutions for effective relationship management.

Module 9: Legal, Regulatory, and Ethical Considerations

• Antitrust and competition law implications of M&A
• Regulatory approvals and compliance requirements
• Employment law considerations in M&A and alliances
• Intellectual property protection in partnerships
• Ethical considerations in deal-making and competitive practices
• Practical session: Discussing potential legal or regulatory hurdles for a proposed M&A transaction.

Module 10: Best Practices and Pitfalls in M&A and Alliances

• Common reasons why M&A deals fail and how to avoid them
• Key success factors for effective post-merger integration
• Best practices for successful alliance management
• Learning from industry examples (both successes and failures)
• Building an organizational capability for repeatable M&A and alliance success
• Practical session: Participants create a “lessons learned” checklist for future M&A or alliance activities.

Requirements:

·       Participants should be reasonably proficient in English.

·       Applicants must live up to Armstrong Global Institute admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@armstrongglobalinstitute.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254725012095 / +254724452588

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Armstrong Global Training & Development Center Limited should be paid in advance, 5 days to the training.

2. Invoice: We can send a bill directly to you or your company.

3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

2. Participants may cancel attendance 14 days or more prior to the training commencement date.

3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location. For further inquiries, please contact us on Tel: +254720272325 / +254725012095 / +254724452588 or Email training@armstrongglobalinstitute.com

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@armstrongglobalinstitute.com or on Tel: +254720272325 / +254725012095 / +254724452588