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A Lawyer's View: Using Post Merger Integration to Guide Pre Merger Success


Mergers & Acquisitions

 A Lawyer's View: Using Post Merger Integration to Guide Pre Merger Success
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Finance
Item Number: 10OMARW3327
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

Getting the deal done was the hard part right? Wrong. Underestimating integration challenges is the number one reason why mergers and acquisitions fail to accomplish their planned strategic objectives. Lack of planning and poor execution once the deal is done is usually to blame, as improperly managed post merger/acquisition integration can destroy synergies, disrupt operations, and ultimately jeopardize your company's investment.

In this webinar you are exposed to some fundamental merger integration strategies and tactical tools you can use to support your integration planning.

This webinar focuses on the legal aspects of successful M&A transactions. There are many preventable ways to help insure that candidate transactions do not unravel. Taking the appropriate legal steps is a time honored practice of helping to insure satisfactory M&A results, it also enhances a professional's reputation as one who gets things accomplished, a very valuable attribute for career development. Underestimating integration challenges is the number one reason why mergers and acquisitions fail to accomplish their planned strategic objectives.

Lack of planning and poor execution once the deal is done is usually to blame, as improperly managed post merger/acquisition integrations can destroy synergies, disrupt operations, and ultimately jeopardize your company's investment.

Learning Objectives

After completing this webinar, attendees will be able to:

- Create detailed operational and functional integration plans with tools, templates, and reports to support execution
- Organize and operationalize Integration Management Offices (IMO)
- Create customized, flexible, and scalable integration playbooks to build integration competency within your organization

Who Should Attend

Financial experts looking to learn about merger integration strategies and who wish to gain tactical tools

Presenter(s)

Andrew J. Sherman, JD
Mr. Andrew J. Sherman, is a Partner in the Washington, D.C. office of Jones Day, a global law firm with over 2,400 attorneys worldwide. Mr. Sherman is a corporate and transactional attorney and is a recognized international authority on the legal and strategic aspects of business growth with a focus on mergers and acquisitions, joint ventures, strategic alliances, capital formation, franchising, and other types of intellectual property leveraging and growth strategies.

Mr. Sherman serves as a legal and strategic advisor to both Fortune 500 and emerging growth companies as well as athletes, celebrities, and high net-worth families and individuals in the areas of business planning, public and private capital formation, mergers and acquisitions, intellectual asset management and harvesting, joint ventures, and strategic alliances. He has worked on a wide variety of public and private securities offerings, acquisitions and related business transactions, channel partner building and general corporate counsel and strategic support to clients.

Scott Whitaker, CMC
Mr. Scott Whitaker is President and CEO of Whitaker & Company, an Atlanta based consulting and project management firm specializing in helping companies develop, execute, and implement merger integrations, and business strategies designed to achieve growth. Since 2005, Whitaker and Company has been involved in merger integration and strategy & operations projects totaling over $60 billion for both domestic and international companies.

Whitaker & Company helps companies realize the goals of their M&A strategy by creating customized, flexible, and scalable integration playbooks, and detailed operational and functional integration plans with tools, templates, and reports to support flawless execution. Whitaker & Company helps train, staff and operationalize Integration Management Offices, and past and present clients include Sprint, ING, Itochu International, MGM Mirage, Fiserv, and Ameriprise Financial.

Prior to starting Whitaker & Company, Mr. Whitaker held senior level marketing, sales, and operations positions with several Fortune 500 companies. Mr. Whitaker also holds the Certified Management Consultant (CMC) credential. The CMC designation is awarded only to a select group of consultants (only 10,000 worldwide) who have demonstrated
that they produce substantive results, adhere to the Institute of Management Consultants (IMC) canon of ethics, and manage their practices professionally.