Mergers & Acquisitions Certificate Course at SMU Cox

Mergers & Acquisitions

October 3 - 5, 2017  Online Registration

Master the art of the deal with our new Mergers & Acquisitions program. Buying and selling companies or assets can be a fast path to growth and revenue, but it's not always the safest.

M&A transactions have a major impact on shareholders, lenders, employees, customers, vendors and competitors. Mergers and acquisitions can be tricky, but do your homework and get it right, and the upside can be enormous.

You'll dig deep into M&A transactions from the perspectives of company selection, deal structure, and price determination using interactive lectures, hands-on exercises, and real-world case studies.

Topics:

  • How both buyers and sellers can create value in M&A 
  • Developing the themes and rationale behind acquisition proposals
  • Alternative valuation techniques 
  • Estimating the nature and value of synergies
  • Determining bid and walk-away prices 
  • Differences between public and private company M&A 
  • Differences between strategic and financial buyers 
  • Control premiums
  • The due diligence process and best practices 
  • The primary elements of purchase agreements and deal structures 
  • Lessons from deal failures 
  • Keys to winning M&A transactions
 

For more information:
214.768.3335 or 800.768.6699 in the U.S.
or Request more information.

“I recommend the M&A program to anyone looking to gain insight into the fascinating and significant world of M&A. The program and professor provided me with a deep understanding of the real-world application of finance to the deal-making process. This excellent program gives you a thorough understanding of essentials such as valuation and due-diligence, but it also provides you with the fundamentals of integration, which is vital to understanding the M&A process and the impact it has on a business.”

- Allison Dewan, General Employment Enterprises, Inc.

 

 

Program Format: 

Three days, 8:30 a.m. - 4:30 p.m.

Dates:
October 3 - 5, 2017
CPE Hours: 24
Location:

James M. Collins Executive Education Center | SMU Campus, Dallas, TX

Price:

$4,495; Group discounts available when multiple attendees from the same organization attend together.
Payment is due September 18, 2017 or upon registration, whichever is later.

To learn more about group discounts, or if you have any other questions, contact John Skinner at 214.768.7676 or jeskinner@smu.edu

For SMU Faculty and Staff discount, please contact us at 214.768.3335

Who should attend
  • Business development officers 
  • Chief financial officers and finance directors 
  • Business analysts
  • Division and unit heads pursuing acquisitions
  • Leadership teams or board members involved in selling a company

Sample Schedule for Mergers & Acquisitions
 

Tuesday

Collins Center

Wednesday

Collins Center

Thursday

Collins Center

8:30 a.m. - 12:00 p.m.

M&A Basics

 Linck

Good and Bad Deals

How Value is Created

 Maxwell

Simulation

M&A in Wine Country

 Linck

12:00 p.m. - 1:00 p.m.

Lunch

Lunch

Lunch

1:00 p.m.  - 4:30 p.m.

M&A Forecasting and Science Tech

 Maxwell

Valuation Methods and Monmouth

 Maxwell

M&A Strategy and Sources of Value

 Linck

Program Instructors

Dr. James (Jim) S. Linck is the Distinguished Chair in Finance at the Cox School of Business at SMU. He received his MBA from the University of Michigan and his PhD from Arizona State University. Prior to joining the Cox faculty, he was the BB&T Scholar at the University of Georgia's Terry College of Business, and taught at the University of Rochester's Simon Graduate School of Business and at the WP Carey School of Business School at Arizona State University. Between his academic years, he held various corporate finance and accounting positions at Intel, NCR/AT&T, and Ernst & Whinney (now Ernst & Young).

Professor Linck has taught courses in financial management, research methods, international finance, corporate finance, corporate control, valuation, financial statement analysis and financial accounting at the undergraduate, masters and doctoral levels. He has also taught numerous modules on financial statements, corporate finance, valuation and investments in executive development seminars, as well as many executive and professional MBA courses incorporating web-enhanced online learning tools. He is well-known for his use of innovative approaches to teaching across a variety of programs, and received numerous teaching awards including the C. Jackson Grayson, Jr. Endowed Faculty Innovation Award, Terry College's Teacher of the Year, the Executive MBA Outstanding Professor, the Professional MBA Outstanding Instructor, the Hugh O. Nourse MBA Teacher of the Year and the Finance Professor of the Year, among others. His research interests include corporate finance, organizations, governance and corporate control. His research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, and The Accounting Review, among other outlets, and has been widely cited in academic literature and the popular press.

Professor Linck holds the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) certifications.


William Maxwell is a Professor of Finance at the Cox School of Business. He holds the Mary Jo Vaughn Rauscher Chair in Financial Investments and is the Director of the Don Jackson Center for Financial Studies and the EnCap Investments & LCM Group Alternative Asset Management Center. He has taught at the University of Arizona, Texas Tech, Georgetown and George Washington University. His undergraduate degree is from Indiana University and he received his MBA at the University of Colorado in 1988. Before studying for the PhD, he worked for five years specializing in mergers & acquisitions and corporate valuations. He received his PhD. from the George Washington University in 1998.

Dr. Maxwell's research has focused on both corporate finance and investment topics, and his work has been published the Journal of Finance, Journal of Financial Economics, Review of Financial Studies, Journal of Financial and Quantitative Analysis, Journal of Economic Perspectives and Journal of Accounting Research. He has published two books, Leveraged Financial Markets: Leveraged Loans, High Yield Bonds & Credit Default Swaps, McGraw-Hill, 2011 and High Yield Bonds: Market Structure, Portfolio Management, and Credit Risk Modeling, 1999. His work has been noted in the numerous outlets including the Wall Street Journal, Financial Times, Forbes, USA Today, Smart Money, and Bloomberg News.

Loews Corporation: Corporate Strategy as a Portfolio

Loews Corporation was looking at purchasing properties from Dominion Resources, and as a member of the strategy committee, you must determine if it is a good idea. First, you will determine whether it makes sound strategical sense to expand, and if so, is Dominion's asking price appropriate, or too high?

Buffet's Bid for Media General's Newspapers

You'll use techniques learned in this class to determine whether this was a smart deal for Berkshire Hathaway to offer, and if Media General should accept this deal, or continue searching for other options.

M&A in Wine Country

This interactive online simulation will have you take the role of one of three companies. Using secret information, financial forecasts and directions from the board of directors, you will work to get the best deal possible.