Description

Project Manager Essentials – Mergers and Acquisitions

Instructor: Brad
Duration: One Day (Approx. 6 Hours)
Format: Lecture, Case Studies, Hands-on Activities, and Discussions

Course Description

This one-day course equips project managers with the essential skills and knowledge to successfully navigate mergers and acquisitions (M&A). Participants will learn about the M&A process, key project management considerations, risk mitigation strategies, and best practices for integrating teams, systems, and cultures.

Learning Objectives

By the end of this course, participants will be able to:

• Understand the M&A lifecycle and the role of project management in M&A.
• Identify key challenges in M&A, including due diligence, integration, and change management.
• Develop strategies for risk assessment and mitigation in M&A projects.
• Manage cultural, operational, and technological integration effectively.
• Analyze real-world case studies of successful and failed M&As.

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Course Schedule

Session 1: Understanding Mergers & Acquisitions (9:00 AM – 10:00 AM)

• Overview of M&A: Types, Phases, and Objectives
• The Role of Project Managers in M&A
• Key Stakeholders and Their Interests
• Success and Failure Factors in M&A

Session 2: Project Planning & Due Diligence (10:15 AM – 11:30 AM)

• The Due Diligence Process: Financial, Legal, and Operational Assessments
• Identifying Risks and Opportunities in M&A
• Developing an M&A Project Roadmap
• Case Study: Lessons from Real-World Due Diligence

Session 3: Integration Strategy & Execution (11:45 AM – 12:30 PM)

• Creating a Post-Merger Integration (PMI) Plan
• Managing IT and Data System Integrations
• Legal and Compliance Considerations
• Case Study: How a Successful PMI Was Executed

Lunch Break (12:30 PM – 1:30 PM)

Session 4: Change Management & Cultural Integration (1:30 PM – 2:30 PM)

• Managing Workforce Transitions and Retention Strategies
• Communication Plans for M&A Success
• Aligning Company Cultures and Leadership Styles
• Case Study: Cultural Integration in Mergers

Session 5: Hands-on Activity & Risk Mitigation Strategies (2:45 PM – 4:00 PM)

• Hands-on Exercise: Creating an M&A Project Plan
• Group Discussion: Identifying and Solving Common M&A Challenges
• Case Study: Examining a Failed M&A and Lessons Learned

Final Discussion & Closing (4:00 PM – 4:30 PM)

• Recap of Key Learnings
• Best Practices for Project Managers in M&A
• Open Q&A and Course Wrap-up