Date(s)
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Statistics show that over 70% of M&A transaction fail to deliver shareholder value as anticipated. For this reason, having a clear M&A Risk management strategy is a key to ensure that companies make a success of M&A transactions. Aimed at CEOs, Risk Officers, Corporate Lawyers and other Finance Professionals, this workshop provides participants with a solid insight into the key M&A risks and how companies can formulate a framework to mitigate these risks and making a success of their M&A transactions.

Course Outline:

Merger & Acquisitions theory

➢Types of M&A

  • Horizontal
  • Vertical
  • Conglomerate
  • Defensive

➢The M&A Process and mechanisms
➢Why do most M&A transactions fail to deliver Shareholder Value?

  • Case Studies of failed acquisitions (Daimler/Chrysler, AOL/Time Warner)
  • Characteristics of failed mergers

➢Characteristics of successful M&A transactions

Case Studies

An examination of critical success factors for acquisitions

M&A Risk Management

➢Importance of M&A Risk Management

  • Successful Integration
  • Protecting Shareholder Value

➢Common M&A Risks

  • Financial
  • Operational
  • Legal & Regulatory
  • Cultural & Personnel

M&A Risk Mitigation

➢Pre-Deal Risk Mitigation

  • 4 Key steps
  • Nature of Transaction
  • Risk Assessment
  • Issue Spotting
  • Resolution
  • The Due Diligence process

➢Deal Execution Risk Mitigation

  • Transaction Structure/hedging
  • Transaction Documentation/Contracts
  • Regulatory and legal compliance
  • Integration planning and execution

➢Post - Deal Risk Mitigation

  • Cultural integration
  • Financial Risk Management
  • Talent Management/Retention

Training duration: 1 day

Time: 09h00 – 16h00

Training date: 3 April 2024

CPD Certificate: Yes

Price: R9500,00 excl Vat

Virtual or In-person (Optional)

Non-endorsement

By using a service provider to offer the courses, the JSE does not directly or indirectly endorse any product or service provided, or to be provided by the service provider.