BUS 128 — An Introduction to Mergers and Acquisitions
Course Format: Live Online (About Formats)
Duration: 8 weeks
Date(s): Oct 4—Nov 29
Time: 6:30—9:05 pm (PT)
Refund Deadline: Oct 6
Instructor(s): Neil Shroff
Class Recording Available: Yes
This course is for executives who wish to gain an understanding of mergers and acquisitions for the purpose of selling a company or becoming a valuable member of a deal team, an integration team, or an advisory group. Students will explore the principles and strategies of corporate mergers and acquisitions and obtain a clear understanding of the tools, strategies, and processes that dealmakers use to achieve their strategic and financial objectives and execute middle-market transactions. Students will also learn effective acquisition-planning processes; valuation approaches from both the buy side and sell side; techniques for working with attorneys, accountants, and investment bankers; and strategies to lead a transaction through the letter of intent, due diligence, closing, and integration stages. By the end of the course, students will be able to determine the strategic rationale for considering a merger or an acquisition; negotiate deal structures while taking into account tax, valuation, legal, and business terms; and understand how to avoid common pitfalls encountered during due diligence and purchase agreement drafting.
Neil Shroff has over twenty years of middle-market mergers and acquisitions experience and has led a significant number of transactions on the buy side and sell side as a management consultant, private equity–backed CEO, three-time exiting entrepreneur, angel investor, and mergers and acquisitions specialist.
Managing Director, Orion Capital Group
Textbooks for this course:
There are no required textbooks; however, some fee-based online readings may be assigned.