Mergers and Acquisitions

It’s time for the ultimate M&A master class. Welcome to a new kind of program at 91�Թ�� Cox. We’re delivering practical intellectual stimulation that satisfies your academic curiosity and balances theory with ready-to-use insights. You get the academic rigor you expect plus interactive exercises, real-world case studies and lessons from leading industry practitioners that help you turn ideas into action.

This results-focused balance begins with leadership from Associate Dean Shane Goodwin, Ph.D., a former investment banker with more than 20 years of M&A experience on Wall Street, including Goldman Sachs and Citigroup.

In addition to our own expert faculty, Dr. Goodwin has tapped the unmatched 91�Թ�� Cox network for M&A experts from Goldman Sachs, J.P. Morgan, Bain & Company, Evercore, PepsiCo, McDermott Will & Emery and Kimberly-Clark, plus former strategy consultants from McKinsey.

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Benefits

Develop a strategic plan for M&A activity and analyze strategic alternatives

Understand the M&A due diligence process and develop your due diligence skills

Master business valuation techniques

Structure the deal to minimize tax consequences and maximize legal benefits

Implement a strategy for integration and restructuring

Learn how to best protect shareholder value during M&A negotiations

Understand the use of M&A by large public corporations, privately held middle-market firms and private equity firms

Learn how shareholder activists affect M&A deals

Master the playbook of M&A best practices

Course feature	Course detail
Dates:	–
Topic:	Finance
Format:
Location:
Credentialing:	CPE Hours: 50 Board Fellowship Credits: 10 Participants should bring a personal laptop and have a basic understanding of corporate finance. Upon successful completion of the program, participants receive a certificate from the 91�Թ�� Cox School of Business in addition to 50 CPE hours and 10 NACD Board Fellowship Credits.
Price:	Most companies offer tuition reimbursement for 91�Թ�� programs, check with your HR department for details.
Questions?	To learn more about the program, contact us at 214.768.3335 or exed@smu.edu

Who Should Attend

Leadership teams and board members involved in growing a company through M&A or selling a company

Private company owners
Corporate directors
Chief financial officers and finance directors
Business development officers
Business analysts
Division and unit heads pursuing acquisitions

Schedule

Previous Event Schedule

SCHEDULE	MONDAY	TUESDAY	WEDNESDAY	THURSDAY	FRIDAY
7 a.m. – 8:45 a.m. Breakfast & Discussion	Aasem Khalil Goldman Sachs	Hernan Saenz Bain & Company	Jack LaGere JP Morgan	Rhys Best Arcosa	Peter Michelsen Qatalyst Partners
9 a.m. – Noon	M&A Strategy Regulatory Considerations Shane Goodwin, Ph.D.	Valuation: Discounted Cash Flow Jim Linck, Ph.D.	Accounting and Tax Issues Payment/ Consideration Issues Russ Hamilton, Ph.D.	Private Equity Bill Maxwell, Ph.D.	Gain-Gain Negotiation Robin Pinkley, Ph.D.
Noon – 1:30 p.m Lunch	Joseph Kuriakose Kimberly-Clark	Bill Dillon, Ph.D. 91�Թ�� Cox	Kevin Vela Vela Wood	Amir Yoffe CIC Partners	Evan Shaver PepsiCo
1:30 p.m. – 3:30 p.m.	M&A Process Shane Goodwin, Ph.D.	Relative Valuation Jim Linck, Ph.D.	Legal Issues Wilson Chu McDermott Will & Emery	ESG Implications for M&A Shane Goodwin, Ph.D.
3:30 p.m. – 5:30 p.m.	Due Diligence Bill Maxwell, Ph.D.	Valuation: Private Company Valuation Jim Linck, Ph.D.	Post-Merger Integration Dr. Shane Goodwin	Shareholder Activism and its M&A Impact Shane Goodwin, Ph.D.
6 p.m. – 8:00 p.m. Dinner	Daniel Hoverman Texas Capital Bank	Marty Ellen Dr. Pepper Snapple Group	Peter Brundage Goldman Sachs	Bruce Shaw Georgetown University

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Video

Program Spotlight: Mergers & Acquisitions

Mergers & Acquisitions: Where Theory Meets Practice is a new kind of program at 91�Թ�� Cox. We’re delivering practical intellectual stimulation that satisfies your academic curiosity and balances theory with ready-to-use insights. You get the academic rigor you expect plus interactive exercises, real-world case studies and lessons from leading industry practitioners that help you turn ideas into action.

Professor Hemang Desai, Academic Director

"This is not a traditional lecture-based program. Since participants range from middle managers to senior executives, we teach through a series of cases that have direct applications to real world situations." This nine week online course will arm you with a basic understanding of the finance and accounting concepts you need to assess your performance - and the performance of your competitors.

Matt Hawkins, VP & CFO, Applied Avionics

"This was a great week. The speakers Shane was able to assemble were quite impressive and the faculty was top notch. I have done ExecEd at other top schools and I will definitely look at 91�Թ�� first going forward." Fall 2021 Think from an investment banker's perspective with this revamped Mergers & Acquisitions course. You will learn from both seasoned Cox faculty and over a dozen professionals who have succeeded at making profitable deals.

Examine Our Other Offerings

Leadership

Our Leadership series teaches the skills and tools you need at critical junctions in your corporate career. Whether you're moving into your first managerial job or already at the senior executive level, we'll help you refine your essential competencies, business acumen and soft skills.

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Multidimensional Diversity

Diverse perspectives open doors to enhanced business success. A recent Boston Consulting Group study suggests that greater leadership diversity spurs innovation and boosts financial performance. On average, diverse companies enjoy a 19% increase in revenue compared to their less diverse counterparts, and 91�Թ�� Cox Executive Education offers award-winning programs to raise up the diverse perspectives within your own organization.

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Strategy

You are challenged everyday to uncover ways to create value for ever more demanding customers and their rapidly changing needs. A sound strategy can guide what you choose to do and how you choose to do it to survive, grow, and prosper.

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Next Steps

Questions? Not sure which program fits your needs? Reach out to our team.

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