This interdisciplinary program gives executives the analytical framework and tools necessary to successfully execute mergers, acquisitions, and corporate restructuring.
The forces of globalization and technological change have created a highly competitive and dynamic business world where mergers and acquisitions are increasingly used to seek competitive advantage and maximize value for shareholders.
Engaging in M&A activity is not a low-risk endeavor, so it is imperative that executives know how to navigate this landscape. At Chicago Booth, you will learn not only from M&A successes but also from M&A failures to better evaluate risk and put frameworks and tools to practice in a risk-free environment.
During this program, you will:
This program is designed for senior and upper-middle level executives who are now or will be involved in M&A activity. CFOs, CEOs, and general counsel considering or currently involved in M&A activity will find this program immensely valuable.
Titles include: C-suite, general manager, vice president, director of business development, director of finance, strategic planner, business unit manager, general counsel, and analyst.
She currently serves as the Chair of the Trustees for the Columbia Acorn Trust and the Wanger Advisors Trust (small and mid-capitalization equity mutual funds), a member of the Board of Directors of Carlson Inc. (largest business to business travel management company and private equity platform) where she is also the Chair of the Audit Committee. In addition, Born serves as a member of the Advisory Board of Directors of Driehaus Capital Management. Closer to home, Born is also Secretary, Executive Committee member and Board Member of the Infant Welfare Society of Evanston since 2007. She has been involved in public education initiatives in her public school district, having served as: a Co-Chair of the 21st Century Learning Sub-Committee, a member of the Central School Improvement Plan Committee and a delegate to the New Trier High School Board of Education Caucus.
Born earned a bachelor's degree in economics and political science from Duke University in 1987. She received an MBA in finance and accounting with Honors from Chicago Booth in 1991.
She enjoys Italy, traveling, art history, yoga, hiking, and downhill skiing.
He works with Fortune 50 companies, family businesses and start-ups in the areas of innovation and strategy. He has worked with a broad array of companies including Abbott Labs, American Express, Danaher, Dover, ETS, Harley-Davidson, Hewlett-Packard, Kimberly-Clark, McDonalds, PepsiCo, State Farm and Yum! Brands.
Greg was an alderman in the City of West Chicago, serving on the infrastructure, public safety and development committees.
Greg has lectured nationally and internationally on topics related to strategy, creating customers, and innovation. He earned a bachelor's degree from Wheaton College in philosophy and an MDiv from Harvard University.
Most of his banking career focused on transformation projects, especially through mergers and acquisitions. His M&A experience includes over a dozen projects ranging from small deals with $10 million in sales to a full-time role on the First Chicago-BankOne executive merger integration team, one of the largest financial services mergers at that time. In his various CFO roles (BankOne Commercial Bank, American National Bank of Chicago, First Chicago Regional Bank), he was responsible for M&A and post-merger integration. When Jamie Dimon became CEO, he was asked to serve as head of Strategy & Planning for BankOne Commercial Banking. His M&A experience also includes selling business units, taking his firm public and eventually selling his first company 4 years after going public for a 450% return to investors.
Morrissette has extensive entrepreneurial experience -- he has been an angel investor actively involved in the formation of several firms in industries ranging from technology to plumbing parts. He was also the founding CEO of First Community Financial Partners, a bank group with 4 start-up banks having grown from zero to $1 billion in assets in just 7 years. At First Community, he led 5 stock offerings raising over $100 million in equity. As a consultant, his work includes business plan development, strategic planning, performance improvement, turn-around management, management buyouts, and various types of M&A projects.
His academic credentials include a MBA with honors in Finance and Strategy from the University of Chicago and a PhD in Entrepreneurial Finance from Union University. In addition to Booth, he is an Associate Professor at the University of St. Francis in Joliet, IL and has guest lectured at the Northwestern Kellogg School of Management. His current research includes decision models for mergers and acquisitions including "A Framework for Validating and M&A Deal Thesis" published in the Journal of Accountancy and Finance. He also recently published "An Investor's Guide to Search Funds" in the Journal of Private Equity; the article was co-authored with a Booth student.
Optional Accounting / Finance Refresher Online
Prior to the program, participants gain access to a web-based, learner-driven program to help them refresh important accounting and finance concepts. Each module features self-tests, allowing participants to tailor their learning and focus their time on the concepts least familiar to them. This multi-media tool is used as a way to establish a baseline of knowledge to make the time in the classroom as productive as possible.
Investment Decisions and Financing
M&A Strategy and Target Identification, Deal Phase, and Due Diligence
The learning and networking experienced during the M&A Program at Chicago Booth has been invaluable for my career. The Chicago Booth program provides a broad range of cases and tools that I have been using on a daily basis.
- Gabriel Gosalvez T, Senior Manager, Deloitte LLP
- Tom Heiser, Vice President & General Manager, Hitachi High Technologies America, Systems Products Division & New Business Development
The Chicago Booth M&A program was excellent and provided many insights which I now apply in my day-to-day work. The faculty was highly rich in industry experience and used case studies to elaborate principles. I believe this M&A program is one of the most practical and professional available for senior leaders to improve their competencies around M&A. I do not hesitate to recommend this program to any participant who wants to improve his/her knowledge of M&A.
- Sanjeewa Samaranayake, CFO, Group Finance, Hemas Holdings Plc
The Chicago Booth M&A program is ideal for practitioners involved in any facet of a transaction. I benefited from the quantitative evaluation of a deal, its tax implications, and approaches to ensuring a successful integration.
- Girish Rishi, Executive Vice President, Tyco
The program invigorated me. Quality of the professors was fantastic with real world experience that I valued. I really feel the content will help me tremendously in my day-to-day.
- David Bethoney, Senior Finance Director, Experian
The class afforded me the opportunity to see how the financial team views M&A as well as get more comfortable with their terminology. I appreciate the tools I’ve received to focus and hone my financial and business teams in our M&A activities.
- Adelle Mize, VP, Associate General Counsel, Freeman
It's been my experience that most of us involved in deal making tend toward the bias that purchase price and precise valuation outweigh all other components of the deal. This class has changed my thinking to be more balanced and given me tools to prove that strategy and integration are equally or more important than valuation in creating value.
- Tyler Jones, Business Development Manager, Performance Technologies, LLC
Great use of strategy and self-reflection, which drive M&A decisions, coupled with which tools can advantage you once you have made the decision to proceed.
- Chris Chrisafides, Sr. Commercial Director, The Dow Chemical Company
I was hesitant to return to academia, even for a week, but I found the course to be interesting, relevant, and highly collaborative. I would recommend it to colleagues.
- Valerie Matena, Senior Analyst, M&A, The Babcock & Wilcox Company
Such a great program that covers the essentials of strategy, valuation, tax, and integration. An absolute must for successful M&A execution.
- Rob Vassel, Director of Business Development, The Clorox Company
The course 110% met my expectations. It was very well done with the big picture always in mind. It was well worth the financial and time investment.
- Christopher Alsip, Director of Strategic Planning, Tyson Foods, Inc.
Overall I am extremely satisfied and enthusiastic about the experience. The quality of the faculty (and overall program management) is extremely high. I hope to be back soon for other programs. This course gave me a consolidated view of the M&A process and put all the pieces of the puzzle together in a very practical and pragmatic way. This week exceeded my expectations. Thank you.
- Denis Jaquenoud, Vice President of Operations, Richemont North America
|November 16-20, 2020||$10,950||Register Now|