Description

Project Manager Essentials – Mergers, Acquisitions and Divestitures
Instructor: Brad
Duration: Two Days (Approx. 7 Hours each)
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.
Course Schedule
Session 1: Understanding Mergers & Acquisitions
- 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
- 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
- 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
Session 4: Change Management & Cultural Integration
- 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
- 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
- Recap of Key Learnings
- Best Practices for Project Managers in M&A
- Open Q&A and Course Wrap-up


