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It’s time for the ultimate M&A master class. Welcome to a new kind of program at ÃÛÌÒ½´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 ÃÛÌÒ½´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.

Learn more about our speakers

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 ÃÛÌÒ½´Cox School of Business in addition to 50 CPE hours and 10 NACD Board Fellowship Credits.
    Price:

    Most companies offer tuition reimbursement for ÃÛÌÒ½´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.
    ÃÛÌÒ½´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

    Learn more about our speakers

    LH6wN_E_IME

    Video

    Program Spotlight: Mergers & Acquisitions

    Mergers & Acquisitions: Where Theory Meets Practice is a new kind of program at ÃÛÌÒ½´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.

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    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 ÃÛÌÒ½´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.

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    Next Steps

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