|
Dealmaking
for Success
Seminar - Day I
8:00
A.M. TO 6:00 P.M.
|
| Morning
Session (begins at 8:00 A.M.) |
|
| Introduction to
Deal Concepts |
|
Six Steps of Dealmaking
Balancing Internal and External Growth |
| Strategic Intent |
|
Strategic Planning as a Deal
Driver
Transaction Linkages
Windows on Technology |
| Sourcing the Deal |
|
Choosing Strategic Partners
Confidentiality Agreements
Deal Database Tracking Systems
Electronic Searches
Opportunistic vs. Strategic Sourcing |
| Using
Intermediaries and Consultants |
|
Fee Agreements
Sample Criteria & Intermediary Policy
Compensation and Incentives
Outsourcing |
| Working Lunch on
Key Transaction Issues |
|
| Afternoon
Session |
|
| Selecting
Valuation Methods |
|
Choosing Comparables and Discount
Rates
Quantifying Synergies
Baseline Sensitivity Analysis |
| Negotiations |
|
Fiduciary Obligations
Dealbreakers vs. Dealmakers
Contract Administration |
| Deal Structuring |
|
Acquisitions / Divestitures
In-Licensing / Out-Licensing
Co-Promotions / Strategic Alliances
Majority / Minority Investments |
| Running the Deal
Effectively |
|
Contractualization: Letters
of Intent, Definitive
Agreements, Escrows, Non-Competes
Communications: Team Control and Process
Benchmarking Best Practices, M&A Policy |
| |
|
|
Seminar
- Day II
8:00
A.M. TO 5:00 P.M.
|
| Morning
Session (begins at 8:00 A.M.) |
|
| Recap Open Issues
from Day 1 |
|
|
| Due Diligence |
|
Managing the Due Diligence Process
Business Due Diligence
Financial Due Diligence/Analytical Techniques
Legal Due Diligence |
| Financing |
|
Sourcing Investment
Covenants and Cautions |
| Post-Deal
Integration |
|
Pre-Deal Communications
Linking to Valuation
Post-Deal Integration Coordination
Post-Deal Audits |
| Working Lunch on Corporate Development Issues |
|
| Afternoon
Session |
|
| Approvals |
|
Internal Policy/Business Case
Preparation
Three-step Approval Process
Hart-Scott-Rodino
Other Constituencies' Issues |
| Lessons Learned |
|
Managing the Business Development
Function Proactively
Interfacing Successfully with Operations
Success Factors in Business Development
Corporate Development Values
Dealmaking Ethical Issues
Best Practices
Training / Coaching the Dealmaker |
| Integrative and
Anecdotal Deal Stories |
| Final Group
Discussion |
|
|
Times
and order of presentation are approximate, based on attendee's
needs. |
| Lunch
& Refreshments Provided |
