M&A Education: Deloitte M&A Institute Learning & Experience

Industry context and M&A trends

Gain insight into the global M&A landscape from our proprietary insights and industry research, and learn how industry and marketplace forces may affect your company‘s M&A strategy and ability to execute transactions.

Building in-house M&A capabilities

Leverage our 2,500+ deal experiences to inform your team on how to ramp up for M&A transactions and build ongoing capabilities. Learn how to create the team, tools, and culture to become a leading class M&A dealmaker.

Introduction to the M&A lifecycle

Why do most M&A deals fail to achieve their operational and financial goals? This module addresses common pitfalls across the M&A lifecycle and looks at leading practices and methodologies to help position your deal for success.

Effectively managing an integration program

Understand how to efficiently and effectively stand-up an Integration Management Office to help drive financial and operational success for all deal types and sizes.

Analyzing sensitive data through clean rooms

How can you accelerate integration planning while maintaining compliance and data confidentiality? Understand how to execute pre-close due diligence and integration planning through a structured and efficient clean room.

Executing to capture deal value and synergies

Start with the end in mind. Implement a robust synergy capture process to provide deal value to the bottom line and shareholders. We’ll share our leading practices across the synergy capture process, from planning to acceleration and synergy realization.

Operating after the deal close

Create a future state operating model that helps enhance your organization’s people, process, technology, and assets. Understand the four distinct stages of the blueprinting approach and how they feed into an overall integration roadmap and tactical work plans and execution.

TSA planning & management

Understand how to use Transition Service Agreements (TSAs) to help improve business continuity, while reducing unnecessary dependency and transition costs. We share our leading practices for both the buyer and seller, including approaches for designing, negotiating, and exiting TSAs to help you achieve operational and financial success.

Day 1 Readiness / certification

Learn how to plan and execute a successful Day 1 to help reduce business disruptions and impact on customers, employees, and partners. Explore robust and innovative preparation strategies that can help you determine what approach might be best for you, and what resources are necessary to help execute your M&A strategy.

Defining the new organization

Discover how to structure and implement leadership and talent planning for the post-close organization to help enhance resource effectiveness and organizational efficiency. Learn from our fluid, customizable framework that can enable the design of high performing organizations.

Change management, communications, and culture

Aligning the goals and incentives of an organization is critical to the success of any M&A transaction. Given the rapid and global nature of deal making, it is vital to have a 360-degree communications plan and tools in place to proactively message internally and externally with confidence and certainty.