Mergers and Acquisitions for the Middle Market

Mergers and Acquisitions have increasingly become a key performance metric by which both institutional and private investors measure success.

Details

September 27, 2017

8 a.m. – noon

$395 - Includes tuition, course materials, parking and breakfast.

This class is part of the Finance Certificate Program.

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Maps & Directions

About the Program

Globalization and rapid technological innovation have created a highly competitive and dynamic business environment where mergers and acquisitions are increasingly used to seek competitive advantage and maximize value for shareholders.

Five years of consistent growth and steady recovery in the U.S. is supplying buyers with the confidence to seek out acquisitions as they face sluggish organic revenue growth and limited operating margin improvements, according to JP Morgan(1).  Furthermore, a period historically low interest rates combined with an increased accumulation of corporate cash reserves will fuel the global Mergers & Acquisition market in 2017 and beyond.

Mergers and Acquisitions have increasingly become a key performance metric by which both institutional and private investors measure success.  Globally M&A activity reached nearly $4.7 trillion in 2016(2).  Engaging in and understanding M&A activity is no longer optional.  It is imperative that executives know how to navigate this complex environment and acquire the basic M&A management skills to compete.

The Middle Market represents the largest volume of transactions in M&A.  This includes transaction valuation ranges from $500M to $10M. Sixty-eight percent of executives say their deals will be valued at less than $500 million; fifty-two percent say their deals will be valued at less than $250 million.(3)  Engage and learn the major components of the M&A process through an engaging practical curriculum.  Key aspects of the course will include: target selection, valuation, public and private transaction case studies, implementation strategy for integration, tax implications impacting both the buyer and seller, restructuring pre and post-merger, and maximizing post-merger valuation.

Focus

  • Develop a strategic plan for M&A activity.
  • Understanding the perspective and mindset of the seller and buyer.
  • Strategic, financial, legal, organizational, and cultural factors within M&A.
  • Increase your awareness of the common success factors & common missteps in failed M&As.
  • Understand business valuation techniques.
  • Learn process discipline and how to manage business continuity during M&A activity.
  • Learn practical tools for the new organization's strategy, structure, and culture.
  • Basic competencies needed for successful post-merger integration and performance.

Participants

You will take away immediately applicable middle market M&A strategies, and hone the skills needed to shape the future success of your organization.

Instructor

Jeffrey D. Klaas

Senior Executive Leader, Board Member, M&A Advisor to Technology, Media, Licensing, Software, Healthcare & Non-Profits

 

Mr. Klaas began his professional career at Hewlett Packard and Weyerhaeuser. Working for two Fortune 50 companies taught him the business fundamentals that he still uses today. Mr. Klaas began a period of successive, professional accomplishments, including senior leadership roles at several public companies and venture capital backed start-ups, one of which was named one of Entrepreneur Magazine’s “Hot 100 Fastest Growing Companies in America” in 1999. Opportunistic decisions early in his career included, living out of the country and utilizing his skills to serve others through several non-profit organizations.

Business minded and socially focused, Mr. Klaas currently serves as Vice President of Blackbaud (Symbol: BLBK). Blackbaud is the world’s leading cloud software company powering social good. His executive leadership role focuses on enhancing revenue, increasing profit, generating awareness and driving growth into healthcare organizations. Prior to Blackbaud, Mr. Klaas served as Vice President, Americas at Christie helping shape the transformation of the traditional hardware manufacturing organization into a global entertainment, media organization through M&A. He also served as Senior Vice President of Worldwide Licensing at SRS. During his tenure, SRS was named one of the best performing public companies and to the Top 100 of America’s Greatest Brands. In 2012, SRS was acquired by DTS now Xperi (Symbol: XPER).

With extensive work in corporate M&A and private equity, Jeff has a proven track record of success and excels at teaching others the best practices needed to compete and scale in highly competitive business environments.

Over the years, the affable, adventurous social corporate entrepreneur has become known for his quick wit and ability to inspire others. He is a published author, accomplished triathlete, and cancer survivor. Mr. Klaas is often featured as a guest speaker or panelist sharing his personal story or professional insights on global business strategy and trends. He has been featured in several national publications, on talk radio shows, in Forbes and Ironman Magazine, and in the Orange County Register. Entrepreneur Magazine, the South Florida Business Journal, and Consumer Electronics Magazine have recognized him for his numerous professional accomplishments. He currently serves on the board of Ossic, a Virtual Reality company, as an award-winning mentor in the Evonexus Incubator Start Up program and volunteers as a guest lecturer at Chapman and UCSD.

Mr. Klaas holds a Bachelor of Science in Business Administration from the University of Southern California. Jeff, his wife Marla Klaas, and their two children, Jackson and Leah, live in San Diego, and are increasingly involved in community and family activities.