Certified Post Merger Integration Specialist (CPMI)

The Institute for Mergers, Acquisitions and Alliances

How long?

  • 4 days
  • online
  • on demand

The Institute for Mergers, Acquisitions and Alliances

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Human Capital Management

In the rapidly changing global marketplace, companies that consider Human Resources as purely business-serving are inevitably falling behind. That is ...

Read more about Marketing

Marketing courses will plunge you into the vast field of marketing. In these courses, you will learn a variety of topics that cover each stage of runn...

Read more about Negotiations

Negotiating is a skill that everyone needs because throughout our lives we face situations that require us to communicate correctly, whether it's buyi...

Read more about Project management

Whether it is developing software programs or launching a new clothing line, taking any project from start to finish requires the application of proje...

Reviews

Comprehensive course analysis

Unbiased reviews from past participants
Global companies alumni of this course worked for
Positions of participants who took this course
Countries where most past participants are from
FREE
Individual needs analysis

Who should attend

While you will meet an international mix of participants from various industries, the Mergers and Acquisitions program is designed for mid-management to senior executives in the C-Suite, directors of public and private companies, board leaders, and heads of strategy and corporate development. It is also geared toward advisers, investment bankers, transactional lawyers, and private equity investors. Individuals and teams are welcome to attend.

About the course

The Certified Post Merger Integration Professional (CPMI) is a tailored program to address the needs of advisors, Human Resource professionals, Project Managers, management consultants, change specialists, corporate M&A and integration teams. The program covers all aspect of the post-merger integration process from planning to implementation. The CPMI program is the only globally oriented Post Merger integration certification in existence and is internationally recognized.

What to Expect

The Post Merger Integration program dives deep into the integration issues post acquisition or merger. It covers pre-closing preparation in terms of strategy, synergy identification, and integration planning as well as actually running and implementing the integration in terms of integration governance and project management. Also integration issues and aspects of different core functions, such as marketing & sales, finance, human resources, etc. are covered. Last but not least, there is an additional emphasis on change management in order to make the integration a success.

Whether you are involved in the integration as part of the acquiring or target company or assist clients as a consultant, this program will help you to understand the complexity in integration in its entirety and do a better job in dealing with its complexity.

In the highly interactive on-site course or the self-paced online course, you’ll take your skills to the next level by practicing:

  • Plan for the integration the right way and early on Connect strategy with integration planning and design during the transaction, due diligence, and negotiation phases.
  • Getting the synergies right Explore and corroborate the various synergies that can be achieved in different functions and the business be it cost and/or growth synergies and how to realize them.
  • Succeed with Change Management Learn from our experts how to successfully implement the changes needed to align your goals, bringing organizations together and making the integration a success.

Content

The CPMI program is structured in four modules based on our IMAA Framework and Body of Knowledge for Mergers & Acquisitions. It is available to take online or onsite.

Essentials of M&A

This module covers the fundamentals of Mergers & Acquisitions:

  • Deal types: What are the different types of transactions that you can use in M&A? There is a whole range of deal types and deal continuum that we look at, e.g. the full spectrum from minority stakes to full acquisitions, various ways to arrange a merger, leveraged buy outs (LBOs), initial public offerings (IPOs), divestitures, spin-offs, equity carve-outs-
  • M&A Process: The program covers both perspectives from a buyer’s perspective (buy side) and from a seller’s perspective (sell-side). We explore how to seek buyers or potential targets (long list & short list) and how to run a sale in various ways (negotiations and auctions).
  • Strategies for M&A: We dive into the strategies for Megers & Acquisitions. How can you create competitive advantage through M&A, divestitures and equity alliance?
  • M&A Negotiation: How can you prepare for the negotiation phase? What are ways to arrange a value creating deal?
  • Introduction to Due Diligence: How do you prepare for and execute a smart Due Diligence to assure value creation? What are the different areas that can be covered in the Due Diligence process?
  • Success Factors in Transactions: We explore the success factors and key challenges and mistakes to avoid. Which M&A tactics work in which industries?
  • Takeover Strategies and Defence Tactics: How can you prepare your company against a hostile takeover attempt and reduce potential threats? Which are the defence mechanisms that you can put into place and how affective are they? Which ways exist to acquire a business successfully in a hostile way?

Integration Governance & Project Management

In this module, you will learn how to set up and execute the integration and look at the following issues:

  • M&A deal types, implications for integration and key success factors: value maximization in M&A; acquisition climate and target resistance; directions of M&A integration; dependencies between the acquisition strategy and degree of integration; key success factors in M&A dynamics
  • Integration Governance: Governance structure including Steering Committees, Integration Management Office (IMO), work-streams (functional and others), roles & responsibilities; integration design & implementation on day 1 execution; mobilizing the IMO; integrations as professional project management; handover from transaction team to integration team
  • Integration Planning: Integration principles and planning directions; business goals and integration activities; integration playbooks
  • Integration Process Models: Compact model; sub-project model; process model; hybrid model; development and tracking
  • Balancing Integration activities and day-to-day business: business as usual challenges in integration; how to keep the focus on day-to-day business; clarification on key customer journeys; the role and benefits of quick wins

Function Integration

In this module, you will explore the drivers, challenges and key activities for the integration with respect to the different business functions, such as

  • Marketing & Sales
  • Finance
  • Human Resources
  • Information Technology

Culture & Change Management

The module on Change Management will specifically address these issues in the deal environment and how to bring change successfully to organizations in the post acquisition or merger phase.

  • Challenges in Change Management and M&A: Why it is needed and how to overcome the merger syndrome? How to deal with individual employees and groups in their different status in the integration journey? Factors needed for successful change. The general syndromes of resistance to change and how to overcome them.
  • Day 1 and Change Management: The psychological shift in the M&A process from pre-deal to Day 1. The different dimensions and transition. Important work-stream considerations for Day 1.
  • Cultural Assessment and Integration: Dimensions and categories of cultural assessment. Types of cultural integration. How to integrate the different business functions, e.g. Sales & Marketing, Finance, HR, etc.
  • Communication: Pre-closing and post-closing communication. Internal and external communication in integration. Stakeholder expectations and management.

Key Facts

  • 30 hours onsite or approx. 60 hours online
  • Leading faculty from academia and the industry
  • Split into four, easy-to-digest modules
  • Content updated regularly
  • Prequisite: Hold an academic degree (e.g. PhD, JD, DBA, MBA or Bachelor Degree); and/or hold one or more professional designations (such as CPA, CFA, CAIA, SHRM-CP or equivalent)

DESIGNATION

After successfully completing the course, you will receive the CPMI Charter. The CPMI designation is the most internationally recognized designation offered in the field of Post Merger Integration. This charter signals to peers, clients, employers, and other professionals that you have completed the most comprehensive PMI education program available and are proficient in all areas of the mergers and acquisitions process

Online Self Study Option

The online course offers all the extensive training of the onsite course but with maximum flexibility for busy professionals. This course is designed for self-study, with on-demand video lectures and required readings. The course assignments include real-life business case studies, multiple choice questions, and more. There is no time constraint to complete the online course; so you can set your own schedule and work at your own pace.

Certified Post Merger Integration Specialist (CPMI) at The Institute for Mergers, Acquisitions and Alliances

From  $2,990
Add coaching to your course booking

Coaching can personalize and deepen learning for you and your organization.


Something went wrong. We're trying to fix this error.

Thank you for your application

We will contact the provider to ensure that seats are available and, if there is an admissions process, that you satisfy any requirements or prerequisites.

We may ask you for additional information.

To finalize your enrollment we will be in touch shortly.

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Human Capital Management

Basically, HR management can be defined as the effective use of human resources in an organization with the help of various management strategies. Due to the diversity of the courses, you should be aware of your needs while selecting one. Human Capit...

Read more about Marketing

During Marketing courses, you will learn how to develop a business idea and create the right website to promote your product. You will gain the skills to analyze your business performance and make key decisions that improve the efficiency of your bus...

Read more about Negotiations

During Negotiations courses, you will learn the following components of negotiations: planning negotiations and useful tools, starting your conversation, working out objections and competent argumentation, imposing your own price and conversation dev...

Read more about Project management

Whatever the reason you are considering taking a project management course, there are certain criteria to look for in a course. Undoubtedly, it should meet your needs. If you are a newcomer to the field, a course should provide a complete theoretical...

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.