Merger and Acquisition Process Course

Mastering Strategic Deal Execution and M&A Transaction Risk

This merger and acquisition process course builds the practical foundation required to understand how real M&A transaction processes are planned, structured, and executed. It explains the fundamentals of the mergers and acquisitions procedure, so you can follow, evaluate, and contribute to deals with clarity, structure, and discipline.

This course fits within the "5-step M&A Transaction & PMI Strategy" curriculum as follows:
M&A Step 1
─── 1-1. Merger and Acquisition Process in Practice ☜ this course
─── 1-2. Developing Effective M&A Strategy
M&A Step 2
─── 2-1. M&A Deal Sourcing & Pipeline Management
─── 2-2. Desktop Due Diligence & Quick Valuation
● M&A Step 3
─── 3-1. Full Due Diligence (CDD, FDD, LDD, HRDD, and more)
─── 3-2. Investment Valuation (separate course)
─── 3-3. Acquisition Finance and Leveraged Buyout
● M&A Step 4
─── 4-1. M&A Deal Negotiation Skills
─── 4-2. Pricing Mechanisms and Stock Purchase Agreement Drafting
● M&A Step 5
─── 5. Post-Merger Integration & Value Creation

 Course Highlights
● Build core deal execution capability through 75 modules across 27 lessons in 6 sections
● Follow a scientific learning cycle: Theory → Quiz → Case Study → AI Interactive Simulation
● Develop execution judgment through repetition, feedback, and applied decision-making
● Learn how professional teams run the buy-side M&A process and sell-side M&A process
 
Course Level
Beginner to Intermediate
 
Prerequisites
None required

What You Will Achieve
● Identify and quantify Growth Gaps driving M&A transaction decisions
● Distinguish Merger, Stock Purchase, and Asset Purchase structures at a practical level
● Understand the full buy-side M&A process and sell-side M&A process flow
● Recognize early Red Flags, Deal Breakers, and basic SPA risk protections

Final Deliverables (Templates)
Buy-side & Sell-side decision framework

AI-Powered Practical Deal Simulation
Acquiring AI Tech for a Legacy Manufacturer
 
Who Should Take This Merger and Acquisition Process Course?
M&A and investment roles | Corporate finance and strategy professionals | IB/PE/VC candidates | Finance professionals transitioning into deal roles | University students and job seekers preparing for M&A, IB, or corporate finance careers
 
Duration
Complete the merger and acquisition process course within 3 months
● 27 Lessons with 74 learning modules + quizzes and applied case studies
● Each module designed for 20~30 minutes of focused study
● Total learning time: approximately 25~35 hours

Original price was: $149.8.Current price is: $49.5.
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Course Structure & Learning Flow

A Scientifically Designed M&A Learning System You Can Apply Immediately

This merger and acquisition process course transforms complex theoretical knowledge into practical deal-making competence immediately.
We condensed investment banking methodologies into a streamlined curriculum mirroring actual M&A transaction process flows.
5-Step Learning Cycle: Practical Theory Explanation → Retention Quizzes → Real-World Case Studies → Template Analysis → AI Simulation
You will build the professional judgment required to navigate sell-side and buy-side M&A processes successfully.
m&a courses

How the Course Is Structured

6 sections → 27 lessons → 74 structured modules
Quizzes after every lesson to confirm practical understanding
Each module designed for 20~30 min including quiz & case studies
Unlimited access for 3 months across desktop, tablet, and mobile
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Differentiated Learning Materials

Visually structured scripts designed for fast
All lessons downloadable and printable in PDF format
Real-world case studies reflecting actual M&A execution dynamics
Template: Sell-side & Buy-side M&A process used by practitioners
ai powered online m&a training

AI Interactive Deal Simulation

Apply your knowledge in our AI-powered simulation: "Acquiring AI Tech for a Legacy Manufacturer."
Develop judgment under realistic constraints faced in sell-side and buy-side M&A processes
Refine deal-making intuition through instant strategic analysis

The M&A Institute Learning Interface

Learning Complex M&A Made Effortless

m&a institute learning interface

Our learning UI/UX is engineered to transform complex technical data into intuitive strategic judgment.

  1. Scientifically Designed Three-Layer Interface
    Every lesson follows a three-layer learning structure designed to help learners understand complex concepts quickly and intuitively.

    # Left Panel: Structured Written Content
    Carefully edited bullet points guide you through each concept with clarity. Even reading the text alone ensures full comprehension. As the audio plays, your eyes naturally follow along, reinforcing understanding through synchronized reading and listening.

    # Right Panel: Visual Infographics
    Colorful diagrams translate abstract ideas into concrete visuals. This graphic reinforcement transforms difficult concepts into intuitive, friendly frameworks you can grasp instantly, turning complexity into clarity.

    # Bottom: Audio Narration with Real-Time Subtitles
    Live subtitles appear word-by-word as you listen. Adjust playback speed (0.5x to 2x) to match your learning pace. Fullscreen mode available for immersive focus.

  2. Practical Application Quizzes
    What you learn in the lesson becomes yours through targeted quizzes. Each question is designed with real-world scenarios, testing not just knowledge, but your ability to apply these concepts in actual deal situations. You'll discover exactly how to use what you've learned in practice.
  3. Real-World Case Studies
    See theory meet reality. Explore how major deals, from household-name acquisitions to landmark transactions, actually implemented these exact concepts. Learn from what worked, what failed, and why, bridging the gap between classroom and boardroom.

The result? You don't just understand M&A. You master it, step by step, with confidence.

Visual Examples of Our Learning Tools

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Sample Internal View of This Course

Detailed Course Curriculum

A Complete M&A Transaction Process Mastery: 6 Sections → 27 Topics → 74 Modules

This merger and acquisition process course walks through the full M&A transaction lifecycle used in real deals.
Begin with Strategic Planning & Capital Allocation → then progress to Deal Structuring (Asset vs. Stock).
Advance through the Buy-Side M&A Process → the Sell-Side M&A Process → Team Organization and Risk Control.
The curriculum mirrors the mergers and acquisitions procedure used by corporates, private equity funds, and advisors.
Each section builds execution judgment through concrete frameworks, documents, decision gates, and case analysis.

Course Content

📖 SECTION 1: Why Companies Pursue M&A Transactions
3. Learning from History’s Largest M&A Deals
4. Case Study: Why Disney Acquired Marvel?
➥ 🔍 Real-World Analysis: 4. Why Disney Acquired Marvel?
📖 SECTION 2: Merger vs Acquisition - Legal Structure and Implications
5. Difference Between Merger and Acquisition
➥ Quiz for 5. Difference Between Merger and Acquisition
6. Merger Structure: How Companies Combine Operations
➥ Quiz for 6. Merger Structure
➥ 🔍 Real-World Analysis: 7. Kraft-Heinz Merger
8. Acquisition Structure: Maintaining Operational Independence
➥ Quiz for 8. Acquisition Structure
➥ 🔍 Real-World Analysis: 9. Google’s Android Acquisition
📖 SECTION 3: Deal Structuring Mechanics - Stock Purchase vs Asset Purchase
➥ Quiz for 10. Stock Purchase Structuring
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Section Description

This course is structured into six applied sections:

Section I. Why Companies Pursue M&A Transactions

● Build an investment thesis using strategic rationale and capital allocation logic
● Quantify the growth gap and defend “build vs. buy” with time-to-market constraints
● Translate strategy into a practical target profile and acquisition objectives

Section II. Merger vs Acquisition – Legal Structure and Implications

● Decide when a merger (full integration) creates control versus destroys value
● Design an acquisition/subsidiary approach that preserves operational independence
● Anticipate governance and execution trade-offs driven by legal structure choices

Section III. Deal Structuring Mechanics

● Select stock vs asset structures to isolate liabilities and manage tax outcomes
● Apply Business Acquisition logic: what transfers vs what remains with the seller
● Build SPA-level protections to allocate risk and prevent inherited exposures

Section IV. Buyer and Seller M&A Process

● Execute the buy-side M&A process with clear stages, decision gates, and outputs
● Run the sell-side M&A process from preparation through closing discipline
● Master critical deal documents and timeline control to avoid process breakdowns

Section V. Building M&A Teams and Managing Advisors

● Build an internal core team and assign decision rights to prevent internal chaos
● Use “single point of contact” to control information flow and reduce noise
● Select and manage advisors with a best-of-breed approach for specialized risks

Section VI. Identifying Deal-Breakers and Managing Risk

● Detect deal-breakers early across valuation, financing, legal, and regulatory risk
● Prevent value destruction from integration pressure and misguided cost synergies
● Use Go / No-Go / Escalate decisions to protect downside and negotiation leverage

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Real-World Case Studies

This course dissects critical historical deals to provide actionable insights into success and failure.

Disney’s Acquisition of Marvel: Analyze how Disney successfully filled a demographic gap (young males) and expanded its portfolio, illustrating the perfect alignment of strategic rationale and execution.
Kraft-Heinz Merger: A cautionary tale on why cost synergies cannot replace revenue growth. We examine how aggressive cost-cutting (Zero-Based Budgeting) eroded brand equity and led to a massive write-down.
Google’s Acquisition of Android: Learn how Google used a "separate subsidiary" structure to protect Android’s open-source culture, ultimately securing its search distribution dominance on mobile.
Cisco’s M&A Organization: Discover how Cisco built an "M&A Machine" by institutionalizing the buy-side M&A process, allowing them to successfully integrate over 200 companies through dedicated teams and repeatable playbooks.
KKR’s Acquisition of Unilever’s Spreads: A deep dive into complex "Carve-out" structures (Asset Purchase), highlighting the operational challenges of separating a business unit from a global conglomerate.
Broadcom-Qualcomm & Xerox-HP: Study the mechanics of deal termination. We analyze how Regulatory/CFIUS intervention (Broadcom) and Financing/Valuation gaps (Xerox) serve as critical deal-breakers.
And more

Your Course Deliverables

Board-Ready Decision Frameworks

What You'll Build

  1. Buy-Side Decision Framework
    • Strategic screening gates with clear go/no-go criteria
    • Quality of Earnings checkpoints preventing value destruction
    • Risk mitigation triggers across the full deal lifecycle
  2. Sell-Side Decision Framework
    • Pre-marketing readiness assessment preventing premature launches
    • Buyer qualification gates protecting against intel-hunters
    • Exclusivity control mechanisms maximizing competitive tension

Real-World Deliverables

  • You'll master the exact governance structure that prevents "deal heat" from overriding logic, protects enterprise value, and forces disciplined capital allocation at every decision gate.

AI Interactive Simulation to Improve Your Practice

Scenario: Acquiring AI Tech for a Legacy Manufacturer

In this interactive simulation, you will act as the Corporate Development Lead for a traditional manufacturing firm looking to acquire an agile AI venture company. You must navigate the M&A transaction process by:

  • Assessing the strategic fit and "build vs. buy" logic
  • Selecting the appropriate deal structure to retain key talent (Acqui-hire considerations)
  • Negotiating the Letter of Intent LOI terms
  • Managing due diligence risks and making the final Go/No-Go decision

What You Will Gain from This Course

Move Beyond Theory: Run the M&A transaction process
with the structure, documents, and judgment used in real deals.

due diligence process

Master the End-to-End M&A Transaction Process

Learn the full mergers and acquisitions procedure from mandate to closing. You will understand how each stage connects, such as strategy, outreach, diligence, negotiation, signing, and transition, so you can run a transaction with discipline.

deal process

Execute Both Buy-Side and Sell-Side M&A Processes

Develop the ability to operate on either side of the table. You will practice how the buy-side M&A process differs from the sell-side M&A process in objectives, information flow, leverage, timelines, and decision gates.

risk protection

Structure Deals to Control Risk and Protect Value

Make practical structuring decisions that actually matter in execution. You will learn how merger vs acquisition choices shape integration outcomes, and how stock vs asset decisions affect liability inheritance and tax trade-offs.

Negotiate LOI and Key Terms with Confidence

Build real negotiation competence around LOIs, valuation logic, and transaction terms. You will learn how to defend positions, identify hidden downside, and prevent re-trading by anchoring on evidence and process control.

due diligence

Run Due Diligence Like a Deal Lead

Learn how to organize diligence into workstreams, prioritize red flags, and drive answers under time pressure. You will know what to ask, when to escalate, and how to convert findings into price, structure, or protections.

AI-Powered Simulations

Apply Judgment Under Pressure via AI Simulation

Practice the merger and acquisition process course content in an AI-driven scenario where you must make decisions with imperfect information. You receive instant analysis of your choices to sharpen deal judgment, fast, safely, and repeatedly.

From strategic rationale → deal structuring → buy-side and sell-side execution → risk control and deal-breakers:
this course trains you to operate with a repeatable, professional M&A process.

Commit to 2~3 hours a week. In 3 months, you will think and execute like an Investment Banker.
MAI Team

Who Made This Course?

Built by the M&A Institute team, where real deal experience meets training design.

This mergers and acquisitions procedure course was architected by experts with over 10~20 years of combined experience in M&A, Private Equity, and Corporate Strategy.

Bridging the gap between the buy-side M&A process of Private Equity and the sell-side M&A process of Investment Banking, we have translated the actual decision-making frameworks of deal-makers into a practical, rigorous curriculum.

Content Built on Battle-Tested Experience
● Our curriculum is derived from actual experience in Cross-border M&A, Venture Capital, Corporate Buyouts, IPOs, and Mezzanine Financing.
● We utilize the exact analysis frameworks, modeling templates, and decision matrices used by CFA/MBA professionals in top-tier firms.
● The content is verified by practitioners in New Business Strategy, Corporate Finance, Research Centers, IB Divisions, and PE Teams.
● Our instructors have delivered over 200 corporate training sessions to global firms and financial institutions, educating over 8,000 professionals.
 
What Our Corporate Clients Say:

Practical, insightful, and engaging M&A training that exceeded our expectations. The PMI module was particularly valuable for our team's execution capabilities.

H Group

The training helped me transition from early-stage startup investment to M&A. The practical knowledge and insights from the post merger integration process were invaluable.

S Group

Excellent course with high satisfaction and practical value. Highly recommended for any professional involved in the post merger acquisition lifecycle.

L Chemical

The M&A Institute Difference

● We don't just teach theory; we follow the narrative arc of a deal. The curriculum mirrors the actual flow of a transaction, making complex concepts intuitive.
● We use visually structured scripts and infographics to make dense financial and legal concepts accessible to non-specialists.
● Experience a logical, unbroken learning flow: Strategy → Structure → Process → Execution → Integration.

Our Training Philosophy

"Great training translates complex theory into immediate field capability."

The goal of this merger and acquisition process course is not just knowledge transfer.
It is to equip you with the templates, frameworks, and judgment required
to analyze targets, structure deals, and lead transactions effectively from Day 1.

Our Book

Mergers & Acquisitions with AI-Driven Simulation from Basics to a Specialist

This book is a comprehensive guide, refined from over a decade of offline M&A training delivered to top corporations such as Samsung, LG, Hyundai, and SK Group. Unlike traditional M&A texts, it systematically bridges theory and real-world practice, equipping readers with actionable insights and strategic tools essential for success.

The standout feature of this book is its exclusive AI simulation exercises. After each part (a total of 5 parts), readers engage in persona-based simulations powered by ChatGPT, enabling them to apply learned concepts in realistic environments. This unique learning experience ensures mastery of complex M&A transactions and positions readers as capable professionals in the field.

By completing this book, you will gain the skills and confidence needed to become an M&A Specialist, ready to lead complex transactions with expertise.

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Frequently Asked Questions

For Teams

Train Your Team on a Unified M&A Execution Framework

This merger and acquisition process course is available for team-based enrollment, allowing organizations to build a shared language and execution standard across corporate development, strategy, and finance teams.
 
Why Teams Choose This Program
✓ A proven online curriculum covering the full M&A transaction process, from strategy to execution
✓ Consistent learning experience across departments, geographies, and seniority levels
✓ Cost-effective group pricing compared to in-person training programs
✓ Flexible online access, enabling teams to learn without time or location constraints

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