What You Will Learn

Hedgerow's interactive workshops are facilitated by Hedgerow executive David Luster who implement a proven executive education format that is currently being conducted for IBM/Lotus Software and professional organizations in the U.S. and Europe.

The workshop is specifically tailored to address the business issues and opportunities presented by a rapidly-changing financial marketplace. The workshop focuses on the critical steps needed to develop winning strategies to build value in an organization while fostering growth.

Participants will: 

  • Identify the risks and benefits of a proposed deal. 
  • Assess the impact of appropriate planning and resourcing. 
  • Experience a live exercise measuring cultural differences.
  • Identify the cultural implications of M&A and be able to develop preliminary plans to address cultural issues. 
  • Gain an understanding and appreciation for the issues involved in negotiating price and other closing issues.

Who Should Attend

The primary purpose of this workshop is to impart knowledge to business owners and high-level business executives who are charged with the responsibility of long-term strategic planning. The workshop focuses on how to effectively prepare and successfully negotiate a business merger, acquisition or divestiture. 

About the Workshop

Hedgerow is a transaction-oriented firm. Its direct experience and executive know-how to effectively prepare for a business merger, acquisition or divestiture is what makes the workshop unique. Moreover, the workshop addresses both the "hard" and "soft", organizational-fit issues involved in integrating different corporate cultures. The unique combination of course specifics and the experience of M&A executives delivering the seminar provide for a powerful outcome.

An Interactive Simulation

The Heart of the Experience

Participants become fully engaged through an interactive buy-sell simulation whereby two companies negotiate toe-to-toe in an effort to capitalize on their strengths and achieve an advantageous outcome for their firms. Participants experience the demands of early-stage, position-establishing meetings as well as the skills needed to structure terms and conditions for success in final-stage valuation and pricing.

Workshop Agenda

What a Full-day Workshop Covers

  • The Necessary Steps for Effective Preparation of an Acquisition
  • How to Identify Acquisition Candidates
  • The Role of Culture in Achieving the Merger - Making The Merger Work
  • Simulation of Early Stages of an Actual Acquisition
  • Preparing for the Selling Process
  • Preparing for Partnering or Merging
  • Critical Success Factors for Partnering
  • Late Stage Simulation of an Actual Acquisition -
  • Negotiating Terms & Closing the Deal
  • Review and Q&A period

Who You Will Meet

The majority of attendees are business owners, CEOs and presidents. This all-day workshop environment provides the participant with a unique opportunity to meet other executives, exchange ideas and share knowledge. Many attendees have fostered key business relationships as a result of the workshop experience.

Course Materials

Workshop workbooks are provided to accommodate the executive learning process and provide attendees with a leave-behind document that is a valuable business tool for future M&A activities.