This program explores the key components of an M&A transaction—environment, process, valuation, accounting, tax, and legal—by continually emphasizing a financial perspective that keeps shareholder value firmly in mind.
May 20–21, 2015 / 8:00 a.m. - 4:30 p.m. / $2,500
|Jerry Caruso, Professional Director, Carlson Equity Funds Enterprise, Carlson School of Management, University of Minnesota|
Carlson School of Management
University of Minnesota
321 19th Ave. S.
Minneapolis, MN 55455-0438
(schedule, curriculum, faculty bios, past participant titles, testimonials)
|Register and pay:
7 plus weeks prior
|6 weeks prior||$2,800|
|1 week prior||$3,200|
Course Instructor Jerry Caruso, Professional Director, Carlson Equity Funds Enterprise, discusses the Mergers and Acquisitions program.
"An in-depth overview of the overall M&A process from multiple perspectives: buy/sell side, as well as a brief overview in the tax & legal critical areas for all deals. This helped reconfirm some current areas of knowledge and opened up my perspectives in new areas to consider."
– Jim Lemke
Senior Vice President
C.H. Robinson Worldwide, Inc.
"This M&A program was a great introduction to the many parts of the process needed to 'complete the deal.' The information I now have will immediately benefit my M&A role at my company."
– Timothy J. Wehner
Worldwide Total Markets Product Manager
"The program offered an excellent two-day program for mergers and acquisitions which I can put to use immediately when I return to my office. The faculty was a diverse mix of academia and working professionals, each excellent in their field. The administration was seamless and professional. I would recommend to anyone who is, or will be, involved in buying or selling a company."
– Frederick Taransky
Vice President & CFO
Capitol Indemnity Corporation