Mergers & Acquisitions

Creating Shareholder Value

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 12–13, 2014 / 8:00 a.m. - 4:30 p.m. / $2,500
  • Overview
  • Objectives/Topics
  • Audience
  • Faculty
  • Program Details
Firms operating in today's challenging business climate continue to see significant merger and acquisition activity, regardless of whether they are large multi-national corporations or smaller private and regional companies. Now, more than ever, senior managers who are responsible for evaluating M&A initiatives must be able to utilize the full range of analytical tools available to them.
  • Identify critical steps of the M&A process from identifying potential acquisitions through valuation and the completion of the deal
  • Provide a reliable, flexible framework for analyzing, valuing, and executing mergers and acquisitions that is consistent with the organization's objective of creating shareholder value
  • Understand the M&A process from both a buyer's and seller's perspective
  • Identify current trends, developments, legal implications, and valuation technologies associated with merger and acquisition activities
  • Develop practical tools and techniques that your organization can implement immediately




  • Merger and acquisition activity
  • Growth drivers
  • Financing and forms of payment


  • Modern acquisition valuation techniques
  • Valuing synergies
  • Financing decisions


  • Identifying targets/merger candidates
  • Evaluating potential synergies
  • Negotiations

Legal Issues

  • Due diligence
  • Tax implications
  • Transaction documentation
This program is designed for senior managers who, as part of their current or future duties, are responsible for the merger/acquisition and strategic alliance decisions and activities of the firm. CEOs, CFOs, COOs, division and business unit heads, and executives responsible for the areas of finance, strategy, law, and business development are encouraged to attend.
jerry Caruso Jerry Caruso, Professional Director, Carlson Equity Funds Enterprise, Carlson School of Management, University of Minnesota

Richard Nelson Richard Nelson, Senior Lecturer in Finance and Director of Undergraduate Finance Programs, Department of Finance, Carlson School of Management, University of Minnesota

Executive Presenters

  • Steve Howard, Tax Manager, Deloitte Tax LLP
  • Phil Hueber, Senior Manager, Deloitt & Touche LLP
  • Terry Lynner, Managing Direcor, Industrials, Lazard Middle Market
  • Jeffrey Mudge, principal and co-founder of ShoreView Industries LLC
  • James C. Phillips, managing director, Global Strategic Development, Accenture MN
  • Mark Williamson, Principal and Co-Chair of Mergers & Acquisitions Practice Team, Gray, Plant, Mooty, Mooty & Bennett, P.A.

Executive Education
Carlson School of Management
University of Minnesota
321 19th Ave. S.
Minneapolis, MN 55455-0438

Program Details
(schedule, curriculum, faculty bios, past participant titles, testimonials)

Program Preview

Rick Nelson, Director of Undergraduate Finance Programs discusses Mergers & Acquisitions: Creating Shareholder Value.


"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
Graco, Inc.

"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

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