M&A Trainings Online Certified Post Merger Integration Expert (CPMI)

Certified Post Merger Integration Expert (CPMI)

The Certified Post Merger Integration Expert (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.

Certified Post Merger Integration Expert (CPMI)

Fees & Key Facts about CPMI Trainings

Included

What to Expect From CPMI Certification

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.

Included In The CPMI Course

The CPMI program is structured in four modules based on our CPMI 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.

Learning Outcomes

Essentials of M&A

Understand the different methods companies can acquire or merge another firm
Distinguish between Management Buy Outs and Management Buy Ins
Differentiate between spin-off, split-off & carve-outs
Classify horizontal & vertical mergers
Identify different strategies companies use to exit investments
Classify types of tender offers and what constitutes them
Analyze and compare different ownership shapes & structures
Identify growth factors in M&A transactions
Structure & manage M&A portfolios
Identify value adding factors in M&A
Identify value destroying factors
Analyze various success measurement test & methods
Classify drivers of profitability in M&A
Analyze historical M&A waves and their driving factors
Identify factors in Cross Border M&A activity
European, Emerging markets, based on regions
Evaluate historically largest deals
Define characteristics of M&A waves
Understand the buy and sell side process, covering both the traditional and holistic view
Distinguish between the role of advisors and working with them in an M&A setting
Establish framework for potential target buyer and seller searches
Identifying relevant industries, companies, locations, financial advisors
Preparing long and short lists
How do M&A deals originate and the deal flow
Discuss necessary agreements and documents in M&A deals
Construct due diligence plans and activities
Conducting and updating findings over the transaction lifecycle
Organizing due diligence teams and data room management
Identify various areas that require due diligence runs
Conduct due diligence in a cross-border setting
Create a minimalistic due diligence
Identify warning signs in due diligence results
Judge past and present takeovers battles
Analyze takeover attacks and strategies for defense

Integration Management and Synergies

Understanding various merger types and appropriate integration methods
Outlining success factors
Identifying quick wins and synergies
Developing governance structure
Identifying project and function leads
Building Project Management office and steering committee
Defining governance roles for PMO, Steering Committee
- Define reporting standards
- Developing communication roll out plan and implementation
Planning and executing Day 1 plans
- Outlining pressing strategic needs
Initiating communication plan for Day 1
Mobilizing PMOs, ensure functional representation
Workstream consolidation and horizontal functions
Developing and implementing weekly process
Develop and implement process for aligning companies
- Understand key alignment factors
- Familiarize with tools for implementation
Align integration plans with business strategy
- Create alignment procedures
- Identify workstreams and implement
Develop and align integration phases
Initialize plan for identifying and implementing synergies
Identify driver for M&A and cement targets
Lay out typical areas for potential synergies
Align synergies with post close operating model
Identify various planning and implementation risks
Align due diligence findings with synergies
Modelling synergies
Identifying key performance factors
Identifying target and screening processes
Planning Initial due diligence phase identifying key information requirements
Developing and implementing transition phase model
Developing phase model for Day 1/ First 100 Days
Understand project management principles and implementation in integration management
Align integration plans with project management principles
Define responsibilities for organizational change projects
Identify key factors for quick wins
Execution for realizing quick wins

Culture and Change Management

Identify various Dimensions of change management
Familiarizing and using appropriate change management tools
Derive methods of data collection and metric development
Identify the driver and inhibitors of change
Familiarizing with tools for managing change Identify challenges and ambiguities
Plan for managing for potential conflicts
Develop blueprint for day 1 communication
Identify cultural differences within merging firms
Develop plan for running cultural due diligence and assessment
Identify best possible structure based on assessment finding
Develop roadmap for cultural integration or assimilation
Developing a communication plan
Identify key stakeholders for communication loop
Assess potential channels for communication
Understand communication phases and implementation plans
Identify risks and opportunities when assessing culture
Identify key aspects for managing new culture
Develop roadmap for integrating culture

Integrating Functions

Align functions with acquisition rational
Prioritize integration decisions based on blueprint
Identify and manage stakeholders based on necessity
Developing plan for key individuals for retention and core management
Identifying possible sales synergies
Develop plan implement key growth methods
Identify quick commercial wins
Define possible challenges arising
Develop customer-centric plan for communication and realizing synergies
Align with cultural assessment
Understand the different phases and analytical blueprint
Learn and apply data analysis methods
Understand methods for qualitative assessment
Understand the building blocks for customer centric selling
Identify financial function integration areas
Isolate key finance integration consideration
Identify reporting pressures
Develop plan for continuity and dependencies
Develop plan for aligning and consolidating financial books
Identify and implement business controls
Understand financing risk profile
Understand integration tracking tools and implementation

Who participates

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.

By Function

By Industry

By Region

We’re Trusted By

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.

FAQ’s about CPMI Certification

Accreditation and Recognition

We are the global number #1 provider in M&A education. Participants sign up or companies send their employees in order to prepare for transactions or to enhance their qualification. Future employers reach out to us to check the credentials of candidates and their current status as a charterholder. Potential clients look to us to recommend advisors. We are a high quality provider and are recognized by many other institutions as a continued education provider. Find out more about our accreditations and recognition.

Comparison: Online vs. Onsite Program


Feature	Online	Onsite
Real-life business cases
All mandatory course materials included
Lifelong online access to most current content
1-year Individual IMAA Membership
Start right away
On-Demand video lectures & direct tutoring
Full flexibility
No time constraint
Work from anywhere in the world
Different dates & locations worldwide
Interactive discussions
Networking with peers
Complete the program in 6 days
Meet face to face with faculty

How long does it take to complete the CPMI Certificate?

The CPMI Certification is designed as a part-time program for professionals. The total time of completion depends on your prior background and time you can devote to this. In total for the online program it may take about 50 hours of study. Our fastest participants complete it within 2 months.

What is included in the fee?

Our tuition fees include all mandatory and recommended study materials. In addition you get access to our e-library.

When can I enroll for and start with the CPMI Certificate?

You can enroll at any time for the Certificate Program online and start right away. For our onsite M&A courses please check the dates and locations.

Can I take the M&A Certificate entirely online?

Yes, you can take the entire program online from anywhere in the world or while travelling. This is what many of our participants do. For the completion of the M&A Certification there is no physical attendance necessary. However, you can combine online with onsite workshops to reach your designation.

How many participants take your M&A programs?

Our courses and programs in Mergers & Acquisitions, Due Diligence, Valuation and Post Merger Integration (PMI) have taken by more than 2’200 participants from all around the world.

What is the difference to other training providers?

We are the number #1 provider and set the standards. Compared with academic executive education offerings, our faculty members are not pure academics – they have closed M&A deals as professionals themselves. So you not only gain theoretical insights, but you will learn hands-on knowledge. Compared with for-profit providers, we are purely focused on M&A trainings and bring in a solid foundation, great structured approach to learning, and the international dimension – and we reinvest in improving our offering.

What is the difference to other certificate programs?

If you compare our programs with the CFA, CAIA, CIMA, or others – we are purely focused on M&A only and are very complementary to these programs. There is very little overlap among the content and insights that our programs provide. Most of them accept our program as continued education.

Where can I ask more questions about your M&A training?

If you have additional questions, please reach out to us via chat, contact form, or give us a call. We are looking forward to hearing from you and learn about your needs and questions.

Request your 15 minute Free Live Demo

Meghna Verma

Company: Salesforce

Position: Sr. Business Analysis People Leader

The curriculum for the CPMI program is well designed. Expertise of instructors and examples provided are helpful to understand the complex context of M&A. Exercises and Case Studies assignments compel you to think hard and provide an immersive experience.

CPMI

Kathy Miller

Position: Senior Director, M&A Integrations

The CPMI certification helped me ramp up quickly for a new role in M&A.

The online content was easy to follow, pragmatic and well presented by experts in the field with real world experience. The various topics were aligned and instructors often reinforced principles introduced in earlier sections. The examples and comparisons of actual deals were particularly informative. The flexible online format worked well for me rather than a fixed schedule. Support is available if you need it from the imaa staff and they are quick to respond.

I have recommended the course to a few of my collogues and one has already completed it. My overall experience with imaa has been very positive.

CPMI

Christian B. Waegt

Company: Novartis

Position: Program Lead M&A ERP

When I was searching a training to widen my knowledge in post-merger integrations, the CPMI course at IMAA has been recommended to me. This course was an easy choice as it brings a deep and solid foundation of all aspects around the planning and execution of PMI projects, but also comes with a unique possibility to get real-life experience. Not only the good conversations with the lecturers, but also the active exchange with my course fellows widened my perspective and gave good practical hints on what works and what doesn’t. I can strongly recommend this course to all who are supposed to start an integration project or plan to take a leading role.

CPMI

Lauren Gerow

Company: Bond Brand Loyality

Position: Manager, Corporate Projects and Communications

After detailed research on M&A continuing education in the marketplace, selecting IMAA’s Post Merger Integration Certification was an easy choice. The CPMI program offers relevant courses, knowledgeable professors and flexibility. The interactive virtual environment allowed for the opportunity to learn from experts from across the globe and network with industry professionals. This program gave me the confidence to facilitate complex integration discussions, practical resources and the ability for me to support my organization in achieving their growth objectives. I would highly recommend this investment to anyone who is responsible for overall M&A strategy, function integration or change management considering professional development- a great virtual classroom experience!

CPMI

Marco Freidl

Company: Oerlikon

Position: Senior Project Manager M&A

I very much appreciated the direct interactions and active discussions with other participants each with a different background. In addition, learning from and discussing with the experienced professionals who were leading the course was highly valuable. It was also great to look at PMI from different but at the same time often interlinked perspectives which in the course of the program increasingly became part of an overall framework.

CPMI

Registration for the CPMI Trainings

Early birds Discount:

Price: $3,290.00

Take the number one Post Merger Integration program online available wordwide:Show More...

Early birds Discount:

Price: $3,790.00

Join the program in a virtual live setting and benefit from meeting other executives and professionals, extending your network, and explore how to benefit from global best practices in Post Merger Integration.Show More...

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Price: $4,890.00

Join the program in Zurich and benefit from meeting other executives and professionals, extending your network, and explore how to benefit from global best practices in Post Merger Integration.Show More...

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Price: $3,790.00

Join our Certified Post Merger Integration Expert (CPMI) program in an 8-week Interactive Online Live format, blending asynchronous and synchronous learning. Experience a mix of live sessions, including online lectures and interactive activities, and enjoy 2-week asynchronous periods for flexible, in-depth learning.

Early birds Discount:

Price: $4,890.00

Join the program in Singapore and benefit from meeting other executives and professionals, extending your network, and explore how to benefit from global best practices in Post Merger Integration.Show More...

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Join the program in London and benefit from meeting other executives and professionals, extending your network, and explore how to benefit from global best practices in Post Merger Integration.Show More...

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Join the program in New York and benefit from meeting other executives and professionals, extending your network, and explore how to benefit from global best practices in Post Merger Integration.Show More...

Early birds Discount:

Price: $3,790.00

Early birds Discount:

Price: $4,890.00

Early birds Discount:

Price: $4,890.00

Join the program in Dubai and benefit from meeting other executives and professionals, extending your network, and explore how to benefit from global best practices in Post Merger Integration.Show More...

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Price: $4,890.00

Join the program in Amsterdam and benefit from meeting other executives and professionals, extending your network, and explore how to benefit from global best practices in Post Merger Integration.Show More...

Early birds Discount:

Price: $3,790.00

Join our 8-week Interactive Online Live program, blending asynchronous and synchronous learning. Experience a mix of live sessions, including online lectures and interactive activities, and enjoy 2-week asynchronous periods for flexible, in-depth learning.

Format of delivery: Online via Zoom and IMAA’s online platform

Early birds Discount:

Price: $3,290.00

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Price: $1,090.00

The Essentials of M&A module provides you with a solid foundation in M&A so you can deep dive in integration issues laster. This module covers:Show More...

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The Integration Governance and Synergies module covers:Show More...

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The Function Integration module covers the integration of various business functions:Show More...

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The Culture and Change Management module covers:Show More...

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Early birds Discount:

Price: $3,790.00

Early birds Discount:

Price: $4,890.00

Early birds Discount:

Price: $4,890.00

Early birds Discount:

Price: $4,890.00

Early birds Discount:

Price: $4,890.00

Early birds Discount:

Price: $4,890.00

Early birds Discount:

Price: $4,890.00

Early birds Discount:

Price: $4,890.00

Early birds Discount:

Price: $4,890.00

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Certified Post Merger Integration Expert (CPMI)

Certified Post Merger Integration Expert (CPMI)