Pipeline Management: DealRoom Certification

Explore the countless ways DealRoom saves mergers and acquisitions teams time and effort, all while capturing more value. This course highlights specific features across pipeline management.

M&A 101 Fundamentals

In this course, we will learn about the key stakeholders involved in a deal and basic terminology when it comes to mergers and acquisitions.

Change Management: Driving Engagement & Retaining Acquired Employees

In this course, learn proven methods to avoid high turnover rates and burnout spirals and how to support leaders and employees through times of uncertainty, added workloads, and stress.

How to Build an M&A Plan

In this course, Aaron Whiting gets tactical by explaining his approach to using an M&A plan. He’ll describe the first plan he ever received, what he did with it, and why he doesn’t like templates.

How to Model Synergies in M&A

In this course, learn how to model synergies in mergers and acquisitions from PJ Patel, Co-CEO and Senior Managing Director at Valuation Research Corporation (VRC).

An Introduction to Agile M&A

To remain competitive in a rapidly changing landscape, it's critical that practitioners approach M&A in a more innovative and collaborative way. Agile provides the industry with a dynamic, up-to-date approach to close deals faster and maximize...

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