Courses / 

Secrets to Building an M&A Function

In this course, learn the secrets to building a mergers and acquisitions function from Bani Bedi. Bani goes over how to create a function step by step, approach a valuation model, calculate success metrics, and more.

What you’ll learn

  • Building an M&A Function Step-by-Step
  • Prioritizing Lists
  • How to Approach an Origination Model
  • Success Metrics Throughout the Deal Process

Course content

Building the Diligence and Integration Muscles

Expectations Around the Diligence Process

Offensive vs. Defensive Strategy

Maturing the Process

Using Internal Relationships

Who should be the first hire?

Who is this course for

This course is for anyone interested in learning more about how to create an M&A function from scratch, or looking to improve an existing M&A function.

Instructor

Bani Bedi
Senior Vice President at Smartsheet

Bani Bedi is a Senior Vice President at Smartsheet (NYSE: SMAR) where she leads the Corporate Development, Corporate Strategy, Partnerships and Pricing/Packaging teams. Previously, Bani was a Director on Amazon’s Corporate Development team where she led strategy and M&A for multiple Amazon business units. Prior to Amazon, Bani was a founding employee at Catamaran Ventures (a $1BN+ AUM investment firm) where she invested in high-growth companies. Bani started her career in investment banking at Lehman Brothers based in NYC and holds an MBA from Harvard Business School and a BA, cum laude, in Physics and International Relations from Wellesley College.

Badges

Upon completion, members will receive a "Secrets to Building an M&A Function" course badge.

Have any questions?

What is the M&A Science Academy?

The M&A Science Academy is an online-platform where you can access courses taught by M&A professionals. The courses cover a wide variety of M&A topics such as integration, divestitures, due diligence, management styles, and more.

The M&A Science Academy includes courses from M&A experts who are eager to share their stories, failures, and successes.

Our goal is to provide users with knowledge from industry practitioners that can be applied to their own practices.

Where can I watch the courses?

All courses are available 24/7 on the M&A Science Thinkific page.

Which courses are right for me?

The M&A Science Academy courses were created to cover a range of topics based upon common M&A challenges. We are going to be adding new content regularly so feel free to explore new areas!

LEARN FROM THE EXPERTS