M&A Associate (Joint Ventures & Alliances)

E-Learning

Your next career step

The M&A Associate (Joint Ventures & Alliances) is based on the fully digital and self-paced training programme JV&A2go. JV&A2go has been developed by the former Deloitte partner, Dr. Johannes Gerds, together with senior experts from Axel Springer, BASF, Covestro, Evonik, Festo, QIAGEN, Quarzwerke, and Würth.

Next Start Date

At any time

Duration

8-10 hours

Language

English

Format

Online

Type of education

Seminar

Price

€ 1,480.00 excl. VAT 

The M&A Associate (Joint Ventures & Alliances) is based on the fully digital and self-paced training programme JV&A2go. JV&A2go has been developed by the former Deloitte partner, Dr. Johannes Gerds, together with senior experts from Axel Springer, BASF, Covestro, Evonik, Festo, QIAGEN, Quarzwerke, and Würth.

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Registration
Target Group
Learning Target
Methodology
Examples
Content
Videos
Details
Contact

REGISTRATION

Online - Any time

8 – 10 hours study time
English
EUR 1.480 excl. VAT
Register now

REGISTRATION

Online - Any time

8 – 10 hours study time
English
EUR 1.480 excl. VAT
Register now

Target Group

All who are, or want to be, involved in a Joint Venture or Alliance

Learning Target

The Online-Training "M&A Associate Joint Ventures & Alliances" provides participants with a comprehensive understanding of the key principles and processes involved in establishing and managing Joint Ventures and Alliances. Participants learn how to assess the characteristics and strategic rationale of different partnership models, structure a partnering project, and develop appropriate operating models and business plans. They also develop the ability to design effective governance systems and understand the major phases of a partnership transaction, from the Term Sheet and Due Diligence through to final contract completion. In addition, the training enables participants to apply relevant JV&A concepts and tools to practical partnership scenarios and real-life cases.

Methodology

Fully digital, self-paced training programme including multimedia animations, case studies, interactive workouts, self-checks, best practices and lessons learned

EXAMPLES

Content

Module 1

Framework

Joint contribution and shared control are key features of every partnership

This module presents major factors that set the framework for any partnership. After discussing key features of every partnership Module 1 outlines the two structures for Partnering: Joint Ventures and Alliances. The module also provides an overview of the core tasks that prospective partners need to jointly conduct as well as the major phases that every Partnering project has in common. Further, Module 1 describes how teams of experts need to work together during a Partnering project and presents an approach for the systematic identification of potential partners.

Partnering Characteristics

  • Partnering and strategy
  • Joint contribution
  • Shared control
  • Joint Ventures
  • Alliances
  • Pre-agreed termination
  • Extraordinary termination
  • Workout

Partnering Project

  • Partner identification
  • Confidentiality
  • Joint core tasks
  • Major phases
  • Case
  • Expert statement
  • Workout

Partnering Project Organization

  • Teams of experts
  • Workout
  • Project Management
  • Skill requirements
  • Steering Committee
Module 2

Joint Core Tasks

In a Partnering project the prospective partners need to conduct three joint core tasks in parallel.

This module presents in detail the core tasks that prospective partners need to jointly conduct during a Partnering project: Operating model development, business planning and governance systems design. After describing how to jointly develop the target operating model for a partnership, Module 2 presents by Partnering structure modes of contributions as well as exit options and their implications. Further, Module 2 presents how to translate the target operating model of a partnership into a joint business plan and how earnings from a partnership may be distributed according to the relative value of the partners’ contributions.It also presents the decisions bodies to govern a partnership. After discussing the role and responsibilities of the Supervisory Board in a partnership Module 2 describes mechanism to resolve conflicts as well as implications of management control.

Operating Model Development

  • Target operating model
  • Modes of contribution - Alliances
  • Modes of contribution - Joint Ventures
  • Case
  • Expert statement
  • Exit - Alliances
  • Exit - Joint Ventures
  • Workout

Business Planning

  • Joint business plan
  • Workout
  • Distribution of earnings
  • Case
  • Expert statement

Governance Systems Design

  • Decision bodies – Joint Ventures
  • Decision bodies – Alliances
  • Supervisory Board
  • Workout
  • Voting rights
  • Conflict resolution
  • Case
  • Expert statement
  • Management control
Module 3

Major Phases

The prospective partners conduct the joint core tasks throughout the three major phases of a Partnering project.

Module 3 presents in detail the major phases that all Partnering projects have in common: the Term Sheet Phase, Due Diligence Phase and Finalization Phase. The module describes how to jointly specify the key elements of a prospective partnership in a Term Sheet. Further Module 3 outlines how to validate a prospective partnership during the Due Diligence Phase. This module illustrates key areas of a mutual Due Diligence, as well as the role of Data Request List, Electronic Data Room, and other information sources in order to develop a Due Diligence report. Module 3 also presents how to convert the Term Sheet into a Partnering Contract as well as how to complete launch preparation during the Finalization Phase.

Term Sheet Phase

  • Exploratory talks
  • Term Sheet
  • Individual business plan
  • Workout

Due Dilligence Phase

  • Mutual Due Diligence
  • Case
  • Expert Statement
  • Data Request List
  • Electronic Data Rooms
  • n-person meetings

Finalization Phase

  • Partnering Contract
  • Case
  • Expert Statement
  • Launch preparation
  • Workout
  • Conditions precedent

Content

Module 1

Framework

Joint contribution and shared control are key features of every partnership

This module presents major factors that set the framework for any partnership. After discussing key features of every partnership Module 1 outlines the two structures for Partnering: Joint Ventures and Alliances. The module also provides an overview of the core tasks that prospective partners need to jointly conduct as well as the major phases that every Partnering project has in common. Further, Module 1 describes how teams of experts need to work together during a Partnering project and presents an approach for the systematic identification of potential partners.

Partnering Characteristics

  • Partnering and strategy
  • Joint contribution
  • Shared control
  • Joint Ventures
  • Alliances
  • Pre-agreed termination
  • Extraordinary termination
  • Workout

Partnering Project

  • Partner identification
  • Confidentiality
  • Joint core tasks
  • Major phases
  • Case
  • Expert statement
  • Workout

Partnering Project Organization

  • Teams of experts
  • Workout
  • Project Management
  • Skill requirements
  • Steering Committee
Module 2

Joint Core Tasks

In a Partnering project the prospective partners need to conduct three joint core tasks in parallel.

This module presents in detail the core tasks that prospective partners need to jointly conduct during a Partnering project: Operating model development, business planning and governance systems design. After describing how to jointly develop the target operating model for a partnership, Module 2 presents by Partnering structure modes of contributions as well as exit options and their implications. Further, Module 2 presents how to translate the target operating model of a partnership into a joint business plan and how earnings from a partnership may be distributed according to the relative value of the partners’ contributions.It also presents the decisions bodies to govern a partnership. After discussing the role and responsibilities of the Supervisory Board in a partnership Module 2 describes mechanism to resolve conflicts as well as implications of management control.

Operating Model Development

  • Target operating model
  • Modes of contribution - Alliances
  • Modes of contribution - Joint Ventures
  • Case
  • Expert statement
  • Exit - Alliances
  • Exit - Joint Ventures
  • Workout

Business Planning

  • Joint business plan
  • Workout
  • Distribution of earnings
  • Case
  • Expert statement

Governance Systems Design

  • Decision bodies – Joint Ventures
  • Decision bodies – Alliances
  • Supervisory Board
  • Workout
  • Voting rights
  • Conflict resolution
  • Case
  • Expert statement
  • Management control
Module 3

Major Phases

The prospective partners conduct the joint core tasks throughout the three major phases of a Partnering project.

Module 3 presents in detail the major phases that all Partnering projects have in common: the Term Sheet Phase, Due Diligence Phase and Finalization Phase. The module describes how to jointly specify the key elements of a prospective partnership in a Term Sheet. Further Module 3 outlines how to validate a prospective partnership during the Due Diligence Phase. This module illustrates key areas of a mutual Due Diligence, as well as the role of Data Request List, Electronic Data Room, and other information sources in order to develop a Due Diligence report. Module 3 also presents how to convert the Term Sheet into a Partnering Contract as well as how to complete launch preparation during the Finalization Phase.

Term Sheet Phase

  • Exploratory talks
  • Term Sheet
  • Individual business plan
  • Workout

Due Dilligence Phase

  • Mutual Due Diligence
  • Case
  • Expert Statement
  • Data Request List
  • Electronic Data Rooms
  • n-person meetings

Finalization Phase

  • Partnering Contract
  • Case
  • Expert Statement
  • Launch preparation
  • Workout
  • Conditions precedent

Content

Module 1

Framework

Joint contribution and shared control are key features of every partnership

This module presents major factors that set the framework for any partnership. After discussing key features of every partnership Module 1 outlines the two structures for Partnering: Joint Ventures and Alliances. The module also provides an overview of the core tasks that prospective partners need to jointly conduct as well as the major phases that every Partnering project has in common. Further, Module 1 describes how teams of experts need to work together during a Partnering project and presents an approach for the systematic identification of potential partners.

Partnering Characteristics

  • Partnering and strategy
  • Joint contribution
  • Shared control
  • Joint Ventures
  • Alliances
  • Pre-agreed termination
  • Extraordinary termination
  • Workout

Partnering Project

  • Partner identification
  • Confidentiality
  • Joint core tasks
  • Major phases
  • Case
  • Expert statement
  • Workout

Partnering Project Organization

  • Teams of experts
  • Workout
  • Project Management
  • Skill requirements
  • Steering Committee
Module 2

Joint Core Tasks

In a Partnering project the prospective partners need to conduct three joint core tasks in parallel.

This module presents in detail the core tasks that prospective partners need to jointly conduct during a Partnering project: Operating model development, business planning and governance systems design. After describing how to jointly develop the target operating model for a partnership, Module 2 presents by Partnering structure modes of contributions as well as exit options and their implications. Further, Module 2 presents how to translate the target operating model of a partnership into a joint business plan and how earnings from a partnership may be distributed according to the relative value of the partners’ contributions.It also presents the decisions bodies to govern a partnership. After discussing the role and responsibilities of the Supervisory Board in a partnership Module 2 describes mechanism to resolve conflicts as well as implications of management control.

Operating Model Development

  • Target operating model
  • Modes of contribution - Alliances
  • Modes of contribution - Joint Ventures
  • Case
  • Expert statement
  • Exit - Alliances
  • Exit - Joint Ventures
  • Workout

Business Planning

  • Joint business plan
  • Workout
  • Distribution of earnings
  • Case
  • Expert statement

Governance Systems Design

  • Decision bodies – Joint Ventures
  • Decision bodies – Alliances
  • Supervisory Board
  • Workout
  • Voting rights
  • Conflict resolution
  • Case
  • Expert statement
  • Management control
Module 3

Major Phases

The prospective partners conduct the joint core tasks throughout the three major phases of a Partnering project.

Module 3 presents in detail the major phases that all Partnering projects have in common: the Term Sheet Phase, Due Diligence Phase and Finalization Phase. The module describes how to jointly specify the key elements of a prospective partnership in a Term Sheet. Further Module 3 outlines how to validate a prospective partnership during the Due Diligence Phase. This module illustrates key areas of a mutual Due Diligence, as well as the role of Data Request List, Electronic Data Room, and other information sources in order to develop a Due Diligence report. Module 3 also presents how to convert the Term Sheet into a Partnering Contract as well as how to complete launch preparation during the Finalization Phase.

Term Sheet Phase

  • Exploratory talks
  • Term Sheet
  • Individual business plan
  • Workout

Due Dilligence Phase

  • Mutual Due Diligence
  • Case
  • Expert Statement
  • Data Request List
  • Electronic Data Rooms
  • n-person meetings

Finalization Phase

  • Partnering Contract
  • Case
  • Expert Statement
  • Launch preparation
  • Workout
  • Conditions precedent

VIDEOS

Details

Study Time

The online training requires approximately 8-10 hours of study. 

Access Period

You will have access to the training for 3 months after first login. During this time, you can revisit the learning content as often as needed. Please note that the recommended study hours are only indicative and meant to help you estimate the effort required.

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