Higher Ed Post-Merger Integration: Realizing Value from Your Mergers and Acquisitions

Brett Currier - Armanino

This session will provide higher education leaders with a comprehensive framework for navigating the complexities of post-merger integration (PMI) and realizing maximum value from their mergers and acquisitions (M&A). In today's dynamic higher education landscape, institutions are increasingly turning to M&A as a strategic tool for growth, expansion, and financial stability. However, successful integration is crucial for achieving the desired outcomes. Mergers can also present challenges, such as the need for rapid adaptation of systems and processes, and potential data migration and security challenges.

This interactive session will delve into the foundational elements of PMI, equipping participants with practical strategies and tools to effectively manage the integration process. While this session focuses on full mergers, attendees will also learn about alternative partnership models, such as practice-sharing cohorts and program reciprocity, which can be valuable for institutions seeking fewer intensive collaborations.

Learning Objectives

  1. Understand the value of building a comprehensive PMI plan tailored to their institution's specific needs and goals.
  2. Identify and mitigate common risks and challenges associated with higher education M&A.
  3. Establish clear success criteria and implement effective tracking mechanisms.
  4. Analyze and capture synergies to maximize the value of the M&A transaction.

CPE Available

  • 1 Credit: Management Services