7th
Nov
2014

Industry Experts Lecture on the Best M&A Strategies and Practices

Posted by Admin

The Mergers and Acquisitions field can be exciting and lucrative for people with a firm grasp of the intricacies through which the industry operates. One way to broaden M&A knowledge is to enroll in a continuing education program tailored to executives, such as Merger Week. Northwestern University’s Kellogg School of Management organizes Merger Week for six days every fall and spring. Upon completion of all program requirements, Merger Week participants have the potential to bring greater strategic value to their individual places of employment.

Program Instructors and Mentors

The program is led by professors with extensive qualifications in management, finance and accounting and is supplemented by lecturers with significant M&A experience. For example, Cary Kochman, the head of Citigroup’s North American Mergers and Acquisitions Group, and a successful negotiator in over $300 billion worth of transactions, is one individual who often lends his expertise to the classroom at Merger Week.

Ideal Program Candidates

Merger Week provides a great opportunity for corporate development officers to acquire a solid M&A background and to apply what they have learned to their everyday work environment. Ideal candidates for this Northwestern program include high-level employees in fields involving corporate development, valuation and integration, finance, strategy and planning. The program content is applicable within the global marketplace, making this opportunity worthwhile for participants from all areas of the world.

Featured Topics

Through a combination of group and individual study, Merger Week attendees focus on strengthening their understanding of several key areas within the M&A industry. The program is centered on concepts that include:

  • Formulating and Executing Acquisition Strategies: Topics such as screening potential companies for acquisition, determining the benefits of acquiring a company, learning the basic elements of a profitable acquisition, and analyzing techniques used in successful acquisitions are covered in this portion of Merger Week. Course titles relating to this area of focus include Assessing Strategic Fit and Merger and Shareholder Value.
  • Analyzing Mergers and Acquisitions from a Financial Standpoint: Measuring the financial risks and benefits involved in a potential merger or acquisition, deciding on a bidding range, expanding expertise on valuation approaches, and forecasting cash flow are among the topics discussed in this part of the session. Participants engage in course discussions surrounding topics such as assessing risk in M&A transactions and acquisition strategy and financing decisions.
  • Structuring and Negotiating Deals. This topic area involves the discussion of forming strategic alliances, preparing to negotiate mergers and acquisitions, managing tax implications and legal situations, practicing effective due diligence, and evaluating factors that may impair a transaction. Financing Reporting and Tax Issues and The Role of Strategic Due Diligence in the Acquisition Process are examples of courses that deal with this realm of the M&A industry.


Senior executives and managers who wish to participate in the Merger Week program can download a brochure and application form from the Kellogg School of Management at Northwestern University website. In addition to learning new strategies for success in mergers and acquisitions, those who complete the course week successfully will earn continuing professional education credits.

27th
Jan
2013

Cary Kochman has been recognized in the Who’s Who in Chicago Business Community since 2004 to present and in 2001 was recognized in Chicago Business 40 under 40

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Cary Kochman has been recognized in the Who’s Who in Chicago Business Community since 2004 to present and in 2001 was recognized in Chicago Business 40 under 40.

24th
Jan
2013

Cary Kochman began his path while studying accounting and epistemology at the University of Illinois in Chicago

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A well-known name in the global field of mergers and acquisitions, Cary Kochman began his path while studying accounting and epistemology at the University of Illinois in Chicago. He later studied at the University of Chicago. Today he is on the Booth Advisory Council.

21st
Jan
2013

Cary Kochman steered the focus globally and augmented the portfolio with remunerative M&A transactions involving American companies

Posted by Admin

While working as head of UBS Global M&A Department, Cary Kochman steered the focus globally and augmented the portfolio with remunerative M&A transactions involving American companies. UBS rose rapidly in the M&A standings.

17th
Jan
2013

Mr. Kochman acquired skills and honed his expertise in the industrial manufacturing sector

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Mr. Kochman acquired skills and honed his expertise in the industrial manufacturing sector, advising a variety of companies in complex M&A transactions. He also began working with consumer and healthcare companies. He advised on the Zimmer cross-border hostile acquisition of Centerpulse, which remains the largest cross-border hostile acquisition into Switzerland.

14th
Jan
2013

Mr. Kochman joined Credit Suisse First Boston in 1990

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Cary Kochman, a graduate of University of Illinois, University of Chicago Law School and the Booth School of Business has become a well-known name in the global field of mergers and acquisitions (M&A). Mr. Kochman joined Credit Suisse First Boston in 1990 under the leadership of Steven Koch, currently Deputy Mayor of Chicago.

11th
Jan
2013

Cary Kochman’s Path to Mergers and Acquisitions

Posted by Admin

Cary Kochman has become a well-known name in the global field of mergers and acquisitions (M&A) thanks to his dedication to client work, fundamental analysis and critical thinking. As a student at the University of Illinois in Chicago, Mr. Kochman studied the complexities of accounting along with the intricacies of epistemology – the theory of knowledge.

Mr. Kochman would later graduate from the University of Chicago Law School and the Booth School of Business. Armed with a Bachelor’s Degree in Accounting, a Juris Doctor and a Masters in Business Administration, Cary Kochman joined Credit Suisse First Boston in 1990.

Early M&A Experience

Under the leadership of Steven Koch, the current Deputy Mayor of Chicago, Mr. Kochman grew with Credit Suisse as it became a global brand and a leading underwriter. By 2001, Mr. Kochman had gained expertise in the industrial manufacturing sector and advised companies like Cooper
Industries, Deere, and Whitman Corp. in complex M&A transactions. He began to work for large mulit-national corporations increasingly across industries (like consumer and healthcare).

By 2004, Mr. Kochman was recruited by the UBS Investment Bank, where he worked closely with Ken Moelis and was appointed head of the Global M&A Department. Mr. Moelis got his start at the former Donaldson, Lufkin & Jenrette investment bank; he now heads his own boutique investment firm, Moelis and Company. While at UBS, Mr. Kochman focused on global cross-border transactions that transcend geographic boundaries. Under Mr. Kochman’s leadership, UBS shifted its attention from purely European deals to more lucrative M&A transactions involving American companies and rose rapidly in the league tables.

M&A Expertise Today

Cary Kochman is now in charge of Citigroup’s North American M&A Group. One of the transactions overseen by Mr. Kochman since 2011 for Citigroup was Eaton Corp.’s acquisition of Cooper Industries Plc.

Additional Resources:

Cary Kochman :: Listed on Firstwebhub.com

Cary Kochman :: Article on Newdataagency.com

Cary Kochman :: Information on Datanetgroup.com

Cary Kochman :: Article on Hightechlistings.com

Cary Kochman :: Listed on Nationalprofilebase.com

Cary Kochman :: Information on Onlinereviewinc.com