戰(zhàn)略合資與整合實(shí)務(wù)：協(xié)同效應(yīng),交易架構(gòu)和并購(gòu)后管理

1、XPERTISE CHINA®Exclusive Program | 獨(dú)家項(xiàng)目This workshop is designed, drafted and exclusively promoted by Xpertise China研習(xí)會(huì)內(nèi)容框架和宣傳文字均由訊弈中國(guó)獨(dú)家設(shè)計(jì)，開發(fā)和市場(chǎng)運(yùn)作。Joint Venture Integration: Synergy, Deal Structure & Post Deal Management戰(zhàn)略合資與整合實(shí)務(wù)：協(xié)同效應(yīng)，交易架構(gòu)和并購(gòu)后管理 2014.12.4-5 InterContinental Shanghai Pu

2、dong | 上海錦江湯臣洲際大酒店Chinese Mandarin | 中文普通話 Summary | 概述This educational program is to help corporate strategists & functional professionals to better achieve “Real Success” out of an in-organic JV deal. Multiple real cases & on-site exercises have been designed, while the whole content

3、is totally practical-driven. 本次研習(xí)會(huì)將從企業(yè)實(shí)務(wù)管理經(jīng)驗(yàn)出發(fā)，以“整合”的維度來(lái)剖析企業(yè)合資項(xiàng)目的計(jì)劃和執(zhí)行，幫助企業(yè)職能專家以及戰(zhàn)略管理層更好地實(shí)現(xiàn)業(yè)務(wù)發(fā)展的真正價(jià)值，研習(xí)其中將會(huì)包含數(shù)個(gè)案例演練。Key Tags | 關(guān)鍵詞 China-specific, Synergy Plan, Deal Structure, PMI,  Divestiture符合中國(guó)實(shí)情，整合計(jì)劃，交易架構(gòu)，交易后整合，合資后拆分 Program Outline | 話題框架A.M. Day 1 第一天上午Integration Methodology整

4、合方法論 9:00 Integration Throughout JV Deal Cycle | 貫穿合資項(xiàng)目全周期的整合    Significance of Integration in JV | 整合在企業(yè)戰(zhàn)略合資中的重要性    Create Value | 創(chuàng)造價(jià)值    Integration Timeline | 合資項(xiàng)目中各階段的整合9:45 Value Killer| 整合中的失敗因素     Lack of Synergy |協(xié)同性的缺

5、失     Process & Culture |流程和文化的整合     Price  | 交易價(jià)格和雙方溝通10:45 Break 11:00 Cross-Functional Involvement in Integration| 合資項(xiàng)目人員的整合意識(shí)和跨職能參與     Internal Team | 內(nèi)部團(tuán)隊(duì)的協(xié)調(diào)     External Advisor Management | 外部顧問團(tuán)隊(duì)的把控

6、60;    Work in Sync | 態(tài)度，化學(xué)反應(yīng)和高效同步12:30 Lunch P.M. Day 1 第一天下午 Key: Pre-Deal Integration Plan專題與演練：項(xiàng)目前期的整合計(jì)劃制定 13:45 Target Screening |目標(biāo)公司篩選     Target Assessment | 評(píng)估現(xiàn)有數(shù)據(jù)     Budget Plan | 成本規(guī)劃14:30 Synergy Identification after Due D

7、iligence | 初步盡調(diào)后對(duì)整合的分析     Organization Structure | 組織與管理流程     Product Line | 產(chǎn)品線     Corporate Culture | 企業(yè)文化     Key People | 目標(biāo)公司管理層     Client & Distributor | 客戶和分銷     IT

8、 System | IT系統(tǒng)的整合15:15 Break 15:30 Role-Play: Synergy Analysis & Integration Plan Drafting | 演練:協(xié)同分析以及整合計(jì)劃的制定16:15 Review of the Role-Play Mock | 案例演練的總結(jié)17:00 End of Day 1A.M. Day 2 第二天上午  Key: JV Structure & Deal Price vs. Integration專題與演練：交易架構(gòu)和價(jià)格對(duì)整合影響 9:00 JV Structure &

9、 Its Significance to Integration |合資戰(zhàn)略框架的選擇與整合的影響     Common JV Structures | 常見交易架構(gòu)     Risks & Opportunities| 各種架構(gòu)的優(yōu)劣     Management Structure | 管理團(tuán)隊(duì)架構(gòu)10:00 Business Valuation & Final Price  | 企業(yè)估值與交易價(jià)格對(duì)整合的影響    

10、;  Prevent Over-Pay | 如何避免收購(gòu)價(jià)過高     Business Valuation | 企業(yè)估值以及內(nèi)部對(duì)未來(lái)協(xié)同作用的估價(jià)     Price Negotiation (Internal & External | 交易價(jià)格的交涉（同目標(biāo)公司，同企業(yè)內(nèi)部/總部）10:30 Break 10:45 Role-Play: Structure & Price Negotiation and Integration Consideration | 演練:價(jià)格與架構(gòu)的談判以

11、及未來(lái)整合難度的考量12:30 Lunch  P.M. Day 2 第二天下午 Key: Post-Deal Integration &  Management專題與演練：交易后的整合與管理 13:45 Keys on JV Contract and Hand-over  | 合同簽訂和交接時(shí)的注意事項(xiàng)     Contract Drafting & Negotiation | 合同簽訂的準(zhǔn)備工作與內(nèi)容     Change Adjustm

12、ent | 可能出現(xiàn)的新信息或變動(dòng)     Pitfalls in Hand-over | 交接時(shí)可能出現(xiàn)的問題14:30 100-day Plan of Integration| 百天整合計(jì)劃     Team-build & People Retention | 專項(xiàng)整合團(tuán)隊(duì)的建立與員工留任     Process Integration | 業(yè)務(wù)流程整合     Case Exercise | 案例分析與演練（頭腦風(fēng)暴）1

13、5:35 Break15:50 Exit & Corporate Divestiture | 退出合資與企業(yè)分拆     Strategic Analysis | 對(duì)分拆的戰(zhàn)略分析     Common Steps | 常見做法     Risks| 風(fēng)險(xiǎn)16:40 Review of 2 Days and Q&A | 回顧與答疑17:00 End   Workshop Instructor | 關(guān)于講師

14、60;Junhao (Martin ZHAOGuest instructor of Xpertise China, Senior economist (CIMA management level, alumni tutor of Management School of Fudan University, currently the head of investment in a Forbes 2000 company, more than 19 years working experience in multinational and inland Fortune 500, includin

15、g 12 years M&A experience with bilateral know-how in multinational and local companies. He is also the Vice Chair of construction working group in European Union Chamber of Commerce. 趙俊豪訊弈中國(guó)（Xpertise China）客約講師，并購(gòu)專家，高級(jí)經(jīng)濟(jì)師（英國(guó)皇家管理會(huì)計(jì)師管理級(jí)），復(fù)旦管院校友導(dǎo)師，目前擔(dān)任某福布斯2000強(qiáng)業(yè)務(wù)發(fā)展負(fù)責(zé)人。有19年以上央企，國(guó)內(nèi)外上市公司，內(nèi)外資

16、全球500強(qiáng)工作經(jīng)驗(yàn)，其中12年并購(gòu)和投資領(lǐng)域的專業(yè)經(jīng)歷，另外還具有2年合資公司董事的高管經(jīng)驗(yàn)。曾成功操作上10億元規(guī)模的并購(gòu)項(xiàng)目，熟悉跨國(guó)并購(gòu)，具有國(guó)內(nèi)公司海外并購(gòu)和跨國(guó)公司國(guó)內(nèi)并購(gòu)的雙邊經(jīng)驗(yàn)。目前的社會(huì)兼職包括歐盟商會(huì)建設(shè)工作組副主席。 Registration Fee | 報(bào)名費(fèi)用The fee includes passes & booklet for two day workshop, and tea-break as well as luncheon buffet.會(huì)議費(fèi)用包含2天會(huì)議全程參與，資料，以及茶歇與午餐。   Corporate Delegate/ 企業(yè)代表：                                    &#