戰(zhàn)略合資與整合實務：協(xié)同效應,交易架構和并購后管理

1、XPERTISE CHINA®Exclusive Program | 獨家項目This workshop is designed, drafted and exclusively promoted by Xpertise China研習會內容框架和宣傳文字均由訊弈中國獨家設計，開發(fā)和市場運作。Joint Venture Integration: Synergy, Deal Structure & Post Deal Management戰(zhàn)略合資與整合實務：協(xié)同效應，交易架構和并購后管理 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. 本次研習會將從企業(yè)實務管理經驗出發(fā)，以“整合”的維度來剖析企業(yè)合資項目的計劃和執(zhí)行，幫助企業(yè)職能專家以及戰(zhàn)略管理層更好地實現(xiàn)業(yè)務發(fā)展的真正價值，研習其中將會包含數(shù)個案例演練。Key Tags | 關鍵詞 China-specific, Synergy Plan, Deal Structure, PMI,  Divestiture符合中國實情，整合計劃，交易架構，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)造價值    Integration Timeline | 合資項目中各階段的整合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  | 交易價格和雙方溝通10:45 Break 11:00 Cross-Functional Involvement in Integration| 合資項目人員的整合意識和跨職能參與     Internal Team | 內部團隊的協(xié)調     External Advisor Management | 外部顧問團隊的把控

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

7、iligence | 初步盡調后對整合的分析     Organization Structure | 組織與管理流程     Product Line | 產品線     Corporate Culture | 企業(yè)文化     Key People | 目標公司管理層     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)同分析以及整合計劃的制定16:15 Review of the Role-Play Mock | 案例演練的總結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：交易架構和價格對整合影響 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     Risks & Opportunities| 各種架構的優(yōu)劣     Management Structure | 管理團隊架構10:00 Business Valuation & Final Price  | 企業(yè)估值與交易價格對整合的影響    

10、;  Prevent Over-Pay | 如何避免收購價過高     Business Valuation | 企業(yè)估值以及內部對未來協(xié)同作用的估價     Price Negotiation (Internal & External | 交易價格的交涉（同目標公司，同企業(yè)內部/總部）10:30 Break 10:45 Role-Play: Structure & Price Negotiation and Integration Consideration | 演練:價格與架構的談判以

11、及未來整合難度的考量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  | 合同簽訂和交接時的注意事項     Contract Drafting & Negotiation | 合同簽訂的準備工作與內容     Change Adjustm

12、ent | 可能出現(xiàn)的新信息或變動     Pitfalls in Hand-over | 交接時可能出現(xiàn)的問題14:30 100-day Plan of Integration| 百天整合計劃     Team-build & People Retention | 專項整合團隊的建立與員工留任     Process Integration | 業(yè)務流程整合     Case Exercise | 案例分析與演練（頭腦風暴）1

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

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（Xpertise China）客約講師，并購專家，高級經濟師（英國皇家管理會計師管理級），復旦管院校友導師，目前擔任某福布斯2000強業(yè)務發(fā)展負責人。有19年以上央企，國內外上市公司，內外資

16、全球500強工作經驗，其中12年并購和投資領域的專業(yè)經歷，另外還具有2年合資公司董事的高管經驗。曾成功操作上10億元規(guī)模的并購項目，熟悉跨國并購，具有國內公司海外并購和跨國公司國內并購的雙邊經驗。目前的社會兼職包括歐盟商會建設工作組副主席。 Registration Fee | 報名費用The fee includes passes & booklet for two day workshop, and tea-break as well as luncheon buffet.會議費用包含2天會議全程參與，資料，以及茶歇與午餐。   Corporate Delegate/ 企業(yè)代表：                                    &#