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Mergers and Acquisitions Basics

Spring 2016 dates coming soon.

Whether you are a buyer or seller, this course will cover the fundamental principles and techniques involved in successful middle market transactions to advance your strategic and financial goals.

Course Objectives

Buyers: Create the necessary framework to analyze and pursue acquisition opportunities

Sellers: Develop the ability to manage expectations and numerous options in the sale process

Buyers and sellers: Advance your strategic and financial goals

Who Should Attend

This course is ideal for business owners, executives and professional advisors who need to expand their understanding of the fundamental principles and techniques involved in successful middle market transactions.


  • A description of the process and planning of the various players from private equity to strategic buyers
  • Transaction structure options and considerations
  • Valuation methods
  • Due diligence
  • Financial analysis
  • Transaction documents and post-closing activity

About the Instructor

John F. Dunbar Jr. has more than 25 year of mergers and acquisions experience as a former principal at Strategic Investments & Holdings Inc., a private equity firm that invests equity capital with operating management teams in acquisitions and recapitalizations. SIHI has successfully completed over 80 acquisitions in diverse manufacturing, distribution and service businesses, involving more than $1.5 billion in financing and aggregating revenue exceeding $6 billion.

Dunbar originated, structured and closed equity investments in leveraged buyouts, recapitalizations, plant expansions and new ventures. As an active board member and consultant today, he evaluates financial performance and participates in strategic and financial planning Some examples of his acquisitions include:

  • Leading the management buyout of Graphic Controls, a $70 million manufacturer of industrial and medical recording charts and markers, specialty printing and printing supplies, from Tyco International. Subsequently completed four strategic add-on acquisitions and reentry into the medical business.
  • Acquired a leading baker of private label bagels from the two founders in a $21 million transaction.
  • Identified and acquired a rubber battery separator manufacturer for $17 million.
  • Acquired a $20 million supplier of security enclosures and repair services for predominantly national retailers
  • Led the successful turnaround and sale of $40 million designer and producer of printed fabrics.

A licensed professional engineer since 1988, Dunbar received both his MBA and his Bachelor’s of Science degree in Civil Engineering from the University at Buffalo. His successes allow him to provide valuable insights as an adjunct instructor: finance and managerial economics in our Professional MBA program and, for the past nine years, mergers and acquisitions in our full-time MBA program.


$1,295 includes cost of all program materials

A $125 discount is available for:

  • University at Buffalo Executive MBA alumni
  • University at Buffalo Professional MBA alumni
  • Center for Entrepreneurial Leadership (CEL) program member or alumni and
    School of Management Alumni Association members

Payment can be made:

Credit card, Visa, MasterCard, American Express and Discover
Check made payable to: UB Foundation Activities Inc.