SEG-03 · Programme Catalogue
Structured Learning for Every Stage of M&A Readiness
Three programme formats — each designed to match where a team currently stands in its understanding of the mergers and acquisitions process. Delivered as structured education, not as advisory services.
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How the Karex Programme Structure Works
Each Karex programme follows a consistent framework: we begin from the structural shape of a typical M&A process, then move through the operational layers — preparation, information organisation, integration planning, and post-deal administration. Participants are guided through common patterns and terminology without receiving transaction-specific advice.
The three programmes are designed for different levels of depth and group context. A single participant working through the foundations online course will cover the same core terrain as a senior team in the two-day workshop — but the workshop adds collaborative reflection, group output, and a personal reference handbook.
The consulting engagement extends the same framework into a twelve-week operational preparation process, resulting in documented scaffolding that teams and their qualified advisors can work from directly.
Phase 01
Preparation & Information Organisation
Understanding how organisations typically prepare documentation, structure internal data, and organise information rooms ahead of an M&A process.
Phase 02
Structuring & Integration Planning
Examining how deal structures are typically framed and how integration planning is organised during and after the principal negotiation phase.
Phase 03
Post-Deal Administration & Communication
Reviewing stakeholder communication patterns, administrative processes, and the documentation typically required in the period after deal completion.
SEG-01 · Programme One
SEG-01 · Self-Paced · Online
M&A Process Foundations Online Course
RM 700 per participant
A self-paced online course of seven modules introducing senior managers and finance staff to the structural shape of a typical mergers and acquisitions process — covering preparation, information exchange, structuring, integration planning, and post-deal administration. Each module covers common patterns and a glossary of terminology.
Provided strictly as informational education. Participants are encouraged to engage their qualified advisors for any specific transaction.
- Seven structured modules covering the full M&A process lifecycle
- Glossary of terminology commonly used in M&A documentation and discussions
- Accessible at the participant's own pace — no fixed schedule required
- Suitable for senior managers and finance staff with no prior M&A exposure
- Completion reference certificate provided upon finishing all modules
Programme Steps
- 01Enrolment and access to learning platform
- 02Modules 1–3: Process preparation and information exchange
- 03Modules 4–5: Structuring and integration planning patterns
- 04Modules 6–7: Post-deal administration and terminology review
- 05Completion assessment and reference certificate
SEG-02 · Programme Two
M&A Process Workshop for Senior Teams
RM 3,200 per group (up to 12 participants)
A two-day on-site workshop for senior management teams who want a structured walk-through of a typical M&A process. Covers preparation rhythm, information-room organisation, integration planning structures, and stakeholder communication patterns. Group size is capped at twelve to allow for thorough discussion and reflection across the two days.
Output includes a written internal reference handbook and a structured personal reflection log per participant. Provided as informational education only.
- Two-day facilitated session held at the organisation's premises
- Covers preparation, information-room practice, integration planning and communication
- Group size capped at twelve — all participants receive full facilitation time
- Written internal reference handbook produced as group output
- Structured personal reflection log provided per participant
Workshop Structure
- Day 1Process overview, preparation rhythm, information-room organisation
- Day 2Integration planning, stakeholder communication patterns, group reflection
- OutputReference handbook + individual reflection logs distributed post-session
SEG-02 · On-Site · 2 Days · Max 12
SEG-03 · Programme Three
SEG-03 · On-Site & Remote · ~12 Weeks
M&A Process Readiness Consulting Engagement
RM 4,500 per engagement
A consulting engagement of approximately twelve weeks supporting a senior team in preparing the operational scaffolding that typically surrounds an M&A process — including internal data organisation, document inventory, integration-planning frameworks, and a stakeholder communication calendar.
Output is a written readiness plan suitable as input for leadership planning discussions and conversations with qualified advisors. Provided as operational consulting only — not as financial, legal, or investment advisory.
- Approximately twelve weeks of structured consulting support
- Internal data organisation and document inventory support
- Integration-planning frameworks tailored to team structure
- Stakeholder communication calendar developed collaboratively
- Written readiness plan as final deliverable — suitable for advisory input
Engagement Phases
- Wk 1–3Initial assessment — internal data review and document inventory mapping
- Wk 4–8Framework development — integration planning and communication calendar
- Wk 9–11Readiness plan drafting and senior team review sessions
- Wk 12Final readiness plan delivery and engagement close
Comparison · Programme Selection
Choosing the Right Programme
Each programme is designed for a distinct context. The matrix below helps identify which format aligns with a team's current situation and objectives.
| Feature |
SEG-01
Online Course
|
SEG-02
Workshop
|
SEG-03
Consulting
|
|---|---|---|---|
| Format | Self-paced online | On-site, 2 days | ~12 weeks |
| Participants | Individual | Up to 12 | Senior team |
| Written output | — | ||
| Integration planning frameworks | — | ||
| Document inventory support | — | — | |
| Stakeholder communication calendar | — | — | |
| M&A terminology glossary | |||
| Investment | RM 700 | RM 3,200 | RM 4,500 |
| Best suited for | Individual staff building foundational awareness | Leadership teams preparing for process orientation | Organisations building operational readiness documentation |
SEG-01
Online Course
RM 700
Best for: Individual staff seeking foundational M&A process awareness.
Self-paced · 7 modules · Glossary included · Individual enrolment
SEG-02
Workshop for Senior Teams
RM 3,200
Best for: Leadership teams preparing for structured M&A process orientation.
On-site · 2 days · Max 12 · Handbook + reflection log output
SEG-03
Readiness Consulting
RM 4,500
Best for: Organisations building operational readiness documentation.
~12 weeks · Document inventory · Readiness plan output
Pricing · Programme Fees
Programme Investment
All fees are in Malaysian Ringgit. No recurring charges. Each programme is a single fixed-fee engagement.
SEG-01
M&A Process Foundations Online Course
- Seven content modules
- M&A terminology glossary
- Self-paced access
- Completion reference certificate
SEG-02 · Senior Teams
Workshop for Senior Teams
- Two-day on-site facilitation
- Group reference handbook
- Individual reflection log per participant
- Group size up to 12
SEG-03
Readiness Consulting Engagement
- ~12 weeks of consulting support
- Document inventory assistance
- Integration planning frameworks
- Written readiness plan deliverable
Standards · Protocols
How Karex Programmes Are Delivered
Informational Scope
All programme content is framed as general education on common M&A process patterns. No content constitutes financial, legal, or investment advisory services.
Participant Data Privacy
Participant information collected in connection with enrolment or workshop scheduling is handled in accordance with our published privacy policy and applicable Malaysian data protection requirements.
Structured Content Framework
Each programme follows a documented internal content framework reviewed periodically against published industry references and publicly available M&A process literature.
Qualified Facilitators
Workshop and consulting programmes are conducted by Karex facilitators with documented professional backgrounds in corporate finance and operational management contexts.
Output Documentation
Written outputs — reference handbooks, reflection logs, and readiness plans — are produced solely as internal reference materials for the organisation and are not representations of professional advice.
Participant Support
Questions related to programme content and scheduling can be directed to the Karex team at [email protected]. We respond to all enquiries within two business days.
Next Step
Which Programme Fits Your Team's Situation?
If you have a question about any of the three programmes — format, scheduling, group size, or content scope — the Karex team is available to discuss. Send a note through the contact form and we will respond within two business days.
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