A Human Resource Certification Institute (HRCI) Pre-approved Training Course
Due Diligence: Appraisal and Management of Potential Investors and Partners
Attracting and Sustaining Productive Relationships
Course Overview
This GLOMACS training course on Due Diligence is concerned with one of the most important activities in the development of oil and gas business – critical analysis and evaluation of potential investors and partners. The oil and gas industries are becoming more complex in structure, technology, competition and strategic choice. Consequently a company’s relationships with potential investors and partners now require a significantly higher standard of appraisal and focus than has been the case in the past. This high-level 10-day GLOMACS course will concentrate on the application of leading-edge tools and techniques of due diligence in building effective relationships with these two strategically significant stakeholder categories.
Due diligence is multi-dimensional. It is based on an understanding of needs and objectives of potential investors and partners; their decision criteria; their compatibility with the strategic and operational objectives of our own company; and finally it requires a structured process by which attraction and integration of new investors and partners can be accomplished effectively in order to sustain continuous improvement in the profitable growth of the company.
This GLOMACS training course will highlight the following key topics:
- The changing dynamics of the global oil and gas business
- Due diligence in financial appraisal of potential investors and partners
- Due diligence in non-financial appraisal of potential investors and partners
- The specific challenges of partnering in alliances and joint ventures
- Best practice in managing investor and partner relationships
Modules
This training course is split into two modules:
Module I - Evaluating Collaborative Development Opportunities
Module II - Managing Collaborative Development
Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.
Training Objectives
At the end of this GLOMACS training course, you will learn how to:
- Identify the precise characteristics of new investors and partners
- Evaluate the past performance and future potential of new investors and partners
- Select and engage with new investors and partners
- Anticipate and deal with the challenges of integrating new investors and partners
- Measure the strategic impact of adding the new relationships
Who should Attend?
This GLOMACS training course is designed to be relevant for a very wide range of experienced professionals - for example the following categories of managers:
- Corporate Finance Officers
- Data Managers and Analysts
- Strategic Planners and Investment Analysts
- Internal Auditors and Management Accountants
- Upstream and Downstream Operations and Supply Chain Managers
- Merger and Acquisition Specialists
- Alliance and Joint Venture Specialists
- Private Equity Specialists
- Asset and Facilities Managers
- Human Resource Managers
- Other individuals whose professional future would be enhanced by an understanding of current best practice in investor / partner analysis and appraisal
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
Training Outline
Module 1: Evaluating Collaborative Development Opportunities
DAY 1: The Basics of Due Diligence in Business Decisions
- The Changing Dynamics of Global Business
- The Strategic Relevance of Due Diligence in Market Analysis
- The Strategic Relevance of Due Diligence in Financial Management
- The Strategic Relevance of Due Diligence in Merger and Acquisition
- The Strategic Relevance of Due Diligence in Business Planning
DAY 2: Due Diligence in Market Analysis
- Market Analysis (1) – Data Search and Business Intelligence
- Market Analysis (2) – Analytical Tools and Techniques
- How attractive is the market sector that we are evaluating?
- How strong is our performance in this market sector?
- What is the potential for sustainable profitable growth?
DAY 3: Due Diligence in Financial Management
- Profit and Loss Statement – What this signifies?
- Balance Sheet – What this signifies?
- Cashflow Statement – What this signifies?
- Evaluating the Financial Anatomy – Structure and Gearing
- Evaluating the Financial Anatomy – Robustness and Sustainability
DAY 4: Theme: Due Diligence in Risk Analysis and Risk Management
- Identification of Types of Risk in this Company
- Quantitative and Qualitative Tools and Techniques of Risk Analysis
- Best Practice in Risk Management – A Structured Process
- The Emerging Concept of “Risk Engineering”
- International Standards and Requirements of Corporate Governance
DAY 5: Theme: Due Diligence in Strategic Planning
- What is strategy and why is it important?
- Alternative Approaches to Strategic Planning
- Management and Control – dealing with variance and divergence
- Balancing Short-term and Long-term Programmes and Projects
- Example of a Strategic Planning Framework
- Discussion and Plan – How to apply themes 1-5 in your company?
Module 2: Managing Collaborative Development
DAY 6: Understanding the Requirements of Due Diligence in Investor Evaluation
- How an investor analyses and evaluates an investment opportunity?
- Understanding the Criteria and Approaches of Different Types of Investor
- The Investor’s Perspective – profitability, growth, future viability
- A Due Diligence Model that Facilitates and Supports our Choice of Investor
- Managing Investor Relations as our Organisation Develops and Changes
DAY 7: Understanding the Requirements of Due Diligence in Partner Evaluation
- The Strategic Rationale for Partnership
- The Various Forms of Partnership
- The Process of Partner Identification
- Financial Evaluation of Potential Partners
- Non-financial Evaluation of Potential Partners
DAY 8: Applying Due Diligence in Evaluating Partnerships
- Identifying Resources Required – complementary or additional
- Determining the Characteristics of Potential Partner(s)
- Tools and Techniques for Initial Screening
- The Guiding Principle of “Tissue Match”
- Reducing the Long List to a Short List
- Refining the Short-list Process
- Summary of the Complete Process and Agreeing the Short List
DAY 9: Applying Due Diligence in Managing Partnerships
- The Managerial Differences between a Strategic Alliance and a Joint Venture
- The Process of Agreeing the Business Case
- Negotiating the Terms of an Alliance or a Joint Venture
- Choosing the Most Effective Partnership Structure
- The Life-cycle of the Partnership and the Challenge of Renewal
DAY 10: Applying the Complete Seminar to the Needs of the Company
- Use of Relevant Data and Information to Support Decisions
- Due Diligence in Aligning Strategy and Operations
- Due Diligence in Scenario Forecasting and Strategic Choice
- How to Apply Themes 1-5 in this Company
- Discussion – Interaction – Agreeing Priorities for the Company
- Delegates’ Personal Plans for Follow-up Action
Certificates
- On successful completion of this training course, GLOMACS Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor and Re-Certification credits from HR Certification Institute (HRCI), will be awarded to the delegates
Accreditation
GLOMACS is proud to hold the Approved Provider status with HR Certification Institute (HRCI®), an internationally recognized certifying organization for the human resource profession. This partnership grants us the ability to provide pre-approved HR Courses which qualify for re-certification credit of HR Professionals.
HR Certification Institute's® (www.HRCI.org) official seal confirms that GLOMACS meets the criteria for pre-approved recertification credit(s) for any of HRCI’s eight credentials, including SPHR® and PHR®."
GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
Providers and Associations
Sessions in international locations
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