The M&A Process

Buying, selling, or merging a company typically follows a similar set of steps from deal to deal. The amount of time each step takes varies but the order of the steps is fairly uniform because the steps follow a certain logic: before the parties share meaningful information, they should sign a confidentiality agreement (a/k/a “non-disclosure agreement,” or “NDA”); once a baseline amount of information is known by the would-be buyer, it commonly presents a letter of intent or term sheet to the target or its owner, which serves as an outline for a deal but does not necessarily bind the parties to consummate the transaction; additional due diligence and the negotiation, drafting and signing of definitive documents comes next. The parties then obtain any needed regulatory and/or contractual third party approvals; followed by closing; and finally by post-closing tasks. This webinar will discuss all these steps from a macro perspective so that you can see the forest for the trees, but does not do a deep dive into any single topic. Think of this webinar as a road map or timeline for a typical deal.

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Webinar Faculty

Moderator:

Robert Londin

A partner in his firm’s Corporate and Commercial Transactions Group, Mr. Londin counsels numerous companies in connection with their mergers and acquisitions (both strategic and financial), financing needs and the… Read More

Panelists:

Bob Dekker

Bob Dekker is a Managing Director at Balmoral Advisors ® Bob is a career capital markets professional and entrepreneur with extensive experience working with companies ranging from emerging growth to… Read More

Leslee Cohen

Leslee Cohen, Principal at Hershman Cohen, concentrates her transactional practice in securities law, corporate finance and general corporate law. She counsels a variety of entities, from small entrepreneurs and start-up… Read More

Michael Weis

Michael is a principal of Firsel Ross & Weis, representing privately and publicly held entities in business and commercial transactions. He has handled the negotiation and closing of hundreds of… Read More