The M&A Process: Understanding the Lifecycle of a Deal & Basic Deal Documents 2018

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 discusses all these steps from a macro perspective so that you can see the forest from the trees, but does not do a deep dive into any one of them. Think of this webinar as a road map or timeline for a typical deal.

Webinar Faculty

Moderator:

Peter Feinberg

Peter Feinberg has more than 25 years of experience representing primarily middle market companies in all aspects and many sectors of merger and acquisition transactions. Mr. Feinberg has successfully closed… Read More

Panelists:

Aarthi Belani

Aarthi Belani is a partner in the M&A practice in the Palo Alto office of Baker McKenzie. She focuses on M&A and venture deals in tech and life sciences. Prior… Read More

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

David Lallouz

David R. Lallouz is a partner in Tannenbaum Helpern's Corporate, Capital Formation and Securities Law practice where he advises clients on complex corporate transactions. For a decade and a half,… Read More

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