Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

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


M&A Boot Camp: Understanding the Lifecycle of a Deal

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 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.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Aarthi Belani

Aarthi Belani is a partner in the M&A practice in ...

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Bob Dekker

Bob is a co-founder and managing director of Insight Advisory ...

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David Lallouz

David R. Lallouz is a partner in Tannenbaum Helpern's Corporate, ...

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Peter Feinberg

Peter Feinberg has more than 25 years’ experience representing primarily ...

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Robert Londin

A partner in his firm’s Corporate and Commercial Transactions Group, ...

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