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

The M&A Process


The accompanying slides are available to view for free by clicking the “On Demand” button below.

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 from deal to deal but the order of the steps is also fairly uniform because they follow a certain logic:  before a potential “target” or seller of a target will share meaningful information with a potential buyer, it usually requires a confidentiality agreement (a/k/a “non-disclosure agreement,” or “NDA”); once a base-line amount of information is known by the would-be buyer then it can present a letter of intent or term sheet to the target or its owner, which serves as an outline for a deal but does not bind the parties to consummate one; additional due diligence and the negotiation and drafting of definitive documents comes next; followed by closing; and finally by post-closing tasks.  This webinar will discuss all these steps so that you can see the forest from the trees.

Principal Audience: Attorneys and Advisors, Business Owners and Executives

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Alexander Davie

Alexander J. Davie is a corporate and securities attorney in ...

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Craig Mordock

Craig Mordock is a partner at Sheppard Mullin, where he ...

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Peter Feinberg

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

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Stephen Gillette

Steve Gillette, of Jones Day, advises companies and financial institutions on ...

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