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

Series: PRIVATE COMPANY M&A BOOT CAMP 2018

FacebookTwitterLinkedIn

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

Timing:



Webinar Faculty:


Aarthi Belani

Aarthi Belani is an associate at the Silicon Valley office ...

Learn More »

Bob Dekker

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

Learn More »

David Lallouz

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

Learn More »

Peter Feinberg

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

Learn More »

Robert Londin

Robert Londin is a partner at Jaspan Schlesinger LLP.  He ...

Learn More »