Financial Poise

M&A BOOT CAMP - Video Webinar Series

M and A Boot Camp On Demand Video Webinar Series

Corporate transactions (or “deals”) include many types of transactions. Viewed broadly, a deal can be a very small matter such as drafting a purchase order, a non-compete agreement, or myriad other single purpose agreements necessary to document a legal relationship between two parties and extend to large multi-national acquisitions and financings. One of the most significant types of transactions a company can enter into, however, and the type that is commonly thought of as needing a “deal” lawyer, is a Mergers and Acquisitions transaction.

M&A (mergers and acquisitions), viewed broadly, includes buying or selling all or part of a business or company, as well as business combinations, such as mergers. Such “deal” work commonly requires attorneys, accountants, intermediaries (i.e. investment bankers and business brokers) to work together.

This webinar series features leading M&A attorneys and other deal professionals speaking about private company M&A in roughly chronological order, guiding the audience through a conversation that spans from deal origination, the LOI (letter-of-intent) or term sheet, due diligence, document drafting and negotiation, closing, and post-closing. Issues addressed include tax planning and structure; corporate governance; negotiating deal points and common pitfalls and challenges; closing conditions; representations and warranties; indemnification provisions; earn-outs; restrictive covenants; antitrust; intellectual property; and employment. While many of the topics covered apply also to public company M&A, the focus of this webinar series is on M&A involving a privately owned company or business.

Negotiating an M&A Deal

Premiere Date: December 12, 2023

This webinar involves the panelists engaging in mock negotiations of a variety of deal points which commonly arise in M&A transactions.

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Post-Closing Issues: Integration & Potential Buyer/Seller Disputes

Premiere Date: November 14, 2023

The deal is complete, and the parties have finished the hard work.  Or have they?  Integration planning turns to execution as people, process, and technology are combined once the deal is legally closed. The buyer will need to consider the purchased business or assets from the standpoint of employees, IT, customers, suppliers, and a multitude of other areas. 

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The M&A Process

Premiere Date: October 17, 2023

Buying, selling, or merging a company typically follows a similar set of steps from deal to deal.

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Key Provisions in M&A Agreements

Premiere Date: September 12, 2023

Although every deal is different, understanding any purchase/sale agreement will help you understand other purchase sale agreements.

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Structuring and Planning the M&A Transaction

Premiere Date: September 10, 2023

There is an old carpenters’ expression, “measure twice, cut once.” M&A work is just one of many areas in business and law where this expression resonates. Buyers and sellers, like […]

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