Product Description

Merger and acquisition activity for private companies has continued at a heady pace during the pandemic and beyond. Lawyers practicing in this area must be familiar with the players, process, and lexicon of the industry. From investment banker engagement, the marketing process, data rooms, letters of intent, and negotiating and papering the deal to closing, knowing how deals get done—and identifying and protecting key client interests is essential. This program gives those new to the practice, and those seeking a refresher, an understanding of the process, key points of negotiation, and customary transaction documents.

Agenda & Materials

• 2:00 - 2:40 pm

  Overview of the M&A Process

  on demand video Add to Cart

  • Preparing for Sale (assessing mindset and organizational preparedness)
  • Investment Banker Onboarding; due diligence
  • Letters of Intent

  Peter I. Dunn, Esq., Casner & Edwards LLP , Boston
  
• 2:40 - 3:40 pm

  Private Company M&A: Negotiating the Definitive Agreements

  on demand video Add to Cart

  • Key Areas of Negotiation Between Parties to an M&A Transaction
  • Closing the Deal

  Hannah E. Zaitlin, Esq., Foley & Lardner LLP , Boston
  
• 3:40 - 3:50 pm

  Break
• 3:50 - 4:25 pm

  The Investment Banker’s Role in Private M&A Transactions

  on demand video Add to Cart

  • Trends in the M&A Marketplace

  Alan V. Fullerton, Jr., Mirus Capital Advisors , Burlington
  
• 4:25 - 4:50 pm

  View from the Inside—Private Equity in the Private M&A Environment

  on demand video Add to Cart

  Jay Lucas, The Lucas Group , Portsmouth
  

Chair

Faculty