Private Company Core M&A Fluency
Understand the process, key points of negotiation and customary transaction documents
Wednesday, 11/16/2022, 2:00 pm – 5:00 pm
- Product Number: 2230008P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
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
Agenda & Materials
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2:00 - 2:40 pm
Overview of the M&A Process
watch listen Add to Cart- Preparing for Sale (assessing mindset and organizational preparedness)
- Investment Banker Onboarding; due diligence
- Letters of Intent
- 895112v1-MCLE-M-A--Slides-Dunn-Fall-2022(.PPTX, 409 KB)
- Unedited Transcript(.PDF)
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2:40 - 3:40 pm
Private Company M&A: Negotiating the Definitive Agreements
watch listen Add to Cart- Key Areas of Negotiation Between Parties to an M&A Transaction
- Closing the Deal
- Negotiating-the-Definitive-Agreements--Nov--17-MCLE-(.PPTX, 127 KB)
- Unedited Transcript(.PDF)
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3:40 - 3:50 pm
Break
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3:50 - 4:25 pm
The Investment Banker’s Role in Private M&A Transactions
watch listen Add to Cart- Trends in the M&A Marketplace
Alan V. Fullerton, Jr., Mirus Capital Advisors , Burlington
- Fullerton-MCLE-Draft(.PPTX, 13,450 KB)
- Unedited Transcript(.PDF)
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4:25 - 4:50 pm
View from the Inside—Private Equity in the Private M&A Environment
watch listen Add to CartJay Lucas, The Lucas Group , Portsmouth
- TLG---PE-Trends-and-Opportunities---11-15-22-93-(.PDF, 349 KB)
- Jay-Lucas---NH-2022(.DOCX, 14 KB)
- Unedited Transcript(.PDF)
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- Faculty