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.
Course Content
2:00 - 2:40 pm- Overview of the M&A Process
- Preparing for Sale (assessing mindset and organizational preparedness) Investment Banker Onboarding; due diligence Letters of Intent
- Peter I. Dunn, Esq., Casner & Edwards LLP, Boston
- Private Company M&A: Negotiating the Definitive Agreements
- Key Areas of Negotiation Between Parties to an M&A Transaction Closing the Deal
- Hannah E. Zaitlin, Esq., Foley & Lardner LLP, Boston
- Break
- The Investment Banker’s Role in Private M&A Transactions
- Trends in the M&A Marketplace
- Alan V. Fullerton, Jr., Mirus Capital Advisors, Burlington
- View from the Inside - Private Equity in the Private M&A Environment
- Jay Lucas, The Lucas Group, Portsmouth
- Please Note
- MCLE webcasts are delivered completely online, underscoring their convenience and appeal.
- There are no published print materials. All written materials are available electronically only.
Speakers
Chair- Peter I. Dunn, Esq., Casner & Edwards LLP, Boston
- Alan V. Fullerton, Jr., Mirus Capital Advisors, Burlington
- Jay Lucas, The Lucas Group, Portsmouth
- Hannah E. Zaitlin, Esq., Foley & Lardner LLP, Boston
