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 pmOverview 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
2:40 - 3:40 pm
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
3:40 - 3:50 pm
Break
3:50 - 4:25 pm
The Investment Banker’s Role in Private M&A Transactions
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
Jay Lucas,
The Lucas Group, Portsmouth
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairPeter I. Dunn, Esq.,
Casner & Edwards LLP, Boston
Faculty
Alan V. Fullerton, Jr.,
Mirus Capital Advisors, Burlington
Jay Lucas,
The Lucas Group, Portsmouth
Hannah E. Zaitlin, Esq.,
Foley & Lardner LLP, Boston
