This M&A Master Class will focus on the specific decisions, information, and actions that will likely be required during an acquisition process.
CURRICULUM
I. Establishing M&A agreements
- Negotiating NDAs and restrictive covenants
- Break fees and MAC negotiations / provisions
- Exclusivity periods, topping bids, and ‘go shop’ provisions
- Deal structures and related tax planning considerations
- Employee transfers and retention agreements
- Allocations of risk / risk-sharing structures
- Letters of intent
II. Regulatory and antitrust considerations in M&A
- Negotiating requirements to complete
- Notification filings including HSR
- Information exchanges and clean teams
- Gun jumping and process considerations
- Methods for securing agency approvals
- Navigating competition and antitrust reviews
- Bifurcated closings
III. Negociating purchase agreements
- Structuring the acquisition of a public company
- Structuring the acquisition of a private company
- Structuring the acquisition of a venture-back company
- Structuring the acquisition of a distressed company / Sec. 363 assets
- Determining frameworks for post-closing disputes and remedies
- Sandbagging clauses and other closing considerations
- Guest Q&A: Lessions learned & insights
WHY ATTEND
By completing this M&A Master Class you will be better prepared to:
- Negociate purchase agreements to maximize the economic benefit of a transaction
- Properly identify the risks associated with M&A and manage exposure
- Reduce the amount of time absorbed when negociating a purchase agreement
- Increase your expertise and ability to add value to your company's M&A process
CLE and CPE credit will be available.
WHO SHOULD ATTEND
The curriculum is designed for public company corporate development directors, in-house M&A counsel, strategy & finance managers, and those in similar roles with 10+ years of professional experience and responsibility for M&A activities. Familiarity with M&A concepts and methods is prerequisite knowledge.
SCHEDULE
This M&A Master Class will be taught live online from 10:00am - 4:30pm CT on:
- Exact date TBD
APPLY
Enrollment is this course is limited. Apply today for this cohort.
Members of the Transaction Advisors M&A Institute leverage the collection of knowledge at TransactionAdvisors.com and enjoy preferred access to the programs we host throughout the year. If your M&A Institute Membership is not current, we will contact you to pay your annual dues.
For questions, contact ENassar@TransactionAdvisors.com / +1 (312) 625-2702.
Tuition is nonrefundable, but if you are not able to attend we will make every effort to transfer your tuition to a future program, of similar or lesser value, for a period of one year. You may also transfer your registration to another individual within your organization, upon our approval. Additional Terms & Conditions apply.