Overview of M&A Transactions

This class introduces participants to the concept of M&A in broad terms. It starts by examining what constitutes an M&A transaction and what drives typical M&A deals. The instructor will use examples of recent M&A deals to illustrate these concepts. The class then moves on to the practical aspects of identifying and differentiating between the different structural alternatives available for an M&A transaction, highlighting the advantages and disadvantages of each in a given context, including corporate, tax, liability, and other considerations.

Learn big-picture M&A concepts such as typical deal structures (SPA, APA, Merger) and key criteria for selecting a structure (including corporate, tax, and liability issues), then apply your new knowledge to real-world scenarios by drafting a client memo for a proposed transaction. 

Level: Basic-Foundational

Upon completion of this Master Class, participants are able to:

• Identify and differentiate between structural alternatives for an M&A transaction
• Articulate the considerations in selecting a structure for a given transaction
• Apply these considerations to determine appropriate structure in context

Participants will prepare a brief memo to the client outlining the available structural alternatives for a proposed acquisition and briefly summarizing the relevant considerations. Participants then apply these considerations to recommend a structure for the client, given the circumstances provided.

2 CLE Credits is available for each course.