M&A Deal Process

This class is designed to provide a deeper understanding of the overall M&A process, from inception to closing of a deal. The class starts by providing an overview of the practical steps, key considerations, and documentation that are involved at each stage of the deal process, and then leads participants through preparing a closing checklist with an emphasis on learning how to identify relevant considerations and documentation. Particular focus will be given to the junior associates and in-house counsel role in the process; to exemplify, participants will work through a short exercise in which they are asked to assume the role of a junior associate in preparing and coordinating the closing checklist, taking into account the various considerations discussed in the group session.

Manage an M&A deal with confidence--from inception to closing. You'll learn about every stage of the deal process, including practical steps, key considerations, and documentation. Then you'll prepare a comprehensive closing checklist for a real-world transaction.

Level: Basic/Foundational

This class is suitable for attorneys at any level who have a general interest in M&A but have not had extensive practical experience in this practice area.

Upon completion of this Master Class, participants will be able to:

• Understand the various stages and components of the M&A deal process and be able to meaningfully contribute to each stage
• Prepare a comprehensive closing checklist for a private M&A transaction
• Manage the logistics of the deal process

Participants will prepare a closing checklist using a form precedent and the information gleaned from the initial scenario. Considerations will include who the respective parties are, our client’s goals, and initial facts regarding the contemplated structure of the proposed acquisition.

2 CLE Credits is available for each course.