Deal Management in M&A: Due Diligence and Planning Tools to Add Efficiency and Reduce Closing Costs
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will examine how attorneys are successfully using the discipline of legal project management (LPM) to drive efficiency in the M&A process to deliver the value that clients are seeking and deserve. From scoping out key tasks and resources at deal inception, to developing and reporting against a realistic budget, to conducting an "after action assessment" post-closing to benefit from lessons learned, this experienced panel of dealmakers will show how to integrate checklists and other planning and communication tools in your deal process enabling you to better coordinate and execute on your M&A deals.
Outline
- Increased use of LPM in today's M&A deal environment
- Uses of LPM
- Due diligence
- Managing an auction process
- 363 sales
- Determining escrows, purchase price adjustments
- Deal cycle capture tool: tracking issues to be addressed in reps and warranties, indemnities
- Post-closing action items and deadlines
- Other uses
- Application of LPM in post-closing integration
Benefits
The panel will review these and other issues:
- What types of planning tools can be used in the early stages of a deal to avoid bottlenecks and challenges as the deal proceeds?
- How to build a realistic and accurate deal budget by phase and task
- How to identify deal positions to reduce draft churn
- How to memorialize and communicate matters that are critical for post-closing integration
Faculty
Byron Kalogerou
Partner
McDermott Will & Emery
Mr. Kalogerou helps clients execute on their growth strategies by guiding them through complex domestic and... | Read More
Mr. Kalogerou helps clients execute on their growth strategies by guiding them through complex domestic and cross-border mergers and acquisitions and joint ventures and alliances. He also assists early stage life science companies in their capital raising efforts. Mr. Kalogerou has extensive industry background in the life science, industrial and manufacturing sectors. He also acts as outside general counsel to a number of companies. Mr. Kalogerou is a legal project management pioneer and Co-Chair of the ABA Committee on Mergers and Acquisitions’ Task Force on Legal Project Management. He is co-editor of the ABA Guidebook “Using Legal Project Management in Merger & Acquisition and Joint Venture Transactions”, now in its third edition. Mr. Kalogerou also created the first-of-its-kind web-based collaborative deal management portal, which the firm adopted and embraced as part of Client Central.
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Dennis J. White
Counsel
Verrill
Armed with more than 25 years of legal deal experience across a broad range of industries and having chaired one of the... | Read More
Armed with more than 25 years of legal deal experience across a broad range of industries and having chaired one of the largest M&A membership associations in the world, Mr. White has a keen sense of what is "market" and what is achievable. He has represented emerging and mature companies, family businesses, private equity firms, venture capital firms, and sources of debt financing. His practice focuses on M&As and other transactions. Mr. White founded and co-chairs the ABA Task Force on Legal Project Management in M&A Transactions. The work of the Task Force resulted in the ABA's publication of a guidebook titled Using Legal Project Management In Merger and Acquisition Transactions, for which he served as co-editor. Mr. White was also a contributing author and a member of the Editorial Committee for the second edition of the ABA's Model Stock Purchase Agreement with Commentary, one of the ABA's most widely read and used business law publications. He is also a past Chairman of the Global Board of Directors of the Association for Corporate Growth, an M&A trade association with more than 14,000 deal community members in more than 50 chapters around the world.
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Michaël Hassan
Managing Director and Divisional General Counsel Legal Affairs
PSP Investments
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