Middle Market Mergers & Acquisitions


Monday, October 7, 2013
9:00 AM - 4:00PM CST

Registration is closed. This event has already been held.

Program Description

Pave the Way for a Smooth, Advantageous Business Deal

Learn best practices for handling middle market mergers and acquisitions with confidence. This informative course will walk you through the M&A process and will prepare you to handle everything from structuring the transaction to drafting purchase agreements. Don't miss this opportunity to build your skills.

  • Understand the tax implications of a transaction before entering negotiations.
  • Discover how to prepare for the sale of an entity.
  • Learn about the key differences between asset sales, stock sales and mergers.
  • Understand the importance of thorough confidentiality agreements.
  • Explore today's hot button due diligence issues.
  • Gain valuable insight on what should be included in a purchase agreement under representations and warranties.
  • Know what to expect at the closing of an M&A, and how post-closing covenants come into play.
  • Learn how to calculate an accurate purchase price.

Who Should Attend
This course is designed for attorneys. It may also benefit accountants, chief financial officers, investment bankers and corporate strategic planners.

Course Content

  • General M&A Concerns
  • Preparation of Entity for Sale
  • Transaction Structure/Key Differences
  • Tax Considerations in Transactions
  • Confidentiality Agreements
  • Letters of Intent
  • Due Diligence Issues/Hot Button Items
  • Purchase Agreements
  • Closing/Post Closing

Continuing Education Credit: 6.00 Credits

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.


AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

Searches are not case sensitive.