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Program Content
This comprehensive presentation series delves into the latest trends and best practices in middle-market M&A, from structuring deals, to due diligence, to post-closing integration. Based on the presenter's book: Mergers & Acquisitions From A to Z, Third Edition—by Andrew J. Sherman, course materials include key tools and checklists, pragmatic insights from the trenches, as well as case studies and transactions ripped from the headlines.
Receive a copy of the presenter's book: Mergers & Acquisitions From A to Z with your registration fee!
Part |
Webinar Dates |
Webinar Focus |
| 1 |
September 14 |
Introduction to M&A |
| 2 |
September 21 |
Understanding the Key Legal and Strategic Issues for Both Buyer and Seller |
| 3 |
September 28 |
Understanding the LOI and Other Pre-Transactional Issues |
| 4 |
October 5 |
The Art and Science of Due Diligence |
| 5 |
October 12 |
Structuring the Transaction and Negotiating the Definitive M&A Documents |
| 6 |
October 19 |
Post Closing Issues/Student Presentations |
Learning Objectives
After attending this webinar series, participants will be able to:
- Articulate the legal, strategic, financial, and operational aspects of middle market M&A
- Identify key issues and challenges in getting deals from inception to closing
- Differentiate between types of transaction schedules and defining which deals have a likelihood of closing vs de-railing
Who Should Attend
CEOs, business leaders, NACVA, IBA, and MMIBA members, lawyers, CPAs, consultants, and academics.
Featured Presenter
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Andrew J. Sherman, ESQ., is a partner at Jones Day in the Washington, DC office and focuses his practice on issues affecting business growth for companies at all stages, including developing strategies to leverage intellectual property and technology assets, as well as international corporate transactional and franchising matters. He has served as a legal and strategic advisor to dozens of Fortune 500 companies and hundreds of emerging growth companies. Andrew has represented U.S. and international clients from early stage, rapidly growing start-ups, to closely held franchisers and middle market companies, to multibillion dollar international conglomerates. He also counsels on issues such as franchising, licensing, joint ventures, strategic alliances, capital formation, distribution channels, technology development, and mergers and acquisitions. Andrew's practice involves...
Read more |
Continuing Professional Education (CPE) Credit
The webinar will include periodic online Polling Questions to assess continuous participation and to determine the program’s effectiveness. To obtain CPE credit, registrants must view and listen to the entire webinar presentation at individual computers and respond to all Polling Questions.
Program Level: Intermediate
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Advanced Preparation: None |
Delivery Method: Group-Internet-Based |
CPE Credits: Two (2) hours per webinar.
Twelve (12) CPE hours total for all 6 parts of the series. |
Fields of Study:
Marketing |
3 |
Specialized Knowledge and Applications |
6 |
Taxes |
3 |
| Total CPE |
12 |
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Prerequisites:
Some, but not necessarily extensive, deal experience. |
Webinar Materials
Presenter PPTs and other materials will be sent prior to the webinar in a separate email. Please check your spam and/or junk folders to ensure you receive these important documents.
For information regarding refund, complaint, and/or program cancellation policies, please call our Director of Member Services: (801) 486-0600. Webinar Cancellation Policy: click here
Can't Attend the Webinar?
Buy the recordings for $95.00 per webinar.
Complete the Registration Form: click here / Fax the form to (866) 548-2321 or email it to NACVAWebinar@nacva.com. After the webinar has concluded, a link to the recording of the webinar will be emailed to you along with the materials from the webinar and an Attestation Form for NACVA/IBA ONLY qualified CPE credit.
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