BarbriSFCourseDetails
  1. keyboard_arrow_leftBack

Course Details

Course Information
  • smart_display Format

    Live Online with Live Q&A

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Commercial Law

Date & Time
  • event Date

    Thursday, April 24, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

$147.00

This CLE webinar will provide an overview of the due diligence process in M&A transactions with a focus on the most common legal diligence issues that arise in deals. The panel will address the lawyer's role in identifying potential risks or liabilities that could impact a transaction and provide guidance for navigating the due diligence process from both a buyer's and seller's perspective.

Faculty

Goodhart Brian
Shareholder
Capstone Strategic, Inc

Mr. Goodhart is experienced in conducting middle-market transactions on both the buy and sell sides. He works side-by-side with clients throughout the deal making process. Prior to joining Capstone, Mr. Goodhart was the Director of Wipfli’s Business Transition Group, where he led a multi-disciplinary team in the firm’s national offering to help private business owners devise and execute an appropriate transition strategy. He has assisted companies in raising private and venture-backed capital. He is the co-developer of system processes that assess, collaborate, and implement a client’s strategic transition objectives. He has worked with clients across a diverse cross-section of industries including agriculture, construction, healthcare, investment banking, manufacturing, wealth management, and technology.

expand_circle_down Expand to View Full Bio expand_circle_up Collapse Bio

Description

Due diligence is a key component of an M&A transaction that can make or break a deal. The process typically begins after the execution of a letter of intent (LOI), which often requires a deadline to complete the due diligence process.

The role of a buyer's lawyer during the due diligence process is to analyze and understand the operational, financial, legal, and strategic aspects of the target company to help their client make informed decisions and negotiate favorable terms in the deal. A seller's lawyer is tasked with reviewing the company's legal documents to ensure the accuracy of representations made to the buyer and to generally protect the seller's interests by minimizing potential legal issues that could arise during the transaction.

Because of the unique aspects of each deal, there is not one due diligence plan that suits all M&A transactions. Lawyers must be flexible when approaching the due diligence process by adapting the scope and depth of the process to fit the structure of the transaction as well as the particular needs, concerns, and strategies of the parties involved.

Listen as our expert panel reviews the due diligence process from both a buyer's and seller's perspective and explains how items or issues uncovered during due diligence can impact deal structure and terms.

Outline

  1. Overview: the role of due diligence in M&A transactions
  2. Reviewing the terms of the LOI: understanding deal structure and ensuring deadlines are met
  3. Understanding what information to look for during the diligence period and why that information is important to the transaction
  4. Role of buyer's counsel during due diligence
  5. Role of seller's counsel during due diligence
  6. How items uncovered during due diligence can affect the structure and terms of the deal
  7. Practitioner pointers and key takeaways

Benefits

The panel will address these and other key considerations:

  • What is due diligence and what role does it play in M&A transactions?
  • What is the role of seller's counsel during the due diligence process?
  • What are key considerations for buyer's counsel when conducting due diligence on a target company?
  • How can items uncovered during due diligence impact the structure and terms of a deal?