Financial Poise™ Announces “PRIVATE M&A BOOT CAMP," a Five-Part Webinar Series, Premiering January 18th at 10am CST, Through West LegalEdcenter

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Financial Poise™ Webinars and West LegalEdcenter are pleased to announce the January 18th premiere of a new webinar series “PRIVATE M&A BOOT CAMP," featuring leading M&A attorneys and other deal professionals speaking about private company M&A in roughly chronological order.

This webinar discusses all these steps from a macro perspective so that you can see the forest from the trees, but does not do a deep dive into any one of them.

Corporate transactions (or “deals”) include many types of transactions. Viewed broadly, a deal can be a very small matter such as drafting a purchase order, a non-compete agreement, or myriad other single purpose agreements necessary to document a legal relationship between two parties and extend to large multi-national acquisitions and financings. One of the most significant types of transactions a company can enter into, however, and the type that is commonly thought of as needing a “deal” lawyer, is a Mergers and Acquisitions transaction.

M&A (mergers and acquisitions), viewed broadly, includes buying or selling all or part of a business, as well as other business combinations, such as mergers. Such “deal” work commonly requires attorneys, accountants, T (i.e. investment bankers) to work together. This webinar series features leading M&A attorneys and other deal professionals speaking about private company M&A in roughly chronological order, guiding the audience through a conversation that spans from deal origination, the LOI (letter-of-intent) or term sheet, due diligence, document drafting and negotiation, closing, and post-closing. Issues addressed include tax planning; corporate governance; closing conditions; representations and warranties; indemnification provisions; earn-outs; restrictive covenants; antitrust; intellectual property; and employment. While many of the topics covered apply also to public company M&A, the focus of this webinar series is on M&A involving a privately owned company.

The first episode of the series, The M&A Process: Understanding the Lifecycle of a Deal & Basic Deal Documents, airs on January 18th at 10:00 AM CST (Register Here) and features Moderator Peter Feinberg of the Law Office of Peter Feinberg. He is joined by Aarthi Belani of Jones Day, Robert Londin of Jaspan Schlesinger LLP, David Lallouz of Tannenbaum Helpern Syracuse
& Hirschtritt LLP, and Bob Dekker of Insight Advisory Partners.

Buying, selling, or merging a company typically follows a similar set of steps from deal to deal. The amount of time each step takes varies but the order of the steps is fairly uniform because the steps follow a certain logic: before the parties share meaningful information, they should sign a confidentiality agreement (a/k/a “non-disclosure agreement,” or “NDA”); once a baseline amount of information is known by the would-be buyer, it commonly presents a letter of intent or term sheet to the target or its owner, which serves as an outline for a deal but does not necessarily bind the parties to consummate the transaction; additional due diligence and the negotiation, drafting and signing of definitive documents comes next. The parties then obtain any needed regulatory and/or contractual third party approvals; followed by closing; and finally by post-closing tasks. This webinar will discusses all these steps from a macro perspective so that you can see the forest from the trees, but does not do a deep dive into any one of them. Think of this webinar as a road map or timeline for a typical deal.

The PRIVATE M&A BOOT CAMP Series Produced by Financial Poise™. Future episodes in the series include “Structuring and Planning the M&A Transaction,” airing on February 15th, “Key & Common Negotiated Provisions- Part 1” airing on March 15th, Key & Common Negotiated Provisions- Part 2,” airing on April 19th, and “Post-Closing Issues- Integration & Potential Buyer/Seller Disputes” airing on May 17th. All episodes will be available live through West LegalEdCenter and then on-demand following the live premiere.

As with every Financial Poise Webinar, each episode is delivered in Plain English understandable to investors, business owners, and executives without much background in these areas, yet is also valuable to attorneys, accountants, and other seasoned professionals. And, as with every Financial Poise Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes, so that participants will enhance their knowledge of this area whether they attend one, some, or all episodes.

About Financial Poise™

Financial Poise™ has one mission: to provide reliable and plain English business, financial, and legal intelligence and continuing education to investors, private business owners and executives, and their respective trusted advisors. All Financial Poise™ Faculty content is created by proven experts in their respective fields. Our editorial staff then works with our Faculty to make sure that all content is easily understandable and digestible. Financial Poise™ is a meritocracy; nobody can “buy” her way onto the Financial Poise Faculty.™ Start learning today at

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Cristina Nolan
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