Basics of Mergers and Acquisitions

This class aims to provide students with a basic understanding of the negotiation, structure, and closing of asset or stock acquisitions or mergers, targeting attorneys, CPAs, investment bankers, and broker dealers.
Duration: 1 Day
Hours: 1 Hours 30 Minutes
Training: Live Training
Training Level: All Level
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded

Overview: 

Class will cover the structuring of an asset or stock acquisition or a merger; the negotiation of a transaction; due diligence considerations; risk allocation issues; preparation of disclosure schedules; and review of registration of broker dealers and exemptions from such registration.   

Course Objective: 

To provide students with a rudimentary knowledge of the entire process of the negotiation, structure and closing of a merger or acquisition.

Target Audience: 

  • Attorneys 
  • CPAs 
  • Investment Bankers 
  • Broker Dealers of Securities

Basic Knowledge:

Basic corporate law is suggested, but not required.

Curriculum
Total Duration: 1 Hours 30 Minutes
Asset sales
Stock sales
Mergers
Triangular Mergers
Letter of Intent
Nondisclosure Agreements
Due diligence and disclosure schedules
Risk allocation

  • Caps
  • Baskets
  • Survival periods
  • Hold back escrow
  • Indemnification provisions

Broker dealer exemptions
Finder’s fees