Structuring and Planning the M&A Transaction

Structuring and Planning the M&A Transaction 2020

There is an old carpenters’ expression, “measure twice, cut once.” M&A work is just one of many areas in business and law where this expression resonates. Buyers and sellers, like chess players anticipating many moves in advance, should envision and plan the route to get a deal done, including anticipated detours, at the onset of the transaction.

This webinar discusses the similarities and differences between basic M&A transaction structures; purchase price payment concerns; the most common issues that arise in the early stages of M&A transactions of all kinds; the relationship between ostensibly unrelated sections of an M&A agreement; and transaction timeline. One focus of this episode is a threshold question in many deals: whether the buyer will buy equity or assets. This episode will, in summary form, cover many of the issues discussed in greater depth in subsequent episodes.

Featuring:
Robert Londin / Garth Tebay / Jacqueline Brooks / Phillip Buffington / Jonathan Friedland

Robert Londin
A partner in his firm’s Corporate and Commercial Transactions Group, Mr. Londin counsels numerous companies in connection with their mergers and acquisitions (both strategic and financial), financing needs and the execution of their business plans; financial concerns in capital markets transactions; emerging-growth companies; seed and venture capital clients in connection with the formation of their investment vehicles and making of their portfolio company investments; borrowers and lenders in secured financings; and companies and highly compensated executives in connection with their compensation and separation arrangements.
Rob serves as general counsel to many clients and their senior executives and advisory boards. This general corporate representation covers day-to-day legal issues as well as strategic planning and business development extending to acquisition and financing concerns. He also represents technology and emerging-growth clients in connection with their strategic alliances, technology licensing, mergers and acquisitions, corporate finance, venture capital, banking transactions and general corporate needs.

Garth Tebay
Mr. Tebay is a practicing Certified Public Accountant, Certified Valuation Analyst, Master Analyst in Financial Forensics, and Certified Merger & Acquisition Advisor with over 46 years of experience. He is the founder and Managing Partner of Value Defined, LLC, a business valuation, M&A, forensic and litigation support firm in Sylvania, Ohio. He is also associated with Weber Clark Ltd., accounting, tax and consulting firm in Sylvania, Ohio as well as Managing Director of Family Office Direct Investment Services (FODIS) and a Core Service Provider of the Business Growth Alliance LLC (BGA). Mr. Tebay is a frequent speaker at the National Valuation Conference of NACVA/CTI and other professional associates as well as instructor for the NACVA Certification Program and Current Update in Valuation.