ARCHIVED VIDEO STREAM
This is the archived version of a program presented on April 27, 2012. This will not become available until 2 weeks after the orginal program date. To order this format please click on the "REGISTER NOW" button.
This half-day program focuses on the nuts and bolts of the private corporation acquisition transaction, from start to finish, with an emphasis on the transaction process and the junior's role, together with tips, strategies and resources from experienced transactional lawyers. Topics include an overview of M&A, letters of intent, core elements of the purchase agreement, the closing agenda, ancillary documentation and closing the deal. This half-day program is a must for junior lawyers practising business law generally and mergers and acquisitions specifically.
| Program Chairs: |
Dean Psarras, McMillan LLP
Andrew Bozzato, Stikeman Elliott LLP |
Program Details
| Introductory Remarks |
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Professionalism Considerations in Acquisitions
- What is "M&A"?
- The players and their roles
- The transaction process from start to finish
- Determining who your client is
- Identifying, avoiding and managing conflicts of interest
- Independent legal counsel and unrepresented parties
- Professionalism and civility in the negotiation
Samantha Horn, Stikeman Elliott LLP
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|
Letters of Intent
- What is their purpose?
- Binding vs. non-binding provisions
- Purchase price
- Due Diligence
- Key assumptions and key terms
- Confidentiality
- Exclusivity
- Best practices
Maurizio Romano, Blake, Cassels & Graydon LLP
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Core Elements of the Purchase Agreement
- The purchase price and adjustments
- Employees
- Representations and warranties
- Covenants (interim period and post-closing)
- Indemnities
- Conditions of closing
- Termination
J.R. Beaudrie, McMillan LLP
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| Break |
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The Closing Agenda and Ancillary Documentation
- What is a closing agenda and what is its purpose?
- Ancillary documentation
- Officer's certificates
- Opnions
- Non-competition
- Side agreements
- Certificates from governmental authorities
- Third party approvals
(Ricco) A.S. Bhasin, Torys LLP
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Closing the Deal
- Electronic vs. physical closing
- The junior's role
- Escrow
- Funding
- Complying with client identification and verification requirement
- Solicitor's undertakings
- Post-closing obligations
- Importance of transaction record books
Eric Reither, Norton Rose Canada LLP
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| Questions and Closing Remarks |
| Program Concludes |
