Managing an M&A Deal

Summary

In any mergers & acquisition (M&A) transaction, there are key steps that attorneys should take early on and key tools they can employ to help them stay on task successfully and close the deal. Depending on the deal type, there are different logistical issues and emphases that require particular attention. This practice note discusses Initial Contact and Executing Non-Disclosure Agreements (NDAs), Putting Together a Working Group List, Executing Letters of Intent, Commencing Due Diligence and Submitting a Due Diligence Request List, Determination of Financing Requirements, Identification of Required Consents or Approvals, Identifying Key Risks and Setting Timetables for Resolution, Drafting and Circulating the Closing Checklist and Managing the Signing and Closing Process, and Public Company Mergers: Organizing Information for Required Disclosures.