Overview of M&A Transactions

Learn big-picture M&A concepts such as typical deal structures (SPA, APA, Merger) and key criteria for selecting a structure (including corporate, tax, and liability issues), then apply your new knowledge to real-world scenarios by drafting a client memo for a proposed transaction.

“We developed some relationships which will keep us coming back. I'm excited to partner with AltaClaro as they expand their capabilities and frankly, the need for training will not diminish.”

- Chair of the Private Equity Team

Upon completion of this Master Class, participants are able to:

Training courses that are made for the transactional associate looking to increase their skill level

  • Identify and differentiate between structural alternatives for an M&A transaction
  • Articulate the considerations in selecting a structure for a given transaction
  • Apply these considerations to determine appropriate structure in context

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Class Content Overview

Level: Basic-Intermediate

This class introduces participants to the concept of M&A in broad terms. It starts by examining what constitutes an M&A transaction and what drives typical M&A deals. The instructor will use examples of recent M&A deals to illustrate these concepts. The class then moves on to the practical aspects of identifying and differentiating between the different structural alternatives available for an M&A transaction, highlighting the advantages and disadvantages of each in a given context, including corporate, tax, liability, and other considerations.

This class is suitable for attorneys at any level who have a general interest in M&A but have not had extensive practical experience in this practice area.

Course Details

What you will learn
  • Write in a clear and concise way
  • Blackline documents
  • Interpret editing comments
  • Coordinate signature pages
  • Avoid common pitfalls in corporate drafting
What you will get

2 CLE Credits is available for each course

Description

This class addresses the basics of corporate drafting, using a commercial contract as an example. The instructor will focus on technical skills and concepts such as the basic structure of a contract, the interplay of representations and warranties, covenants, and conditions, and drafting and negotiating boilerplate language.

Simulation Exercise

Participants will prepare a brief memo to the client outlining the available structural alternatives for a proposed acquisition and briefly summarizing the relevant considerations. Participants then apply these considerations to recommend a structure for the client, given the circumstances provided.

Sample Clip for an Overview of M&A Transactions

Overview of M&A Transactions | HubSpot Video

Why Even Have a Contract as Opposed to an Oral Agreement?

Purpose of a Contract
  • To define the legal rights and obligations of the parties
  • To give effect to the parties’ wishes
  • To govern the intended relationship of the parties and to cover all contingencies

Instructors Who Practice What They Teach

Julie Ryan


Partner, Acceleron Law Group

Stephen Kaplitt


Kaplitt Legal

Michelle Appelqvist


Senior Counsel, Paragon Legal

John Babcock


Partner, Waldrep Wall

Mick Galvin


Sr. Attorney, Axiom

Clara Duffield


Partner, Duffield Law Group

Chris Drews


Douglas Young


Partner, Rimon

Frequently Asked Questions:

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To enhance training for summer interns, legal departments can implement structured programs that include mentorship, workshops, and hands-on projects. AltaClaro's training modules can serve as an excellent foundation, providing interns with practical skills they can apply during their internship and beyond.

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Yes, we provide experiential learning courses tailored for law professionals. Our training platform emphasizes real-world scenarios that allow participants to apply their knowledge in a practical setting, making the learning experience both engaging and relevant.

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