Deal Management in M&A: Due Diligence and Planning Tools to Add Efficiency and Reduce Closing Costs
A live 90-minute premium CLE video webinar with interactive Q&A
This CLE course will examine how attorneys are successfully using the discipline of legal project management (LPM) to drive efficiency in the M&A process to deliver the value that clients are seeking and deserve. From scoping out key tasks and resources at deal inception, to developing and reporting against a realistic budget, to conducting an "after action assessment" post-closing to benefit from lessons learned, this experienced panel of dealmakers will show how to integrate checklists and other planning and communication tools in your deal process enabling you to better coordinate and execute on your M&A deals.
Outline
- Increased use of LPM in today's M&A deal environment
- Uses of LPM
- Due diligence
- Managing an auction process
- 363 sales
- Determining escrows, purchase price adjustments
- Deal cycle capture tool: tracking issues to be addressed in reps and warranties, indemnities
- Post-closing action items and deadlines
- Other uses
- Application of LPM in post-closing integration
Benefits
The panel will review these and other issues:
- What types of planning tools can be used in the early stages of a deal to avoid bottlenecks and challenges as the deal proceeds?
- How to build a realistic and accurate deal budget by phase and task
- How to identify deal positions to reduce draft churn
- How to memorialize and communicate matters that are critical for post-closing integration
Faculty
Byron Kalogerou
Partner
McDermott Will & Emery
Mr. Kalogerou helps clients execute on their growth strategies by guiding them through complex domestic and... | Read More
Mr. Kalogerou helps clients execute on their growth strategies by guiding them through complex domestic and cross-border mergers and acquisitions and joint ventures and alliances. He also assists early stage life science companies in their capital raising efforts. Mr. Kalogerou has extensive industry background in the life science, industrial and manufacturing sectors. He also acts as outside general counsel to a number of companies. Mr. Kalogerou is a legal project management pioneer and Co-Chair of the ABA Committee on Mergers and Acquisitions’ Task Force on Legal Project Management. He is co-editor of the ABA Guidebook “Using Legal Project Management in Merger & Acquisition and Joint Venture Transactions”, now in its third edition. Mr. Kalogerou also created the first-of-its-kind web-based collaborative deal management portal, which the firm adopted and embraced as part of Client Central.
CloseEarly Discount (through 09/26/25)
