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Deal Management in M&A: Due Diligence and Planning Tools to Add Efficiency and Reduce Closing Costs

Recording of a 90-minute premium CLE video webinar with Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Wednesday, May 11, 2022

Recorded event now available

or call 1-800-926-7926

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.


All deal lawyers are project managers, albeit some are "accidental" while others have embraced LPM to streamline the deal process and provide greater predictability in terms of time and budget. The importance of integrating LPM has increased in the age of COVID with teams working in hybrid and remote workspaces. With lawyers and constituents working in a distributed environment often across multiple time zones, enhanced planning and communication tools are a necessity. Good LPM practices have become essential to executing and closing deals efficiently and cost-effectively. Moreover, clients are demanding that firms implement these practices.

LPM is, at its essence, a planning and communications approach and discipline that you, the deal lawyer, can seamlessly integrate the way you do deals. Whether using checklists, protocols, timelines, or other similar tools, LPM can be applied to a variety of M&A deals.

The panel will also discuss how the "after action assessment" process can be used internally with the law firm deal team and with the client to build on lessons learned that can be used in the next deal and to build a more enduring relationship.

Listen as our authoritative panel discusses LPM techniques that deal counsel can apply to add transparency, accountability, predictability, and efficiency to M&A transactions.



  1. Increased use of LPM in today's M&A deal environment
  2. Uses of LPM
    1. Due diligence
    2. Managing an auction process
    3. 363 sales
    4. Determining escrows, purchase price adjustments
    5. Deal cycle capture tool: tracking issues to be addressed in reps and warranties, indemnities
    6. Post-closing action items and deadlines
    7. Other uses
  3. Application of LPM in post-closing integration


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


Kalogerou, Byron
Byron Kalogerou

McDermott Will & Emery

Mr. Kalogerou helps clients execute on their growth strategies by guiding them through complex domestic and...  |  Read More

White, Dennis
Dennis J. White


Armed with more than 25 years of legal deal experience across a broad range of industries and having chaired one of the...  |  Read More

Hasson, Michaël
Michaël Hassan

Managing Director and Divisional General Counsel Legal Affairs
PSP Investments


 |  Read More

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