Front-End Documents in M&A: Drafting Confidentiality Agreements, Letters of Intent, and Exclusivity Agreements
A live 90-minute premium CLE video webinar with interactive Q&A
This CLE course will provide M&A counsel with guidance in negotiating and drafting confidentiality agreements, letters of intent (LOIs), and exclusivity agreements. The panel will discuss how these front-end documents set the stage for due diligence and definitive agreements in M&A transactions. The discussion will be based in part on the ABA model forms.
Outline
- Front-end concerns in M&A
- Confidentiality agreement
- Letter of intent
- Exclusivity agreement
Benefits
The panel will review these and other key issues:
- What is the best way for a seller to protect its confidential and proprietary information in an M&A process?
- What level of detail should be included in an LOI, and what obligations, if any, should be binding?
- What is an appropriate term for an exclusivity agreement, and how does it drive the timeline for the diligence process?
Faculty

Jane Trueper
Counsel
Lathrop GPM
Ms. Trueper’s practice focuses on business transactions involving alternative entities, including limited... | Read More
Ms. Trueper’s practice focuses on business transactions involving alternative entities, including limited liability companies, partnerships (limited and general) and statutory trusts. She provides guidance to clients in all aspects of the operation of alternative entities, including advising on their formation, governance, reorganization, contract interpretation, fiduciary duties and dissolution. Prior to joining the firm, Ms. Trueper practiced in the Delaware office of a Silicon Valley-based law firm where she advised a variety of clients, including founders, investors and public and private companies, on matters of Delaware law relating to fiduciary duties, M&As, corporate restructurings, equity issuances and financings and formation, winding up and liquidation of limited liability companies and partnerships.
Close
Mark D. Williamson
Partner
Lathrop GPM
Mr. Williamson practices in the areas of business, corporate, and securities law, with a focus on mergers and... | Read More
Mr. Williamson practices in the areas of business, corporate, and securities law, with a focus on mergers and acquisitions. He serves as Co-Chair of the firm’s Mergers & Acquisition Team. He has experience representing both public and private companies and private equity funds in various corporate transactions, including mergers, acquisitions, public and private offerings, tender offers, and debt financings.
CloseEarly Discount (through 05/23/25)