M&A Disclosure Schedules: Seller and Buyer Perspectives
Making and Updating Disclosures in U.S. and International Deals
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE course will examine the role of disclosure schedules in U.S. and cross-border M&A transactions, review buyer and seller perspectives on updating disclosures, and explain best practices for tailoring disclosures to related provisions of the purchase agreement. The panel will also discuss current "hot issues" in M&A disclosures.
Outline
- Disclosure schedules
- Purpose of schedules
- Legal benefits to seller and buyer
- Related clauses in the purchase agreement
- Differences in disclosure approaches in cross-border M&A
- Best practices in preparing disclosures
- Current "hot issues" for disclosures
Benefits
The panel will review these and other key issues:
- Why are disclosure schedules important to buyers and sellers in M&A deals?
- How is the approach to disclosures different in U.S. vs. cross-border M&A transactions?
- What are some best practices for counsel when preparing disclosures?
Faculty
Karen A. Abesamis
Partner
Morgan Lewis & Bockius
Ms. Abesamis focuses her practice on mergers and acquisitions, private equity, venture capital, securities, and general... | Read More
Ms. Abesamis focuses her practice on mergers and acquisitions, private equity, venture capital, securities, and general corporate matters. She represents clients that include public and private companies, financial institutions, and venture capital and corporate investors. Ms. Abesamis advises on a variety of transactions, including cross-border and domestic acquisitions, venture capital investments, and capital raises by private and public companies. Prior to joining Morgan Lewis, she interned with the Securities and Exchange Commission’s Enforcement Division and worked for in-house counsel at Sun Microsystems, Dodge & Cox Mutual Fund, and Visa International.
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Carol Osborne
Partner and Co-Leader, M&A and Corporate Finance
Bryan Cave Leighton Paisner
Ms. Osborne is a dual-qualified lawyer in the UK and the U.S. who has twenty-five years of experience advising private... | Read More
Ms. Osborne is a dual-qualified lawyer in the UK and the U.S. who has twenty-five years of experience advising private and public companies on complex corporate legal issues, including cross-border mergers and acquisitions, high value commercial agreements, and strategic business matters. Her mid-cap domestic and international M&A experience includes advising on investments, acquisitions, disposals and divestures (including distressed and special situations), joint ventures and strategic alliances for private equity, venture capital and strategic investors. Also, she advises on public and private securities offerings as well as U.S. federal securities law reporting and compliance.
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