M&A Engagement Letters: Strategies for Buyers, Sellers, Investment Banks and Their Counsel
Negotiating Scope of Engagement, Fees, Confidentiality, Termination, Indemnification and More
Recording of a 90-minute premium CLE webinar with Q&A
This CLE webinar will prepare M&A counsel to negotiate engagement letters between a buyer or seller and its investment bank. The panel will examine and discuss key sections of an engagement letter and effective negotiation strategies.
- Key provisions in an engagement letter
- Scope of services
- Compensation of advisor
- Assumptions, qualifications and limitations on advice
- Other key provisions
- Trends impacting M&A engagement letter negotiations
The panel will review these and other key issues:
- What current legal trends affect the negotiation of the M&A engagement letter between buyers or sellers and their investment bank?
- What key provisions should be carefully negotiated in an M&A engagement letter?
- How are risks typically allocated in an M&A engagement letter?
Jason M. Halper
Cadwalader Wickersham & Taft
Mr. Halper, Chair of the firm’s Global Litigation Group, is a recognized leader in the fields of financial... | Read More
Mr. Halper, Chair of the firm’s Global Litigation Group, is a recognized leader in the fields of financial services and securities law and corporate governance/M&A. He is an experienced litigator and trial lawyer. For over 25 years, Mr. Halper has represented financial institutions, Fortune 500 companies and other clients in high-stakes litigation and regulatory matters. He is an adjunct professor in corporate and securities law at the University of Pennsylvania Law School, and a frequent speaker and author.Close
McDermott Will & Emery
Ms. Reighard represents private and public companies in connection with U.S. and international mergers and... | Read More
Ms. Reighard represents private and public companies in connection with U.S. and international mergers and acquisitions, securities offerings, restructurings, joint ventures and other corporate transactions. She also has experience representing private equity funds in the acquisition, disposition and equity structuring of portfolio companies. Ms. Reighard advises private and public companies on general corporate matters, including with respect to corporate governance, corporate compliance, fiduciary duties and commercial contracts.Close