M&A Fairness Opinions and Projections in Financial Disclosure Summaries
Leveraging Developments on Disclosure of Management Projections, Financial Advisors’ Potential Conflicts, Fair Summary Requirements and More
Recording of a 90-minute CLE webinar with Q&A
This CLE webinar will provide deal and litigation counsel with a review of M&A fairness opinions and projections in financial disclosure summaries, including Delaware courts’ recent opinions and transcript rulings regarding disclosure of management’s projections, developments disclosure of financial advisors’ potential conflicts, the “fair summary” requirement for bankers' analyses, and the methods and data forming the basis of fairness opinions.
- Fairness opinion duties
- Financial disclosure requirements
- Methodologies and data
- Recent Delaware cases
- Best practices
The panel will review these and other key questions:
- What is the recent trend coming out of Delaware courts relating to disclosures that should be included in fairness opinions?
- Once a fairness opinion is disclosed, what additional disclosure obligations may be triggered?
- What are the best practices for responding to litigation based upon disclosure claims?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Steven M. Haas
Hunton & Williams
Mr. Haas regularly counsels publicly traded corporations, privately-held businesses and boards of directors on... | Read More
Mr. Haas regularly counsels publicly traded corporations, privately-held businesses and boards of directors on corporate governance issues, including shareholder meeting disputes, internal investigations and fiduciary duty litigation. He authored chapters on stockholder rights and director duties in the treatise Corporate Governance: Law and Practice and is a speaker on corporate governance and M&A issues.Close
Alston & Bird
Mr. Miller is a Partner in Alston & Bird's Corporate Transactions & Securities Group, head of the... | Read More
Mr. Miller is a Partner in Alston & Bird's Corporate Transactions & Securities Group, head of the firm's Financial Advisors Practice, and the co-head of the firm's M&A Practice Quality Team. He is a frequent author and speaker on M&A topics, including recent legal and regulatory developments, fairness opinions, and stapled finance and the role of investment bankers.Close
Richards Layton & Finger
He focuses his practice on litigation and advisory and transactional matters relating to Delaware corporations and... | Read More
He focuses his practice on litigation and advisory and transactional matters relating to Delaware corporations and alternative entities. He litigates corporate control, governance, M&A, fiduciary, statutory and contractual disputes in the Delaware Court of Chancery and the Delaware Supreme Court. He is a contributing author to The Delaware Law of Corporations and Business Organizations.Close