Right-Sizing M&A Documentation for Smaller and Middle-Market Deals: Distinguishing Relevant From Unnecessary Terms, Reducing Costs

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

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Conducted on Wednesday, November 9, 2022

Recorded event now available

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Course Materials

This CLE course will look at how to take a standard "long-form" stock purchase agreement or asset purchase agreement and curate it to fit smaller ($10 million or less) deals more appropriately. The panel will also include practical tips and tricks for documenting and closing smaller deals efficiently.


Deal size and complexity should play a role in the length and substance of the particular M&A agreement. Starting with forms unsuited to the transaction can derail smaller deals or stall negotiations of provisions that have little relevance to the deal.

Part of counsel's role should be to tailor M&A deal documents to address what is truly necessary for the transaction, avoiding the additional costs and potential conflict that can come from negotiating provisions of marginal importance to the parties.

Listen as our authoritative panel discusses how to "right-size" an M&A agreement to fit the deal and offers practical tips on streamlining smaller deals' documentation and closing process.



  1. Overview of asset purchase, stock purchase, and merger/consolidation structures
  2. Long-form vs. short-form agreements and related documentation
    1. Standard provisions found in all merger agreements
    2. Right-sizing the agreement: deciding what terms are critical and what terms are not
  3. Streamlining the closing process for smaller deals


The panel will review these and other key issues:

  • How can drafting counsel address the parties' interests (what they want to get out of the deal) and their tolerance for risk without over-lawyering the agreement?
  • In what ways can counsel make the closing process more manageable and cost-efficient?


Ande, Jedediah
Jedediah Ande

McCarter & English

Mr. Ande advises clients in numerous areas at every stage of the business continuum, with a focus on tech and...  |  Read More

Blank, Ira
Ira L. Blank

The Enterprise Law Group

In over 30 years, Mr. Blank has served as labor and employment law counsel/litigation counsel to businesses and has...  |  Read More

Chuchawat, Will
Will S. Chuchawat

Partner; Co-Head Private Equity and Mergers & Acquisitions Group
Proskauer Rose

Mr. Chuchawat represents private equity funds, public companies, VC, and private companies in all industries, including...  |  Read More

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