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Paralegals Role in Mergers and Acquisitions

Learn how to perform common paralegal tasks in mergers and acquisitions.

The timing, documentation and due diligence process related to mergers and acquisitions transactions can be voluminous and complicated. Paralegals play an important role in ensuring the deal stays on track and organized. This topic will help identify the important role paralegals can play in mergers and acquisitions and will explain the paralegal's role on the transaction team. This material will also provide information regarding the paralegal's crucial involvement in the due diligence process and drafting documents related to the main transaction documents. Receive practical tips and best practices on the various ways paralegals can assist throughout the transaction process.

Runtime: 98 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

M&A Transaction Initial Phase

  • Determining Transaction Structure and Timing
  • Drafting and Preparing Preliminary Documents
  • Assembling the Transaction Team

Drafting and Negotiating Transaction Documents

  • Comparing Acquisition, Purchase, and Asset Sale Agreements
  • Preparing Due Diligence Request Lists
  • Drafting Due Diligence Checklists
  • Creating Disclosure Schedules
  • Drafting Ancillary Agreements

Paralegal's Role in Due Diligence Review

  • Creating and Maintaining Due Diligence Data Room
  • Organizing and Tracking Due Diligence Materials
  • Assisting With Due Diligence Review
  • Performing Litigation, UCC, Judgment, and Other Due Diligence Searches
  • Preparing for the Transaction and Conducting Due Diligence
  • Negotiating Material Adverse Effect and Other Crucial Definitions
  • Obtaining and Reviewing Valuation of Company
  • Identifying Potential Issues

Closing

  • Finalizing Closing Checklist
  • Creating Execution Copies of Transaction Documents
  • Preparing Party Signature Packets
  • Arranging Closing Details

Post-Closing

  • Assembling Documents With Signature Pages
  • Creating Closing Books
  • Tracking Post-Closing Actions
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on April 20, 2020.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Brenna C. Dickey, RP

Brenna C. Dickey, RP

Miller Nash Graham & Dunn LLP

  • PACE® Registered paralegal in Miller Nash Graham & Dunn LLP’s business department, assisting the firm's clients and attorneys with transaction due diligence review, mergers and acquisitions, and corporate formation and maintenance; she joined Miller Nash in 1998; before joining the firm she worked as an in-house litigation paralegal for Hilton Hotels Corporation
  • Member of the Oregon Paralegal Association and the National Federation of Paralegal Associations, Inc.
  • Named Outstanding Local Leader Award by the National Federation of Paralegal Associations, Inc., October 2019; awarded the Oregon Paralegal Association's Outstanding Member of the Year three times and OPA's President Award twice, and served as OPA's Corporate Specialty Group Chair
  • B.A. degree in political science, University of Oregon; B.A. degree in journalism, news editorial, University of Oregon; post-graduate paralegal certificate, University of California, Los Angeles
  • Full biography can be viewed at http://www.millernash.com/professionals/xpqProfDet.aspx?xpST=ProfessionalDetail&professional=1156&op=ceYZ&ajax=no
Danielle M. Hunt, Esq.

Danielle M. Hunt, Esq.

Miller Nash Graham & Dunn LLP

  • Partner of Miller Nash Graham & Dunn LLP; MNGD Business Team co-leader and member of the firm’s Executive Committee
  • Concentrates practice in general business and regulatory compliance
  • Has comprehensive experience as a general business and transactional attorney with a focus on mergers and acquisitions, business formation, and corporate governance
  • Provides regulatory compliance counsel to clients in various industry settings, including health care, information privacy, liquor, and cannabis; in addition, she frequently works with nonprofit clients, assisting in a variety of areas, including governance, internal reorganizations, and mergers and acquisitions
  • Author of several publications related to the area of business
  • Can be contacted at 206-777-7407, [email protected] or www.millernash.com
Brenton W. Twitchell

Brenton W. Twitchell

Miller Nash Graham & Dunn LLP

  • Attorney at Miller Nash Graham & Dunn LLP
  • Focuses on corporate transactional law, representing companies from a variety of industries, including technology, marketing, manufacturing, and food and beverage
  • Counsels emerging companies on entity formation, governance and fiduciary compliance; private securities offerings; executive compensation and employee incentive plans
  • Serves as M&A counsel to companies in complex mergers and sales
  • Can be contacted at 206-777-7514, [email protected] or www.millernash.com
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Product ID: 406610
Published 2020
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