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Negotiation of the Key Issues in a M&A Transaction

October 2, 2024

Virtual

Programs

Negotiation of the Key Issues in a M&A Transaction

October 2, 2024 12:00 PM-1:30 PM

Sponsored by the Business Law Section & the Teton County Bar Association

Unlock the secrets to successful private company M&A deals from both the buy and sell sides in this dynamic session. Using the negotiation of a Letter of Intent (LOI) as our guide, we will explore the core issues that shape every transaction, from deal structures and purchase price to indemnities and restrictive covenants. Gain a dual perspective on the strategic considerations, each side must navigate and enhance your understanding of how-to craft agreements that satisfy all parties.

Speakers

Andrew Apfelberg

Andrew Apfelberg, Partner at Greenberg Glusker LLP, is a corporate and finance attorney for middle-market companies in the U.S. Frequently serving as outside general counsel, Andrew provides advice onsignificant transactionswhether it is amerger or acquisition, private equity or other financing, joint venture,orlicensingdeal.He hasa considerabledepth of experience in the branded consumer products and manufacturing & distribution industries, as well as family offices and high net worth individuals. With a strong background from USC’s Marshall School of Business and investment banking experience, Andrew excels in structuring deals to maximize client value. Andrew is admitted to practice in California, Wyoming, and District of Columbia, and has lived in Teton County for 10 years.

Michael Halloran

Mike Halloran is an experienced corporate securities lawyer with Halloran Farkas + Kittila LLP in Jackson, Wyoming. He represents start-up and developing stage companies with capital raising efforts through venture funds and individuals. He was formerly the second in command of the SEC under the G.W. Bush Administration, former head of the Corporation, Banking and Business Law Section of Pillsbury Madison & Sutro and was General Counsel of Bank of America. He is the chief editor of Venture Capital & Public Offering Negotiation on formation of venture funds, private placements, and initial public offerings. He has been Chair of several securities, corporate and banking law committees of the ABA and Section Council of the Business Law Section of the Wyoming State Bar.

Crystal McDonough

Crystal J. McDonough is an attorney and founder of McDonough Law, a Colorado and Wyoming corporate law firm with an energy, utilities, and natural resources practice serving corporate clients throughout Colorado and Wyoming.Crystal provides legal representation to companies of all sizes, and they rely on her to guide them through business cycle phases including formation, growth, and sales. Crystal’s comprehensive understanding of the commercial environment, in a variety of industries including renewable energy, utilities, oil and gas, real estate, construction, has made her a trusted legal advisor for business owners.

Matt White

Matt White is a principal in KPMG’s Washington National Tax M&A group and the Vice Principal-in-Charge of the firm’s U.S. and Global Complex Transactions Group. Matt advises KPMG clients on all aspects of corporate taxation, with a particular emphasis on spin-offs, mergers, and acquisitions, restructuring transactions, debt and equity offerings, and consolidated returns. He also has significant experience with insolvent companies, cross-border transactions, regulated investment companies, real estate investment trusts, and financial instruments. He lectures frequently on various corporate tax issues and previously chaired the ABA’s Affiliated and Related Corporations Committee.

Matt received his undergraduate degree from Vanderbilt University, his JD from Tulane University Law School, and his LLM from Georgetown University Law Center.

Negotiation of the Key Issues in a M&A Transaction - Lodging Info

Negotiation of the Key Issues in a M&A Transaction - Lodging

Negotiation of the Key Issues in a M&A Transaction - Sponsor/Exhibitor Information

Negotiation of the Key Issues in a M&A Transaction - Cancellation Policy