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  • M&A Journal
    • TOPICS
      • M&A Strategy & Governance
      • Valuation & Due Diligence
      • M&A Finance, Accounting, & Tax
      • Transaction Structuring & Negotiation
      • M&A Regulation & Litigation
      • Closing & Integration
  • M&A Academy
    • M&A Academy | June 2021
    • M&A Academy | October 2021
  • M&A Master Classes
    • M&A Integration | May 2021
    • M&A Term Sheets | June 2021
    • M&A Valuation Methods | July 2021
    • Corporate Venture Investing | September 2021
    • M&A Synergy Models | October 2021
    • Structuring Joint Ventures | November 2021
  • M&A Conferences
    • M&A Summit with Intralinks | March 2021
    • M&A Strategy Forum | April 2021
    • M&A Summit with Intralinks | June 2021
    • M&A Strategy Forum | September 2021
    • M&A Conference at Wharton San Francisco | March 2022
    • M&A Conference at University of Chicago | June 2022
    • M&A Conference at Cornell Tech New York | September 2022
    • Past M&A Conferences & Summits
  • M&A Leadership Council

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CFIUS steps up pace of M&A and investment reviews

A year after the Foreign Investment Risk Review Modernization Act (FIRRMA) went into effect, dealmakers are feeling the impact on both control transactions and minority investments. 

CFIUS expert Aimen Mir (Freshfields) and Deirdre McEvoy-Cappock (Siemens) report a rapid uptick in the number of reviews as the Committee's staffing levels increased in the past year and it’s remit widened to include equity, debt, or hybrid securities that could conceivable led the investor to gain access to sensitive assets.

CFIUS steps up pace of M&A and investment reviews
Carveout transaction readiness and process best practices

From planning through negotiation and closing, carveout transactions present unique challenges and unfamiliar processes.

Considering these issues during the annual M&A Conference at Wharton San Francisco, held live online this year, was Oscar Ledezma (Clorox) Jarrett Price (Alpine Investors), Oliver Vivell (SAP), and David Smalstig (FTI Consulting).

Carveout transaction readiness and process best practices
Elite M&A Academy helps corporate acquirers understand strategic and practical considerations associated with acquisitions

The M&A Academy helps corporate acquirers understand the breadth of strategic and practical considerations associated with acquisitions. The course focuses on the specific decisions, information, and actions that will likely be required during the transaction process through closing.

This course is led by Stephen G. Morrissette, Ph.D, Professor of Strategic Management at the University of Chicago's Booth School of Business, where he teaches Merger & Acquisition Strategy. His research includes...

Elite M&A Academy helps corporate acquirers understand the breadth of strategic and practical considerations associated with acquisitions.
Pandemic-adjusted deal terms and M&A process changes

This discussion, during the annual M&A Conference at Wharton San Francisco that was held virtually this year, examined current negotiation points and deal terms that may be employed to allocate risk and bridge gaps between buyers and sellers. 

This discussion was chaired by Brian Mangino (Fried Frank) and included Nic Volpi (Permira Advisers), Connie Chen (Broadcom), and Rajive Dhar (Informatica).

Pandemic-adjusted deal terms and M&A process changes
How SPACs compete for deals

The flood of special purpose acquisition vehicles (SPACs) poses new considerations for deal-makers as they impact the M&A landscape and in some areas drive up valuations.

This discussion, during the annual M&A Conference at Wharton San Francisco that was held virtually this year, includes perspectives from Marc Teillon (Vista Equity Partners), Brett Shawn (Warburg Pincus), Peter Lamb (Orrick, Herrington & Sutcliffe) and Hari Raman (Orrick, Herrington & Sutcliffe).

How SPACs compete for deals
Transaction Advisors M&A Journal Vol 8 Issue 3 Published

Some of the most sophisticated and active in-house M&A professionals look to Transaction Advisors for practical information and perspective to improve their deal process and performance. 

Transaction Advisors publishes a prestigious M&A Journal, operates an M&A Academy, organizes the M&A Leadership Council, and hosts a series of M&A Conferences for corporate executives, board members, and private equity investors that address the critical issues impacting corporate transaction planning, structuring, and execution.

Transaction Advisors Vol 8 Issue 3
Methods for improving diligence and deal terms when visibility is limited

The challenging diligence obligations associated with demand sensing, product efficacy, and rapidly shifting industry dynamics has reached a new level during the pandemic, as corporate development teams look to determine valuation and contingent consideration mechanisms.

This session, during the annual M&A Conference at Cornell Tech New York, that was held virtually this year, featured perspective from Diwakar Rao (Zynga) , Nicolas Moiseeff (Bunge Limited), Chandradev Mehta (LyondellBasell), and Jesse Silverton (EY).

Methods for improving diligence and deal terms when visibility is limited
Weaving ESG considerations into the M&A process

Environmental, social and governance (ESG) practices are becoming increasingly important for businesses, but addressing them to improve M&A outcomes and for the greater good comes with a multitude of challenges.

This session, during the annual M&A Conference at Wharton San Francisco that was held virtually this year, features recommendations from Margot Miller (Anheuser-Busch InBev), Sonalee Parekh (Hewlett Packard Enterprise) and Pat Tucker (Abernathy MacGregor).

ESG panel
Tariff and trade risks during an acquisition

This recent paper looked at the intersection of M&A and tariffs, which can be imposed quickly and dramatically impact the target's EBITDA before closing or after.

Addressing trade risks is a critical best practice, both in diligence and deal structuring, which may include requiring that the seller assume responsibility for any violations that occurred within the statutory timeframe through indemnity agreements, developing specific escrow buckets or possibly....

Tariff and trade risks during an acquisition
Addressing nascent competition issues with M&A process refinements

Legal experts offered critical strategies to prepare for, evaluate and successfully tackle the shifting landscape at the annual M&A Conference at Cornell Tech New York, which was held live online this year.

This discussion includes recommendations from Ben Gris (Shearman & Sterling), Gil Ohana (Cisco Systems) and Stacy Frazier (General Electric).

Global merger control and antitrust challenges: Nascent competition risk
A conversation with Professor Stephen G. Morrissette on M&A strategy during shaky markets

Although it’s difficult to assess the turbulence in today’s M&A environment, dealmakers face some exciting opportunities. 

In this wide-ranging discussion with Stephen G. Morrissette, Ph.D, a Visiting Professor of Strategic Management at the University of Chicago's Booth School of Business, we discussed M&A strategy during shaky markets and the challenges that are unique to periods where deal flow slows.

According to Professor Morrissette, a classic mistake is...

A conversation with Professor Stephen G. Morrissette on M&A strategy during shaky markets
Do repositioning transactions outperform in a crisis?

How a company allocates capital determines the value of the firm, and those that correctly respond to market shifts and uncertainty can find success where others fail.

This discussion, during the annual M&A Conference at Cornell Tech New York, includes recommendations from Jelena Guzenko (Siemens Energy), Eileen Kamerick (AIG Funds, Associated Bank, Legg Mason, Hochschild Mining) and Gregg Albert (Accenture).

 
Repositioning transactions
Negotiating closing conditions that bridge valuation gaps

Disconnects between buyer and seller are compounded during volatile periods, requiring innovative and flexible solutions for bridging valuation gaps amid uncertainty.

This discussion, during the annual M&A Conference at Cornell Tech New York that was held virtually this year, includes recommendations from Linda Sharaby (Neuberger Berman), Sanil Padiyedathu (Verizon Communications), Dawn Bartholomew (Spencer Stuart) and Matthew Soran (Fried Frank).

Negotiating closing conditions that bridge valuation gaps
Transferring known tax liabilities to a transactional insurance policy

Transactional insurance for tax liabilities is a valuable tool for negotiating clean exits, but has perhaps been overshadowed by the stellar rise of rep and warranty coverage designed for unknown risks.

This discussion during the M&A Conference at Cornell Tech New York, held this year live online, included recommendations from Thomas Griffin (Ares Management Corporation), Michael Kelchen (Keysight Technologies) and Sheldon Elefant (Willis Towers Watson).

M&A insurance for tax liabilities
Covid-era integration techniques for onboarding and retaining leadership

Successful integration and change management hinge on striking a balance between speed and efficacy, and the pandemic is facilitating new tools for achieving this goal as processes shift online.

This M&A conference discussion at Cornell Tech New York includes recommendations from Gina Sandon (IBM), Chad Klutts (Walmart), Julie van Waveren (Mercer) and Dana Hughes (Pfizer).

Covid-era integration techniques for onboarding and retaining leadership

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