Workforce due diligence was explored at the annual M&A Conference at Cornell Tech New York, from identifying people-related financial challenges and structuring specific deal terms to improve the future state operating model.

This area was described as a vexing challenge, both looking at the potential for future human capital liabilities and also determining the capacity to...

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.

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).

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...

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).

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).

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.

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).

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).

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....

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).

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...

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).