Weaving ESG considerations into the M&A process

By Ms. Sonalee Parekh & Ms. Margot Miller & Mr. Pat Tucker

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).

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Pandemic-adjusted deal terms and M&A process changes

By Mr. Rajive Dhar & Mr. Nic Volpi & Ms. Connie Chen & Brian T. Mangino

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).

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Ask the M&A Leadership Council

By Mr. Ken Bond & Mr. Sanjay Kacholiya & Ms. Eileen Kamerick & Ms. Margot Miller & Mr. Gil Ohana & Mr. Brett Shawn & Mr. Michael T. Wolf

This interactive session provided an opportunity for conference participants to ask members of the prestigious M&A Leadership Council questions on a range of deal-related topics.

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Human capital diligence: Cultural risks

By Ms. Rupa Mehta & Ms. Ashley Rice & Ms. Marilyne O'Hara & Mr. Paul Kibbe

This session provided a detailed look at how effective dealmakers approach HR due diligence to identify people-related cultural challenges and looked at specific deal terms that may be employed to impact the future state operating model. 

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Diligence methods: Intellectual property

By Ms. Alicia Rosenbaum & Mr. Jeff Hennig & Mr. Dan Vaughn & Ms. Amanda Massucci

This session looked at the challenging diligence obligations associated with source code audits, cyber security reviews, and intellectual property rights verification. The participants discussed the negotiation of specific deal terms that may be employed to address a range of diligence discoveries related to a target's value drivers.

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