Doing “Good” deals: How ESG is influencing M&A

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

This timely session looked at the current sentiment around environmental, social, and governance practices in M&A. The discussion looked at ways to consider ESG in the diligence process, methods for mitigating ESG risks, and the merit of using M&A to advance ESG objectives.

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Ask the M&A Leadership Council

By Mr. Ken Bond & Mr. Sanjay Kacholiya & 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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Negotiating closing conditions that bridge valuation gaps

By Ms. Linda Sharaby & Mr. Sanil Padiyedathu & Ms. Dawn Bartholomew & Matthew V. Soran

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).

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