Negotiating M&A deal terms | Transaction Advisors

This panel from Transaction Advisors Institute's Middle Market M&A Conference in Chicago demonstrated the give-and-take between buyers and sellers in negotiating key provisions in both domestic and cross-border deals. The discussion included a look at M&A deal terms from the perspectives of private equity and strategic buyers and sellers, and the latest trends in negotiating key provisions. William Monat, Executive Vice President in the M&A Group at Willis Towers Watson, Jessica Sicsu, a Partner at Kirkland & Ellis, Kelly Silver, Deputy General Counsel at Merieux NutriSciences Corp, Khun Lebakken, Senior M&A Underwriter, AIG, Ian Ross, a Partner with Concentric Equity Partners, gave significant consideration to the increasing use of transactional insurance in deal structuring and the interplay between traditional structured indemnity terms and representations and warranties coverage. The panelists also looked at methods for employing specific pricing formulations in stock swaps and “earn-out” transactions. The discussion included a look at variations in common deal terms when the acquiring party is a private equity firm, strategic acquirer, foreign corporation, or a family office. The Transaction Advisors Institute provides its members with a suite of programs and current information on M&A strategy, deal structuring, and integration best practices. https://www.TransactionAdvisors.com Offerings include: M&A Conferences assemble corporate development leaders, in-house M&A counsel, board members, and private equity investors to discuss current challenges impacting complex transactions and consider innovative methods to improve deal performance. https://bit.ly/3XBRdpw The M&A Academy provides guidance on material negotiation issues and offers perspective on improving M&A performance from strategy development through closing. https://bit.ly/3Wu6doc M&A Master Classes: These live online M&A courses cover the specific decisions, information, and actions that are required during the acquisition process. The teaching faculty are renowned professors who provide practical guidance from their extensive M&A experience. https://bit.ly/3j5PU3d M&A Resources: This fast growing collection includes self-paced e-learning modules and editions of the M&A journal, Transaction Advisors, and information on critical negotiation issues, shifting deal dynamics, and techniques for transaction planning, structuring, and execution. https://bit.ly/3ZYHkUA Members of the Transaction Advisors Institute are some of the most active and sophisticated M&A professionals that enjoy being part of an elite community of in-house dealmakers. Membership is strictly limited to corporate and private equity professionals https://bit.ly/3kFaiZw