JD Supra: Mergers

FEBRUARY 4, 2025

These representations often serve two purposes: first to prompt a seller to make disclosure in a document called the Disclosure Schedule if a representation is untrue, and the other is to allocate the involved risks between buyer and seller if. In other words, statements about the business that the sellers promise are true.

Business

JD Supra: Mergers

APRIL 25, 2025

Its a cautionary reminder to transactional lawyers: if the dealmaking process is not precise (or well-documented), then the risk of post-closing litigation is increased. Theres a tongue-in-cheek joke within the legal industry that transactional lawyers create the problems, and the litigators get paid to clean them up.

Business

Sun Acquisitions

NOVEMBER 26, 2024

Virtual data rooms (VDRs) and AI-powered document review tools have revolutionized the game. VDRs offer secure, cloud-based platforms for storing and sharing vast documents. At the same time, AI can analyze contracts, financial statements, and other critical documents with superhuman speed and accuracy.

M&A

JD Supra: Mergers

JUNE 6, 2025

Morgan | Aumni, the report draws directly from legal documents underlying private market transactions, offering one of the clearest, most data-rich perspectives available for founders, investors, and board members navigating today’s market. Produced in collaboration with J.P.

Collaboration

Focus Investment Banking

DECEMBER 3, 2024

So, you know, certainly OSHA and and other regulatory bodies come into this and, and want to make sure that you’ve got the right documentation, you’ve got the right plan, you’ve selected the, the equipment that is appropriate for the hazard. But then, you know, as an employer, you need to make that available.

M&A

How2Exit

OCTOBER 28, 2024

Key Takeaways: M&A Skills Transferability : The skills acquired in large-scale M&A are highly transferable to acquiring smaller e-commerce businesses, with the main variance being in the volume of documentation.

Mergers and Acquisitions

MergersCorp M&A International

JUNE 5, 2025

Legal and Contractual Complexities The ripple effects of tariffs extend deeply into the legal and contractual frameworks of M&A transactions.

Mergers and Acquisitions

Beyond M&A

JUNE 9, 2025

The documentation is manicured. Treat culture like code – it needs documentation, testing, refactoring. The DD Illusion: Shine Over Substance When we step into a due diligence process, especially in tech, we often find ourselves confronted with a polished version of the truth. It’s natural. The pitch deck is sleek. We want the truth.

Business

Focus Investment Banking

JULY 8, 2025

Here, the buyer provides transaction documents that are reviewed and negotiated by the seller’s legal counsel. Once the legal documents are complete and negotiated, it is time to close the deal. After the buyer’s diligence is substantially complete, the deal moves to the legal phase.

Healthcare

Focus Investment Banking

MARCH 10, 2025

Pass on domain knowledge to team members or document it. For a successful exit, the answer should usually be Yes. If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. You cant be the walking encyclopedia of the company.

Investment

Mergers and Inquisitions

JUNE 11, 2025

Tell Me About a Recent Deal: How to Find Deals and Information If you have Capital IQ or FactSet, you can screen transactions based on these criteria and click through to the results to find the description and documents for each deal: If you cannot access these services, you must rely on simple online searches and deal summaries from other sources.

M&A

Focus Investment Banking

FEBRUARY 4, 2025

Legal : Corporate documents, legal issues, compliance with regulations. Preparation Phase (3-6 months): This involves cleaning up financials, gathering necessary documents, preparing confidential materials, and marketing to potential buyers. Operational : Daily operations, staffing, KPIs, and efficiency metrics.

Sale

Sun Acquisitions

NOVEMBER 4, 2024

Natural language processing (NLP) algorithms can analyze unstructured data from contracts, emails, and other documents to identify potential red flags. AI enhances this process by automating data collection and analysis, providing deeper insights and more accurate risk assessments.

M&A

Global Newswire by Notified: M&A

JULY 7, 2025

SHAREHOLDERS OF PRESENCE ARE URGED TO READ THE REGISTRATION STATEMENT AND THE PROXY STATEMENT/PROSPECTUS REGARDING THE MERGER WHEN IT BECOMES AVAILABLE, AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THOSE DOCUMENTS, BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION.

IT

Midaxo

MAY 8, 2025

Every minute your team spends chasing down documents, updating spreadsheets, or clarifying deal status is time not spent building relationships, refining strategy, integrating operations or moving the next deal forward. Below, we unpack the hidden costs that are holding teams back, and how real M&A teams are tackling them.

M&A

Midaxo

JUNE 10, 2025

Easily access your pipeline, CRM details, contacts, and document data—even during travel or critical meetings. To do that effectively, he needs quick, seamless access to deal information in a central location. The Midaxo app ensures you never miss a beat.

M&A

iMerge Advisors

APRIL 9, 2025

Key steps include: Conducting a formal valuation assessment Improving key metrics like retention, gross margin, and CAC:LTV Documenting IP ownership and customer contracts Building a data room for due diligence These steps not only improve valuation but also reduce friction during the sale process.

Valuation

Lake Country Advisors

JUNE 24, 2025

This is especially critical in complex sectors like manufacturing, where working with a manufacturing business broker ensures your documentation meets industry standards. In short, your financials are more than just reports; they’re proof. Buyers don’t expect perfection, but they do expect clarity.

Business

iMerge Advisors

APRIL 15, 2025

How to Prepare for Diligence: A Strategic Checklist To avoid surprises during due diligence, founders should proactively audit and document their open-source usage. Map Licenses to Usage For each component, document: The license type (MIT, GPL, etc.) The key is transparency, documentation, and proactive remediation.

M&A

Software Equity Group

JULY 9, 2025

Third-party reports and clean documentation reduce uncertainty, increase buyer confidence, and streamline the path to close by having answers and materials ready before they are requested. Require markup of key legal documents and maintain optionality where possible.

Private Equity

iMerge Advisors

APRIL 13, 2025

In the world of mergers and acquisitions, the Confidential Information Memorandum (CIM) is more than just a document its your companys first impression to serious buyers. A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors.

Valuation

Mergers and Inquisitions

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer.

Investment Banking

Lake Country Advisors

MAY 9, 2025

Valuing Your Middle-Market Business and Essential Documents Accurate valuation typically involves in-depth financial analysis, benchmarking against similar companies, and assessing intangible assets like brand reputation or proprietary technology. Generally, most middle-market deals can take anywhere from six months to over a year.

Middle Market

How2Exit

JUNE 23, 2025

He outlines what should be done years before listing a company: normalize financials, optimize working capital, document everything, and align seller expectations with realistic market multiples. Uriarte doesn’t just describe problems—he gives a blueprint. “The teaser gets the attention,” he explains.

Business

Growth Business

FEBRUARY 10, 2025

You may need a consultant to help you to document your business processes. At the very least, you will need to have a robust franchise agreement drawn up by a lawyer and sort out trademarking for your logo.

Business

Mergers and Inquisitions

DECEMBER 4, 2024

Many leagues restrict ownership of teams to a certain number of people, which means that going public may not be an option. This explains why Inner Circle has a separate “ Limited Partnership Transactions ” group.

Investment Banking

iMerge Advisors

APRIL 15, 2025

These are standard legal documents that confirm the contractor assigns any rights they may have had to the company. Document Everything Keep a clean record of all signed agreements, communications, and payment history. Document Everything Keep a clean record of all signed agreements, communications, and payment history.

M&A

European Investment Bank

JULY 17, 2025

It sets out how the Group publishes information proactively and responds to requests for documents. The EIB Group Transparency Policy explains how the EIB Group ensures transparency and engages with stakeholders. The EIB Group adopted a revised Transparency Policy on 17 November 2021, following a broad public consultation.

Investment Banking

The TRADE

JULY 14, 2025

Previously in his career, he spent nearly eight years at 7IM in a data and documentation administration role and later as a senior multi-asset trader. BNY declined to comment on his appointment. Jones has been with LGIM for almost three years, based in London.

Investment Manager

Lake Country Advisors

OCTOBER 31, 2024

Work with legal and financial experts to ensure all terms are clearly documented, protecting your interests. This legally binding document serves as a roadmap for how the business will operate and how partners will interact with one another. Transparent communication is essential to establishing trust.

Business

The New York Times: Banking

JULY 17, 2025

Mr. Wyden wants the documents made public. Senator Ron Wyden has found that four banks waited until Mr. Epstein’s arrest on federal charges to flag $1.5 billion in suspicious transactions.

Bank

Mergers and Inquisitions

APRIL 16, 2025

They have a long, well-documented history of stealing, spying, hacking, and ignoring agreements to act like civilized adults. Yes, other countries have imposed trade barriers that have reduced access to their markets, despite the U.S. offering relatively open trade access until recently. And yes, China is clearly a bad-faith actor.

Valuation

Financial Times - Banking

JULY 23, 2025

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Food

The TRADE

APRIL 29, 2025

SIX highlighted that the original issuance and lifestyle documentation of the offering is fully owned by the provider and will be available through its centralised platform.

Asset Management

Deal Lawyers

NOVEMBER 18, 2024

This 904-page resource covers a broad range of topics, including the mechanics of an M&A transaction, documentation, disclosure, tax, accounting, antitrust, contractual transfer restrictions, successor liability, antitakeover & fiduciary duties of directors and controlling stockholders.

M&A

Financial Times - Banking

JULY 23, 2025

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Underwriting

JD Supra: Mergers

JUNE 26, 2025

On 23 June 2025, the UK government published its new Modern Industrial Strategy document (the “IS Document”), outlining the government’s current strategies for UK economic growth. The IS Document makes. By: Pillsbury - Global Trade & Sanctions Law

Financial Services