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Mergers & Acquisitions: Nuts and Bolts Part 1: Due Diligence: Art & Science


Mergers & Acquisitions

 Mergers & Acquisitions: Nuts and Bolts Part 1: Due Diligence: Art & Science
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Update
Prerequisites: Participants need a background in the subject area and a desire to keep current.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 13PMA0502
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

As companies contemplate acquisitions, it is important that they examine the full range of issues related to the companies being acquired to insure a successful transaction. Areas such as company operations, financial performance, people issues, accounting, and legal must be carefully scrutinized to enhance their chances of success.

This webinar provides participants with an overview of the due diligence process, both preliminary as well as confirmatory. It examines the current trends and provides an overview of related best practices while comparing and contrasting the points of view of the sales side and the buy side.

Learning Objectives

After completing this webinar, attendees will be able to:

- Articulate the main obstacles in completing successful M&A transactions
- Identify current best practices and trends
- Differentiate between preliminary due diligence and confirmatory due diligence
- Define the different areas covered by preliminary and confirmatory due diligence

Who Should Attend

Business appraisers, valuators, litigation support consultants, business brokers

Presenters(s)

Andrew Sherman, ESQ
Mr. Andrew Sherman focuses his practice on issues affecting business growth for companies at all stages, including developing strategies to leverage intellectual property and technology assets, as well as international corporate transactional and franchising matters.

He has served as a legal and strategic advisor to dozens of Fortune 500 companies and hundreds of emerging growth companies. He has represented U.S. and international clients from early stage and rapidly growing start-ups, to closely held franchisors and middle-market companies, to multibillion-dollar international conglomerates. He also counsels on issues such as franchising, licensing, joint ventures, strategic alliances, capital formation, distribution channels, technology development, and mergers and acquisitions.

Mr. Sherman has written 17 books on the legal and strategic aspects of business growth, franchising, capital formation, and the leveraging of intellectual property. He also has published many articles on similar topics and is a frequent keynote speaker at business conferences, seminars, and webinars. He has appeared as a guest commentator on CNN, NPR, and CBS News Radio, among others, and has been interviewed on legal topics by The Wall Street Journal, USA Today, Forbes, U.S. News & World Report, and other publications.

Mr. Sherman serves as an adjunct professor in the MBA programs at the University of Maryland and Georgetown University and is a multiple recipient of the University of Maryland at College Park's Krowe Excellence in Teaching Award.

Enrique Brito, MBA, CFA, CVA, CM&AA, CMAP
Mr. Enrique Brito is a partner at Tatum, LLC., where he leads their corporate advisory services practice, focusing on advising middle market business owners on the implementation of exit strategies or growth plans requiring acquisitions and/or external funding. Mr. Brito has more than 20 years of corporate finance and investment banking experience involving transactions in the U.S., Mexico, Venezuela, Colombia, Argentina, and Peru. On behalf of the National Association of Certified Valuators and Analysts™ (NACVA®), he lectures on M&A and business valuation to national audiences (named Instructor of Great and Exceptional Distinction from 2003 to 2010).

Mr. Brito previously was a senior managing director at The McLean Group, a national investment bank and a Principal and Founder at Kaizen Consulting Group, a McLean, VA-based M&A advisory firm. He also was director of corporate finance with COMSAT International (subsequently merged with Lockheed Martin Global Telecommunications) where he participated in all aspects of M&A, business valuations, due diligence, and negotiations. As executive director at EuroCapital Corporation, he specialized in corporate finance projects involving multilateral financial institutions in Eastern Europe, Russia, and the Commonwealth of Independent States.

Mr. Brito holds an MBA, with honors, from The American University and a BS degree in Industrial and Systems Engineering from the University of Florida. He also holds professional credentials as a Chartered Financial Analyst (CFA), Certified Valuation Analyst® (CVA®), Certified Merger & Acquisition Professional (CMAP), and Certified Merger & Acquisition Advisor (CM&AA). Mr. Brito is a member of the CFA Institute, the Washington Society of Investment Analysts, the National Association of Certified Valuators and Analysts, and the Middle Market Investment Banking Association. He is a Financial Industry Regulatory Authority (FINRA) Registered Representative (Series 7, 63), Investment Banking Representative (Series 79), and General Securities Principal (Series 24).