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Deal Structuring and Key M&A Documents

 Deal Structuring and Key M&A Documents
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Intermediate
Prerequisites: Some M&A transaction experience involving corporate acquisitions and/or divestitures.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Three (3) Hours
Fields of Study: Accounting
Item Number: 15PMAFTL08A
Shipping Weight: 0lbs. 0oz.
Price: $140.00
Program Description

The decision of how to structure an M&A transaction, both from a tax as well as a financing perspective, is directly correlated with the transaction's likelihood of success. This webinar explores the general implications of the different forms of deal structuring in a middle market transaction. It also provides an overview of the main documents involved in the transaction and outlines general strategies in negotiating the key sections of these documents.

Learning Objectives

After completing this webinar, attendees will be able to:

- Explain the general tax and financing implications when structuring an M&A transaction
- Identify the impact, advantages, and disadvantages of the various forms of deal structuring
- Define the key sections in the main documents involved in a middle-market M&A transaction
- Summarize general negotiation strategies associated with key sections in the transaction documents

Who Should Attend

Investment Bankers, M&A Advisors, Investment and Financial Analysts, CPAs, Financial Officers, CEOs and CFOs, Transaction Lawyers


Enrique C. Brito, MBA, CFA, CVA, CMAP
Mr. Enrique C. Brito is partner and practice leader of Corporate Advisory Services at Tatum, an executive advisory firm in Washington DC area. He is also managing director at Kaizen Consulting Group, an M&A advisory firm based in Reston, Virginia. Previously, he was Senior Managing Director at The McLean Group, LLC, a national middle market investment bank in Washington DC.

Mr. Brito focuses on advising owners of middle market businesses on how to maximize and harvest business value through the implementation of growth strategies (acquisitions, capital formation, value enhancement) and transition plans (preparation for sale, transaction structuring and negotiation).

Mr. Brito has more than 25 of experience in investment banking and corporate finance and has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He is a national instructor in M&A, negotiation and business valuation topics and is a regular contributor to local business publications as well as a speaker at national conferences on M&A topics.