Deal Structures and Documents for M&A Deals

Explains the main documents and key provisions in M&A deals, and provides an overview of the M&A deal process from start to finish. This track also explains the structures of M&A deals including asset and stock sales, direct mergers, and forward and reverse triangular mergers.

CLE Available

Start Track
  1. still frame from Deal Process Overview Preview

    Deal Process Overview

    Learn about the overall M&A deal process, from setting up the deal team to the post-closing.

  2. still frame from What is a Working Group List? Preview

    The Working Group List

    Knowing how to create a good working group list is important for any junior lawyer. This course shares best practices and drafting tips.

  3. still frame from Format, Contents and Drafting Preview

    M&A Term Sheets

    A look at term sheets, including reasons why they are and aren’t used in M&A deals and some style and drafting tips.

  4. still frame from Triangular Mergers Preview

    Deal Structures

    Understanding deal structures is critical for anyone involved with M&A deals. This course explains the three main deal types: asset acquisitions, stock acquisitions and mergers.

  5. still frame from Introduction, Preamble, and Recitals Preview

    Principal Acquisition Agreements

    Acquisition agreements used in M&A deals have a lot in common, but there are also important differences. This course covers the main provisions to help give a general understanding of them all.

  6. still frame from Sample Disclosure Schedules Preview

    Disclosure Schedules

    An overview of disclosure schedules, including their typical contents and what buyers and sellers think about when reviewing and drafting them.

  7. still frame from Caps & Baskets Preview

    Caps & Baskets

    Sellers in private deals often try to limit their liability with limits and thresholds called caps and baskets. This video describes what they are and how they work.

  8. still frame from Earn Outs Preview

    Earn Outs

    An explanation of earn-out provisions and why they’re used in M&A deals.

  9. still frame from Side Letters Preview

    Side Letters

    An overview of how these short agreements are used in M&A deals.