Facilitator Guide

M&A Completions (UK)

Facilitator Guide

M&A Completions (UK)

Topic: M&A Basics (UK)

What’s covered

Purpose of completion
Simultaneous and delayed completions
Completion checklists
Process and documents
Timing considerations
Post-completion matters

Before the session

Prepare the Attendees

Send the attendees an invitation for the session. Include this link, which has the videos and exercise they’ll need to prepare.

https://www.hotshotlegal.com/trainings/m-a-completions-uk/attendee

Prepare Yourself

Watch the videos and read the exercise so you’re familiar with the Hotshot material.

Course

M&A Completions (UK)

An explanation of the completion process in UK M&A deals, including completion checklists, completion documents, completion day procedures, timing considerations, and post-completion obligations.
Exercise
PDF

During the session

Part 1: Knowledge Check

Ask attendees these questions to ensure they understand the topic:

What’s the purpose of completion in an M&A deal?
What’s the difference between simultaneous and delayed completions, and why might parties choose one over the other?
What’s the role of a completion checklist in a deal?
What usually happens at a pre-completion meeting?
What are some the main timing considerations for completion?
What are some of the key tasks that fall into the post-completion phase, and why are they important?

Part 2: Group Exercise

Lead a group discussion based on the exercise. To encourage collaboration, divide the attendees into groups to discuss the exercise, then have a representative from each group summarise their views to the larger group. Call on people to share their thoughts and ask others to respond.

Tip for remote sessions: use your web conferencing system’s breakout room feature to divide people into groups.

Part 3: War Stories and Firm Specifics

Share your own experiences and guidance, including:

Anecdotes and war stories (e.g., about a near-disaster or a tough negotiation)
General practice tips (dos and don’ts)
Firm-specific guidance and practices

After the session

To continue their learning, attendees can check out related courses in Hotshot’s M&A Basics (UK) topic.

About Hotshot

Hotshot helps lawyers develop their legal, business, and technology skills through short videos, quizzes, and summaries, and we help law firms and law schools plan and deliver engaging training programs. Our customers include Am Law 200 firms, top law schools, and regional and international firms.