Facilitator Guide

M&A DD Request Lists

Facilitator Guide

M&A DD Request Lists

Topic: M&A Basics (UK)

What’s covered

Drafting a DD request list
Structure and contents of a list
Responding to a DD request list

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-dd-request-lists/attendee

Prepare Yourself

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

Course

M&A DD Request Lists (UK)

An introduction to due diligence request lists and a walkthrough of a sample list. The course teaches the structure and contents of the request list, the drafting process, and how the receiving party responds.
Exercise
PDF

During the session

Part 1: Knowledge Check

Ask attendees these questions to ensure they understand the topic:

Why does the buyer prepare a due diligence request list, and what role does it play in the deal?
How are DD request lists typically organised?
From the sell-side perspective, what’s typically involved in reviewing and responding to a request list?

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.