In its second edition, this guidebook is intended to serve as a resource and toolbox for deal lawyers who seek to more effectively plan, manage, and execute M&A transactions. Written by seasoned M&A practitioners, this valuable guide will help you work faster and smarter, meeting the demands of increasingly sophisticated clients and keeping pace with today's dynamic legal marketplace. As a practical resource, this guide contains essential tools that deal lawyers can consult, customize, and adapt as they effectively scope, plan, manage, and execute M&A transactions. Deal velocity continues to accelerate due to advances in technology, instant communication and virtual due diligence and closings. To respond to this velocity in the deal cycle and increasing demands for predictability of legal costs in transactional matters, this resource provides you with tools to help meet such demands, without overlooking important matters or otherwise compromising the quality of legal service you provide. Organized by three deal phases, namely "PreDeal," "Deal," and "Post-Closing," and by user, be it the client, the law firm, or the opposing counsel, this guidebook includes: - A menu of alternative fee arrangements for M&A deals, tools for conducting post matter assessments and a set of suggested M&A billing codes- Valuable guidance on using legal practice management in your firm to increase organizational and communications framework that enables law firms and in-house counsel to better plan, manage, and execute M&A transactions- A companion website available to purchasers to keep you updated on this evolving area of the M&A law practice- Downloadable checklists, forms and tools, including two billing tools, you can customize to implement legal project management in your M&A practiceThis Second Edition expands on the First Edition and includes five new tools: - Multi-Jurisdictional Transaction Checklist (Pre-Deal Document No. 8)- Carveout Transaction Checklist (Pre-Deal Document No. 9)- Post-Acquisition Integration Checklist (Post-Closing Document No. 2)- M&A Deal Magnitude and Complexity Tool (Billing/Budgeting Document No. 3); and- Budgeting Tool (Billing/Budgeting Document No. 4)
About the Author: Byron S. Kalogerou is a partner with McDermott Will and Emery in Boston, Massachusetts. He focuses his practice on domestic and cross-border mergers and acquisitions, finance, and joint ventures and alliances. Dennis J. White is a partner in the Boston, Massachusetts office of Verrill Dana LLP. With experience in representing emerging and mature companies, family businesses, and private equity and venture capital firms, he focuses his practice on transactional matters, including M&A, securities offerings, restructurings and sales of distressed companies, and corporate governance.