David Solomon to Present at MBBI M&A Transaction Presentation

Corporate & Securities Chair, David Solomon will be a speaker for MBBI (Midwest Business Brokers and Intermediaries) Ethical Considerations in M&A Transactions presentation.

Merger & Acquisition Professionals including but not limited to Attorneys, Accountants/ CPAs, and other M&A Professionals, seek to move the deal forward and get results for the client on terms that protect the client’s interests. Your transaction may involve multiple stakeholders in the deal with differing interests. Deal dynamics move at a fast pace, with both (or more) sides of the deal looking for the next document turn and for the issues to be resolved. Each stakeholder may be seeking to maximize results for himself or herself. Instructions might be coming from more than one person of authority. It is these factors that drive an ever increasing need for professional awareness and the confidence to take a step back from the fast-paced-deal to ensure that ethics, fairness and other exposure issues are being managed throughout the course of the deal. No M&A Professional wants to close the deal and see money change hands, only to find themselves exposed after the closing. Beyond a mere understanding of rules, statutes and general transaction principles, the M&A professional must be able to quickly spot and act on new requests and new information that might create liability for the M&A professional and others, and might compromise the deal getting closed.

This continuing education presentation will focus on case-study-style hypotheticals developed from real-world M&A transactions and will apply legal and ethical principles, to provide professionals with tips, insights and analytical skills to help quickly spot, analyze and manage issues such as client conflicts of interest, duties to principals, ethical requirements, requirements involving outside counsel, and reliance on outside opinions. The M&A professional will gain from this continuing education presentation a better ability to recognize situations that present potential for exposure and will sharpen skills necessary to successfully manage them using best practices.

For more information and registration, please click here.