Morgan Lewis M&A Academy
The Morgan Lewis M&A Academy, a 19-part series of tailored webinars led by a diverse team of firm lawyers, provides a comprehensive overview of mergers and acquisitions (M&A) and is ideal for learning about the latest M&A issues and developments. The programming is geared toward not only M&A professionals but also specialists with particular areas of focus (e.g., benefits, intellectual property, tax), whether they deal with M&A issues regularly or occasionally.
This season we are continuing our format of highly customized tracks, enabling each attendee to select the program that addresses their unique M&A needs.
Our tracks are as follows:
Track 1 | Back to Basics: Fundamental Building Blocks of M&A Transactions
Track 2 | Specialists Matter: Knowing Just Enough to Know When to Call for Help
Track 3 | Industry Expertise: A Competitive Edge
Track 4 | Global M&A: Navigating Global Complexity
For more information on the program, please contact Gabriel Aviles.
CLE Questions?
Please contact CLECreditRequest@morganlewis.com.
Track 1 | Back to Basics: Fundamental Building Blocks of M&A Transactions
Join partner Avryl Klich and associate Erin O’Gurek as they provide an overview of various M&A structures, discuss the ins and outs of acquisition agreements, and explore the factors to consider when deciding which M&A structure is best.
In this session, partner Doug Kingston and associate Davis Truslow will give a brief overview of the acquisition process and discuss questions to be addressed in determining the best acquisition structure from both a seller’s and buyer’s perspective.
Join partners partner Jack Sheehan and associate Matt Cubin as they discuss confidentiality agreement considerations, the terms that are often negotiated in these agreements, and the pros and cons of using letters of intent and matters covered therein.
This session, led by partner Eric Tajcher and associate Lizbeth Sanchez, explores best practices for diligence and disclosure schedules, how they interact, and common pitfalls. Learn how careful preparation and review can surface issues early, minimize disputes, and strengthen deal outcomes.
Partner Meghan Kelly and associate Lindsay Mozdziock will cover the objectives and trends in acquisition agreement representations and warranties, including bring-down standards, materiality scrapes, sandbagging, and fundamentals. They’ll also highlight how representations and warranties insurance can manage risk and protect deal value.
Track 2 | Specialists Matter: Knowing Just Enough to Know When to Call for Help
Join partners Austin Lilling and Patrick Rehfield as they discuss issues particularly relevant to target management teams in the context of M&A transactions, including those relating to rollovers, employment and compensation arrangements, and incentive equity considerations.
Join partners Vito Petretti and Spencer Curtis as they provide a summary of key considerations for structuring and negotiating transition services agreements in the context of M&A transactions.
In this session, partner Dana Becker and associate Sam Worth will explore strategies for effectively navigating post-closing dispute resolutions and addressing fraud in M&A transactions to ensure successful deal outcomes.
Join partner Susan Zhu and associate Frank Ren as they provide a summary of market trends in M&A that fall under the antitrust and Hart-Scott-Rodino Act umbrella.
Partner Randy McGeorge and of counsel Timothy Durbin will discuss employee benefits and executive compensation issues arising in the context of M&A, including due diligence concerns, treatment of equity awards, “golden parachute” payments, and post-closing integration of employee benefits plans.
Join us as partner Michael Schlemmer and associate Zach Shine provide a summary of labor and employment law diligence and related deal considerations, including integration practices for employees, benefits plans, and executive contracts.
Partners Gene Park and Julie Goldemberg and associate Kiran Jassal will discuss diligence issues related to patent, trademarks, copyrights, and trade secrets that arise in the context of M&A transactions.
Join us as partner David Plotinsky and associate Christian Koslowski highlight key cross-border regulatory issues that may affect M&A transactions. This session will address topics such as risk-based due diligence, key diligence questions, considerations for buyers and sellers, and issues to consider in transactions related to national security and the Committee on Foreign Investment in the United States (CFIUS).
Join partners Ezra Church and Kristin Hadgis as they provide a summary of key privacy and data security considerations in the context of M&A transactions.
In this session, partners Alex Hastings and Justin Weitz will cover the unique issues government contracts raise in M&A deals, including compliance obligations, national security considerations, False Claims Act risks, and restrictions on assignment or change of control.
Track 3 | Industry Expertise: A Competitive Edge
Join partners Doneld Shelkey and Ben Klaber as they provide a summary of significant market trends in M&A in the artificial intelligence (AI) sector.
Join partner Luciana Griebel and associate Esther Phu for an overview of current market trends in M&A and partnerships within the life sciences sector.
In this session, partners Andrew Rocks and Caitlin Harrison will provide a summary of market trends in M&A within the sports arena.
In this session, partner Nancy Yamaguchi and of counsel Jason Capps will provide a summary of significant issues and recent trends in M&A in the technology sector. They will also discuss structuring and diligence considerations, risk identification and mitigation, and deal planning approaches.
Track 4 | Global M&A: Navigating Global Complexity
In this session, we will review current market conditions in the United Kingdom and discuss practical insights into deal activity, including key legal and commercial issues impacting UK-based and cross-border transactions.
In this session, we will provide an overview of the French M&A market and discuss important considerations in Paris-centered dealmaking, including transaction structures, market dynamics, and regulatory factors influencing execution.
Join us for a discussion and overview of the German M&A landscape and key considerations in strategic transactions, including market trends, regulatory issues, and structuring approaches relevant to cross-border dealmaking involving Germany.
Partners Dr. Sultan Almasoud, Joanna Maria El Khoury, and Sanjarbek Abdukhalilov will discuss key growth sectors, current market trends, and the strategic considerations shaping opportunities for investors and companies pursuing transactions across the region.