Morgan Lewis M&A Academy

The Morgan Lewis M&A Academy, a 20-part series of tailored webinars led by a diverse team of firm lawyers, provides a comprehensive M&A overview and is ideal for learning about the latest M&A issues and developments. It is geared not only toward M&A professionals but also toward 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 highly customized tracks format, enabling each user to create a tailor-made program to address their unique M&A needs.

Our tracks are as follows:

Track 1 | The Building Blocks of a Successful M&A Transaction
Track 2 | Getting the Deal Done – Specialists Matter
Track 3 | Leveraging Your Competitive Edge – Maximizing Industry Opportunities

For any questions on the program, please contact Kyla Eastman at kyla.eastman@morganlewis.com.

CLE credit in CA, IL, NY, PA, TX, VA, TN, KS is currently pending approval. Credit in CT, FL, and NJ is pending approval (via reciprocity). CLE credit is not available for the viewing of the recorded sessions.

Events by Track

Track 1 - The Building Blocks of a Successful M&A Transaction

11/09/2021 - Getting to the Heart of It: The Anatomy of an M&A Transaction

Join us as Rebekah Raber and Andrew Rocks provide an overview of the various M&A structures, discuss the ins and outs of an acquisition agreement, and the factors to consider when deciding which M&A structure is best.

Watch the presentation >> | View the slides >>

11/16/2021 - Deal Structuring: Threshold Questions to Ask and Answer from Either Side of the Table

Join us as Russell Franklin and Tara McElhiney give a brief overview of the acquisition process and discussed questions to be addressed in determining the best acquisition structure from both a seller’s and a buyer’s perspective.

Watch the presentation >> | View the slides >>

11/30/2021 - The Ins and Outs of Non-Disclosure Agreements and Letters of Intent

Join us as Karen Abesamis, Corey Mueller, and Greer Longer discuss confidentiality agreement considerations, terms often negotiated in confidentiality agreements, as well as the pros and cons of utilizing letters of intent and matters covered therein.

12/07/2021 - Be Prepared—Why Representations & Warranties, Due Diligence and Disclosure Schedules Matter

Join us as Eric Tajcher, Varun Anil Gupte, and Conor Larkin explain the purposes and nuances of common representations and warranties included in a typical acquisition agreement. The panel also discussed recent trends in the treatment of those representations, including with respect to bring-down standards, materiality scrapes, sandbagging, and which representations are typically treated as fundamental.

12/14/2021 - Bridging the Gap with Transition Service Agreements

Join us as Vito Petretti and David Glazer provide a summary of key considerations in structuring and negotiating transition services agreements in the context of M&A transactions.

Track 2 - Getting the Deal Done – Specialists Matter

01/11/2022 - Navigating Purchase Price Adjustments, Earn-Outs, and Related Disputes

Join us as Allison Gargano and Elisa McEnroe discuss purchase price adjustments and earn-outs, including why they exist and when they are typically used, material drafting considerations, and how to best position yourself if a dispute is anticipated.

01/18/2022 - M&A Considerations in the Infrastructure Sector

Join us as we provide a summary of significant market trends in M&A in the infrastructure sector including the infrastructure bill.

01/25/2022 - Environmental Considerations in M&A Transactions

Join us as Christopher McAuliffe provides a summary of key environmental considerations in the context of M&A transactions.

02/01/2022 - Privacy and Data Security Issues in M&A Transactions

Join us as Doneld Shelkey, Kristin Hadgis, and Todd Liao provide a summary of key privacy and data security considerations in the context of M&A transactions.

02/08/2022 - Planning for the Plans: Executive Compensation and Employee Benefit Plans

Join us as Gina Lauriero, Randy McGeorge, and Erin Randolph-Williams 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 benefit plans.

02/15/2022 - How Labor, Employment, and Benefits Specialists Can Best Add Value to Your Deal

Join us as Michael Schlemmer and Patrick Rehfield provide a summary of labor and employment law diligence and related deal considerations, including the integration practices for employees, benefit plans, and executive contracts.

02/22/2022 - Technology in M&A Transactions – What Parties Care About When Buying and Selling Technology

Join us as Randy Wood and Nancy Yamaguchi provide a summary of significant market trends in M&A in the technology sector, including structuring and diligence considerations, and risk identification, mitigation and integration planning approaches.

Track 3 - Leveraging Your Competitive Edge – Maximizing Industry Opportunities

03/01/2022 - M&A in the Ever-Changing FinTech Landscape

Join us as Andy Ray, Eamonn Moran, Mark Riccardi, and Steve Lightstone provide a summary of significant market trends in M&A in the FinTech sector.

03/08/2022 - M&A Considerations in the Insurance Sector

Join us as Jeff MacDonald provides a summary of significant market trends in M&A in the insurance sector.

03/15/2022 - What You Need to Know: Renewable M&A Deals

Join us as Laura Neumeister Wright provides a summary of significant market trends in M&A in both the renewable and conventional energy sectors.

03/22/2022 - Private Equity and Physician Practice Acquisitions: Key Legal Considerations

Join us as Banee Pachuca and Adam Prince provide a summary of key considerations and market trends in physician practice acquisitions in the private equity space.

03/29/2022 - M&A Considerations Across the Ever-Changing Life Sciences Landscape

Join us as Suzanne Filippi provides a summary of market trends in M&A in the life sciences sector.

04/05/2022 - Get the Facts on SPACs

Special purpose acquisition companies (SPACs) have become critical to the M&A market. Join us as Andrew Milano , David Bionghi, and Caitlin Harrison discuss some of the most important legal issues including additional fund options such as the use of private investments in public equity (PIPEs), obtaining shareholder approval for potential mergers, and preparation for target companies.

04/12/2022 - M&A Considerations within CFIUS & Trade Regulation

Join us as Giovanna Cinelli, Kenneth Nunnenkamp, and Carl Valenstein highlight key cross-border regulatory issues as they may affect M&A transactions. Topics addressed in this webinar include risk-based due diligence, key diligence questions, considerations for buyers and sellers, and issues to consider in CFIUS and national security-related transactions.

04/19/2022 - M&A Considerations within Antitrust & HSR

Join us as Harry Robins and Dave Brenneman provide a summary of market trends in M&A under the antitrust and HSR umbrella.

View the 2020-2021 Curriculum

Track 1 - The Path Forward – COVID-19’s Impact on M&A

10/27/2020 - Distressed M&A: Considerations Amid a Pandemic

Join us as Kevin Shmelzer, Laura McCarthy, Craig Wolfe, and Andrew Gallo discuss the distressed asset sale process and critical legal issues and risks associated with distressed M&A transactions in the wake of the coronavirus (COVID-19) pandemic.

Watch the presentation >> | View the slides >>

11/10/2020 - Impact of the Paycheck Protection Program on M&A Transactions

Join us as Andrew Budreika, Matthew Schernecke, Jacquelynne Hamilton, and Andrew Rocks discuss potential risks and other diligence considerations of the Payment Protection Program.

Watch the presentation >> | View the slides >>

11/17/2020 - International Hot Topic: COVID-19's Impact on Global M&A

Join us as Jayne McGlynn, Joachim Heine, Felipe Alice, and Joanna Christoforou discuss the coronavirus (COVID-19) pandemic’s impact on global M&A and the path forward as various industries continue to weather this pandemic.

Watch the presentation >> | View the slides >>

12/01/2020 - Representation and Warranty Insurance: Reactions to COVID-19

Join us as Ariane Baczynski and Spencer Curtis discuss the effects that the COVID-19 pandemic has had on warranty and indemnity insurance. With a heightened desire to renegotiate deal terms amid economic uncertainty, our panel will discuss some key observations on emerging trends in the warranties and indemnities market.

Watch the presentation >> | View the slides >>

12/08/2020 - Private Equity Deals in a Changing Environment

Join us as Barb Shander and Adam Prince discuss the changing landscape of private equity investing over the past year, and where they see the path forward.

Watch the presentation >> | View the slides >>

12/15/2020 - Get the Facts on SPACs

Special purpose acquisition companies (SPACs) have become critical to the M&A market in 2020. Our panelists will discuss some of the most important legal issues including additional fund options such as the use of private investments in public equity (PIPEs), obtaining shareholder approval for potential mergers, and preparation for target companies.

Watch the presentation >> | View the slides >>

Track 2 - The Building Blocks of a Successful M&A Transaction

01/12/2021 - Getting to the Heart of It: The Anatomy of an M&A Transaction

Join us as Rebekah Raber and Andrew Milano provide an overview of the various M&A structures and discuss the ins and outs of an acquisition agreement and the factors to consider when deciding which M&A structure is best.

Watch the presentation >> | View the slides >>

01/19/2021 - Deal Structuring: Threshold Questions to Ask and Answer from Either Side of the Table

Join us as Russell Franklin and Paris Dupree 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 a buyer’s perspective.

Watch the presentation >> | View the slides >>

01/26/2021 - The Ins and Outs of Nondisclosure Agreements and Letters of Intent

Join us as Karen Abesamis and Corey Mueller discuss confidentiality agreement considerations, terms often negotiated in confidentiality agreements, and the pros and cons of utilizing letters of intent and matters covered therein.

Watch the presentation >> | View the slides >>

02/02/2021 - Be Prepared—Why Representations & Warranties, Due Diligence, and Disclosure Schedules Matter

Join us as Eric Tajcher and Varun Anil Gupte explain the purposes and nuances of common representations and warranties included in a typical acquisition agreement. The panel will also discuss recent trends in the treatment of those representations, including with respect to bring-down standards, materiality scrapes, sandbagging, and which representations are typically treated as fundamental.

Watch the presentation >> | View the slides >>

Track 3 - Getting the Deal Done – Specialists Matter

02/23/2021 - Real Estate Considerations in M&A Transactions

Join us as Jeannine Bishop, Kathleen Martin, Eric Marcuson, Christopher McAuliffe, and Kelly Kuschel provide a summary of key real estate considerations in the context of M&A transactions.

Watch the presentation >> | View the slides >>

03/02/2021 - Privacy and Data Security Issues in M&A Transactions

Join us as Doneld Shelkey, Ezra Church, Pulina Whitaker, and Kristin Hadgis provide a summary of key privacy and data security considerations in the context of M&A transactions.

03/09/2021 - Planning for the Plans: Executive Compensation and Employee Benefit Plans

Watch the presentation >> | View the slides >>

03/16/2021 - How Our Labor, Employment, and Benefits Specialists Can Best Add Value to Your Deal

Join us as our panelists provide a summary of labor and employment law diligence and related deal considerations, including integration practices for employees, benefit plans, and executive contracts.

Track 4 - Leveraging Your Competitive Edge – Maximizing Industry Opportunities

04/06/2021 - M&A in the Ever-Changing Fintech Landscape

Join us as our panelists provide a summary of significant market trends in M&A in the fintech sector.

Watch the presentation >> | View the slides >>

04/13/2021 - Private Equity and Physician Practice Acquisitions: Key Legal Considerations

Join us as Janice Davis and Banee Pachuca provide a summary of significant market trends in M&A in the healthcare sector.

Watch the presentation >> | View the slides >>

04/20/2021 - Don’t Waste Your Energy: What You Need to Know About Conventional and Renewable M&A Deals

Join us as Laura Neumeister Wright, Mike Muller, Katie Ostman, and Melanie Campbell provide a summary of significant market trends in M&A in both the renewable and conventional energy sectors.

Watch the presentation >> | View the slides >>

04/27/2021 - Retail & Ecommerce Considerations in M&A Transactions

Join us as Christina Melendi and Allison Gargano provide a summary of significant market trends in M&A in the retail and ecommerce sectors.

05/04/2021 - Technology in M&A Transactions: What Parties Care About When Buying and Selling Technology

Join us as Eric Hwang and Andy Ray provide a summary of significant market trends in M&A in the technology sector, including structuring and diligence considerations and risk identification, mitigation, and integration planning approaches.

Watch the presentation >> | View the slides >>

05/11/2021 - M&A Considerations Across the Ever-Changing Life Sciences Landscape

Join us as Tony Chan and Amanda Goceljak provide a summary of market trends in M&A in the life sciences sector.

Watch the presentation >> | View the slides >>

05/18/2021 - Issues in Investment Management M&A Transactions

Join us as our panelists provide an overview of the primary considerations involved in the acquisition or sale of a majority or minority stake in an investment management firm.

Watch the presentation >> | View the slides >>

05/25/2021 - M&A and Investment into AI Companies

Join us as we discuss some of the key issues that buyers and investors frequently grapple with as they evaluate companies in this space.

Watch the presentation >> | View the slides >>