06 Sep Legal Counsel and M&A Transactions for IT Services Firms
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When it comes to M&A, it’s imperative to get through the process with the right team in place. We’re digging into legal counsel and M&A transactions for tech enabled services firms, and where’s the best place for a lawyer when it comes to deal and the critical things to consider.
Here’s what we cover in this episode of Shoot the Moon:
- Where does legal counsel gets involved: NDA, LOI, Purchase agreement
- Roll of an accountant, M&A advisor, client and legal counsel?
- When do you bring legal counsel?
- Importance of an M&A lawyer and M&A in IT services specifically: what does a generalist typically miss?
- What are common legal items in tech-services businesses that may not be common elsewhere? E.g. sign and close, working capital, reps & warrants, asset deals vs stock deals
- M&A advisor focusing on the big picture compared to trading deal points
- How long is the definitive agreement process and how can you speed it up with legal counsel?
- Fees and what to watch for: rewrites of language compared to meaniful changes, trading clauses, etc.
Listen to Shoot the Moon on Apple Podcasts or Spotify.