Checklist for Performing Due Diligence5/28/2008 The following directives must be observed in order to perform due diligence:
Commence legal and business due diligence as early as possible.
Review organizational documents.
Review principal commercial contracts and customer...
(0 comments) Requesting Letter of Intent or Memorandum of Understanding1/22/2008 One or both parties may request that their preliminary understandings be embodied in a letter of intent or memorandum of understanding. The wisdom of entering into such an agreement at an early stage of negotiations when the terms of the transaction are preliminary...
(0 comments) Drafting Closing Documents and Closing a Transaction1/22/2008 The first place to start in preparing to close a merger, acquisition, or consolidation transaction is to review all the conditions to closing set forth in the merger, securities, or asset purchase agreement and create a checklist of the items that are needed...
(1 comments) M&A Due Diligence: Little Things Mean a Lot1/24/2008 With an endless list of due diligence items to consider, companies sometimes overlook a critical factor that could make or break the deal. It can be as mundane as the target's computer operating systems or the big-picture idea behind the merger. Thinking...
(0 comments) Download PDFUsing ESOPs as an Acquisition Tool
1/24/2008 The current press coverage of Sam Zell's proposal to acquire The Tribune Companies indicates that he plans to use a leveraged employee stock ownership plan ("ESOP") to do the deal. While we don't yet know the specific details of the proposal, the...
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