Legal Strategies in Private Mergers and Acquisitions 2014


Course Date: March 13, 2014

Total: 5h 1min

Pricing the Transaction and Specific Industry Pricing Anomalies

  • key drivers of value
  • determining the right price
  • company, industry, and situation specific drivers

Paul Langley, CFA — Partner, Capital West Partners, Vancouver
Marco Tomassetti, CA, CBV — Partner, Corporate Finance, KPMG LLP, Vancouver

Welcome and Introduction

William J. McFetridge — Bull, Housser & Tupper LLP, Vancouver

 

Networking Break

 

Pricing, Payment, and Adjustment Mechanics

  • negotiating and drafting points that arise in connection with purchase price, payment, and adjustment provisions 
  • issues that arise in different industries

Sean A. Muggah — Borden Ladner Gervais LLP, Vancouver
John W. Munnis — Davis LLP, Vancouver

Lunch (on your own)

Intellectual Property Strategies

  • what the seller should do
  • what the purchaser should do
  • issues that arise in different industries

Angela L. Grams — Bull, Housser & Tupper LLP, Vancouver
Herb B. Regehr — Bull, Housser & Tupper LLP, Vancouver

Networking Break

Structuring the Transaction—Assets or Shares?

  • how to structure a deal
  • issues that arise in different industries

Timothy G. Duholke, FCA, TEP — Davis LLP, Vancouver
David R. Baxter — Thorsteinssons LLP, Vancouver

Closing Questions and Comments

William J. McFetridge — Bull, Housser & Tupper LLP, Vancouver

For the rebroadcast session (and for 1 hour of CPD ethics hours):
The course will conclude with a 1-hour CLE-TV session
which will involve aspects of professional responsibility and ethics, client care and relations, and/or practice management.