Event Details

When:

October 8, 2019 11:30 AM - 1 PM PDT

Where:

Location Name

Sheppard, Mullin, Richter & Hampton LLP - 2nd Floor Boardroom

Location Address

12275 El Camino Real
San Diego, CA 92130
United States

Add to Calendar

Overview

Body

October BrownBag: Good Deal or Not? – How to Analyze an Unsolicited “LOI” (or Letter of Intent)

Please note this event has sold out. The venue for this event has changed to Sheppard, Mullin, Richter & Hampton LLP offices at 12275 El Camino Real, 2nd Floor Boardroom, San Diego, CA 92130.

You own and/or operate a successful business. Your company is not for sale. One day, out of the blue a potential buyer shows interest in your company and sends you an “LOI” (or Letter of Intent). What do you do now? How to read it?

Join a panel of two top M&A Attorneys who will share some real life examples of what they have learned from decades of practice. They will address:

When to consult your attorney and/or bring in the M&A attorney
Which other advisors to consult or not
How to distinguish binding and non-binding terms
How to analyze binding terms like exclusivity and lock-up and make them more palatable
How to evaluate non binding terms like price, form of consideration, form of deal, non-compete, employment terms, etc.
How to assesss whether the price and terms are adequate or not
How to make sure that the non-binding terms provide the right level of protection for the seller
How to best orchestrate a response to the buyer who made the unsolicited offer

You can also bring your questions and “stump” the experts. Great information for for Business Owners and C-Level Execs as well as Advisors working with business owners.

Panelists

Robert G. Copeland - Sheppard Mullin, Special Council
Charles B. Witham - Witham Mahoney & Abbott, LLP, Partner

REGISTRATION OPEN NOW!

ACG Members & Sponsors: $20
Non-Members: $30

(includes boxed lunch)

For more BrownBag info: Please contact Leo Klijn/BrownBag Chair at leo@henberger.com, or 858-231-2393 or John Henberger/BrownBag Chair at 760-635-1199 or 760-271-5541.

Questions?

Contact Executive Director Judy Susser-Travis, CMP, CMM at acgsandiego@acg.org or 619-741-7247.

Please Note: Your registration for this event acts as an audio/video release and includes your permission for ACG San Diego to use your image and comments captured on audio, video or photographic formats while attending the event for marketing and promotional purposes. For further information please contact: Judy Susser-Travis - ACG San Diego Executive Director @ acgcsandiego@acg.org or 619-741-7247.

Speakers

Robert G. Copeland

Sheppard Mullin

Special Counsel

Bob practices in the area of corporate law with an emphasis on corporate finance, securities, real estate and mergers and acquisitions. He also is ready and able to assist business owners seeking a liquidity solution in locating financing and acquisition sources. He has served as an expert witness in several litigations involving complex business, partnership and tax disputes. Bob also holds a certificate from the National Conflict Resolution Center in advanced mediation and is available to mediate complex prelitigation and litigated matters.

Bob has extensive experience in representing and advising individual owners and the boards of directors and executive leadership of companies concerning corporate governance, securities, and corporate law and real estate law transactions. He has led numerous corporate finance, recapitalization and initial public offering transactions. He has extensive experience and expertise in representing targets, as well as strategic and financial buyers in mergers and acquisition transactions both within the U.S. as well as in Europe, and the Middle East.

Charles B. Witham

Witham Mahoney & Abbott, LLP

Partner

Charles Witham works hard to earn his clients’ trust and to demonstrate what it means to be a trusted advisor. Because of his ability to move seamlessly between the roles of deal maker and business strategist, clients value him equally for his ability to get deals done right and to be an objective sounding board when making tough decisions.

With an MBA, real estate broker’s license and law firm management experience, Chuck brings a business perspective that is rare among lawyers. He provides practical and efficient legal assistance in a timely, responsible and effective manner. He counsels clients on a broad range of complex business and legal issues, including general counseling of established and emerging companies regarding entity formation and governance, employment matters, mergers & acquisitions, reorganizations, and protection of trade secrets and other proprietary information.

Event Secondary Body

Hosted by Sheppard, Mullin, Richter & Hampton LLP.

Hosted by: ACG

Chapter

San Diego

ACG San Diego October BrownBag: Good Deal or Not? – How to Analyze an Unsolicited “LOI” (Letter of Intent)