Overseeing mergers and acquisitions: A framework for boards of directors

This document provides a robust framework to help directors oversee mergers and acquisitions effectively and ensure shareholder value is maximized.

Book (Softcover) |  Item # 04430 |  Member $35, Non Member $45

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Successful implementation of a merger or acquisition (M&A) can result in significant competitive advantage, growth and value. Management is responsible for developing and executing an overall M&A strategy, but boards of directors must be involved to ensure effective and independent oversight on material transactions that affect shareholder value.

This document provides a valuable framework for M&A transactions for boards of directors. It covers the full life cycle, from strategy and transaction development to implementation to post-closing activities.

You will learn about:

  • determining where M&A fits in the corporate strategy
  • acquisition rationale and screening criteria
  • candidate search and selection
  • approaching targets and beginning discussions
  • due diligence
  • valuation and transaction structure
  • finalizing the transaction
  • post-closing activities to capture learning from experience

Additional sample materials include:

  • acquisition screening criteria
  • non-binding letter of intent
  • exclusivity agreement
  • confidentiality agreement
  • standstill provision
  • due diligence checklist