Overview of Due Diligence for Mergers and Acquisitions

Duration: 90 Minutes
This is a fast paced presentation to get you to think about the process and execution of Due Diligence reviews.
Due Diligence Process
Instructor: Burke Files
Product ID: 506731
Objectives of the Presentation
  • Outline of Presentation
  • Define Due Diligence and the Process
  • How we make decisions
  • The Selection of Opportunities
  • What you must know before you make the call
  • Designing the Process
    • Representation, Disclosure, and Fact Assessment
    • Critical Areas of Knowledge
    • Budgets for time, talent and treasury
    • What Comes First
    • Informational Resources
    • Building and Empowering Your Team
  • Focus Topics
    • Representation, Disclosure, and Fact Assessment
    • Corporate Records
    • Financial Records
    • Key Agreements
    • C-suite and Gold Collar workers
    • Culture Assessments
    • Human Resources
    • Key Suppliers
    • Key Customers
    • Technology
    • Intellectual Property and Critical Information
    • Marketing
    • Sales
  • Running the Due Diligence Process
    • Data Rooms for Documents
    • Private Rooms for Notes, Memos and Reporting
    • Designing the Report
  • Presentation of the findings
    • Written
    • Verbal
  • After the Exercise Review
  • Due Diligence Red Flags
    • Done Diligence
    • Undue Pressures
    • Asymmetric Information
    • Endless Meetings and Delays
    • Copier Leases
    • Deal Junkies and Desk Squatters
Why Should you Attend
Headlines of due diligence failures include the Facebook loss of $500 million, Hewlett Packard write of 8.8 billion after acquiring Autonomy, or Quaker's 1.4 billion loss on Snapple. None of this had to happen. Smart people made very grave errors. They made errors that were as predictable as they are preventable. The errors and failures will continue until professionals fundamentally understand Due Diligence. Join this webinar to gain a thorough understanding of overview of Due Diligence for Mergers and Acquisitions.

Who will Benefit
  • Lawyers, with a focus on M&A, IP, and Litigation
  • Accountants
  • Business Brokers
  • Business owners selling their business
  • Business buyers
  • Hedge Fund Executives
  • Pension Fund Managers
  • Commercial Insurance Investigators
  • Finance Professionals focused on M&A Investment
  • Directors of Corporate Finance
  • M&A Advisors and Consultants
$300
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Recorded Session - How it works
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
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  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Mr. Files is a widely recognized expert in the area of financial investigations and due diligence. He has authored numerous articles as well as books on the subject. He has been presenting and sharing his knowledge and has done so with delegates in over 30 countries.

As a financial industry insider, Mr. Files is keenly aware of the type and accuracy of the information required to make informed and timely decisions. Mr. Files has managed due diligence and financial investigations ranging in size from ten of thousands of dollars to over $20 billion. Mr. Files is an international expert on due diligence and is regularly sought out for the most difficult projects and cases. Mr. Files is at the forefront of both understanding and utilizing the new currency of due diligence.

Financial Examinations & Evaluations, Inc., founded by Mr. Files in 1991 has grown to be one of the most respected independent financial investigation firms. Mr. Files and his firm conduct investigations in the United States, Eastern Europe, Central and South America and China.

Before founding FE&E, Inc. Mr. Files was a partner in a regional consulting firm specializing in business, financial and securities consulting. He also served as the Director of Corporate Finance for an investment banking company. Additionally, Mr. Files was a commodities specialist for Oppenheimer/Rouse.

Mr. Files has written extensively and been quoted in many publications. Many times he is the quoted source for articles regarding financial investigation and due diligence. Among the publications in which he has been quoted are: Chief Executive Officer, Wall Street Journal, The Guardian, European Business, The Independent, and CBS news, The Financial Times, New York Post, Wall Street Journal and more.
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