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 Capital Transaction Planning Webinar Series

 

Maximizing Value in Capital Transactions

Often overlooked, the planning process for any capital transaction is central to the process and provides owners and their advisors with a full overview of the considerations involved while also providing the information and tools necessary to make informed transaction decisions. In our comprehensive 12-part webinar series, we examine the key aspects of planning for a capital transaction, including expert guidance from subject matter experts in mergers and acquisitions, law, personal wealth management, risk management and insurance, credit markets, and more.

Archives

 

 


Credit Markets and Capital

 

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The largest economic event that most business owners in the middle market will ever undertake is a capital transaction.  Most of these transactions will require access to debt capital.  This webinar will discuss different kinds of debt, cash flow lending, characteristics of successful borrowers and common capital structures.

 



Successful Joint Ventures

Learn the characteristics of a good joint venture partner, when a joint venture should be considered, the top three reasons they fail and how to make the process successful for all parties involved.
 

 

Unlock Value. Solve Deal Structure. Winning Transaction Solutions Using Real Estate


The effective management of real estate during mergers and acquisitions can have a tremendous impact on transaction value.

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International Perspective: Asia’s Impact on the North American M&A Market

The mergers and acquisitions landscape includes more and more international transactions, with potential buyers and sellers crossing borders and cultures to complete successful deals.

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International Perspective: Drivers in the EU M&A Market

Sharply deteriorating confidence and intensified financial turmoil within the European economy is affecting investment and consumption. Meanwhile, urgent fiscal consolidation is weighing on domestic demand and weakening global economic conditions are holding back exports. Against such a backdrop, this webinar will explore the drivers behind M&A activity within the UK, Europe, and the wider world.

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Investor Risks and Value Gaps - Planning for a Transaction

With advance planning, owners will understand the drivers of company value and the actions available to bridge gaps between current and target value. Insight into the key operations, market, and financial drivers of investor risk assessment will ensure the business is well positioned to optimize both value and the transaction process.
 
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Intellectual Property – Tapping into Hidden Value

The value of many businesses is wrapped up in particular products and processes that are proprietary to the firm. Business owners considering potential transactions need to take steps to protect their intellectual property and achieve appropriate value for it. This webinar will describe intellectual property and provide different alternatives for transactions.

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Risk Management and Insurance Considerations in Capital Transactions: Insights from an Industry Leader

The single largest economic transaction for most owners of privately-held, middle market businesses is the sale of the company. Unfortunately, most owners do not think about potential risks related to that transaction. This webinar will discuss the risk factors and describe ways to mitigate them.

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Wealth and Retirement Planning: Key Steps for Harnessing Business Value to Meet Personal Goals

Business owners facing a capital transaction have many choices to make, but one of the most important ones concerns managing the proceeds of that transaction. This webinar will discuss the steps the business owner should take to assess and develop his/her preferences and goals. In addition, the transformation from current situation to future goals will be discussed.

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Legal Strategies for Planning and Executing a Sale

What are the legal strategies business owners should consider when preparing for the sale of their company? In this webinar Barbara A. Kaye a partner at Honigman Miller Schwarz and Cohn LLP, will cover the legal considerations that can impact the success of a sale transaction and the steps owners can take to avoid potential pitfalls.

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Market Overview and Outlook: What’s Driving M&A Activity?

The inaugural webinar in the Capital Transaction Planning Series will feature an M&A market overview and outlook from Phil Gilbert, managing director of P&M Corporate Finance.

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