eCourse
Preparing for an M&A Exit or Financing Transaction
Contains material from Jul 2025
Preparing for an M&A Exit or Financing Transaction
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J. Robert Suffoletta is outstanding
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A discussion with in-house lawyers regarding best practices for preparing for an M&A sale transaction including lessons learned in past transactions and recommend steps to take to make the M&A process run more smoothly. The presentation includes discussion of the intersection of M&A with privacy, cybersecurity, AI, employment, IP and other core legal issues, as well as a market update on recent trends. The panelists also discuss the applicable practices to large financing transactions.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 | 0.25 ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2026
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Sessions
Credit
1.
Preparing for an M&A Exit or Financing Transaction (Jul 2025)
Courtney Hicks Dickey, Andy Smetana, Katie Smits, J. Robert Suffoletta
1.00
0.25
0.00
1.00 | 0.25 ethics
Session Materials
Video
(mp4)
– 61 mins
Audio
(mp3)
– 60 mins
Transcript
(txt)
Slides
(pdf)
– 17 pgs
Session 1 —61 mins 1.00 | 0.25 ethics
Preparing for an M&A Exit or Financing Transaction (Jul 2025)
A discussion with in-house lawyers regarding best practices for preparing for an M&A sale transaction including lessons learned in past transactions and recommend steps to take to make the M&A process run more smoothly. The presentation includes discussion of the intersection of M&A with privacy, cybersecurity, AI, employment, IP and other core legal issues, as well as a market update on recent trends. The panelists also discuss the applicable practices to large financing transactions.
Originally presented: May 2025 Technology Law Conference
Courtney Hicks Dickey,
ZenBusiness - Austin, TX
Andy Smetana,
Pillsbury Winthrop Shaw Pittman LLP - Austin, TX
Katie Smits,
Everly Health - New York, NY
J. Robert Suffoletta,
Wilson Sonsini Goodrich & Rosati, P.C. - Austin, TX