- videocam Live Webinar with Live Q&A
- calendar_month December 1, 2026 @ 1:00 PM ET/10:00 AM PT
- signal_cellular_alt Beginner
- card_travel Mergers and Acquisitions
- schedule 90 minutes
M&A Documentation Fundamentals: Right-Sizing Agreements for Smaller and Middle-Market Deals
Distinguishing Relevant From Unnecessary Terms, Reducing Costs
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About the Course
Introduction
This CLE course will look at how to take a standard "long-form" stock purchase agreement or asset purchase agreement and tailor it to fit smaller ($25 million or less) deals more appropriately. The panel will also include practical tips and tricks for documenting and closing smaller deals efficiently.
Description
Deal size and complexity should play a role in the length and substance of the particular M&A agreement. Starting with forms unsuited to the transaction can derail smaller deals or stall negotiations over provisions that have little relevance to the deal.
Part of counsel's role should be to tailor M&A deal documents to address what is truly necessary for the transaction, avoiding the additional costs and potential conflict that can come from negotiating provisions of marginal importance to the parties.
Listen as our authoritative panel discusses how to "right-size" an M&A agreement to fit the deal and offers practical tips on streamlining smaller deals' documentation and closing process.
Presented By
In over 30 years, Mr. Blank has served as labor and employment law counsel/litigation counsel to businesses and has held executive level management positions. He worked inside of businesses for 15+ years and acquired substantial decision-making experience and developed and executed business strategy.
Mr. Chuchawat is the firmwide Co-Leader of Mergers and Acquisitions. He represents PE, VC, public companies and private companies in all industries, including technology, healthcare, consumer, business services, industrials, A&D, life sciences, financial services, telecom and media. Mr. Chuchawat has been consistently recognized as one of the top attorneys in the nation, including by the Legal 500, Law360, Super Lawyers and the M&A Advisor, among others, and the Los Angeles Business Journal has named him one of the Most Influential Minority Lawyers.
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This 90-minute webinar is eligible in most states for 1.5 CLE credits.
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Live Online
On Demand
Date + Time
- event
Tuesday, December 1, 2026
- schedule
1:00 PM ET/10:00 AM PT
I. Overview of asset purchase, stock purchase, and merger/consolidation structures
II. Long-form vs. short-form agreements and related documentation
A. Standard provisions found in all merger agreements
B. Right-sizing the agreement: deciding what terms are critical and what terms are not
III. Streamlining the closing process for smaller deals
The panel will review these and other key issues:
- How can drafting counsel address the parties' interests (what they want to get out of the deal) and their tolerance for risk without over-lawyering the agreement?
- In what ways can counsel make the closing process more manageable and cost-efficient?
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