Managing Risk Allocation in M&A Transactions – Episode 102

In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Terry Gerbers, a seasoned M&A attorney with over 30 years of experience. They discuss the importance of having a dedicated M&A attorney, the role of working capital in transactions, and the complexities surrounding intellectual property. Terry shares insights on how to choose the right M&A attorney, the collaboration between attorneys and M&A advisors, and strategies for managing risk in transactions. The conversation emphasizes the need for expertise in M&A to ensure successful outcomes for both buyers and sellers.

Key Takeaways

  • M&A transactions should be win-win for both parties.
  • Experience in M&A is crucial for attorneys.
  • Working capital is essential for business valuation.
  • Proper management of working capital can maximize sale price.
  • Intellectual property ownership is critical in M&A deals.
  • Sellers must ensure they own their IP before selling.
  • Collaboration between M&A advisors and attorneys is vital.
  • Choosing the right attorney can prevent costly mistakes.
  • Risk allocation is key in M&A negotiations.
  • Transparency in disclosures can prevent post-closing issues.

About the Show

The M&A Mastermind Podcast delivers actionable insights and proven strategies for lower middle market dealmakers. Join host Nick Olsen and top industry experts as they discuss industry intelligence, deal management, shared successes, specialized expertise, and much more. If you serve the small to medium-sized business owner, this show will offer you tactics and insights you can use and implement, now, to become a master in M&A.

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Keywords

M&A, mergers and acquisitions, M&A attorney, working capital, intellectual property, risk allocation, business transactions, legal expertise, M&A advisor, deal structure

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