Mergers and Acquisitions: The Art of an Efficient Closing
On Demand: Watch as we help junior attorneys navigate public record due diligence to ensure a smooth M&A transaction and minimize last-minute issues before closing.
Webinar Details
During the course of preliminary due diligence for merger and acquisition (M&A) transactions, there are several action items (in addition to the work on negotiating the terms and drafting the main operative agreements for an M&A transaction) which are important conditions for precedents that are required to be satisfied. This webinar, Mergers and Acquisitions: The Art of an Efficient Closing, is geared toward junior attorneys and will focus on public record due diligence items that, if managed well during the lifecycle of the M&A transaction, will support an efficient closing and avoid last-minute issues prior to the effective date of the M&A closing.
Learning Objectives:
- Key M&A definitions
- New requirement: The Corporate Transparency Act
- Public record items on the closing checklist
- UCC Article 9 and other liens
- Public record due diligence: Corporate
- Post-merger public record filings
Meet the Hosts
Pia Angelikis, Esq.
Pia Angelikis, Esq., is the Vice President of Government Relations and Legal Research at Cogency Global Inc. She has over 20 years of experience with premiere service companies in the UCC and corporate services industry, managing large teams of expert lawyers and paralegals conducting legal research for public filing requirements for multistate mergers, conversions and acquisitions, tracking and analyzing UCC Article 9 and business entity legislation in all 50 states and the District of Columbia, and providing thought leadership. Prior to her career in the UCC and corporate services industry, Ms. Angelikis litigated for 5 years in the areas of insurance defense and employment law. She wrote the winning brief resulting in the 9th Circuit published opinion, In re Complaint of Ross Island Sand & Gravel, 226 F.3d 1015 (9th Cir. 2000). Ms. Angelikis holds a JD from the University of California, Hastings College of the Law and is licensed to practice law in California.
Colleen De Vries
Colleen A. De Vries is a Senior Vice President of Corporate Services at Cogency Global. Her current responsibilities include managing and training corporate service professionals, implementing strategic service initiatives and enhancing Entity Central®, Cogency Global’s entity management system. She also oversees domestic and international process agent services, independent manager services and U.S. Company Secretary services.
Ms. De Vries has developed and delivered numerous presentations on topics related to review of the lifecycle of companies and related governance and state compliance requirements and select transactional considerations and has been a featured speaker at the American Management Association. She has been panelist at the Delaware Trust Conference sponsored by the Delaware Bankers Association on multiple occasions. She also serves as an Independent Director/Manager of special purpose entities in a variety of structured finance and real estate transactions. Ms. De Vries is currently a member of the Society for Corporate Governance. She also regularly contributes articles to Cogency’s Corporate Transactions and Compliance Blog.
Pia Angelikis, Esq.
Pia Angelikis, Esq., is the Vice President of Government Relations and Legal Research at Cogency Global Inc. She has over 20 years of experience with premiere service companies in the UCC and corporate services industry, managing large teams of expert lawyers and paralegals conducting legal research for public filing requirements for multistate mergers, conversions and acquisitions, tracking and analyzing UCC Article 9 and business entity legislation in all 50 states and the District of Columbia, and providing thought leadership. Prior to her career in the UCC and corporate services industry, Ms. Angelikis litigated for 5 years in the areas of insurance defense and employment law. She wrote the winning brief resulting in the 9th Circuit published opinion, In re Complaint of Ross Island Sand & Gravel, 226 F.3d 1015 (9th Cir. 2000). Ms. Angelikis holds a JD from the University of California, Hastings College of the Law and is licensed to practice law in California.
Colleen De Vries
Colleen A. De Vries is a Senior Vice President of Corporate Services at Cogency Global. Her current responsibilities include managing and training corporate service professionals, implementing strategic service initiatives and enhancing Entity Central®, Cogency Global’s entity management system. She also oversees domestic and international process agent services, independent manager services and U.S. Company Secretary services.
Ms. De Vries has developed and delivered numerous presentations on topics related to review of the lifecycle of companies and related governance and state compliance requirements and select transactional considerations and has been a featured speaker at the American Management Association. She has been panelist at the Delaware Trust Conference sponsored by the Delaware Bankers Association on multiple occasions. She also serves as an Independent Director/Manager of special purpose entities in a variety of structured finance and real estate transactions. Ms. De Vries is currently a member of the Society for Corporate Governance. She also regularly contributes articles to Cogency’s Corporate Transactions and Compliance Blog.
CLE/MCLE Information
Is this webinar eligible for CLE credit?
No, state CLE credit for this webinar is no longer available. Paralegals may still be able to self-report, where eligible, through the National Federation of Paralegal Associations (NFPA) and the National Association of Legal Assistants (NALA).
Note: For archived webinars, credit eligibility may change over time. If a webinar is no longer eligible for CLE credit, it may still be available to view, but without CLE accreditation. Please check the webinar page for the most current status.
Is there a fee to attend this webinar?
There is no fee to attend our webinars, but advance registration is required.
Who is this webinar suitable for?
Our webinars are open to all attendees, but they are generally most relevant to attorneys, paralegals, and other legal professionals.
Do I have to attend the entire webinar to receive credit?
To receive full credit, you must be present for the entire presentation and answer all poll questions throughout the webinar.
Will I receive a certificate of attendance or completion?
A certificate of attendance will be available for download by attendees who successfully complete all required webinar participation requirements.
How is CLE reported?
CLE reporting requirements vary by state. If your state requires self-reporting, our CLE provider will email your course number(s) within 7 to 14 business days after your attendance has been verified. If your state requires provider reporting, you will receive a separate confirmation email once your attendance has been reported.
Can I still receive credit if I watched the webinar on demand?
Credit availability for on-demand webinars may vary. Please check the webinar page for the most current CLE and paralegal credit eligibility information. To receive full credit where available, attendees must watch the full presentation and complete all required poll questions.
Does credit eligibility for your webinars expire?
Yes, CLE accreditation can expire. Please check the webinar page for the most current credit eligibility status.