The art of M & A due diligence: navigating critical steps & uncovering crucial data
Gespeichert in:
| Beteilige Person: | |
|---|---|
| Format: | Buch |
| Sprache: | Englisch |
| Veröffentlicht: |
New York, NY u.a.
McGraw-Hill
2000
|
| Schlagwörter: | |
| Links: | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=009712484&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
| Abstract: | A help to uncover potential problems before they become costly eleventh-hour surprises. This step-by-step, well-organized guidebook tells you where to look-and what to look for-when conducting M&A due diligence. Over 400 pages of questions and answers, checklists, sample documents, cases, and more make it today's most comprehensive sourcebook for understanding every aspect of M&A due diligence-and guaranteeing yourself an effective, successful due diligence program. |
| Umfang: | XVIII, 477 S. |
| ISBN: | 0786311509 |
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| 520 | 3 | |a A help to uncover potential problems before they become costly eleventh-hour surprises. This step-by-step, well-organized guidebook tells you where to look-and what to look for-when conducting M&A due diligence. Over 400 pages of questions and answers, checklists, sample documents, cases, and more make it today's most comprehensive sourcebook for understanding every aspect of M&A due diligence-and guaranteeing yourself an effective, successful due diligence program. | |
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Datensatz im Suchindex
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|---|---|
| adam_text | CONTENTS
FOREWORD xi
Due Diligence: A Safety Net for Shareholder Value by Philip J. Clements
PREFACE AND ACKNOWLEDGMENTS xv
PART ONE THE DUE DILIGENCE PROCESS 1
Chapter 1
Conducting Due Diligence: An Overview 3
Introduction. Legal Foundations. The Scope of Due Diligence.
The Duration of Due Diligence. The Key Participants in Due
Diligence. Due Diligence and the Law. Securities Exchange Act of
1934. Verification and Risk Prevention. Concluding Comments.
Appendix 1A: Sample Confidentiality Agreement for Acquisition of a
Private Company. Appendix IB: Sample Confidentiality Agreement
for Acquisition of a Publicly Held Company. Appendix 1C: Sample
Engagement Letter for a Consultant. Appendix ID: Transaction
Timetable for Fast Track Due Diligence. Appendix IE: Sample
Preliminary Request List. Appendix IF: Annotated Sample Initial
Document Request List. Endnotes.
Chapter 2
The Financial Statements Review 69
Introduction. Financial Statements. Key Ratios. Special Industry
Considerations. Red Flags. Assessing Internal Controls. The Role of
The Audit Committee. Concluding Comments. Appendix 2A: AICPA
Statement on Auditing Standards 82, Consideration of Fraud in a
Financial Statement (1997)—Excerpts. Endnotes.
vii
viii ^ CONTENTS
Chapter 3
The Operations and Management Review 89
Introduction. Evaluating Operations and Management: An Overview.
Using the MD A as a Checklist. Due Diligence in Private Companies.
Conducting Interviews. Background Searches and Field
Investigations. Regular versus Irregular Threats. Due Diligence in
Conflict Management, Culture, Human Capital, Marketing, and Other
Soft Areas. Concluding Comments. Appendix 3A: Index of Data
Room Documents. Appendix 3B: Case Study: Asset/Threat Analysis
of a Testing Company. Appendix 3C: Cultural Due Diligence: A
Checklist from Hay Management Consultants. Endnotes.
Chapter 4
The Legal Compliance Review 123
Introduction. The U.S. Legal System: An Overview. Sources of
Litigation. Litigation Analysis. D O Insurance. Compliance Review.
Concluding Comments. Appendix 4A: The Code of Federal
Regulations: A List of Titles. Endnotes.
PART TWO TRANSACTIONAL DUE DILIGENCE 145
Chapter 5
The Documentation and Transaction Review 147
Introduction. Key Points in the Acquisition Agreement. Components
of the Agreement. Introductory Matter. Representations and
Warranties. Covenants. Conditions to Closing. Due Diligence in
Closing. Concluding Comments. Appendix 5A: Closing
Memorandum for the Acquisition of a Limited Partnership.
Appendix 5B: Closing Memorandum for a Merger of an Acquisition
Fund and a Private Company. Endnotes.
Chapter 6 Detecting Exposure Under Securities Law 197 !
Introduction. Overview of Securities Law. Federal Securities Law
Pertaining to Public Companies. Merger Disclosure Issues. Due
CONTENTS ix
Diligence Under State Corporate Law: Director Duties. Use of a
Special Committee. Seller Due Diligence in the Sale of a Control
Block. Insider Trading. Concluding Comments. Endnotes.
Chapter 7
Detecting Exposure Under Tax Law
and Accounting Regulations 225
Introduction. Tax Basics. Definitions of Tax Terms. Basic Structure
of the Transaction. Tax and Accounting Issues in Choice of Entity.
Tax Implications of Financing Arrangements. Other Tax Issues.
Related Accounting Considerations. Concluding Comments.
Endnotes.
PART THREE A CLOSER LOOK AT LEGAL COMPLIANCE 261
Chapter 8 Detecting Exposure Under Antitrust Law
and International Economic Law 263
Introduction. Antitrust Fundamentals. Monopolies and Oligopolies.
The Clayton Act and Hart Scott Rodino. Application of Antitrust Law
to M A. Industry Focus: Developments and Cases. International
Economic Law. Concluding Comments. Appendix 8A: Revision to
the Horizontal Merger Guidelines Issued by the U.S. Department of
Justice and the Federal Trade Commission. Endnotes.
Chapter 9
Detecting Exposure Under Intellectual Property Law 285
Introduction. Scope of Intellectual Property Law. Copyrights.
Patents. Trademarks and Service Marks. Trade Secrets. Licences and
License Agreements. Other Intellectual Property. Assignments and
Transfers of Intellectual Property. Concluding Comments.
Appendix 9A: The Intellectual Property Pyramid. Appendix 9B:
Diligence in Filing a Patent Application: Excerpts from the Manual of
Patent Examination Procedures. Endnotes.
x CONTENTS
Chapter 10
Detecting Exposure Under Consumer Protection Law 305
Introduction. Consumer Protection Law: An Overview. Product
Liability Laws. Food and Drug Laws. Consumer Credit Laws.
Concluding Comments. Endnotes.
Chapter 11
Detecting Exposure Under Environmental Law 315
Introduction. Environmental Law: An Overview. Checking for
Environmental Compliance. Voluntary Discovery and Disclosure of
Environmental Violations. Concluding Comments. Appendix 11A:
The CERES Principles. Appendix 11B: Audit Policy of the EPA—
Incentives for Self Policing: Discovery, Disclosure, Correction, and
Prevention. Endnotes.
Chapter 12
Detecting Exposure Under Employment Law 335
Introduction. Employment Law: An Overview. Equal Opportunity
Laws. Health and Safety Laws. Wage and Hours Law. Workforce
Reduction Laws. Collective Bargaining Laws. Immigration Laws.
Concluding Comments. Endnotes.
CONCLUSION 357
DUE DILIGENCE CHECKLIST 359
SAMPLE ACQUISITION AGREEMENT AND COMMENTARY 371
LANDMARK DUE DILIGENCE CASES 431
THE FEDERAL CIRCUIT COURTS 459 ,
INDEX 461 :
ABOUT THE AUTHORS 477
i
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| spellingShingle | Lajoux, Alexandra Reed The art of M & A due diligence navigating critical steps & uncovering crucial data Aansprakelijkheid gtt Bedrijfsovernames gtt Direito comercial - Estados unidos larpcal Financiële positie gtt Risicoanalyse gtt Samenwerkingsvormen (bedrijfseconomie) gtt Consolidation and merger of corporations United States Liability (Law) United States Risk assessment United States Mergers and Acquisitions (DE-588)4205916-1 gnd Due Diligence (DE-588)4516677-8 gnd |
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| title | The art of M & A due diligence navigating critical steps & uncovering crucial data |
| title_auth | The art of M & A due diligence navigating critical steps & uncovering crucial data |
| title_exact_search | The art of M & A due diligence navigating critical steps & uncovering crucial data |
| title_full | The art of M & A due diligence navigating critical steps & uncovering crucial data Alexandra Reed LaJoux |
| title_fullStr | The art of M & A due diligence navigating critical steps & uncovering crucial data Alexandra Reed LaJoux |
| title_full_unstemmed | The art of M & A due diligence navigating critical steps & uncovering crucial data Alexandra Reed LaJoux |
| title_short | The art of M & A due diligence |
| title_sort | the art of m a due diligence navigating critical steps uncovering crucial data |
| title_sub | navigating critical steps & uncovering crucial data |
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