The Deal of a Lifetime with Kathleen Burton: Navigating M&A in the Middle Market

Related Practices: Business and Business Succession Planning

Kathleen Burton recently joined Merit Investment Bank's "Middle Market Moment" podcast. In it, she discusses and demystifies the complexities behind the deal of a lifetime, shedding light on the intricate dance of mergers and acquisitions.

Are you considering the potential sale of your business, planning for succession, or aiming to streamline your corporate operations? This interview provides invaluable insights into middle market deal-making.

Key Takeaways:

• Why "M&A" might be a misnomer in today's deal environment;
• The importance of early preparation and due diligence from a legal perspective;
• The critical aspects of managing post-sale liability, including indemnification, earnouts, and how rep and warranty insurance may shape future M&A deals.

You can view Kathleen Burton's interview "The Deal of a Lifetime with Kathleen Burton: Navigating M&A in the Middle Market" here.