Planning Ahead in a Consolidating Industry

— May 2014

Download the attached PDF file containing a 29 page presentation on mergers and acquisitions.

Topics discussed include:

  • What drives mergers?
  • Where do we go from here? What is your strategic direction?
  • Why are we buying?
  • Why are we selling?
  • Planning considerations
  • Complying with fiduciary duties
  • Judicial review of board action
  • A critical component: The regulatory aspects
  • Benefit planning is essential
  • Deal Structure
  • Phases of the Process