Corporate Merger

Process Narrative
 
Created: 06/13/2008
Last Modified: 08/04/2008




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Table of Contents

   1.0   Acquisition Process 
1.1   Sale by Client (Acquisition by Known Buyer)
1.2   Law Firm
1.3   Client
1.4   Purchaser
1.5   Initial Client Meeting
1.6   Prepare Engagement Letter
1.7   Engagement Letter
1.8   Send Engagement Letter to Client
1.9   Execute Engagement Letter
1.10   Initial Negotiations
1.11   Law Firm
1.12   Purchaser
1.13   Purchaser's Counsel
1.14   Finalize Terms Sheet
1.15   Prepare Letter of Intent
1.16   Draft Engagement Documents for Acquisition
1.17   Send to Partner & Purchaser for Review
1.18   Partner Review
1.19   Purchaser Review
1.20   Prepare Final Engagement Documents
1.21   Final Engagement Documents for Acquisition
1.22   Send to Client & Purchaser for Review
1.23   Client Review
1.24   Execute Final Engagement Documents
1.25   Purchaser Review
1.26   Execute Final Engagement Documents
1.27   Executed Engagement Documents for Acquisition
1.28   Phase I Complete


1.0  
Acquisition Process 

Acquisition Process
Acquisition Process

1.1   Sale by Client (Acquisition by Known Buyer) 

Stock or Asset sale by Client to known Buyer


1.2   Law Firm 

1.3   Client 

1.4   Purchaser 

1.5   Initial Client Meeting 

Meet with prospective client to find out details of transaction and procure intent to engage law firm

Owner

Name Description Type
Partner Role

Performed By

Name Description Type
Client Role
Partner Role


1.6   Prepare Engagement Letter 

Junior associate prepares engagement letter; Partner reviews and revises engagement letter; Assistant mails / emails engagement letter to Client.

Owner

Name Description Type
Junior Associate Role


1.7   Engagement Letter 

Client executes Engagement Letter and returns to Partner.

ATTORNEY-CLIENT RELATIONSHIP ESTABLISHED

Purpose

Establish attorney-client relationship, billing procedures, confidentiality policies, and parameters of legal services.

Owner

Name Description Type
Junior Associate Role

Approval List

Name Description Type
Partner Role

Distribution List

Name Description Type
Client Role


1.8   Send Engagement Letter to Client 

Owner

Name Description Type
Legal Assistant Role


1.9   Execute Engagement Letter 

1.10   Initial Negotiations 

1.11   Law Firm 

1.12   Purchaser 

1.13   Purchaser's Counsel 

1.14   Finalize Terms Sheet 

1.15   Prepare Letter of Intent 

Owner

Name Description Type
Mid-Level Associate Role


1.16   Draft Engagement Documents for Acquisition 

Nested Documents

Name Description Type
NDA (Non-Disclosure Agreement) Controlled Document


1.17   Send to Partner & Purchaser for Review 

1.18   Partner Review 

1.19   Purchaser Review 

Owner

Name Description Type
Purchaser's Counsel Role


1.20   Prepare Final Engagement Documents 

1.21   Final Engagement Documents for Acquisition 

These documents may include the following: Letter of Intent, Non-Disclosure Agreement, Confidentiality Agreement, No-Shop Agreement, etc.

Nested Documents

Name Description Type
NDA (Non-Disclosure Agreement) Controlled Document


1.22   Send to Client & Purchaser for Review 

1.23   Client Review 

Owner

Name Description Type
Client Role


1.24   Execute Final Engagement Documents