Mastering the LOI: Front-End Negotiation Tactics for Buy-Side Deals
Presented By: Taft
Negotiating the Letter of Intent (LOI) is a crucial first step in buy-side M&A transactions. Those who recognize the key strategies for successfully negotiating LOIs, focusing on what to prioritize up front and what details are best left for later in the deal process, are able to better navigate the deal journey. Join us as we explore how to balance critical terms like price, exclusivity, and deal structure while preserving flexibility for later negotiations.
Moderator:
Chief Content Officer
Smart Business
Dustin is an award-winning business journalist, bestselling author, and the chief content officer of Smart Business. Over the past 30 years, he has interviewed thousands of business and civic leaders, and helped more than 50 CEOs and entrepreneurs transform their ideas into books. A trained investigative politics reporter and former digital media entrepreneur, Dustin joined Smart Business in 1997 after serving as an editor at several daily newspapers.
Panelists:
Partner
Taft Law
Payal focuses on general corporate and transactional matters. She represents clients from inception to exit, including matters of corporate governance, mergers & acquisitions, private equity transactions, minority investments, secured financing, and debt and equity issuances.
Managing Partner
PACE Healthcare Capital
Julia Monfrini Peev is the Founder and Managing Partner of PACE Healthcare Capital, a venture capital firm investing in digital health and healthcare technologies based in Chicago, IL. As a seasoned institutional VC/PE investor, Julia has deployed $1B of capital in successful and transformative healthcare businesses, with a demonstrated track record.
Managing Director
North Park Group
North Park Group is a private family office investment group of business operators based in Chicago, IL. We focus on the acquisition of family-owned United States based manufacturing and distribution businesses with the strategy to hold and grow them.
We believe in the fundamentals that make family owned businesses great: People, Customer Service, Team Work, Continuous Improvement, and Long-term Value Creation.
We have the flexibility and creativity to tailor our investment to meet the business characteristics and shareholder goals.
With a focus on small and middle market businesses, we understand the challenges and opportunities facing niche businesses. North Park Group works closely with businesses to develop and execute strategic growth plans to create long-term value for shareholders and employees.