Shoot the Moon with Revenue Rocket

Legal Counsel and M&A Transactions for IT Services Firms


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Here's what we cover in this episode of Shoot the Moon:

  • Where does legal counsel gets involved: NDA, LOI, Purchase agreement
  • Roll of an accountant, M&A advisor, client and legal counsel? 
  • When do you bring legal counsel? 
  • Importance of an M&A lawyer and M&A in IT services specifically: what does a generalist typically miss?
  • What are common legal items in tech-services businesses that may not be common elsewhere?  E.g. sign and close, working capital, reps & warrants, asset deals vs stock deals
  • M&A advisor focusing on the big picture compared to trading deal points
  • How long is the definitive agreement process and how can you speed it up with legal counsel? 
  • Fees and what to watch for: rewrites of language compared to meaniful changes, trading clauses, etc. 

Listen to Shoot the Moon on Apple Podcasts or Spotify.

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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Shoot the Moon with Revenue RocketBy Revenue Rocket Consulting Group

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