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The Anatomy of the Deal: How M&A Actually Gets Done

Session Speakers
Session Description

Why attend:
Understand how successful deals actually get done. Learn from a top M&A deal team and glean best practices in M&A strategy, legal, and financing. 

Session details:
Creative deal-making requires a series of complex and nuanced steps to reach the desired milestones. In a panel discussion featuring a “dream deal team,” Schwab will moderate and provide its perspective on the process, including succession, mergers and acquisitions, and its latest research and benchmarking. The panelists will cover every step involved in dealmaking—from strategy to legal to financing—and offer tangible insights into how to succeed. Learn about:

  • Key M&A milestones and what they consist of
  • Do’s and don’ts based on real-life “war stories”
  • Where to spend time and resources on dealmaking
  • How to best position yourself as a buyer or a seller 

Additional Information
Not Eligible for Credit
Education Session
1h 15m
Session Schedule