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
Ryan is a proven CEO with extensive experience in diverse industries, a record of increasing profitability, market share & developing strong management teams. While at CMC, he led the turnaround from neutral earnings to double digit EBITDA. As EVP and NA President of James Hardie, held full P&L responsibility ($1.5Bn annual revenue, 10%+ growth rate). Ryan has a BSME from Carnegie Mellon, MSEE from University of Pittsburgh, and MBA from the University of Pittsburgh Katz Graduate School of Business.