Business & Securities Law

4.7

M&A Due Diligence in 2025 (With a Master Checklist)

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 1.5 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 28 minutes
Kyle Lawrence
Jeffrey Berkman
With Kyle M. Lawrence from Falcon Rappaport & Berkman LLP + 1 other
Recorded January 27, 2025
Product ID 99723

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Overview

New Tools and Areas of Focus

Getting the M&A deal off to the right start is absolutely essential to its success. Well-structured and thorough due diligence gives you the data and analysis to pave the way and tackle problems head on. Are you up to speed on the evolving M&A due diligence methods, tools, and areas of focus? Our experienced faculty will sum up the latest changes and share their secrets. Register today!

  • Create better step-by-step due diligence checklists to keep you on track.
  • Analyze current market trends affecting M&A deals.
  • Address growing due diligence issues like data security and AI-assisted data analysis.
  • Discuss what to include in a great M&A due diligence report.
  • Make better use of experts.
  • Learn how artificial Intelligence is revolutionizing M&A due diligence.

Abbreviated Agenda

  1. Structuring the Due Diligence Process (With a Master Checklist)
  2. Compiling the Data, Due Diligence Requests
  3. Key Areas of Focus: Compliance, Data Security, Valuation, etc. (With a Checklist)
  4. Review and Analysis: Organizing Findings, Identifying Risks, Substantiating Recommendations
  5. Working With Experts
  6. Leveraging AI and Other Tech to Power Up Your Due Diligence

Related Topics

Product ID 99723

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 1.5 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. M&A Due Diligence in 2025 (With a Master Checklist)

    1. Structuring the Due Diligence Process (With a Master Checklist)
    2. Compiling the Data, Due Diligence Requests
    3. Key Areas of Focus: Compliance, Data Security, Valuation, etc. (With a Checklist)
    4. Review and Analysis: Organizing Findings, Identifying Risks, Substantiating Recommendations
    5. Working With Experts
    6. Leveraging AI and Other Tech to Power Up Your Due Diligence

Who Should Attend

This legal guide is designed for attorneys. Accountants, bankers, lenders, loan officers, and paralegals will also benefit.

Speakers

Kyle M Lawrence
Kyle M.
Lawrence
Falcon Rappaport & Berkman LLP
Jeffrey W Berkman
Jeffrey W.
Berkman
Falcon Rappaport & Berkman LLP
Speaker bio
Kyle M Lawrence

Kyle M. Lawrence

Falcon Rappaport & Berkman LLP
Kyle Lawrence

is a partner with Falcon Rappaport & Berkman LLP's corporate and securities practice group, and with the digital assets practice group. His practice is focused on corporate and private securities matters, serving clients as lead counsel on all types of corporate transactions including private placements, mergers, acquisitions, joint ventures, corporate finance, planning and strategies, licensing, manufacturing, supply, and distribution arrangements. Mr. Lawrence provides dedicated hands-on personal support to clients from negotiation to closing and beyond. In mergers and acquisitions transactions, he has regularly represented both buyers and sellers of businesses. Over the past 15 years, he has successfully closed numerous deals with business owners selling their businesses to strategic buyers, private equity funds, and private equity-backed strategic buyers both domestically and internationally. With respect to securities offering and financing transactions, Mr. Lawrence has significant experience representing both issuers and founders on the one hand, and investors on the other hand, giving him years of experience related to private securities offerings, venture capital, and similar startup financings, and FINRA and SEC regulatory issues. As part of the firm's digital assets practice group, his practice has expanded to include advising companies on blockchain, cryptocurrency, Web3, and NFT matters, with a focus on how the corporate and securities matters affect these types of projects. He earned his Bachelor of Arts degree, political science and English from Tulane University and his J.D. degree from Hofstra University. Mr. Lawrence is admitted to practice in New York.

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Speaker bio
Jeffrey W Berkman

Jeffrey W. Berkman

Falcon Rappaport & Berkman LLP
Jeffrey Berkman

is a founding partner with Falcon Rappaport & Berkman LLP focusing on corporate and securities law matters. He represents entrepreneurs, domestic and international companies, closely held businesses, family offices, investors, and not-for-profit organizations in connection with business structuring, domestic and cross-border transactions, mergers and acquisitions, venture capital, private equity, secured financing, joint ventures, investment fund structuring, securities law matters, commercial transactions/contracts, and a wide-variety of other business law matters. Mr. Berkman has practiced law for over thirty five years, working with entrepreneurs, investors, companies, investment funds, and joint ventures in various industries, including venture capital, private equity, technology, Internet, telecommunications, healthcare, food services, retail, fashion, management consulting, manufacturing, engineering, goods and services providers, professional practices, entertainment/film, and emerging media. He was previously general counsel of a multimillion-dollar venture capital firm with operations in the U.S., Europe and Asia.Mr. Berkman has served on the Board of Directors of both public and private companies. He was a judicial law clerk for Judge Rodger Miner (dec.), Second Circuit Court of Appeals. Mr. Berkman is an adjunct professor at Maurice A. Deane School of Law at Hofstra University He is a lecturer for continuing legal education classes and a presenter at a variety of seminars and business workshops. Mr. Berkman earned his B.A. degree in political science, cum laude, with a concentration in Mandarin Chinese from Middlebury College; his J.D. degree from New York Law School; and his LL.M. degree, Master of Laws from New York University School of Law. He is admitted to practice in New York and Connecticut.

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