Mergers & Acquisitions

Resources: M&A Talk Podcast

At M&A Talk we bring you exclusive interviews with experts in business sales, valuations, mergers and acquisitions and more. We talk to the most experienced professionals in the industry to uncover their secrets.

Robert Brighton on Upper Middle-Market M&A

Robert Brighton on Upper Middle-Market M&A

Robert Brighton

Corporate and Transactional Attorney, Specializing in M&A, Securities and Secured Lending Past Director, ACG Global Board, Past Chair of ACG Florida Capital Connection , and Current Director ACG South Florida

Rob is a corporate transactional attorney who concentrates his practice in the areas of securities, corporate finance, mergers, acquisitions and divestitures, private equity, and venture capital. Admitted to the Florida and New York Bars, Rob serves on various business law-related committees of the American Bar Association, as well as the Florida and New York Bar, including Committees on Legal Opinions, Federal Securities Regulation, Corporate Governance, and Small Business.

Guest Profile

Rob is a corporate transactional attorney who concentrates his practice in the areas of securities, corporate finance, mergers, acquisitions and divestitures, private equity, and venture capital. Admitted to the Florida and New York Bars, he serves on various business law-related committees of the American Bar Association, as well as the Florida and New York Bars, including Committees on Legal Opinions, Federal Securities Regulation, Corporate Governance, and Small Business.

Rob is a former member of the board of directors of the Association for Corporate Growth Global (ACG) and also served on its audit committee. In addition, he is a past President and current member of the Board of Directors of the South Florida Chapter of ACG and has served four terms as Chairman of the Florida ACG Capital Connection (2006, 2011, 2015, and 2019). Rob has also served as a director of the Florida Venture Forum and is actively involved in the SFNet (Commercial Finance Association), the Turnaround Management Association, the Gold Coast Venture Forum, and the South Florida Technology Alliance, among other business development organizations.

Rob frequently writes and speaks on topics in the areas of corporate and securities law.

Company: Becker & Poliakoff, P.A

Location: Fort Lauderdale, Florida

LinkedIn: https://www.linkedin.com/in/brightonlegalsolutions/

Website: http://www.shutts.com/

Email: RBrighton@beckerlawyers.com

Phone: (954) 701-8961


Topics Covered

  •  Is an IPO an exit? [3:15]
  • Is there crossover between securities and M&A attorneys? [4:00]
  • What are key legal considerations you should take into account before selling your company? [4:35]
  • How does a recapitalization work? [6:45]
  • What is a rollover? How is equity rolled over? [9:25]
  • How often are rollovers used by private equity groups and strategic buyers? [12:15]
  • How should phantom equity be used? [13:25]
  • How should earnouts be used in M&A transactions? [13:45]
  • Tips for performing pre-sale legal due diligence [16:10]
  • How long does it take to prepare a company for sale from a legal standpoint, and how far in advance should the preparation work be done? [19:15]
  • How many billable hours does it take to prepare a company for sale? [21:55]
  • How does a purchase price adjustment work? [27:35]
  • How much does representations and warranties (R&W) insurance cost? [34:55]
  • How thoroughly does the underwriter perform due diligence for R&W insurance? [37:00]

Learn More

A Roadmap to the Successful Sale of Your Business (152 pages)

A Roadmap to the Successful Sale of Your Business (152 pages)

You could spend a lifetime figuring out how to successfully sell your business and still end up confused or clueless. What if you can stop the guesswork and start taking action now?

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