Investigating the Deal: Effective Due Diligence

Effective due diligence allows dealmakers to identify issues early in the transaction. This session will explore the concepts underlying due diligence and the key steps in the process. Experienced practitioners will focus on the practical execution of due diligence by taking an in-depth look at minute book reviews, material contract reviews and searches in the context of a corporate deal.

Topics will include:

• Understanding the role of due diligence as part of the larger transaction
• Professionalism considerations during the due diligence process, including best practices to minimize the risk of professional liability
• How to prepare a request list and a due diligence report
• How to conduct a corporate minute book review
• How to conduct corporate searches and analyze results
• How to review a material contract
• Recent developments in transactional due diligence

View all Anatomy of a Deal programs.

Instructors:

Jason (Jake) Bullen, Cassels Brock & Blackwell LLP, Toronto - CBA Partner Firm

Candace Thomas, Stewart McKelvey, Halifax - CBA Partner Firm