ADVANCED M&A – HOW TO MANAGE COMPLEX ISSUES TO GET THE DEAL DONE
Live In-Person Seminar
ITEM #:  1052422601   |   EVENT CODE:  TBA
MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.

MINNEAPOLIS

Monday, January 26, 2026

9:00 AM - 4:35 PM   |   Check-In:  8:30 AM

Minnesota CLE Conference Center

600 Nicollet Mall # 370

3rd Floor, City Center

Minneapolis, MN 55402

Advanced M&A – How to Manage Complex Issues to Get the Deal Done

The ability to properly advise companies, boards of directors and special committees and to effectively negotiate M&A transactions requires detailed knowledge of the current trends and the latest developments. This seminar is designed for intermediate to advanced level professionals who have a general familiarity of M&A issues and are looking to hone their skills. We will bring you up-to-date on the current M&A market and provide strategic considerations and practical tips for attorneys who represent both buyers and sellers. You will leave this seminar with a clearer sense for how to track the shifting deal landscape and navigate the uncertainty of today’s ever-changing market.

Our expert faculty will discuss:

  • The Current State of the M&A Market
  • Purchase Price Adjustments – Key Provisions, Common Traps, and Typical Disputes (And How to Avoid Them)
  • A Toolkit for Handling Data Privacy and Cyber Security Issues in M&A Transactions
  • Indemnity Provisions – The One Clause you Can’t Afford to Get Wrong
  • Advanced Tax Strategies for M&A Deals
  • Tips and Tricks for Using Generative AI to Get a Deal Done – Advice for M&A Lawyers
  • Key Legal Developments and Trends in M&A
  • And much more!

8:30 – 9:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST 


9:00 – 9:05 a.m.
Welcome & Announcements
– Mark D. Williamson, Course Chair


9:05 – 10:05 a.m.
The Current State of the M&A Market
A panel of investment bankers and private equity professionals will discuss their perspectives on the current M&A market.  Hear the latest trends and best practices for collaborating with these professionals to effectively close the deal.
– Jamie M. Frommelt, Joel V. Grebenick & Adam Webb
– Mark D. Williamson (moderator)


10:05 – 10:10 a.m.
BREAK


10:10 – 11:10 a.m.
Purchase Price Adjustments – Key Provisions, Common Traps, and Typical Disputes (And How to Avoid Them)
Purchase price adjustments are designed to account for, and protect against, changes in the target’s financial condition that occur prior to the closing, and these adjustments continue to be commonplace. The session will explore the various types of purchase price adjustments, how to advise and prepare your client for them and common traps to avoid. We will also provide sample provisions. Learn advanced drafting strategies to close even the most complex deals.
– Peter C. Magnuson, John D. Potter & Kate J. Sherburne


11:10 – 11:20 a.m.
BREAK


11:20 a.m. – 12:05 p.m.
A Toolkit for Handling Data Privacy and Cyber Security Issues in M&A Transactions
Mergers and acquisitions raise many information technology, privacy and data security issues and considerations. This session will provide tips and best practices for deal attorneys to manage these risks throughout the life of the deal. Learn the processes that an organization might undertake as part of its due diligence to ensure enough time and thoroughness take place to evaluate the target company’s privacy and data security standards and history.
– Doriann H. Cain & Jonathan L.H. Nygren


12:05 – 12:45 p.m.
LUNCH BREAK (on your own)


12:45 – 1:45 p.m.
Indemnity Provisions – The One Clause You Can’t Afford to Get Wrong
This session will provide guidance on drafting and negotiating strong and robust indemnity provisions. Learn advanced drafting techniques, pre-drafting considerations, insights on costly mistakes and different approaches based on the agreement type.
– Chantal M. Wilson


1:45 – 1:55 p.m.
BREAK


1:55 – 2:25 p.m.
Advanced Tax Strategies for M&A Deals
This session will provide an overview of the tax consequences presented by M&A transactions, including Section 338(h)(10) elections and Subsection F reorganizations.
– Susan J. Markey


2:25 – 3:25 p.m.
Tips and Tricks for Using Generative AI to Get a Deal Done – Advice for M&A Lawyers from the Cutting Edge
How can AI be leveraged in M&A practice? How can AI tools assist and augment current legal practice? An AI pro shares his best product recommendations and pointers.
– Mark D. Stignani


3:25 – 3:35 p.m.
BREAK


3:35 – 4:35 p.m.
Key Legal Developments and Trends
This panel of experienced M&A counsel will wrap up the day with their perspectives on legal developments and trends, including their predictions for what lies ahead in 2026.
– Timothy R. Duncan, Ryan R. Miske & Matthew L. Stortz
– Alyssa J. Hirschfeld (moderator)

LIVE IN-PERSON
Monday, January 26, 2026
Minnesota CLE Conference Center
600 Nicollet Mall, Suite 370
Seventh Street & Nicollet Mall, Third Floor City Center
Minneapolis, Minnesota

ONLINE REPLAYS
Friday, February 13, 2026
Thursday, February 26, 2026

Attend online
A moderator will be available to answer questions by email.

$295 MSBA members / $295 paralegals / $345 standard rate

Other discounts that may apply:

Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.

Minnesota CLE is applying to the Minnesota State Board of CLE for 6.25 standard CLE credits. The maximum number of total credits attendees may claim for this program is 6.25 credits.

MEMBER PRICE
$295.00
STANDARD PRICE
$345.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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