M&A
Skill packages tagged with “M&A”
CSA NI 51-102 — Business Acquisition Report
Draft and validate the Business Acquisition Report (BAR) for Canadian reporting issuers under NI 51-102 Part 8 and Form 51-102F4. Ensures acquisition description, financial statements of the acquired business, and pro forma information for SEDAR+ filing.
Due diligence checklist
Generate or tailor due diligence checklists (corporate, contracts, employment, IP, property, litigation, compliance) by deal type.
M&A Due Diligence Issues Report
Draft a due diligence issues report (red flag report) for mergers and acquisitions, synthesizing findings from financial, legal, IP, HR, operational, environmental, tax, and data privacy workstreams into risk-ranked narratives with deal implications, financial exposure estimates, RWI insurability notes, and protective provisions.
Term sheet draft
Draft and validate M&A or investment term sheets (parties, valuation, structure, reps, conditions, indemnity, governing law).