Fine Print: The Deal’s Not Done Until the Paperwork is Signed

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Exit Planning Exchange

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Program produced by XPX Fairfield County and XPX Hartford.

Fine Print: The Deal’s Not Done Until

the Paperwork is Signed

The LOI and Asset/Stock Purchase Agreement is a critical step in the M&A process. Negotiating these agreements takes experience and skills to properly protect the client. All of this must take place before the deal can move to the closing table. Two seasoned transaction attorneys will pull case studies from their experiences to illuminate the twists and turns of these final steps. They will share deep insights into the legal agreements, the role of reps and warranties, disclosures and other issues that can halt a transaction, and most importantly, how best to prepare owners for the journey to the finish line.

Moderator:

Steve Pappas, Partner, Touchstone Advisors

Steve Pappas is President of XPX Hartford Chapter and owner of Touchstone Advisors, a leading lower middle market M&A advisory firm. Steve has over 25 years experience managing and executing transactions for business owners in a wide range of sector including manufacturing, distribution, technology and B2B services.

Panelist:

Brian W. Fischer, Partner Day Pitney LLP

Brian Fischer represents private equity and venture capital investors, public companies, closely held companies and emerging growth companies in formation, debt and equity financings, mergers and acquisitions, strategic joint ventures, technology arrangements, and general corporate matters. He advises clients in structuring, forming and operating private investment funds, partnerships and joint ventures. Brian also has significant experience in transition planning for family-owned and closely held businesses and assisting owners and management in preparing for and executing sale transactions and other transitions to the next generation of owners and management.

Panelist:

C. Robert Zelinger, Partner, Hinckley Allen

Bob Zelinger provides legal services to middle market, privately held enterprises, including start-up business organizations and emerging growth companies. He advises clients on selecting the legal forms of operation, obtaining and documenting financial arrangements, compliance with regulations, and the negotiation and preparation of documentation for a variety of commercial transactions. 

Bob often serves as outside general counsel. On behalf of clients, he has formed, acquired, sold, and dissolved business organizations; structured private stock offerings and financial arrangements; developed tailored terms for contracts; negotiated and documented joint ventures, and handled a variety of commercial transactions and general business matters.

Updated: April 17th, 2021

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