CABI: Lunch and Learn

Topic: From LOI to APA – Avoiding the Re-Trade

M&A transactions in the lower middle market are high-stakes endeavors where even small missteps in final documentation can lead to significant value erosion long after closing. This session takes a practical deep dive into the critical risk management areas that shape deal success:

• Indemnification
• Tax Implications
• Restrictive Covenants

Join us for an interactive discussion designed for buyers, sellers, and their legal and financial advisors. You’ll gain actionable strategies to protect deal economics, minimize risk, and preserve the value exchanged.

Don’t leave the negotiating table unprepared—attend this program to ensure your next deal closes strong and stays strong.