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Online CLE

Deal-Ready Compliance for In-House Legal Teams: Best Practices for Leading a Smooth M&A Diligence Process

Monday, August 18th • 12:00 PM – 1:00 PM ET

Mergers and acquisitions are high-stakes, high-pressure events—and in-house counsel are central to their success. Whether your company is exploring strategic acquisitions or preparing for a sale, your ability to drive an efficient, well-documented diligence process can make or break the deal timeline and outcome.

In this session, you’ll hear from experts across investment banking, corporate law, and legal operations as they share how in-house legal teams can proactively prepare for M&A. From aligning internal stakeholders to streamlining entity documentation and anticipating buyer requests, you’ll gain practical strategies to help your team show up organized, informed, and ready to lead.

Join us on Monday, August 18 at 12pm ET as Joe Morgan (Technology Investment Banker, Piper Sandler), Nicole Perez (Corporate Partner, Foley Hoag LLP), and Sarah Endiger-Gomez (Head of Legal Operations, PayZen) share tactical insights, real-world case studies, and proven frameworks to support smooth M&A transactions from the legal side of the table.

Key Takeaways:

  • The role of in-house counsel in buy-side and sell-side M&A processes

  • Common diligence pitfalls and how to proactively avoid them

  • Best practices for centralizing critical documentation and ownership records

  • How to align legal, tax, finance, and business leads ahead of diligence

  • Actionable strategies to reduce risk, accelerate timelines, and increase deal value

Who Should Attend:

This session is built for in-house counsel, legal operations leaders, and corporate governance professionals who want to strengthen their M&A readiness, improve cross-functional alignment, and lead from the front when the next deal opportunity arises.

This session brings together voices from banking, private practice, and legal operations to walk you through how to build a centralized, aligned, and automation-enabled entity documentation process. You’ll gain practical strategies to prepare your legal infrastructure for whatever comes next—without reinventing the wheel each time.

There is NO COST to attend this program!

This program is FREE thanks to Filejet – Automate Entity Compliance. If you can’t make it to the live program, the recording will be available for viewing via our paid CLE library, In-House Connect On-Demand!

Registration

Sponsored by

Speakers

Andy White

Strategic problem solver

Joe Morgan

Managing director in the technology investment banking group

Piper Sandler

JM

Nicole Perez

NP

Sarah Endiger-Gomez

SE

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