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First Convo to LOI in M&A Session 2

Ken Bond, former Head of Corporate Development at Cetera Financial Group

Before buyers and sellers agree to an LOI, there are many informal conversations that happen in the background. Buyers must carefully approach any informal conversations to avoid turning a buyer off while still securing the deal. 

In this episode of the M&A Science Podcast, Ken Bond, former Head of Corporate Development at Cetera Financial Group, discusses the key things to consider from first conversations to LOI in M&A.

  • Engaging with the target
  • Documenting assumptions in an LOI
  • Sourcing Carve-outs
  • Other things to negotiate in an LOI
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Ken Bond

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