Proactive Compliance Initiatives for Private Equity Platform Companies: Add-On Diligence Strategy

Webinar (ET)

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Presented by:
Josh Freemire, Anjana Patel, David Weiss

Please join Epstein Becker Green attorneys for the webinar, "Add-On Diligence Strategy," one of five in a fall series that will address how proactive compliance initiatives are critical to a platform’s operations, expansion efforts, and eventual monetization upon exit.

Diligence efforts should continue in some documented form for a platform’s add-on and tuck-in acquisitions. It may appear to be less important to engage in due diligence beyond financial analysis if “it is just a small add-on,” but large potential exposures can still lurk regardless of a company’s size, and recovery from past owners (who may now be current employees) can be difficult at best.

The second webinar in this series will address different approaches to establishing a cost-effective assessment of the “compliance health” of smaller add-on (or tuck-in) targets, including the use of “SWAT” teams staffed in part by the company and in part by outside professionals.

Learn more about other installments in this series.

If you have questions regarding this event, please contact David Stone.