Overview of a Business Sale Transaction
This course is an overview of the steps and parties involved in a typical business sale transaction. It explains what will be happening at each step in a typical business sale transaction to give the attorney an idea of what the full process outside of just the legal process looks like. The course also identifies what advisors or parties will be completing each task and how it relates to the overall transaction process. It also summarizes and recaps the high-level tasks and responsibilities that the attorney will play at various stages in the transaction process.
Speaker Bio:
Mr. Lee is a co-founder and Managing Partner of Infinity Capital Partners. Mr. Lee leads projects on both the sell-side and buy-side, coordinating with clients on capital raising, debt restructuring, and business sale projects. Mr. Lee’s experience is wide-ranging, leading projects in industries such as manufacturing, distribution, transportation, healthcare, energy services, and others.
In his previous role as a Partner at Giant Capital, Mr. Lee provided strategic consulting services for small and middle-market businesses, advising companies on growth equity financing, capital restructuring, and cash flow efficiencies. He has held corporate finance, product development and M&A roles with OGE Energy Corp, where he assisted in the acquisition and divestiture of several midstream oil and gas assets and served as part of the transaction team on the Enable Midstream transaction combining legacy Enogex and Centerpoint Energy’s midstream oil and gas assets.
Mr. Lee holds a B.S. in Business Management from Brigham Young University, as well as an M.B.A. and a J.D. from the University of Oklahoma. Mr. Lee resides in Edmond with his wife, Megan, and their four children.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.