Equity Rolls, Exclusivity Extensions & Talking to Other Buyers | Q&A with Paul Giannamore скачать в хорошем качестве

Equity Rolls, Exclusivity Extensions & Talking to Other Buyers | Q&A with Paul Giannamore

What happens when buyers ask you to roll equity into *preferred shares* without showing details, or when they keep asking for more **exclusivity time**? And can you talk to another buyer after signing an LOI? In this **Q&A with Paul Giannamore**, Paul unpacks three of the most common (and risky) situations sellers face. *You’ll learn:* 🔹 Why rolling equity into preferred shares without terms is a red flag 🔹 The questions you must ask about liquidation preferences, ratchets, and control 🔹 How to handle buyers dragging their feet in exclusivity 🔹 Tools like milestones, drop-dead dates, and mutual walkaways 🔹 Why exclusivity should only be granted to buyers who’ve earned it 🔹 The legal dangers of talking to other buyers post-LOI Paul emphasizes a simple truth: *LOIs are powerful legal documents, not placeholders—treat them that way.* *Connect with Paul Giannamore* LinkedIn ▸   / paulgiannamore   Instagram ▸   / pgiannamore   📌 *Subscribe for Weekly M&A Insights:*    / @potomactv   🌐 More resources ▸ https://www.potomaccompany.com/ 🎬 Directed, produced & filmed by Dylan Seals, Verbell Ltd. TIMESTAMPS 00:00 – Rolling 20% into Preferred Shares: Normal or Not? 01:00 – Key Questions: Liquidation Prefs, Ratchets & Control 01:30 – Exclusivity Extensions: When Are They Valid? 02:00 – How to Prevent Buyers from Dragging Their Feet 03:00 – Only Give Exclusivity to Buyers Who’ve Earned It 04:00 – Another Buyer Appears Post-LOI: What Can You Do? 05:00 – Legal Risks of Breaking No-Shop Clauses #mergersandacquisitions #sellsideadvisor #equityroll #exclusivity #LOI #dealnegotiation #middlemarket #businesssale #MAMasterclass #paulgiannamore #potomactv #exitstrategy #privateequity #businessvaluation