Navigating Purchase Agreements – Virtual

Virtual | Join The Interest List

Navigating Purchase Agreements

Delivery:Live: ~1 Day

Experience Level:Mid-Career M&A Pros | M&A Leaders

What I Will Learn

About the Course

Purchase agreements can feel dense and intimidating—but they don’t have to be. This session breaks down the key concepts, language, and risks so you can approach these documents with clarity and confidence.

Course Curriculum

M&A Professions

Course Requirements

To ensure an effective learning experience for all participants, the following requirements must be met:

  • Personal Computer Running Microsoft Excel (PC required). We strongly advise against using a Mac. Excel hotkeys differ on Macs, and Mac-specific commands and will not be taught as part of this course.
  • Full-Sized Keyboard Recommended. Keyboards with single-function F-keys and a full ten-key number pad greatly improve efficiency for Excel-based exercises.
  • Two (2) Computer Monitors are Required. This allows participants to simultaneously view the instruction screen and complete exercises in Excel or other tools as directed.
  • Functioning Computer Camera. Cameras must remain on throughout all live sessions. Failure to comply may result in removal from the course without refund.
  • Reliable High-Speed Internet. Reliable, high-speed internet connection that supports continuous video and audio streaming.
  • Ability to Log into a Microsoft Teams. Access to Microsoft Teams videoconference (or similar service as may be used by PE Primer from time to time).
  • Timely Completion of Asynchronous Material. Participants must complete the asynchronous digital M&A Bootcamp material before the first live virtual session.

Environment & Participation

  • Quiet, Professional, Non-Public Workspace. Make sure your workplace is a quiet, professional, and non-public location without visual or auditory distractions. Headphones with a microphone may be necessary based on your setup.
  • Active Participation is Required. Participants are expected to:
    • Ask and answer questions,
    • Offer perspectives during discussions,
    • Contribute meaningfully to group work, and
    • Engage fully during case studies and Excel exercises.
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