M&A Codes

Book/eBook Available on Using M&A Codes

A new book on using the Mergers and Acquisitions Codes is now available.  Authored by Aileen Leventon and Jenny Ann Horst-Martz, who led the effort to create the M&A codes, this modestly priced resource illustrates how the codes can be used to help price or evaluate fees and value of a matter, identify where you are in the matter/plan budget, identify out-of scope work that may need to be addressed and enable corrective action as needed to meet deadlines and budgets.  More information on the book can be found here.

 

New Date/Time for M&A Webinar

The webinar offered by the LEDES Oversight Committee on the new Merger and Acquisitions UTBMS Codes ratified by the LOC earlier this year has been postponed. Join us for the webinar on the new date and time, Wednesday, June 15, 2016 at 12:00 p.m. Eastern.

The webinar will be hosted by Linda Hovanec of Wolters Kluwer ELM Solutions. Speakers include Byron S. Kalogerou, a Partner at McDermott Will and Emery, and Aileen Leventon, Esq. from QLex Consulting, both instrumental in the creation of the codes.

Use the following to participate in the webinar:

Join WebEx meeting
Meeting number: 664 128 396
Meeting password: 4iXwYt85

Join by phone
1-877-668-4490 Call-in toll-free number (US/Canada)
1-408-792-6300 Call-in toll number (US/Canada)
Access code: 664 128 396

Mergers & Acquisitions UTBMS Codes Now Available

The LEDES Oversight Committee is pleased to announce the ratification of a new Mergers and Acquisitions UTBMS code set.

The new code set was originally proposed by a task force on legal project management within the ABA M&A Committee in 2015.

The final code set ratified by the Board of the LEDES Oversight Committee in February 2016 represents a joint effort between the ABA M&A task force and the LOC M&A UTBMS Standards Development Subcommittee and includes input from law firms, corporate legal departments, legal technology vendors, and consulting firms around the world.

The codes are available here.

New UTBMS Subcommittee Forming – Volunteers Sought

The LEDES Oversight Committee is seeking volunteers for a new Development Subcommittee to create an UTBMS code set for Mergers & Acquisitions work.

The Subcommittee, which will be led by Linda Hovanec of Wolters Kluwer ELM Solutions, will focus on creating the new M&A UTBMS Code Set. The subcommittee will meet periodically to draft the suggested codes, publish the set for public comment, and then attend to ratification of the new standard. If you are interested in participating in this effort, use the “Contact UTBMS” feature on this website.

Look for more on this effort in the coming months.