ABA books provide tools and resources

The American Bar Association recently released the second edition of “Using Legal Project Management in Merger and Acquisition Transactions,” a resource guide and toolbox for  lawyers who seek to more effectively plan, manage and execute M&A transactions.

The guidebook helps lawyers work more efficiently and provide clients greater predictability through basic project management tools from scoping to after-action assessments.

Organized into “Pre-Deal,” “Deal” and “Post-Closing” phases, the guidebook includes:

• Valuable guidance on using legal project management to implement an organizational and communications framework that enables deal attorneys to better plan, manage and execute M&A transactions

• Four billing and budgeting tools, including a menu of alternative fee arrangements for M&A transactions

• Various checklists, forms and tools to download from a companion website and customize.

The  guidebook includes five new tools:

1. Multi-Jurisdictional Transaction Checklist

2. Carveout Transaction Checklist

3. Post-Acquisition Integration Checklist

4. M&A Deal Magnitude and Complexity Tool

5. Budgeting Tool

About the editors: Byron Kalogerou is a partner at McDermott Will and Emery in Boston. He focuses his practice on domestic and cross-border mergers and acquisitions, finance and joint ventures and alliances.

Dennis White is senior counsel in the business law group at Verrill Dana LLP in Boston. His practice focuses on transactional matters, including mergers and acquisitions, restructurings and sales of distressed companies, as well as on corporate governance.

Kalogerou and White serve as co-chairs of the ABA Business Law Section’s Task Force on Legal Project Management in M&A Transactions established by the Mergers and Acquisitions Committee.


The ABA Business Law Section’s  book, “Captive Insurance Deskbook for the Business Lawyer,” focuses on various aspects of the captive’s operation and management — from taxation, special uses and regulation to eventual exit and potential tax litigation issues.

Written by experts specializing in captive insurance, the book includes discussion on:

• Various types of captives

• Captive insurance company feasibility

• Using a captive to fund employee benefits and the advantages of placing them in captives

• Corporate counsel’s role with captives and managing conflicts of interest

• The role of the domicile regulator

• Taxation of captives

• IRS examination of captive insurance

About the editor: David J. Slenn is a partner in the Tampa office of Shumaker, Loop & Kendrick LLP, where he concentrates his practice in tax, estate and business planning with an emphasis on risk mitigation. He is the immediate past chair for the ABA Business Law Section’s Captive Insurance Committee and a past chair for the Asset Protection Planning Committee in the ABA Section of Real Property Trusts and Estate Law.