Baer Reed provides attorney-led due diligence services for law firms, including Am Law A-List firms, and Fortune 500 legal departments managing complex transactions across mergers and acquisitions, real estate, and products and services agreements. Our experienced teams deliver structured, accurate transactional support built for the high-volume, time-sensitive demands of complex transactions.
Due diligence is a critical component of any major transaction, requiring careful review and analysis of large volumes of documents across multiple document types and jurisdictions. Baer Reed works closely with client teams to develop a comprehensive review strategy, ensuring all relevant information is consistently captured, analyzed, and summarized to support informed decision-making on tight transaction timelines.
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For any purchase of property, especially large commercial portfolio acquisitions, structured legal review is a critical part of completing the transaction. The process of performing real estate due diligence includes several steps. It requires lawyers to look through many documents involving the property subject to acquisition. These documents include title documents, zoning reports, and restriction agreements covering the property. Another key component of any property acquisition is reviewing the title insurance agreement covering the property.
Baer Reed’s team members are experts at spotting issues related to property titles, zoning reports, any easements or covenants, and any other rights or obligations arising from the transaction documents.
OUR TEAM CAN HELP WITH:
– Title and Survey Review and Summaries
– Estoppel Certificate Review
– Space Lease and Ground Lease Review and Abstraction
– Property Management Agreement Review and Abstraction
– Service Contract Review and Abstraction
– Creation and Confirmation of PSA Exhibits
– Non-Disclosure Agreement Review and Management
For M&A transactions, due diligence is generally a larger endeavor. These transactions are common in today’s business world and may involve large monetary transactions, making thorough legal review a necessity in the process. Baer Reed understands the enormous implications of not having comprehensive legal review prior to mergers or acquisitions and works closely with clients to develop a comprehensive strategy to assess risk.
For products/services transactional agreements, a variety of documents are needed to carry out due diligence of the purchase, including sales contracts, rental agreements, employment contracts, inventory lists, customer databases, and equipment inventory. These documents are used to verify the financial claims of the buyer and seller.
A Confidentiality Agreement also known as a Non-Disclosure Agreement or NDA, are often executed as the first step in discussions between companies and individuals looking to explore a business relationship. They are used in many different contexts – from RFPs for products or services, to discussions around mergers, acquisitions, and investments. The non-disclosure agreement is created to protect any information discussed that may be confidential in nature or not yet released to the public. This information usually plays an important role in the transactional discussions and negotiations between both parties involved as part of the due diligence process.
The Baer Reed legal team can seamlessly integrate within your legal department to manage, review, edit, track, and complete NDAs in a timely manner. Our NDA review and management services provide the flexibility to allow you to create the process that best fits your needs and significantly reduce the time legal teams spend on confidentiality agreement review.
Structured review frameworks ensure that all relevant information is consistently captured and analyzed across documents.
Read More: Legal Due Diligence Checklist
Different document types are reviewed within a unified workflow, allowing key data points to be aligned and compared.
Read More: Title Summaries Lease Contract Real Estate Due Diligence
Scalable processes allow Baer Reed to support ongoing transaction pipelines while maintaining consistency across deals.
Information is structured and standardized so key data points can be easily compared and analyzed.
Common risks include inconsistencies, missing obligations, and conflicts between documents.