Library

A discussion of the different types of debt financing used in private equity, including senior debt, subordinated debt, and high-yield debt.

A discussion of the closing process for debt and equity securities offerings, including the responsibilities of the parties, preparing a closing checklist and typical closing documents.

The key stages of the deal process for bilateral and auction sale deals, from the initial kick-off through post-completion.

A review of covenants and events of default, including affirmative and negative covenants, a detailed look at financial covenants, and the interplay between covenants and events of default. This course also looks at the concepts of “covenant lite” and “springing covenants” as well as the difference between a Default and an Event of Default.

Secretary’s Certificates may be basic, but they are important closing documents. This course covers their contents and how to draft them.

How a company authorizes its actions, including how to determine when board and stockholder approval is needed, how approvals can be obtained, the difference between resolutions, consents, and minutes, and how to determine the voting threshold needed for an approval.

This program covers the structure of private equity funds, key deal types, how PE firms approach transactions, and the differences between strategic M&A and Private Equity M&A.

This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.

Explains the main documents and key provisions in M&A deals, and provides an overview of the M&A deal process from start to finish. This track also explains the structures of M&A deals including asset and stock sales, direct mergers, and forward and reverse triangular mergers.

An introduction to different types of securities and securities offerings, including an overview of the IPO process, greenshoe options, follow-on offerings, and shelf registrations and takedowns.

An introduction to the four main financial statements for companies: balance sheets, income statements, cash flow statements, and statements of shareholder equity. This track also explains key accounting and financial concepts for understanding the statements.

An advanced look at trial practice. Includes how to create and use a master trial plan, run a trial team, set yourself up well for an appeal, and make sure your witnesses are ready.