Library

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

The key differences between private equity M&A and strategic M&A, including investment goals, sources of funding, deal complexity, management retention, and break-up fees.

This course outlines the four stages of a typical private equity or venture capital fund's life cycle, from marketing the fund to potential investors to dissolution.

How to respond to a corporate deposition notice, including the different objections, coordinating a response with your client, and how to handle the meet-and-confer process with opposing counsel.

A summary of what a greenshoe option (or overallotment) is and how it works, including an overview of the process and the documentation involved when the option is exercised.

The complaint is the pleading that formally starts a lawsuit. This course provides an introduction to complaints, including the typical structure and content, pre-filing considerations, and ethical obligations when filing a complaint.

The basics of taking a deposition. This track includes how to notice or subpoena a deposition, draft a deposition outline, and select documents to use in the deposition; plus effective questioning techniques and strategies for dealing with a difficult witness or opposing counsel.

Tips and strategies for working effectively with experts on your case. Covers how to prepare for direct of your expert, prepare your expert for cross, and conduct cross examination of the other side’s expert. Gives tips for maximizing your expert’s performance and steering clear of mistakes. Also discusses tricky ethical areas like privilege over communications and draft reports, as well as how to choose the right expert in the first place.

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.

Explains key legal, business, and drafting issues for the most common terms and provisions that appear in day-to-day commercial agreements. This track covers force majeure, indemnification, limitation of liability, notice, publicity, reps & warranties, schedules and exhibits, severability, survival, and term and termination provisions.

This program covers how corporations authorize their actions and draft written consents, Delaware annual reports, ‘34 Act disclosure requirements for public companies, and two methods of calculating corporate franchise tax.

Explains the main documents involved in venture financing deals, including key legal and business points and considerations for drafting and reviewing the documents. Documents covered include amended and restated certificates of incorporation, stock purchase agreements, voting agreements, convertible notes, and more.