Library

Explains what counterparts provisions are, why they’re used, and the main concepts these clauses typically include.

An overview of the various components that make up indemnification in a private M&A deal, including caps and baskets, survival periods, escrows, sandbagging provisions, and rep and warranty insurance.

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.

An overview of the custodian banking industry, including a description of custodian banks’ core trust, fiduciary, and financial and commodity market services, the types of customers that use custodian banks, the major custodian banks, and how they earn revenue.

How to write a brief persuasively, including achieving the right tone, style, and language. Also includes how to present your facts effectively and target your audience.

Strategic considerations for how (and when) to choose an expert for your case. Includes tips for your initial search and vetting process, and a detailed discussion of how to effectively interview candidates and assess them for the role.

This track takes a look at the typical loan transaction process. This includes an overview of what it means to be a lending attorney, how a commercial lending deal team is typically structured, the main stages of a typical transaction, the due diligence process, the attachment and perfection process for security interests, the use of financing statements under the UCC, and the closing of the loan transaction.

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.

How to nail your oral argument, both in person and virtually; how to draft your brief persuasively; and how to make sure everything in your brief is cited properly.

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 finance and accounting basics including valuation, statistics, data visualization, and where to find financial information about a company. This track also provides an introduction to Excel and explains how to perform present and future value calculations.

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.