Library

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.

Ethical considerations that come into play throughout trial. Discusses ethical duties related to your client, witnesses, the judge and jury, the opposing party, and the public.

A look at payoff letters, including when they’re used, why they’re important, and what they usually contain.

An overview of working with expert witnesses, including consulting and testifying experts, qualification as an expert under the applicable rules, attorney-client privilege considerations, and expert and rebuttal reports.

An overview of the major participants in the investment banking industry, including the banks and the types of clients that use investment banks.

Discussion of the role of the defending lawyer, ways to protect the witness, rules on counseling the witness during the deposition, correcting testimony, and re-direct.

This program teaches lawyers about various aspects of two advanced M&A concepts found in acquisition agreements – Claims ‘If True’ provisions and the concept of indemnifiable losses (with a focus on the definition of “Loss”). It covers drafting and negotiating tips, buyer and seller perspectives, and market trends information for both provisions based on the ABA M&A Committee’s 2022-23 Private Target Deal Points Study.

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 introduces the main documents involved in commercial lending deals. It includes walk throughs of the documents and their main provisions, covers key legal and business points, as well as strategic considerations for drafting, reviewing, and filing the documents. Documents covered include commitment letters and other preliminary documents, UCC-1 financing statements, UCC-3s, payoff letters, security agreements, and credit agreements.

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.

Covers key financial and accounting concepts and how they apply in specific legal practice areas, including M&A, litigation, finance, securities, emerging companies, bankruptcy, and real estate.

Covers due diligence for venture finance deals and the main economic and control rights negotiated in venture finance term sheets, plus how to make key calculations such as cap tables, pro forma cap tables, prices per share, pro rata rights, note conversions, dividends, and liquidation preferences.