Library

Management incentives used in private equity mergers and acquisitions, covering both equity and non-equity incentives, and looking at how the various incentives motivate key personnel in portfolio companies after the acquisition. The course discusses incentive units, RSUs, rollover equity, deferred compensation, SARs, phantom units, and change of control bonuses.

The formatting tools available in Excel that can make worksheets clean and easy to follow. Includes text wrapping, cell alignment, and formatting numbers and dates.

Explains the reasons parties use publicity provisions, and examines the restrictions and exceptions found in a typical provision.

Lawyers use requests for production, interrogatories, and requests for admission to get different types of information during discovery. This course explains these discovery requests, including what sections appear in typical requests and related drafting tips.

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.

An explanation of what W&I insurance is and how it protects parties in UK M&A transactions. The course covers the key features of W&I policies, including what's covered and excluded, policy limits and thresholds, how to secure coverage, and the claims process.

An introduction to the document review and production process, privilege and work product protection, and litigation holds.

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.

How and why emerging companies raise venture capital. This track covers the main VC funding stages, documents associated with each stage, the structure and role of VC firms, and their relationships with clients.

Explains key concepts in financial reporting and accounting, such as accrual accounting, revenue recognition, and depreciation and amortization. This track also covers the roles in a finance department; the processes of accounting, financial reporting, and audits; and how to analyze a company’s annual report and financials.

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.

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.