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GenAI for Mergers & Acquisitions

Using GenAI in M&A work, with exercises covering term sheet drafting, indemnification negotiation, and issues list analysis. Focuses on translating business terms into deal documents, pressure-testing negotiation positions, and supervising AI outputs for accuracy while applying professional judgment.


Background

Your firm is outside counsel to Sync Holdings in its proposed sale of its LinkWell Social business unit to Resonance Networks, an online dating company.


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Materials

Planning Materials

Guides and templates for people planning and facilitating the workshop.

  1. Facilitator Guide
  2. Planning Checklist
  3. Expert Guide
  4. Email Templates – Participant Materials
  5. Email Templates – Answer Key
  6. Email Template – Post-Session Follow-Up

Exercise Materials

Materials that participants will use to complete the exercises.

  1. Participant Guide
  2. Transaction Background
  3. Deal Correspondence
  4. Precedent Term Sheet
  5. Follow-Up Client Email
  6. Partner Email
  7. Indemnification Provisions - Seller Draft
  8. Indemnification Provisions - Buyer Redline
  9. Exercise Observations
  10. Prompting Guide

Review Materials

Documents and videos providing guidance for the exercises.

  1. Teaching Points
  2. Answer Key
  3. Walkthrough Video