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.

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.

An introduction to annual reports under state law (mainly Delaware), including what’s in the reports and why, the timing of filings, and penalties if the company is late.

Tips and strategies for the day-to-day workings with the expert on your case. Includes how to prepare to work with your expert and how to set clear expectations at the outset. Also covers how to manage communications with your expert given the discovery rules, including sending documents to the expert to form their opinions, and revising their report.

An overview of charts and other data visualization techniques used in business and finance. Covers concepts such as line and bar charts, histograms, scatter plots and heat maps.

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

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.

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.

An introduction to corporate restructuring practice, including how restructuring practice groups are organized, the roles of the key players, the types of restructuring transactions distressed companies may consider, and overviews of Chapter 11 cases and 363 sales.

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.

An introduction to the main deal documents in a securities offering and the role, scope and process of conducting due diligence for various types of securities offerings.

How to draft key sections of your brief persuasively, structure and present arguments and facts clearly, and prepare supporting motion documents.