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.

An overview of the wealth management industry. This includes a review of different types of wealth management firms, the clients they serve, the financial planning, investment management and other services they offer, and how they earn money.

A brief introduction to forward triangular mergers.

Describes why agreements have amendment and waiver provisions, and the concepts and language these provisions generally include.

Discussion of how to take an expert deposition, including rules and procedure, preparing for the deposition, challenging an expert’s opinions, strategic considerations, and questioning techniques.

Explains how day-to-day behavior, communication style, and demeanor shapes colleagues’ and clients’ perception of you. Covers practical ways to project professionalism, confidence, and credibility.

This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.

This program teaches lawyers about various aspects of two advanced M&A concepts found in acquisition agreements – materiality scrapes and sandbagging. It covers drafting and negotiating tips and buyer and seller perspectives.

Advanced guidance on expert reports and rebuttals, including how to work with your expert to help them effectively plan and draft their reports. Focuses on the Opinions section, but then looks closely at the other sections of the report as well. Also gives strategic advice on drafting Daubert motions and Daubert oppositions. Covers specific ways to attack and defend an expert’s methodology, as well as how to select the best arguments.

The different types of Chapter 11 cases, the process of a Chapter 11 case (including the “first days” and 363 asset sales), and the major documents in Chapter 11 (including Chapter 11 plans, disclosure statements and orders, and restructuring support agreements).

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.

This program covers strategies, rules, and procedures specific to the taking of a corporate deposition, as well as some common mistakes made when taking a deposition and tips for effective deposition prep. It also includes tips for drafting a corporate deposition notice, strategies for taking the deposition such that information responsive to the deposition topic is obtained, and tips for asking questions that will garner clear and usable testimony after the deposition.