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.

Discussion of ethical rules and obligations about influencing the witness’s testimony and strategies to navigate this important ethical issue.

An introduction to the preliminary documents used in a loan transaction, including reasons why they’re used and their typical format and content. Documents covered include term sheets, commitment letters, and fee letters.

The income statement shows whether and how a company made or lost money over an accounting period. This course describes the income statement and the common classifications of revenue and expenses you’ll see on it. It also explains different measures of profitability such as net income, EBIT and EBITDA.

Presenting the facts of the case in a clear and persuasive way, including selecting which facts to include, organization, and addressing “bad facts.”

An introduction to due diligence request lists, including their typical structure and contents and the roles of buyer’s and seller’s counsel.

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.

Mastering the essentials of trial practice: opening statements, closing arguments, directs and cross-exams. Also covers courtroom decorum and ethical issues that arise during a trial.

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.

Key strategies and procedures for defending a corporate deposition. This track covers responding to a corporate deposition notice, selecting and preparing the corporate witness, deposition objections, protective orders, confidentiality designations, and more.

An introduction to the discovery process in civil litigation, including discovery requests, written responses and objections, interrogatories, requests for admission, depositions, and e-discovery.

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.