Library

How to draft an engaging, effective preliminary statement, including what to include and how to make it persuasive.

A look at earn-outs and purchase price adjustments, including why they’re used, common metrics, and how they work in practice.

A discussion of the phases, process, and timeline in a 363 Sale. Includes marketing, stalking horse bidders, the APA, bidding procedures, the auction process, and court approval and closing.

Discussion of different requirements in protective orders for confidentiality designations in deposition transcripts and the process of reviewing a transcript and designating material confidential.

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.

An overview of the main types of PE deals an M&A associate would encounter, including buyouts (with a focus on leveraged buyouts), carveouts, and minority investments. This course also discusses rollover equity, buy-and-build, co-investments, and growth equity.

An introduction to different types of securities and securities offerings, including an overview of the IPO process, greenshoe options, follow-on offerings, and shelf registrations and takedowns.

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.

Explains the main documents involved in venture financing deals, including key legal and business points and considerations for drafting and reviewing the documents. Documents covered include amended and restated certificates of incorporation, stock purchase agreements, voting agreements, convertible notes, and more.

This program teaches lawyers about various aspects of two advanced M&A concepts found in acquisition agreements – Claims ‘If True’ provisions and the concept of indemnifiable losses (with a focus on the definition of “Loss”). It covers drafting and negotiating tips and buyer and seller perspectives.

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

An advanced look at trial practice. Includes how to create and use a master trial plan, run a trial team, set yourself up well for an appeal, and make sure your witnesses are ready.