Library

A framework for understanding your private equity client’s business in order to help protect their interests. This course discusses what PE clients are concerned with during three stages of an investment—the acquisition phase, the holding period, and the divestment phase. It looks at valuing a target, maximizing returns, operational improvements, and exit strategies.

The key financial concepts in capital markets practice, including types of securities, pricing, securities offerings and periodic reporting.

The difference between incorporation and organization, important questions to ask before organizing, the process of incorporating, and post-incorporation matters like foreign qualifications.

A review of the common ancillary documents in a typical loan transaction, including corporate certificates, legal opinions, and documents related to collateral in secured deals.

Direct mergers are the simplest type of merger structure. Here’s how they work and why they’re used.

An introduction to 363 sales, focusing on the main differences between 363 sales, out-of-court sales, and Chapter 11 plan sales.

This track takes a look at the typical loan transaction process. This includes an overview of what it means to be a lending attorney, how a commercial lending deal team is typically structured, the main stages of a typical transaction, the due diligence process, the attachment and perfection process for security interests, the use of financing statements under the UCC, and the closing of the loan transaction.

The basics of taking a deposition. This track includes how to notice or subpoena a deposition, draft a deposition outline, and select documents to use in the deposition; plus effective questioning techniques and strategies for dealing with a difficult witness or opposing counsel.

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.

Explains key legal, business, and drafting issues for the most common terms and provisions that appear in day-to-day commercial agreements. This track covers force majeure, indemnification, limitation of liability, notice, publicity, reps & warranties, schedules and exhibits, severability, survival, and term and termination provisions.

This program explains certificates of incorporation and corporate bylaws, discussing their respective roles in a company, how they can be amended, and other important aspects of these important corporate documents. The program also provides an overview of the key players in a corporation: its stockholders, the board of directors, and the main officers.

Rules, procedures, tips and strategic considerations for taking and defending expert depositions. This track covers qualifying as an expert, expert and rebuttal reports, witness prep, questioning techniques, attorney-client privilege, and more.