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.

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.

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.

A discussion of plan confirmation requirements under Section 1129 of the Bankruptcy Code, covering both consensual and nonconsensual (or cramdown) confirmations. Includes explanations of voting requirements, the best interests test, and the absolute priority rule.

A summary of common error messages in Excel and how to find and fix errors. Includes descriptions of #VALUE!, #######, #DIV/0!, #NULL!, #N/A, #NAME? and #REF!.

A look at the main corporate officer roles and their duties, including which roles are required by law, how officers are elected and removed, and different types of signing authority.

An introduction to various aspects of two advanced M&A concepts found in acquisition agreements – disclosure-schedule-updates provisions and the concept of defining “Fraud” in fraud carve-outs. This track 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 introduction to the corporate form, the four stages of a corporation’s life cycle—startup, growth, maturity, and decline—and key stages of corporation formation, including incorporation, organization, and capitalization, as well as the biggest governance issues faced by corporations at each stage and an overview of the role lawyers typically play at each stage.

Drafting tips and strategic considerations for specific key motions, including motions to dismiss, preliminary injunctions and TROs, discovery motions, and motions for leave to amend.

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.

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.