Library

A review of the typical process for closing a lending transaction, from picking a closing date, to conditions precedent and conditions subsequent, closing checklists, preparing for closing, and closing day.

The four stages of a corporation’s life cycle: startup, growth, maturity, and decline. Includes a discussion of the biggest governance issues faced by corporations at each stage.

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.

Discusses when audit provisions are used, how the transaction type affects the provision, and what information the clauses usually provide, such as who can conduct the audit and how to treat the findings.

How to prepare your witness for their direct examination. Includes how to discuss their answers with them, prepare them on negative points, and instruct them on demeanor. Also covers strategy for an effective mock Q&A.

A walkthrough and explanation of a typical disclosure statement and order, including the related forms of notices and ballots. Covers the main requirements, contents, and drafting process.

Explains three critical issues for a company as it goes through a bankruptcy case: the methods of financing available to the company, the process and procedure of bankruptcy litigation, and how contracts and leases are dealt with when a company goes through a restructuring.

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.

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.

How and why emerging companies raise venture capital. This track covers the main VC funding stages, documents associated with each stage, the structure and role of VC firms, and their relationships with clients.

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.

Explains key concepts in financial reporting and accounting, such as accrual accounting, revenue recognition, and depreciation and amortization. This track also covers the roles in a finance department; the processes of accounting, financial reporting, and audits; and how to analyze a company’s annual report and financials.