Documentation in Corporate Finance
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Participants will gain an understanding of the principal points for negotiation in the core documentation required for the successful execution of corporate finance deals.
The course focuses, from a practical point of view, on the content and terminology of specific documents and their intended consequences.
Particular problem areas are highlighted so that corporate financiers will achieve an appreciation of the objectives that their lawyers should be seeking to achieve on their behalf.
Such knowledge should enable commercial negotiations to proceed more smoothly and potential ‘deal breakers’ to be identified at an early stage. Problems can then be resolved informally as they arise rather than in marathon negotiating sessions where the positions of the parties may have become entrenched.
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Further Details
The following sets out the content of the course in the approximate order in which it will be discussed during the day.
Background and overview
Structure of an agreement
Pre-conditions and covenants
Representations, warranties and indemnities
Purpose and scope of warranties
Vendor protection clauses
Disclosure letter
Protection and remedies of the purchaser
Initial documentation
Confidentiality letter
Business plan
Information memorandum
Supporting documentation
Letter of intent & heads of agreement
Exclusivity agreement
Comfort letters & side letters
Hold harmless letter
Subordinate documentation
Shareholders agreement
Service contract
Consultancy agreement
Option agreement
Accountants report
Loan & security documents
Possession, ownership and rights
Loan agreements
Guarantees and indemnities
Loan representations and warranties
Financial covenants
Events of default
Notification of default
Flotations
Subscription/placing agreements
Offer for subscription
Offer for sale
General duty of disclosure
Underwriting agreements
Verification notes
This Training Course is offered "in house" at the following locations:
Aberdeen
Edinburgh
Glasgow
Belfast
Leeds
Newcastle
Liverpool
Manchester
Birmingham
Cardiff
Bristol
Reading
Croydon
London E
London EC
London SW
London W
London WC
Guernsey
Jersey
Information provided is for information purposes only and no guarantees are made with regards to accuracy. It is advised that all details are checked prior to making a booking. Contents © 1999 - 2012. All rights reserved.
