Fulcrum private equity training

Law course - managing private equity deals before and after legal completion

This two-day course is designed for presentation in-house. It provides a practical understanding of how commercial intent is reflected in legal documentation.

It shows investors how to use the legal process effectively, both to control the negotiation of new deals and manage existing ones.

The course is tailored according to your firm's role, position in the market and the needs of your executives. This will enable those attending to identify issues from which action points can be developed to refine policies or improve processes.

There is no size restriction on this course.

How you will benefit

This intensive course is case study based, requiring a high degree of participation. Delegates work on specially written exercises and are invited to present solutions for analysis and discussion. Questions are welcome and often form the basis of in-depth discussion.

The course:

provides a useful and relevant tool-kit

demystifies the deal documentation and demonstrate how it fits together

examines typical private equity problems and ways to solve them

shows the impact of negotiated terms on portfolio management

gives insights into some difficult areas

explains how to get the best service from your lawyers

The course in outline

The course demonstrates the crucial link between the investment documentation and the eventual outcome to the investor, concentrating on the following areas:

Doing the deal	Living with the deal
Reflecting due diligence results in conditions precedent and the legal terms	Using documentation in practice
Warranties and disclosures	Understanding your powers - what you can and cannot do
Dealing with difficult issues	Dealing with changed circumstances
Working with your lawyers to get the deal done efficiently	Board structures and investor representation
	Changing management - including share clawback arrangements

Course tutor

Christine Wilson (click here for further details)

The course in detail (click here for further details)

Duration

This is a two-day course which can be run at a venue to suit you.

If you are interested in this course please contact us to discuss your specific requirements