Private Equity Dealing

Agenda

Session 1. Negotiation of PE, VC and M&A Deals

• Planning and conducting agreement negotiation – Key principles of negotiation
• Interest-based bargaining – Understanding the needs of negotiating parties
• Risk Sharing – Determining the rights and obligation of parties
• Are PEs tough negotiators? How does one get the best from negotiating with a PE?
• How can PEs maximise the opportunity and get a good deal for themselves
• Common mistakes
• Pre and Post closing Cooperation

Session 2. Legal Issues & Documentation

• Common legal issues (PE, VC and M&A)
• Enforceability & pitfalls
• Subscription agreements:
• Things to do to achieve good contract
• Review of essential documents
• Q&A

Session 3. PE, VC and M&A Deal Structuring

• Deal structuring framework
• Financial structure
• Due Diligence
• Valuation
• Risk assessment
• Debt financing
• Interim liquidity
• Eventual exit
• Case studies

Session 4. Tax Structuring

• Structuring prior to actual investment
• Structuring during the term of investment
• Structuring the exit