ALB Virtual Legal Essentials to Corporate Finance - Mastering Private Equity Deals Making and Structuring 2022
ALB Virtual - Legal Essentials to Corporate Finance - Mastering Private Equity Deals Making and Structuring
19 – 20 May 2022
3:00pm to 6:00pm (Singapore/Hong Kong/China Time) GMT +8
12:30pm to 3:30pm (India Time) GMT+5.5
11:00am to 2:00pm (UAE Time) GMT+4
Delivered Via: 2-Part Webinar
Overview
ALB presents an interactive and intense 2-part webinar on Legal Essentials to Corporate Finance - Mastering Private Equity Deals Making and Structuring to help you understand and manage unique risks and protections involved in any Private Equity transactions.
This webinar is intensive, and aimed at participants who wish to understand the various legal aspects of private equity and its different facets, addressing the different forms of private equity, the deal process, key documents including the Limited Partnership Agreement and documents required for a Buy Out, along with examining equity provisions particular to Private Equity in the various agreements, Investment Agreement, Articles of Association and service agreements.
Strengthen your Private Equity skills for all key stages of a transaction with the trainers’ experience of transactions as a former partner of KPMG and Director of a listed Private Equity Fund. Sample documents will be shared with the participants to for self-study and reference for continuous learning after the course.
What You Will Achieve
- Learn and understand the key steps in the legal process involving different types of Private Equity plays
- Learn about what makes the legal aspects of Private Equity significantly different from M&A or Joint Venture deals
- Master the legal structures of how the various facets of a Private Equity deal integrate together coalescing the different specialisations to better advise their external or internal clients
- Be guided through the key significant clauses of legal agreements by reference to sample clauses and documents including Limited Partnership Agreements and the unique type of due diligence for Private Equity
- Explore the legal aspects of different parties in Private Equity deals, start-up’s, existing businesses, MBO’s, BIMBO’s, LBO’s and Funds
Who Should Attend
- Partner /Lawyers in Practice
- Entrepreneurs
- Venture capitalists
- Investment bankers
- CLO (Chief Legal Officer)
- Head of Legal
- VP Legal
- Head of Compliance
- Legal Director
- GM (Legal)
- General Counsel
- Senior Counsel
- Regional Counsel
- Legal Counsel
- Legal Manager
- Analysts
- Anyone who is involved in Private Equity transactions
Workshop Agenda
Day 1 – 19 May 2022, 3pm to 6pm (GMT +8)
Private Equity – What it is and different forms of it ?
- Overview
- When is private equity used
- The parties
- How is a fund structured
- Identification of targets
- How do PE firms get money?
- How do PE firms create value
- How PE firms control the target company through legal documents
- How do PE firms exit?
- Internal rate of return
- Provider’s ancillary issues
- Debt funders requirements
- Management requirements
3.45 pm
Principal Documents, Business Plan and Structures
- Background
- Contractual structure
- Funds – Limited liability partnership agreement
- MBO – principal documents
- Acquisition - key documents
- Debt v Equity
- Loan v Debt
- Business plan
4.20 pm Break
4.35 pm
Limited Partnership Agreements and Private Equity Funds including Sample Document
- Limited liability partnerships - Purpose
- Limited Partnership Fund Structure
- Capital and Loan
- Loan Commitment
- Allocations, Sharing and Distributions of Partnership Profits
- Carried Interest
- Appointment and Removal of General partner
- Powers, Rights and Duties of the General Partner
- Powers of Limited Partner
- Withdrawal of Partners
- Fees and Expenses:
- Management Fee
- Establishment Costs
- Transaction Costs
- Fee Income of the General Partner
- Transfer of Interests – Limited Partners and General Partner
- Termination of Partnership
- Indemnification of General Partner
6.00 pm End of Day 1
Day 2 – 20 May 2022, 3pm to 6pm (GMT +8)
3:00 pm
Due Diligence in Private Equity Transactions
- Aims of the Investor
- Purpose - ‘caveat emptor’
- Relevance to warranty claims
- Management interest
- Limitations on Financial Recovery
- Interested Third Parties
- Social responsibility
- Conducting the Exercise
4:00 pm Break
4:15 pm
Share Transfer Provisions in Equity Documents Part 1
- Equity Documents
- Investment Agreement
- Articles of Association
- Service Agreements
- Lock – up and other restrictions
- Permitted transfers
- Pre – emption procedure
- Drag – along
- Tag – along provisions
5.00 pm
Share Transfer Provisions in Equity Documents Part 2
- Compulsory transfer provisions
- Strip equity
- Sweet equity
- Leaver classification
- Time – based vesting
- Unfair dismissal
- Growth capital investment
5.50 pm Q & A
6:00 p.m. End of Day 2
| Before GST | After GST | |
| Early Bird Rate (Ends 22 April) | USD700 | USD749 |
| Standard Rate | USD800 | USD856 |
Contact Us
Romulus Tham
(65) 6870 3575 / romulus.tham@tr.com
WEBSITE
https://www.legalbusinessonline.com/PEDealsmay2022
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