insights

Shareholder Representation

Trends and best practices related to M&A closings and professional shareholder representation.

Filter

Format

Shareholder Representation

Professional Shareholder Representation Services Success Stories

Shareholder Representation

Including Deferred Tax Assets and Liabilities in Working Capital Calculations for M&A Transactions? Think Twice

Shareholder Representation

Three Best Practices for the M&A Expense Fund

Shareholder Representation

Are Your Client’s Proceeds at Risk From Post-Closing Claims?

Shareholder Representation

M&A Post-Closing Claims: Do Multipliers Apply?

Shareholder Representation

Expense Funds for the Win-Win

Shareholder Representation

Payments

M&A Expense Funds: Why Sellers Should Establish One, How Large It Should Be, and Other Considerations

Shareholder Representation

Deal Terms Analysis

M&A Purchase Price Adjustments Are Common Yet Complex

Due Diligence

Shareholder Representation

M&A Deals: Don't Overlook the Later Stages

Shareholder Representation

The Importance of M&A Tax Advisory for Your Next Deal

Due Diligence

Shareholder Representation

M&A Deals Done Efficiently Webinar Summary: Preventable Pain Points in Private Mergers and Acquisitions

Shareholder Representation

Avoiding M&A Risks - Maintaining Post-Closing Control

Indemnification

Shareholder Representation

The Problems with Pro Ratas in Mergers and Acquisitions

Due Diligence

Shareholder Representation

Gaining M&A Efficiencies with Technology

Due Diligence

Shareholder Representation

Deals Done Efficiently: Four Things M&A Advisors Need to Know

Due Diligence

Shareholder Representation

The Use of Technology in M&A

Shareholder Representation

Due Diligence

M&A Advisors: Why is a Post-closing Specialist Essential for Your Clients?

Shareholder Representation

Due Diligence

Tools for Practitioners

Pre-Closing M&A Checklist For Advisors

Shareholder Representation

Indemnification

Mitigate Costly Post-Closing Claims

Shareholder Representation

M&A Merger Agreements: Efficient Drafting

Shareholder Representation

Purchase Price Adjustments: Insider Tips for Better M&A Merger Agreements

Shareholder Representation

Due Diligence

Can M&A Advisory Clients Benefit from a Professional Shareholder Rep?

Shareholder Representation

Indemnification

Anatomy of a Purchase Price Adjustment Provision In M&A Agreements

Shareholder Representation

Indemnification

Scheduled Litigation Risks in Mergers and Acquisitions: Tips to Manage Third-Party Lawsuits

Shareholder Representation

M&A Negotiation & Scheduled Litigation: Deal Terms for Managing Third-Party Lawsuits

Shareholder Representation

Challenges and Tips to Protect the M&A Deal Process & Parties

Shareholder Representation

Cannabis M&A Deals — Post-Closing Challenges

Shareholder Representation

Negotiating the M&A Purchase Price Adjustment Provision

Tools for Practitioners

Shareholder Representation

Interest Rates, Ukraine, and M&A Impacts — SRS Acquiom Barometer

Shareholder Representation

Key Insights for Engaging a Shareholder Representative

Shareholder Representation

Indemnification

How to Protect Deal Parties in Cannabis M&A Deals

Shareholder Representation

Optimizing Outcomes for M&A Post-Closing Purchase Price Adjustments and Net Working Capital

Tools for Practitioners

Shareholder Representation

SRS Acquiom Barometer Impact of Current U.S. Tax Proposals on M&A

Shareholder Representation

An Examination of Evolving Employment Challenges and Solutions in M&A

Shareholder Representation

Working Capital Purchase Price Adjustment Mechanics — Avoid Costly Disputes

Deal Terms Analysis

Shareholder Representation

2021 M&A Deal Terms Study Key Findings

Due Diligence

Shareholder Representation

Environmental, Social, and Governance Factors and Their Influence on M&A Activities — SRS Acquiom Barometer

Shareholder Representation

Indemnification

Effective Dispute Resolution

Shareholder Representation

Payments

M&A Expense Fund Key Concepts

Shareholder Representation

SPACs on the Rise: Are They Right for Your Next M&A Deal?

Shareholder Representation

Best Practices: Shareholder Representative Services

Life Sciences

Shareholder Representation

How to Structure Earnouts in M&A

Shareholder Representation

M&A Closing: How to Make the Distribution of Post-Closing Funds More Efficient

Shareholder Representation

Key Concepts When Calculating Purchase Price Adjustments

Deal Terms Analysis

Shareholder Representation

What to Make of the Great Hill Case – The M&A Bar is Not Yet in Agreement on How Best to Address Merger Agreement Privilege Issues

Shareholder Representation

Payments

$5 Billion Found: Solving for the Administrative Inefficiencies in M&A

Shareholder Representation

Tools for Practitioners

Venture Capital (VC) M&A Checklist: Post-Close Drafting Considerations

Life Sciences

Shareholder Representation

A Review of Earnouts in M&A Transactions

Deal Terms Analysis

Shareholder Representation

M&A: Who Owns the Attorney-Client Privilege After Closing?

Shareholder Representation

Common Myths About Hiring a Professional Shareholder Representative

Shareholder Representation

Keeping Investment Funds Out of Litigation Purgatory With a Professional Shareholder Representative

Shareholder Representation

Guidance on Shareholder Rep Expense Fund - Why a Properly Sized Expense Fund Can Be Good for M&A Buyers and Sellers

Shareholder Representation

How Private Equity Manages the Post-Closing M&A Process

Shareholder Representation

Effective M&A Dispute Resolution: Considerations in Arbitration, Litigation

Shareholder Representation

COVID-19 M&A Post-Closing Scenarios

Shareholder Representation

Strategies for Addressing Pre-Closing Sales & Use Tax Liabilities

Shareholder Representation

Managing M&A Earnouts in a Pandemic

Shareholder Representation

Due Diligence

Transformation, Efficiency, Opportunity: Transactional Technology in M&A

Tools for Practitioners

Shareholder Representation

Anatomy of the Target Company Privilege Provision in M&A Agreements

Shareholder Representation

5 Reasons a Selling Shareholder Should Not Volunteer to Be the Shareholder Rep

Tools for Practitioners

Shareholder Representation

Buyer Power Ratio

Deal Terms Analysis

Shareholder Representation

Addressing Target Company Privilege in Merger Agreements Five Years after Great Hill v. SIG

Life Sciences

Deal Terms Analysis

Shareholder Representation

Life Sciences M&A: Private Target Deal Trends

Shareholder Representation

Tools for Practitioners

Working Capital Adjustment M&A Checklist and Guidelines

Deal Terms Analysis

Shareholder Representation

Beware of Exclusions When Defining Net Working Capital in M&A Transactions

Shareholder Representation

Five Common Reasons for Disputes in Working Capital

Shareholder Representation

Indemnification

The Impact of Buy-Side RWI on Buyer Indemnification Efforts

Shareholder Representation

Watch Out for Legal Issues in Purchase Price Adjustments

Tools for Practitioners

Indemnification

Shareholder Representation

Tales from the M&A Trenches, 5th edition

Shareholder Representation

Indemnification

Purchase Price Adjustments in Light of Chicago Bridge and Rep and Warranty Insurance

Shareholder Representation

M&A Privilege: What to Make of the Great Hill Case— Who Owns the Attorney-Client Privilege After Closing and How Can it Really be Addressed?

Shareholder Representation

Does Your M&A Client Need a Professional Shareholder Rep?

Shareholder Representation

Does Your M&A Deal Need a Professional Shareholder Rep?

Shareholder Representation

Purchase Price Adjustments: Setting the Net Working Capital Target

Shareholder Representation

Professional Shareholder Representation–A Must for Sellers

Deal Terms Analysis

Shareholder Representation

Understanding Changes in Shareholder Consent Requirements

Deal Terms Analysis

Shareholder Representation

Impact of “Buyer Power Ratio” on M&A Deal Terms

Indemnification

Shareholder Representation

Payments

Unexpected Drains on Private Equity Productivity

Shareholder Representation

Mind the Gap: The Space Between a Post-Closing PPA and R&W Insurance

Shareholder Representation

Indemnification Claim or Working Capital Adjustment? OSI Systems v. Instrumentarium

Shareholder Representation

Understanding the Role of the Purchaser Representative in Stock-for-Stock Transactions

Shareholder Representation

Selling Residual Interest to Write Off Investment Losses

Shareholder Representation

Sales Taxes: Whose Tax is it, Anyway?

Shareholder Representation

Payments

Contribution and Joinder Agreements

Shareholder Representation

Payments

Shareholder Releases and Letters of Transmittal

Indemnification

Shareholder Representation

Avoiding Improper Lock-up of Escrow Money

Shareholder Representation

Working Capital Definition

Deal Terms Analysis

Shareholder Representation

Clarifying When Attorneys’ Fees Constitute Damages

Shareholder Representation

Preparing and Filing Tax Returns

Deal Terms Analysis

Shareholder Representation

M&A Conflict Waivers

Shareholder Representation

Payments

Disbursement of Funds—Who Touches the Money?

Shareholder Representation

Enforceability of Representation and Warranty Survival Periods—Western Filter v. Argan

Shareholder Representation

Assuming Defense of Third-Party Claims: the Moral Indemnity Hazard Problem

Deal Terms Analysis

Shareholder Representation

Do Carveouts to Caps Work the Way You Intend?

Shareholder Representation

Damages Based on Financial Misstatements

Deal Terms Analysis

Shareholder Representation

Definition of Purchase Price