Successful deal making strategies would not be complete without supreme command of the negotiation process and sound understanding of the structural elements of the deal. The combination of Negotiation, Structuring & Documentation impact the outcome of the deal.
VCCircle upcoming workshop on Structuring & Negotiation of PE and M&A Deals will upgrade & enhance your negotiation and deal structuring skills, which you can immediately put into practice. The course provides an in-depth understanding of technicalities involved in clear & thoughtful terms negotiation, proper deal structuring know-how to maximise the return and unambiguous deal documentation to avoid pitfall.
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Training Module |
Session 1: Softer aspects of Deal Making
¢ Key principles of negotiation
¢ Common mistakes
¢ Planning & preparation
¢ Interest-based bargaining
¢ Risk Sharing
¢ 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
¢ Pre-and Post closing Cooperation
¢ Role Play
Session 2: Structuring of Deals
¢ Deal structuring framework
¢ Financial structure
¢ Due Diligence
¢ Valuation
¢ Risk assessment
¢ Debt financing
¢ Interim liquidity
¢ Eventual exit
¢ Case studies
Session 3: Tax Structuring
¢ Tax structuring prior to actual investment
¢ Tax structuring during the term of investment
¢ Structuring the exit
Session 4: Legal aspect of Deal Making
¢ Planning and conducting agreement negotiation
¢ Term sheet Negotiation
¢ Understanding the needs of negotiating parties
¢ Determining the rights and obligation of parties
¢ Form of the purchase agreement and related documentation
¢ Q&A
Session 5: Legal Issues & Documentation
¢ Common legal issues
¢ Enforceability & pitfalls
¢ Subscription agreements:
– i Conditions precedents
– ii Representations and warranties
– iii Due diligence and discovered liabilities
– iv Indemnity
– v Limitation of Liability
– vi Terms of issue of securities such as dividend, liquidation preference, terms of conversion etc
¢ Shareholder Agreements:
– i Board rights
– ii Veto rights
– iii Restrictions on transfer of securities ROFO/ROFR/Tag/ Lock ins
– iv Exit rights IPO, third party sale, put option, buyback, drag rights
¢ Things to do to achieve good contract
¢ Review of essential documents
¢ Q&A
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Experts |
Nishchal Joshipura, Head- M&A Practice
Nishith Desai & Associates
Raja Lahiri, Partner ,Transaction Advisory Services
Grand Thornton India, LLP
Anil Tareja, Partner
Deloitte Haskins & Sells
Rakesh Sony, Director
Motilal Oswal Private Equity Advisors Private Limited
Simone Reis, Co-Head- M&A Practice
Nishith Desai & Associates
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Why You Should Attend |
– Get the inside track and experienced know-how
– Learn key principals of effective negotiation – softer as well as legal aspects
– Learn structural elements of deal & know-how to maximise the return
– Avoid damaging and costly mistakes when drafting your Investment agreements
– Develop creative, effective and bulletproof documents
– Understand how to translate the deal to paper while avoiding becoming a convict of forms
– Receive valuable and useful take-away: precedents, checklists, model agreements
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Who Is It For |
- Managing Directors
- Chief Executive Officers
- CFOs and Finance Executives
- Finance Managers
- VPs & Managers from Legal Departments
- Company Secretary
- Commercial and Investment Bankers
- Law Firms & Business Consultants
- VPs & Managers from Legal Department
- Bankers & Foreign Exchange Dealers
- Chartered Accountant
- Corporate/General/In-house Counsel
- Cost Accountants
- Private Equity & Venture Capitalist
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Registration Details |
Investment Per Attendee
INR 15,000 + 12.36% (Service Tax)
Early Bird Discount:
10% off for Corporate Law Reporter Subscribers
For Group Discounts, Contact Us at training@vccircle.com or call us at 0120 – 4171111.
For any alliances or association opportunities contact Fazal / Raj at training@vccircle.com or call at 0120 – 4171111.
To Register your Interest, please fill in the required information as below:
[gravityform id=”18″ name=”VC Circle Negotiation, Structuring & M&A Deals Training”]
Register with “Corporate Law Reporter.com” to avail the above mentioned discounts.
