It is necessary to have a solid understanding of how law and finance work together in the private equity and M&A deals to ensure informed decision-making. The approach calls for clear-cut efficiency and having an exceptional grip on the procedures involved in formulating deals. Successful deal-making strategies cannot be used unless one understands the underlying complexities. For instance, term-sheet negotiations; legal compliance requirements; regulatory procedures and structural elements of the deal itself. More often than not, these complexities catch many professionals off-guard, due to which, important deals are delayed or in some cases, even called off.
Recognising this issue, the BSE Institute Limited has launched the “Exploring Legal Standpoints & Documentation Procedures of PE/VC and M&A Deals” program – an effective, interactive and detailed course that will walk you through all of the essential steps in the process of drafting Private Equity; Venture Capitalist; and Mergers & Acquisitions agreements, covering the most vital nuances along the way.
Who should attend?
|09:15 – 09:30||Registration|
|09:30 – 09:45||Welcome Address & Lighting the Lamp|
|09:45 – 10:00||Breakfast|
|10:00 – 11:30||Negotiation of PE/VC and M&A Deals
Key principles of negotiation, Understanding the needs of negotiating parties, Determining the rights and obligation of parties, how does one get the best from negotiating with a PE and Common mistakes during negotiation.
|Addressed by||Mr. Ankit Majmudar, Partner, Platinum Partners, (Mumbai & Banglore), Mr. Gautam Bhat, Partner, Platinum Partners (Mumbai)|
|11:30 – 11:45||Tea / Coffee|
|11:45 – 01:15||Legal Issues and Documentation
Common legal issues (PE, VC and M&A), Enforceability & pitfalls, Subscription agreements: Conditions precedents, Representations and warranties, Due diligence and discovered liabilities, Terms of issue of securities such as dividend, Shareholder Agreements: Board rights, Veto rights, Restrictions on transfer of securities – ROFO/ROFR/Tag/ Lock ins, Exit rights, Review of essential documents
|Addressed by||Mr. Sharad Abhyankar, Partner, Khaitan & Co. (Mumbai)|
|01:15 – 02:00||Lunch|
|02:00 – 03:30||PE, VC and M&A Deal Structuring
Deal structuring framework, financial structure, due diligence, valuation, risk assessment, debt financing, interim liquidity, eventual exit
|Addressed by||Mr. Vijay Paradkar, Vice President (M & A), Mahindra & Mahindra Ltd.(Mumbai)|
|03:30 – 03:45||Tea / Coffee|
|03:45 – 05:15||Tax Structuring
Structuring prior to actual investment, Structuring during the term of investment, structuring the exit.
|Addressed by||Mr. Samsuddha Majumder, Partner, Trilegal (Delhi)|
|05:15 – 05:45||Closing Remarks & Distribution of Certificates.|