Format

Shareholder Representation
M&A Earnout Provisions – What You Need to Know

Shareholder Representation
M&A Tax: Key Considerations for Mergers & Acquisitions in 2025

Shareholder Representation
Payments
Joinder Agreements and Contribution Agreements in M&A

Payments
Shareholder Representation
Pro-Rata Shares: The Dos and Don’ts in M&A Transactions

Shareholder Representation
Delaware Case Law Update: New Statutory Provision for Appointing the Shareholder Representative in M&A Transactions

Shareholder Representation
M&A Checklist: Engaging a Professional Shareholder Representative

Shareholder Representation
Preserving M&A Lost Premium Claims (Con Ed Provisions) After Crispo vs. Musk

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

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

Shareholder Representation
Payments
The Problems with Pro Ratas in Mergers and Acquisitions

Shareholder Representation
Gaining M&A Efficiencies with Technology

Due Diligence
Shareholder Representation
Deals Done Efficiently: Four Things M&A Advisors Need to Know

Shareholder Representation
The Use of Technology in M&A

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

Payments
Shareholder Representation
M&A Advisory Clients: How to Distribute Post-Closing Funds More Efficiently

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

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

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
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

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

Tools for Practitioners
Shareholder Representation
M&A Seller Checklist: Post-Close Drafting Considerations

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

Tools for Practitioners
Shareholder Representation
Pre-Closing Checklist for M&A Seller Management

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
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