Structuring & Documentation of PE/VC and M&A Deals
  • Introduction
  • Agenda
  • Experts
  • Venue
  • Partners
  • Registration

Deal-making strategies won't be successful without a good command over the term-sheet negotiation process and sound understanding of the structural elements of a deal. The outcome of any deal depends on negotiation, structuring and documentation skills of the parties involved.

VCCircle's upcoming workshop, Structuring and Documentation of PE/VC and M&A Deals, will enhance your deal-making skills that you can immediately put into practice. The course will provide an in-depth understanding of the technicalities involved in clear and well thought out term-sheet negotiation, proper deal structuring know-how to maximise returns and unambiguous deal documentation to avoid pitfalls

Benefits of attending
   •  Get the inside track and experienced know-how
   •  Learn key principles of effective negotiation
   •  Learn structural elements of a deal and know-how to maximise the return
   •  Avoid damaging and costly mistakes when drafting your agreements
   •  Develop creative, effective and bulletproof documents
   •  Understand how to translate the “deal” to paper while avoiding becoming a convict of forms

Target Audience:

  • Executives involved in PE/VC and M&A Deals

  • Investment/Fund Managers

  • Private Equity & Venture Capitalist

  • Investment Bankers

  • Law Firms & Consultants

  • Corporate/General/In-house Counsel

  • VPs & Managers from Legal Department

  • Managing Directors & Senior Management

  • CFOs and Senior Finance Executives

  • Executives of M&A Team

Negotiation of PE/VC and M&A Deals
   •  Planning and conducting agreement negotiation- Key principles of negotiation
   •  Interest-based bargaining - Understanding the needs of negotiating parties
   •  Risk Sharing - Determining the rights and obligation of parties
   •  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
   •  Common mistakes
   •  Pre and Post closing Cooperation

Legal Issues & Documentation
   •  Common legal issues (PE, VC and M&A)
   •  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

PE/VC and M&A Deal Structuring
   •  Deal structuring framework
   •  Financial structure
   •  Due Diligence
   •  Valuation
   •  Risk assessment
   •  Debt financing
   •  Interim liquidity
   •  Eventual exit
   •  Case studies

Tax Structuring
   •  Structuring prior to actual investment
   •  Structuring during the term of investment
   •  Structuring the exit

Ashwath Rau Ashwath Rau Partner, Cyril Amarchand Mangaldas
 
Vaibhav Kakkar Vaibhav Kakkar Partner, Regulatory Practices & General Corporate, Luthra & Luthra Law Offices
 
Mitul Shah Mitul Shah Senior Director - Corporate Finance, Alvarez & Marsal
 
Saumil Shah Saumil Shah Partner and Head of Private Equity Tax Practice, BSR & Co.
 

JW Marriott Hotel Mumbai Sahar
IA Project Road | Chhatrapati Shivaji International Airport | Andheri | Mumbai - 400099 | India

In case of queries, please email us at training@vccircle.com


Standard Fee: INR 15000 + Service tax (14.5%)

Early Bird Discount: 10% Discount till 8th January 2016  - i.e. INR 13,500 plus 14.5% (Service Tax)

For more queries speak to Raj/Fazal  on 91-120-4171111/ 91- 9560888566 or write at training@vccircle.com  

There are two ways to register:

 1) Online registration: Click Here
 2) Offline registration through cheque/DD  |  Download offline registration form: Click Here

Cheque/DD to be made in favor of: Mosaic Media Ventures Pvt Ltd (payable in New Delhi to:

Mosaic Media Ventures Pvt. Ltd.
A-83, Ground Floor,
Sector -2, Noida - 201301

Please attach a note with details of the cheque.
Name of the delegate(s), Organization, Designation, Address, Contact No., E-mail ID

You can also directly deposit cash, submit cheque or transfer online to our ICICI Bank a/c:
Account Name: Mosaic Media Ventures Pvt. Ltd.
Account No: 629705014337
Branch Name: Mayur Vihar - Phase 1 
IFSC Code: ICIC0006297

Refund and Substitution Policy (Differ from one programme to other, please read carefully):

No refunds will be granted for cancellations made within 7 days of the workshop. Those delegates who have confirmed and do not attend, are liable to pay the full course fee and no refunds will be granted.
Cancellation fee of 50% will be applicable 15 days prior to the workshop.
Cancellation fee of 25% will be applicable up to 21 days prior to the workshop.
Participants can cancel their registration 30 days prior to the event for a full refund.
Substitutions within a company are permitted through the workshop/training date, request must be by email to 
training@vccircle.com
Company reserves the right to amend content, expert, venue & date(s) of the workshop
Participants will be refunded the registration fee in full in case the workshop gets cancelled.
Company assumes no liability for any costs including transportation, hotel reservations or any other costs incurred by participants in the event of cancellation