Description

In Closing Documentation, we will review the final documentation process and elements that allows for transfer of a private equity target from the vendor to the owner. These documents are instrumental in finalizing the acquisition process.

Learning Objectives

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1. Identify the main equity and debt documents needed to close a PE deal.
2. Interpret the content of shareholder agreements and regulatory paperwork.
3. Evaluate the impact of closing documentation on the overall PE deal.
4. Analyze the strategic reasons for different closing documentation in PE deals.