The Impact of Tax Reform on Leveraged Lending Transactions

The Impact of Tax Reform on Leveraged Lending Transactions
By Frederick C. Fisher, Esq. & Barbara M. Goodstein, Esq. & Michael K. Marion, Esq. & Adam C. Wolk, Esq. & Christopher M. Chubb, Esq. & Lucas Giardelli, Esq.

This paper presents a condensed overview of provisions of the “Tax Cut and Jobs Act” (“Tax Act”), approved by Congress on December 22, 2017, applicable to leveraged lending transactions, their documentation and structuring.  

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A global perspective on the merger review process

The stories merger documents tell—the US, EU, Asia, Brazil, Mexico, and South Africa perspectives
By Craig Y. Lee, Esq. & Creighton Macy, Esq. & Paul Johnson, Esq. & Stephen Crosswell, Esq. & Tom Jenkins, Esq. & Lerisha Naidu, Esq. & Raymundo E. Enriquez, Esq. & Gerardo Calderon-Villegas, Esq. & Adriana Giannini, Esq. & Isabella Giorgi, Esq.

This article provides a global perspective on a provocative issue arising from today’s exhaustive official review process for mergers & acquisitions: What if the review reveals issues that are not specific to the transaction at hand? The result can be criminal charges or fines.

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Flight risk in M&A | M&A Conference at Wharton San Francisco

By Mr. Jeff Cox & Mr. Todd Manley & Ms. Natalia Carvajal & Mr. James Harris

This session from Transaction Advisors San Francisco M&A Conference reviewed strategies that may be employed to retain the acquired team including the structure of financial incentives and retention agreements for key executives.  

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Negotiating M&A deal terms | M&A Conference at Wharton San Francisco

By Mr. Laurance Shapiro & Dena Acevedo, Esq. & Rachel Masory, Esq. & Nathaniel D. McKitterick, Esq.

This session at Transaction Advisors San Francisco M&A Conference covered the give-and-take between buyers and sellers in negotiating key provisions as East Corporation moved to complete the acquisition of West Corporation.  

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We found a breach during due diligence. Now what do we do? | M&A Conference at Wharton San Francisco

By Ms. Christen Morand, CPA & Mr. Brian D. Weimer & Jon Adams, Esq. & Mr. Tim Ryan

This session explored both the methods and parties to the assessment of the breach; looked at duties to report to law enforcement and securities regulators; considered the potential impact on schedules for financing and closing; debated valuation adjustments and changes in the forms of consideration, and discussed methods for addressing post-close liabilities. 

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