Securing Exclusivity

In this course you will learn how a private equity firm secures an "exclusivity period" to evaluate an investment opportunity. This is done by executing a letter of intent, but before the letter of intent is signed the private equity firm must compete with all potential bidders. 

001 Nov 20, 2020 Securing Exclusivity - Overview

This lesson will focus on a standard auction process led by an investment bank, which is known as a “sell-side engagement.” Fortunately, this process requires an exchange of documents that almost always follows the same sequence.

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002 Oct 17, 2020 The Confidentiality Agreement

The confidentiality agreement (also known as a non-disclosure agreement) is a legal agreement between parties to keep confidential the information required to review a transaction. While the objective is nearly always the same, the format never is. Lacking a uniform standard means that each CA must be reviewed and sometimes edited before it is executed. In this lesson we will explore why this document is so important and highlight items to be aware of. 

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003 Oct 17, 2020 The Confidential Information Memorandum

The lesson will teach you how to approach a confidential information memorandum (CIM) for a private equity transaction.

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004 Oct 17, 2020 The Indication of Interest

In this lesson you will learn about the indication of interest (IOI). The indication of interest (IOI) is a non-binding document prepared by the buyer and delivered to the investment banker representing the transaction to communicate interest in the investment opportunity presented. 

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005 Oct 17, 2020 IOI Strategy

In this lesson you will learn how private equity firms work to submit an indication of interest with limited information. There is a lot of strategy and gamesmanship involved, and knowing how other firms operate will provide an advantage in the process.

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