You're a trainee, and you've just been staffed on Project Osiris - the acquisition of a high-growth UK tech company by a mid-market PE fund. This module covers how transactions begin: understanding the commercial logic behind a deal, getting your bearings on the parties and the structure, and producing the internal document that keeps the whole team aligned from day one.
What you'll do
Orient yourself on the deal - the buyer, the target, the rationale, and the structure. Produce a matter brief summarising the key commercial and legal workstreams, the parties involved, and the timeline.
After this module, you'll have produced:
- An opening matter brief summarising the buyer, target, rationale and structure
- A first-day supervisor update setting out the commercial logic and immediate workstreams
- A deal-structure note explaining the share-sale or asset-sale implications for the team
- A concise timeline and parties summary for the matter file