Stock option grant in 4 steps: shareholders' meeting, beneficiaries list, plan rules and award letters. Mandatory documents explained.
LBO sale and purchase agreement: asset and liability warranties, conditions precedent, earn-out, price adjustment and negotiation tactics.
Selecting an LBO fund: selection criteria, fund expectations, pitch and positioning. How to target and attract the right investment partners.
LBO financing: senior debt, unitranche, mezzanine and equity. How to choose the right capital structure based on your LBO profile.
LBO: deal structure (HoldCo/OpCo), senior debt, key players, leverage effect, risks and main structuring steps.
Due diligence data room: document list (legal, financial, HR), organization, tools and mistakes that block a closing.