Matactic

A lock-up agreement is a legal provision that restricts company insiders from selling their shares for a predetermined period following… Read More »Lock-up Agreement definition + case study

The settlement date is the day when the transfer of ownership of securities occurs after a transaction has been executed.… Read More »Settlement Date definition + case study

Governance enhancements refer to the improvements made to the processes, policies, and structures that guide and control how organizations operate.… Read More »Governance Enhancements definition + case study

Deferred consideration is a financial arrangement where a portion of the purchase price for an asset or business is postponed… Read More »Deferred Consideration definition + case study

Tag-along rights are contractual agreements that allow minority shareholders to sell their shares alongside majority shareholders when a sale occurs.… Read More »Tag-along rights definition + case study

The Foreign Investment Review Board (FIRB) approval is a requirement in Australia for foreign investors looking to invest in Australian… Read More »Foreign Investment Review Board approval definition + case study

When we use the term “minority interest discount,” we want to express the reduction in value that investors might apply… Read More »Minority Interest Discount definition + case study

A most favored nation (MFN) clause is a provision in a contract or agreement between parties that ensures one party… Read More »Most Favored Nation Clause definition + case study

A joint bidding agreement is a strategic collaboration between two or more parties to collaborate on a tender or bidding… Read More »Joint Bidding Agreement definition + case study

A post-closing adjustment refers to modifications made to the purchase price of an acquired company after the transaction has been… Read More »Post-Closing Adjustment definition + case study

Credit enhancement refers to a set of strategies or financial instruments used to improve the creditworthiness of a borrower or… Read More »Credit Enhancement definition + case study

A pitch book is a comprehensive document that investment bankers and financial advisors create to showcase their firm’s capabilities to… Read More »Pitch Book definition + case study

The share exchange ratio is the fixed number used to determine how many shares of the acquiring company’s stock will… Read More »Share Exchange Ratio definition + case study

When we use the term “industry advisor,” we want to express the role of a professional who provides specialized guidance… Read More »Industry Advisor definition + case study

Confidentiality provisions refer to clauses in legal agreements that protect sensitive information from being disclosed to unauthorized parties. These provisions… Read More »Confidentiality Provisions definition + case study

A credit bid is a tactic we often use in the realm of mergers and acquisitions where a creditor takes… Read More »Credit Bid definition + case study

Market sounding is the process by which companies gauge market interest and appetite for potential mergers, acquisitions, or other strategic… Read More »Market Sounding definition + case study

Proxy solicitation refers to the process of gathering votes from shareholders to elect directors or approve significant corporate actions, such… Read More »Proxy Solicitation definition + case study

An indicative offer is a preliminary proposal made by a buyer to a seller during negotiations in mergers and acquisitions.… Read More »Indicative Offer definition + case study

The closing date in a merger and acquisition context refers to the final date on which the transaction is officially… Read More »Closing Date definition + case study

Mergers and acquisitions (M&A) refer to the strategic process where two companies combine (mergers) or one company purchases another (acquisitions).… Read More »Mergers and Acquisitions definition

A non-solicitation clause is a contractual provision that prevents one party from soliciting or enticing the clients, customers, or employees… Read More »Non-solicitation clause definition + case study

A working capital adjustment refers to the changes made to the working capital of a company during the negotiation of… Read More »Working Capital Adjustment definition + case study

An officer’s certificate is a formal document issued by a company’s top executives—usually the president, CEO, or secretary—that certifies key… Read More »Officer’s Certificate definition + case study

A closing memorandum is a formal document used to summarize the key terms and conditions of a completed merger or… Read More »Closing Memorandum definition + case study

Pre-packaged bankruptcy is a form of bankruptcy in which a company negotiates a reorganization plan with its creditors before filing… Read More »Pre-packaged bankruptcy definition + case study

When we use the term “sell-side diligence,” we want to express the comprehensive examination and analysis conducted by advisers representing… Read More »Sell-side diligence definition + case study

A joint venture is a business arrangement where two or more parties agree to collaborate on a specific project or… Read More »Joint Venture definition + case study

Commercial diligence refers to the process of thoroughly examining the commercial viability of a business during mergers and acquisitions. This… Read More »Commercial Diligence definition + example

Reinvestment rights refer to the contractual provision that allows investors to reinvest their profits back into a company or project.… Read More »Reinvestment Right definition + case study