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1. Parties: Identification of the buyer(s), seller(s), and target company
2. Background: Context of the transaction and brief description of the business being acquired
3. Definitions: Comprehensive list of defined terms used throughout the agreement
4. Purchase and Sale: Core transaction terms including purchase price, shares/assets being acquired
5. Purchase Price and Payment: Detailed breakdown of consideration, payment method, and adjustments
6. Closing: Closing mechanics, timing, and deliverables
7. Representations and Warranties of the Seller: Seller's statements about the business, shares, and material facts
8. Representations and Warranties of the Buyer: Buyer's statements about its capacity and authority to complete the transaction
9. Covenants: Pre-closing and post-closing obligations of all parties
10. Conditions Precedent: Conditions that must be satisfied before closing
11. Indemnification: Rights and obligations regarding compensation for losses or breaches
12. Termination: Circumstances under which the agreement can be terminated
13. General Provisions: Standard legal provisions including governing law, notices, and amendments
1. Employee Matters: Used when specific employee arrangements or transitions need to be addressed
2. Tax Matters: Include when specific tax structuring or allocations are required
3. Environmental Matters: Required for businesses with significant environmental considerations
4. Intellectual Property: Important when IP is a crucial asset of the target business
5. Transition Services: Include when post-closing services from seller are needed
6. Earnout Provisions: Used when part of purchase price is contingent on future performance
7. Competition Act Compliance: Required for transactions meeting Competition Act thresholds
8. Investment Canada Act Compliance: Needed for transactions involving foreign buyers
9. Financing Cooperation: Include when buyer requires seller's assistance with transaction financing
1. Disclosure Schedule: Exceptions and qualifications to representations and warranties
2. Share/Asset Schedule: Detailed description of shares or assets being purchased
3. Purchase Price Calculation: Formula and methodology for price adjustments
4. Required Consents: List of third-party consents needed for closing
5. Material Contracts: List and copies of important business agreements
6. Real Property: Details of owned and leased real estate
7. Intellectual Property: List of IP assets and registrations
8. Employee Information: List of employees, positions, and compensation
9. Permitted Encumbrances: List of accepted liens and encumbrances
10. Form of Closing Documents: Templates for officer certificates, resignations, and other closing deliverables
Technology
Manufacturing
Healthcare
Financial Services
Consumer Goods
Real Estate
Energy
Infrastructure
Business Services
Retail
Agriculture
Mining
Transportation
Media and Entertainment
Legal
Finance
Corporate Development
Mergers & Acquisitions
Investment
Due Diligence
Compliance
Risk Management
Tax
Human Resources
Strategy
Chief Executive Officer
Chief Financial Officer
General Counsel
Corporate Development Director
Investment Director
Private Equity Partner
M&A Lawyer
Investment Manager
Portfolio Manager
Transaction Advisory Partner
Due Diligence Manager
Corporate Finance Director
Legal Counsel
Compliance Officer
Risk Manager
Investment Banking Director
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