Advanced Private Equity Term Sheets and Series a Documents

"Advanced Private Equity Term Sheets and Series A Documents" examines all the deal terms you may encounter - anti-dilution protection, warrant coverage and liquidation preferences and others. It provides clause-by-clause discussion of the Stock Purchase Agreement, along with time-saving tools, model documents, opinion letters and a due diligence checklist contributed by a Big 4 accounting firm. You'll also get up-to-date data from an industry wide survey of West Coast and East Coast deal terms, so you'll know whether or not a given provision is "market," or "industry standard" - a must before your next negotiation. This book is updated as needed, generally up to two times each year.

About the Author :
Joseph W. Bartlett Joseph W. Bartlett is special counsel in theCorporate, Securities and Financial Institutions practice at McCarter & English LLP. A recognized pioneer of the national private equity and venturecapital bar, Mr. Bartlett contributed to the original models for private equityand fund of fund partnerships. His experience extends to alternativeinvestments, venture capital, emerging companies, corporate restructurings, private equity and buyouts. Mr. Bartlett's practice includes serving as counselto asset managers, including those of major public and private equity funds, with a focus on technology companies, and he has also served as trustee of aseries of public mutual funds and chair of a public REIT. His venture fund workbegan with the first Greylock fund, and he has drafted documents for several ofthe largest and most successful LBO funds.Mr. Bartlett has served as Presidentof the Boston Bar Association and as General Counsel and Undersecretary of theU.S. Department of Commerce. He has authored numerous treatises, including Leveraged Buyouts Compensation Structures for Venture Backed Companies Equity Finance Fundamentals of Venture Capital, and Venture Capital: Law, Business Strategies and Investment Planning.He is also founder and chairman of VC Experts, for which he is an activecontributing editor. Mr. Bartlett is a frequent speaker on industry issues andlectures as a faculty member at Cornell's Johnson School of Business. Ross Barrett Ross Barrett is the Co-founder of VC Experts and a General Partner of Seven Funds (formerly BVM Capital), which is the management company for venture funds Louisiana Ventures, LP and Themelios Ventures, LP. As a Co-founder and President of VC Experts, Inc. he is active in the strategic direction of the company, in particular in the private market and predictive analytics analysis area.Previously, he worked on Capitol Hill as a legislative aide to senior U.S. Senator J. Bennett Johnston, where he specialized in risk assessment and regulatory reform. Ross has an LLM in Taxation from NYU, a JD from Louisiana State University and a BA from Southern Methodist University. He has been an adviser to or investor in over twenty early-stage privately held companies. Michael Butler Michael Butler is a graduate of NYU School of Law, is with TPG-Axon Capital, and was formerly an associate at Ropes and Gray LLP (New York) specializing in private equity transactions, venture capital fund formation and taxation issues related to corporate securities.

Review :
"If you have a desire to understand from top to bottom the terms of a private equity transaction and why each term/clause/section is negotiated in or out of a deal, then you should purchase this book. In short, it is an excellent desk companion for any private equity professional." --Paul J. Marino, Visionaries: The Young Venture Capital Society Newsletter.