| Optimizing a Private Equity Round: How to Negotiate a Term Sheet
Program Type: Recorded Webinar (Audio, PPT)
Program Level: Advanced
Prerequisites: Good knowledge of topic and experience in
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Shipping Weight: 0lbs. 0oz.
For a privately-held business, the success of a funding round depends not just on the amount of money raised, but on the terms and conditions associated with the funding. The offer to invest on the part of an investor or investor group is comprised of various clauses aimed at protecting the investor's interests and insuring a minimum return on the capital provided. Thus, how these clauses are structured and negotiated becomes a key factor in providing both founders and investors with a balanced foundation to support the company's growth and prosperity. This webinar provides an overview of the funding process, the most common clauses used by investors in a term sheet, how to negotiate these clauses and some areas to keep in mind when negotiating an offer from private equity investors.
After completing this webinar, attendees will be able to:
- Identify the major phases of the funding process
- Define the most common clauses contained in a term sheet
- Outline a negotiation strategy for each of the most common term sheet clauses
- Articulate some common areas to keep in mind when negotiating with private equity investors
Who Should Attend
Investment bankers, M&A advisors, investment and financial analysts, CPAs, financial officers, CEOs, CFOs, transaction lawyers
Enrique C. Brito, MBA, CFA, CVA, CMAP
Mr. Enrique C. Brito is partner and practice leader of Corporate Advisory Services at Tatum, an executive advisory firm in Washington DC area. He is also managing director at Kaizen Consulting Group, an M&A advisory firm based in Reston, Virginia. Previously, he was Senior Managing Director at The McLean Group, LLC, a national middle market investment bank in Washington DC.
Mr. Brito focuses on advising owners of middle market businesses on how to maximize and harvest business value through the implementation of growth strategies (acquisitions, capital formation, value enhancement) and transition plans (preparation for sale, transaction structuring and negotiation).
Mr. Brito has more than 25 of experience in investment banking and corporate finance and has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He is a national instructor in M&A, negotiation and business valuation topics and is a regular contributor to local business publications as well as a speaker at national conferences on M&A topics.