Acquisition Analysis Chart

Summary

As counsel, you can use the attached template to organize and present the acquisition analysis discussed in The Client Asks: Is This Acquisition Permitted?. That practice note includes a step-by-step guide to determine whether a specific acquisition is permitted under a credit facility. Your analysis can then be summarized in this chart, which you can share with your client or use as a “cheat sheet” to discuss the proposed asset sale with your client. If the transaction moves forward, you can use the Permitted Acquisitions Timeline to organize and track the deliverables and actions that may be required of the borrower in connection with the acquisition.