Today’s Guest
Today we welcome James Lee who is a partner at Proskauer Rose’s private equity/M&A group. He advises private equity firms, venture capital funds, and portfolio companies on a variety of transactions such as mergers and acquisitions, leveraged buyouts, and PE and VC investments to name a few. From 2015 to 2018, James has been nominated and has received several M&A Advisor Awards for his exceptional legal counsel.
What You’ll Learn
Smoother deal process through transparent communication
ESG metrics, certification, and credit ratings
Standardizing M&A purchase agreements for better deal flow
Breakdown
[01:03] Getting to know James Lee
[04:10] Common mistake by PE firms and portfolio companies
[12:01] The need for standardized ESG metrics
[16:55] Certification of ESG practices
[20:09] ESG Scores in the credit market
[26:20] The need for standardized purchase agreements
[35:51] Law firms as true partners to clients
[41:51] Full markups in the auction process
[43:54] Advising founders during mergers & acquisitions
[47:36] Notable attributes of top-performing individuals
[52:25] Private equity: the good and the bad
[59:45] James’ learning resources
Resources
James’ Mobile Number: +1 212 969 3036
Thank you for tuning in!
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