James Lee on Maintaining a Smoother Deal Process through Transparent Communication and Standardizing M&A Purchase Agreements

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’ LinkedIn

James’ Email 

James’ Mobile Number: +1 212 969 3036
 
 

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