Excel

Double Reverse Morris Trust
Transaction Overview The double reverse Morris Trust structure is relevant for several scenarios: Two public companies with divisions, which...
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Supercharged IPO
Transaction Structure Step 1 Description Seller owns subsidiary which it seeks to montetize through "supercharged IPO" Step...
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JV IPO
Overview A JV IPO transaction is a structure whereby two companies for a joint venture, which can be subsequently monetized via an IPO The joint...
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Cash-Rich Split-Off
Overview A cash-rich split-off is an M&A technique whereby the Seller exchanges stock of the Company for stock of a "cash-rich" subsidiary of...
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Poison Pill
Introduction A shareholder rights plan, also known as a "poison pill", is one of the most effective defense tactics available to publicly traded corporations....
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Prepaid Lease
Overview A prepaid lease is a tax-efficient technique to structure a sale of long-lived tangible assets, including real estate, plant, and equipment....
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