Resources & Library

Legal guides, templates, and regulatory updates curated by our attorneys to help you navigate corporate law with confidence.

TemplateDue Diligence

M&A Due Diligence Checklist

Comprehensive 120-point checklist covering legal, financial, operational, and regulatory due diligence for acquisitions.

GuideSecurities

SEC Reporting Calendar 2026

Complete calendar of SEC filing deadlines, including 10-K, 10-Q, 8-K, and proxy statement requirements.

TemplateGovernance

Board Resolution Templates

Ready-to-use templates for common board resolutions: officer appointments, equity grants, M&A approvals, and dividends.

GuideM&A

HSR Filing Guide

Step-by-step guide to Hart-Scott-Rodino premerger notification filings, including thresholds and timing considerations.

WhitepaperGovernance

Cap Table Best Practices

How to maintain a clean cap table through multiple funding rounds, stock splits, and option pool expansions.

TemplateSecurities

Insider Trading Policy Template

Model insider trading policy with trading windows, pre-clearance procedures, and Rule 10b5-1 plan guidelines.

GuideGovernance

Shareholder Agreement Primer

Essential provisions for shareholder agreements: drag-along, tag-along, ROFR, anti-dilution, and voting arrangements.

WhitepaperM&A

Cross-Border M&A Regulatory Map

Regulatory requirements for cross-border transactions across 30+ jurisdictions, including CFIUS and EU merger control.

GuideDue Diligence

Virtual Data Room Setup Guide

Best practices for organizing and managing a virtual data room for M&A transactions and capital raises.

TemplateSecurities

Regulation D Compliance Checklist

Checklist for Rule 506(b) and 506(c) private placements, including accredited investor verification procedures.

WhitepaperM&A

Post-Merger Integration Playbook

Structured approach to legal integration post-closing: entity consolidation, contract novation, and IP transfer.

GuideGovernance

ESG Governance Framework

Framework for establishing ESG oversight at the board level, including metrics, reporting, and stakeholder engagement.