Matter 1001-00004 — Ardent Capital Partners

2025 · 78 documents · M&A / Corporate · M. Sage

134.2hours logged

$31,200unbilled WIP

$109,700billed to date

Antitrust & Regulatory 12 files

DOC Analysis / memo antitrust-risk-assessment-memo.docx DOC Correspondence bundeskartellamt-filing-instruction-letter.docx DOC Analysis / memo cfius-mitigation-strategy-memo.docx DOC Other cfius-voluntary-notice-draft-narrative.docx DOC Correspondence eu-fsr-filing-instruction-letter.docx DOC Contract / agreement ftc-timing-agreement-draft.docx DOC Filing / regulatory hsr-filing-cover-letter-ftc.docx DOC Analysis / memo hsr-filing-memorandum.docx DOC Filing / regulatory regulatory-timetable-tracker.xlsx DOC Analysis / memo remedies-divestiture-analysis-memo.docx DOC Engagement letter second-request-preparation-memo.docx DOC Filing / regulatory swiss-filing-instruction-letter.docx

Closing 8 files

DOC Other closing-checklist-master.xlsx DOC Other firpta-certificate-form.docx DOC Analysis / memo funds-flow-memorandum.xlsx DOC Correspondence irs-form-w9-request-letter.docx DOC Contract / agreement officers-certificate-buyer-form.docx DOC Contract / agreement officers-certificate-target-form.docx DOC Contract / agreement secretarys-certificate-merger-sub-form.docx DOC Contract / agreement secretarys-certificate-target-form.docx

Correspondence 5 files

EMAIL Correspondence email-ashbury-rwi-binding-instructions.eml EMAIL Correspondence email-breitfeld-swiss-eu-filing-coordination.eml EMAIL Correspondence email-stonebridge-cp-update.eml DOC Other letter-crs-disclosure-schedule-comments.docx DOC Contract / agreement letter-crs-transmittal-merger-agreement.docx

Diligence 8 files

DOC Contract / agreement change-of-control-consent-tracker.xlsx DOC Analysis / memo corporate-org-diligence-memo.docx DOC Other due-diligence-request-list.xlsx DOC Analysis / memo employment-benefits-diligence-memo.docx DOC Analysis / memo ip-technology-diligence-memo.docx DOC Analysis / memo litigation-regulatory-diligence-memo.docx DOC Analysis / memo material-contracts-review-memo.docx DOC Analysis / memo real-property-leases-diligence-memo.docx

Engagement & Administrative 5 files

DOC Other billing-rate-schedule.xlsx DOC Correspondence conflict-waiver-letter-vectis.docx DOC Engagement letter engagement-letter-ardent-capital.docx DOC Analysis / memo matter-opening-memorandum.docx DOC Analysis / memo staffing-budget-memorandum.docx

Financing 10 files

DOC Contract / agreement co-investment-agreement-northvale.docx DOC Contract / agreement co-investment-agreement-summit-ridge.docx DOC Other commitment-letter-stonebridge.docx DOC Contract / agreement credit-agreement-draft.docx DOC Other equity-commitment-letter-ardent.docx DOC Other fee-letter-stonebridge.docx DOC Contract / agreement guarantee-and-collateral-agreement-draft.docx DOC Contract / agreement intercreditor-agreement.docx DOC Contract / agreement mezzanine-warrant-agreement.docx DOC Contract / agreement subordinated-note-purchase-agreement.docx

Insurance 3 files

DOC Correspondence do-tail-policy-instruction-letter.docx DOC Analysis / memo rwi-application-memo.docx DOC Analysis / memo rwi-policy-summary-negotiation-memo.docx

Opinions & Deliverables 3 files

DOC Other 10b-5-negative-assurance-letter.docx DOC Analysis / memo legal-opinion-calderwood-harkness.docx DOC Contract / agreement solvency-certificate-form.docx

Rollover & Equity 6 files

DOC Contract / agreement employment-agreement-gruber.docx DOC Contract / agreement employment-agreement-kessler.docx DOC Contract / agreement management-equity-incentive-plan.docx DOC Contract / agreement registration-rights-agreement.docx DOC Contract / agreement rollover-agreement-form.docx DOC Contract / agreement stockholders-agreement-apex-holdings.docx

Tax 6 files

DOC Analysis / memo firpta-nra-withholding-memo.docx DOC Analysis / memo state-local-tax-memo.docx DOC Analysis / memo swiss-withholding-tax-memo.docx DOC Contract / agreement tax-provisions-merger-agreement-commentary.docx DOC Analysis / memo tax-structure-memo-338h10.docx DOC Analysis / memo transfer-pricing-restructuring-memo.docx

Transaction Documents 12 files

DOC Contract / agreement escrow-agreement.docx DOC Contract / agreement letter-of-transmittal-form.docx DOC Contract / agreement paying-agent-agreement.docx DOC Filing / regulatory certificate-of-merger-draft.docx DOC Contract / agreement disclosure-schedules-buyer.docx DOC Contract / agreement merger-agreement-execution.docx DOC Contract / agreement no-shop-compliance-memorandum.docx DOC Contract / agreement surviving-corp-bylaws.docx DOC Other surviving-corp-certificate-of-incorporation.docx DOC Other written-consent-board-apex-holdings.docx DOC Other written-consent-board-merger-sub.docx DOC Other written-consent-sole-stockholder-merger-sub.docx

Chronology

2027-07-31 change-of-control-consent-tracker.xlsx

2027-02-28 change-of-control-consent-tracker.xlsx

2027-01-31 change-of-control-consent-tracker.xlsx

2027-01-14 change-of-control-consent-tracker.xlsx

2026-10-31 change-of-control-consent-tracker.xlsx

2026-08-31 change-of-control-consent-tracker.xlsx

2026-07-31 change-of-control-consent-tracker.xlsx

2026-06-30 change-of-control-consent-tracker.xlsx

2026-05-31 change-of-control-consent-tracker.xlsx

2026-05-14 change-of-control-consent-tracker.xlsx

2026-04-14 change-of-control-consent-tracker.xlsx

2026-02-28 change-of-control-consent-tracker.xlsx

2026-01-14 change-of-control-consent-tracker.xlsx

2025-12-31 change-of-control-consent-tracker.xlsx

2025-12-31 billing-rate-schedule.xlsx

2025-12-31 solvency-certificate-form.docx

2025-12-10 antitrust-risk-assessment-memo.docx

2025-12-10 cfius-mitigation-strategy-memo.docx

2025-12-10 cfius-voluntary-notice-draft-narrative.docx

2025-12-10 eu-fsr-filing-instruction-letter.docx

2025-12-10 hsr-filing-cover-letter-ftc.docx

2025-12-10 hsr-filing-memorandum.docx

2025-12-10 regulatory-timetable-tracker.xlsx

2025-12-10 remedies-divestiture-analysis-memo.docx