Matter 1010-00002 — Client 1010

2024 · 83 documents · Capital Markets · E. Alder

184.8hours logged

$36,500unbilled WIP

$144,600billed to date

Closing 10 files

DOC Other closing-checklist-base-offering.xlsx DOC Analysis / memo closing-checklist-overallotment.xlsx DOC Contract / agreement cross-receipt-base-closing.docx DOC Contract / agreement cross-receipt-overallotment.docx DOC Other dtc-eligibility-letter.docx DOC Other finra-no-objections-letter.docx DOC Other good-standing-certificates.docx DOC Other nyse-listing-approval-letter.docx DOC Contract / agreement officers-certificate.docx DOC Contract / agreement secretarys-certificate.docx

Corporate Governance 12 files

Correspondence 8 files

EMAIL Correspondence email-closing-deliverables-status.eml EMAIL Correspondence email-first-draft-s1-circulation.eml EMAIL Correspondence email-org-meeting-agenda.eml EMAIL Correspondence email-overallotment-exercise-notice.eml EMAIL Correspondence email-pricing-confirmation.eml EMAIL Correspondence email-range-increase-discussion.eml EMAIL Correspondence email-sec-round-1-comments-received.eml DOC Contract / agreement letter-to-meridian-hale-ua-comments.docx

Credit Facility 3 files

DOC Contract / agreement credit-agreement-amendment-memo.docx DOC Contract / agreement first-amendment-credit-agreement.docx DOC Contract / agreement payoff-letter-keypoint.docx

D&O Insurance 2 files

DOC Analysis / memo do-insurance-tower-memo.docx DOC Other do-policy-review-letter.docx

Equity Compensation Plans 5 files

DOC Other 2024-equity-incentive-plan.docx DOC Contract / agreement 2024-espp.docx DOC Contract / agreement form-of-rsu-agreement.docx DOC Contract / agreement form-of-stock-option-agreement.docx DOC Analysis / memo tax-memo-equity-compensation.docx

Firm Administration 4 files

DOC Analysis / memo conflicts-check-memo.docx DOC Engagement letter engagement-letter.docx DOC Analysis / memo matter-opening-memo.docx DOC Analysis / memo post-closing-memo-lessons-learned.docx

Legal Opinions 6 files

DOC Contract / agreement legal-opinion-delaware-corporate.docx DOC Analysis / memo legal-opinion-lock-up-no-registration.docx DOC Analysis / memo legal-opinion-tax-matters.docx DOC Analysis / memo legal-opinion-validity-of-shares.docx DOC Other negative-assurance-letter-10b5.docx DOC Analysis / memo opinion-reliance-letter-meridian-hale.docx

Lock-Up Agreements 5 files

DOC Contract / agreement form-of-lock-up-agreement.docx DOC Contract / agreement lock-up-analysis-memo.docx DOC Other lock-up-execution-tracker.xlsx DOC Correspondence lock-up-release-procedures-letter.docx DOC Contract / agreement lock-up-side-letter-10b5-1.docx

NYSE Listing 2 files

DOC Other nyse-listing-application-supplement.docx DOC Analysis / memo nyse-listing-compliance-memo.docx

Registration Statement & Prospectus 11 files

DOC Other amended-draft-s1-round-1-response.docx DOC Filing / regulatory draft-s1-confidential-submission.docx DOC Other prospectus-supplement-overallotment.docx DOC Other request-for-acceleration.docx DOC Other rule-424b4-final-prospectus.docx DOC Other s1-amendment-no-1.docx DOC Other s1-disclosure-checklist.xlsx DOC Analysis / memo s1-drafting-notes-comment-compilation.docx DOC Filing / regulatory s1-public-filing.docx DOC Other sec-comment-response-round-1.docx DOC Correspondence sec-comment-response-round-2.docx

Stockholder Agreements 4 files

DOC Contract / agreement amended-restated-registration-rights-agreement.docx DOC Contract / agreement registration-rights-agreement-summary.docx DOC Contract / agreement termination-investors-rights-agreement.docx DOC Contract / agreement termination-voting-agreement.docx

Tax 3 files

DOC Analysis / memo tax-memo-section-382.docx DOC Analysis / memo tax-memo-state-nexus.docx DOC Analysis / memo tax-memo-use-of-proceeds-credit-facility.docx

Underwriting Agreement 8 files

DOC Contract / agreement agreement-among-underwriters.docx DOC Other bring-down-comfort-letter-closing.docx DOC Contract / agreement comfort-letter-pricing-date.docx DOC Other overallotment-comfort-letter.docx DOC Other pricing-committee-resolutions.docx DOC Contract / agreement underwriting-agreement-key-terms-memo.docx DOC Contract / agreement underwriting-agreement-redline-v-wb-draft.docx DOC Contract / agreement underwriting-agreement.docx

Chronology

2027-03-15 closing-checklist-base-offering.xlsx

2027-03-15 email-first-draft-s1-circulation.eml

2027-03-15 email-org-meeting-agenda.eml

2027-03-15 credit-agreement-amendment-memo.docx

2027-03-15 first-amendment-credit-agreement.docx

2027-03-15 payoff-letter-keypoint.docx

2027-03-15 prospectus-supplement-overallotment.docx

2027-03-15 s1-amendment-no-1.docx

2027-03-15 s1-disclosure-checklist.xlsx

2027-03-15 tax-memo-state-nexus.docx

2027-03-15 tax-memo-use-of-proceeds-credit-facility.docx

2026-09-30 pricing-committee-resolutions.docx

2025-02-13 registration-rights-agreement-summary.docx

2025-02-08 do-insurance-tower-memo.docx

2025-02-08 do-policy-review-letter.docx

2025-01-01 secretarys-certificate.docx

2025-01-01 stockholder-written-consent-ipo.docx

2024-12-31 tax-memo-use-of-proceeds-credit-facility.docx

2024-10-31 tax-memo-equity-compensation.docx

2024-08-06 closing-checklist-base-offering.xlsx

2024-08-06 closing-checklist-overallotment.xlsx

2024-08-06 officers-certificate.docx

2024-08-06 form-of-common-stock-certificate.docx

2024-08-06 email-closing-deliverables-status.eml