Welcome to the Wharton Private Equity & Venture Capital Association - Indemnification Issues + Market Statistics: Lunch & Learn

Wharton Private Equity Partners


Indemnification Issues + Market Statistics: Lunch & Learn

New York
Open to Members and Non-members (investing 3rd party capital)

The New York Chapter of Wharton Private Equity & Venture Capital Association in conjunction with Morgan, Lewis & Bockius invites you to a Lunch & Learn to gain insight into the latest market trends and best practices in negotiating Indemnification Provisions in M&A Agreements.  


  • Designed for mid-level PE professionals (1 - 5 years post MBA experience) who take a leading role during the due diligence process, including the negotiations between Buyer and Seller.
  • Open to Members & Non-Members (must be investing 3rd party capital in deals).
  • What is indemnification in the context of an acquisition agreement?
  • What is the scope of the indemnity?  (breaches of reps and warranties, breaches of covenants, specific known liabilities)
  • Limits on indemnification— survival period, baskets/deductibles, caps, reductions
  • Types of losses recoverable, insurance issues, net of taxes, sandbagging, mitigation duties, alternative remedies
  • Indemnification procedural issues

We will cover these topics generally and then have a short mock negotiation with respect to indemnification matters from the buyer and seller’s perspective. Indemnification is the hot button topic in negotiating the acquisition of private companies.

Event Speakers 

Kevin Grant
Morgan Lewis

Mark Opitz
Morgan Lewis


Jared Kramer
SK Capital

Event Details: 
12:00 – 1:30 pm (lunch will be served)
The offices of Morgan, Lewis & Bockius
101 Park Avenue, 39
th floor (Park & 40th)

  No cost for current WPEVC Members  |  $20 for Non-Members**  |  Limited seating

Interested in attended remotely, email jsimons@wpevc.com

Sponsored by

** Non members should be PE professionals investing 3rd party capital in deals, consistent with the requirements for membership outlined below.
Interested in becoming a member of this exclusive global network of PE/VC professionals?  Membership is open to: Private equity professionals including those who are investing venture capital, growth capital, mezzanine capital, buyouts, private debt, or secondaries from a dedicated fund or institutional limited partners of funds and professionals who manage third party fund-of-funds targeting the private equity space.
Click here to join

About The Series:

The sessions will be presented by a combination
private equity professionals who have been involved in negotiating deal terms along with Morgan, Lewis & Bockius partners. The earlier sessions planned will provide a 101 introduction into the key aspects of M&A documentation and the key terms and business considerations associated with these documents. Later sessions will tackle specific topics in more detail, such as representations and warranties, indemnities, and related issues. Legal aspects, latest market trends, and business considerations will be discussed. 


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