Banking & Finance negotiation guides

Our negotiation guides are practical resources focused on negotiating key banking and finance documents and arrangements. They identify the principal commercial and legal issues that arise and highlight common negotiating points and market positions.

Term sheets, mandates and confidentiality

  1. How to draft and negotiate mandate letters in loan transactions—this provides introductory information on drafting and negotiating mandate letters and how to find a suitable precedent

  2. How to draft and negotiate a LMA investment grade term sheet—this provides information on when to use this form of term sheet, the different perspectives of borrowers and lenders, an overview of some key areas and points for negotiation as well as some practical considerations when negotiating or drafting the document. For transaction specific term sheets, see: ‘Specialist finance transactions’ below

  3. How to negotiate engagement, release and reliance letters—this discusses when engagement letters, release (or hold harmless) letters and reliance letters may be used and key areas for negotiation in each type of letter

  4. How to negotiate a confidentiality agreement—this provides guidance and

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