Portfolio company management
Leveraging our own portfolio company management platform, we provide our clients with
antitrust support for deals and ongoing compliance purposes. We do so by:
- Managing the annual questionnaire process for portfolio companies using a mixture a near shore resources and a senior, U.S.-based antitrust attorney
- Auditing and monitoring portfolio company antitrust compliance policies and procedures to reduce the risk of parental liability for monopolization, cartel, or other anticompetitive conduct
- Tracking your entire portfolio, including any interlocking directorates
- Collecting and updating data necessary for potential merger control and foreign direct investment filings, which reduces submission delays and helps companies obtain clearances more quickly
We load all of the portfolio company information we collect into a white-labeled version of our
portfolio company management platform, where you can access it in real time. Through our
platform, you can:
- View all general and individual portfolio company information, including financials and subsidiaries, in an easily digestible format and search and filter for relevant information
- Download reports containing different portfolio company metrics
- Edit portfolio company information if necessary (admin level users only)
- View an audit trail of past activity on individual portfolio company pages
- Download a snapshot of what your portfolio looked like on a past date
Antitrust and foreign direct investment filings
We provide support from the beginning to end of the merger control and foreign investment
filings process, including by:
- Reviewing and overseeing the preparation of merger control and foreign direct
investment filings by outside counsel to ensure accuracy and consistency, reduce
burdens on in-house counsel, and provide a strategic perspective on how positions in
one deal may affect others
- Honest counseling providing a neutral perspective on antitrust risks and defenses for
potential deals as we do not bill by the hour
- Ongoing antitrust counseling on strategies to obtain clearances quickly
- Providing practical legal advice for business teams on committee presentations and
correspondence with potential targets
- Upon closing, collecting data from targets to incorporate into our portfolio company
management platform for use in evaluating potential future deals and in future regulatory
filings
- Working with portfolio companies to implement antitrust recommendations to reduce
antitrust risks