Determining the Shape of a Joint Venture Deal
Starter set of questions dealmakers should ask in the early stages of a potential JV deal.
CalPERS JV Governance Assessment: Board Version
Self-assessment for JV Boards to quickly calibrate how their JV is performing relative to the CalPERS JV Governance Guidelines.
Building Capabilities through a JV
How non-operating and junior partners approach a JV when a key objective is to use the JV to learn and build capabilities.
Assets Within an Asset
Questions for dealmakers to consider, and select practices that JV management can employ to maximize the value of the JVs assets within an asset” agreements with a parent company.
Internal Audit in JVs: Department and Head of Internal Audit
Description of the role of the head of the internal audit function, and the function itself.
JV Contract Information and Audit Guidelines
Checklist for dealmakers structuring JV contract terms related to JV information reporting and audit rights.
Designing a Corporate-Level JV Review
Approach that a corporate center can use to assess its portfolio of ventures.
Partner Screening Criteria: Excel Template
Tool to assess different aspects of potential partner compatibility.