James Bamford

Emerging Issues, Trends, and Best Practices.

The purpose of this guide is to outline a process to identify potentially obscured areas of misalignment in a joint venture, and to develop potential remedies that can be incorporated into deal terms and other pre-close agreements. Illustrate a case study of misalignment scenario planning.

The purpose of this note is to describe the JV Misalignment Scenario Planning tool and how it works.

Is it time to have a structured and engaged conversation about the right operating model for a new or existing JV? This might get emotional.

The purpose of this tool is to collect feedback from employees at the front-line of partner interactions (e.g., Board and committee members; shareholder representatives, Asset Managers, and individuals in other governance support roles; former secondees; employees providing functional services and support to ventures) on how partners perceive the Company as a JV partner. The second purpose is to provide a systematic and fact-based means to identify areas where the Company can improve as a JV partner.

This document is a compilation of some of the interesting processes and tools that companies use to screen and shape partnership transactions.

This guide is part of the Structuring the JV Agreement Series.

This guide is part of the Structuring the JV Agreement Series.