JJuris AILegal Workflow OS
EH

M&A

Transaction management for share and asset deals, from instruction to post-completion integration.

Active transaction

Acquisition of Oakbridge Software Ltd

Share purchase · England & Wales · Locked box

High
Buyer
Northgate Holdings Ltd
Seller
Oakbridge Founders
Target
Oakbridge Software Ltd
Deal value
£12,500,000
Structure
Share purchase
Responsible partner
Rebecca Lang
Senior associate
Daniel Price
Trainee / paralegal
Amara Wells
Current stage
Due diligence and SPA negotiation
Completion target
30 days

M&A transaction stages

Currently at due diligence and SPA negotiation (stages 11–26).

  1. Instruction received
  2. Conflict check
  3. Client onboarding
  4. AML / KYB
  5. Engagement letter
  6. Deal structure confirmed
  7. Heads of terms reviewed
  8. NDA prepared / reviewed
  9. Data room opened
  10. Due diligence request list prepared
  11. Corporate due diligence
  12. Financial due diligence coordination
  13. Tax due diligence coordination
  14. Commercial due diligence
  15. Employment due diligence
  16. IP / technology due diligence
  17. Data protection due diligence
  18. Litigation due diligence
  19. Property due diligence
  20. Material contracts review
  21. Regulatory review
  22. Competition / antitrust check
  23. Foreign investment / national security screening check
  24. Transaction risk register created
  25. SPA first draft
  26. 26SPA negotiation
  27. 27Disclosure letter review
  28. 28Warranty review
  29. 29Indemnity review
  30. 30Limitation of liability review
  31. 31Completion accounts / locked box review
  32. 32Earn-out provisions review
  33. 33Conditions precedent checklist
  34. 34Board approvals
  35. 35Shareholder approvals
  36. 36Ancillary documents prepared
  37. 37Completion deliverables checklist
  38. 38Signing
  39. 39Completion
  40. 40Post-completion filings
  41. 41Registry filings where applicable
  42. 42Post-completion integration checklist
  43. 43Matter closure

M&A AI actions

Transaction document analysis and drafting. Partner approval required on SPA and disclosure outputs.

Draft only — lawyer review required.