| name | merger-agreement |
| title | Merger Agreement |
| description | Drafts U.S. merger agreements for M&A transactions covering merger structure and mechanics, consideration, equity treatment, reps and warranties, covenants, closing conditions, termination, and indemnification. Use when drafting or revising a merger agreement, negotiating statutory/triangular/reverse mergers, or handling purchase price, earnouts, escrow/holdback, MAE, HSR clearance, or closing deliverables. |
| author | CaseMark |
| author_url | https://github.com/CaseMark/skills/tree/main/skills/legal/merger-agreement |
| license | Apache-2.0 |
| version | 0.1.0 |
| execution_mode | open |
| jurisdiction | us |
| practice | corporate |
| language | en |
| tags | ["agreement","drafting","transactional"] |
Merger Agreement
Draft a signing-to-closing merger agreement reflecting agreed structure, economics, and risk allocation.
Prerequisites
- Parties and structure — legal names, formation jurisdictions, surviving entity, merger type.
- Consideration — cash/stock mix, exchange ratio, earnout/contingent terms, escrow/holdback.
- Capitalization — cap tables, equity awards, convertibles, appraisal rights applicability.
- Diligence inputs — financials, material contracts, IP, litigation, regulatory items.
- Regulatory/tax plan — antitrust, securities, foreign investment review, tax treatment intent.
- Timeline and approvals — board/stockholder approvals, outside date, conditions, financing.
- Ancillary docs — voting agreements, support letters, employment/retention, escrow, registration rights.
Output Structure
1) Document Skeleton
MERGER AGREEMENT
- Parties; Effective Date; Recitals
1. Definitions
2. The Merger; Effective Time; Effects
3. Merger Consideration; Payment Mechanics
4. Treatment of Equity Awards
5. Representations and Warranties of the Company
6. Representations and Warranties of Parent/Merger Sub
7. Covenants (Pre-Closing; Post-Closing)
8. Conditions to Closing
9. Termination
10. Indemnification (or Remedies)
11. Miscellaneous
Signatures
Exhibits and Schedules
2) Workflow
- Confirm transaction map — parties, merger steps, filings, closing sequence.
- Draft mechanics and economics — effective time, consideration flow, equity conversion.
- Allocate risk — reps, covenants, conditions, termination fees, indemnification.
- Add governance and post-close — board/officers, employee matters, transitional covenants.
- Attach schedules/exhibits — disclosure schedules, charter/bylaws, ancillary agreement forms.
- Quality pass — defined terms, cross-references, closing deliverables, schedule conflicts.
3) Section Drafting Reference
| Section | Required Inputs | Drafting Notes |
|---|
| Preamble/Recitals | Parties, purpose, structure | Identify merger form and intended effective time |
| Definitions |