underwriting-agreement

name	underwriting-agreement
title	Underwriting Agreement
description	Drafts a firm-commitment underwriting agreement for SEC-registered U.S. public offerings, covering purchase terms, greenshoe, reps and warranties, covenants, closing conditions, indemnification, and market-out rights. Use when drafting or reviewing underwriting agreements, firm commitment deals, over-allotment options, or listing approvals; trigger on "underwriting agreement", "firm commitment", "public offering", "greenshoe", "over-allotment", "registration statement", "prospectus".
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/underwriting-agreement
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	us
practice	capital-markets
language	en

Underwriting Agreement

Produces a firm-commitment underwriting agreement for a SEC-registered public offering, aligning issuer, selling stockholders, and underwriters on economics, disclosure liability, and closing mechanics.

Quick Start

Gather before drafting:

1. Transaction snapshot — issuer, offering type, ticker/exchange, size, price range, selling stockholders
2. Registration materials — effective registration statement, base prospectus, preliminary/final prospectus, free writing prospectuses
3. Underwriting terms — discount/commission, expenses, syndicate details, lock-up duration, greenshoe parameters
4. Closing logistics — date/time, DTC settlement, wire instructions, listing approval status
5. Deliverables — comfort letter scope, legal opinions, officer certificates, bring-down diligence

Deal Inputs

Item	Placeholder
Issuer legal name / jurisdiction	[Issuer]
Selling stockholders (if any)	[Selling Stockholders]
Representative underwriter	[Lead Underwriter]
Securities / class	[Security Type]
Firm shares	[Firm Shares]
Price to public	[Public Price]
Underwriting discount	[Discount]
Net proceeds to issuer	[Net Proceeds]
Over-allotment % and term	[Up to 15% / 30 days]
Exchange listing	[Exchange]
Governing law	[New York]
Closing date/time/location	[Closing]

Document Outline

1. Parties and Recitals
2. Definitions
3. Purchase and Sale
4. Over-Allotment Option (Greenshoe)
5. Delivery and Payment (DTC / Fedwire)
6. Representations and Warranties
7. Covenants
8. Conditions to Closing
9. Indemnification
10. Contribution
11. Termination / Market-Out
12. Lock-Up Agreements
13. Miscellaneous

Section Checklists

Purchase and Sale — Firm-commitment, several not joint; firm shares, public price, discount, net price; selling stockholder allocation if applicable.