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List of Exhibits | |
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Critical Issues in Planning and Implementation | |
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Strategic Choices | |
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The Quest for Corporate Growth | |
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Corporate Strategy | |
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Global Development Program | |
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International Transactions and Deal Making | |
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Deal-Making Strategy | |
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Privatization--A Deal-Making Opportunity | |
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Joint Ventures and Strategic Alliances in the Era of Globalization | |
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Summary | |
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Legal Aspects | |
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Legal Aspects of Acquiring U.S. Enterprises | |
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Regulatory Framework | |
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Structuring an Acquisition | |
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Documentation | |
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Principal Legal Concerns of the Buyer | |
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Other Legal Matters | |
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Organizing the Acquisition Vehicle | |
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Closing | |
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Checklist: U.S. Acquisitions | |
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Legal Aspects of Acquiring Non-U.S. Enterprises | |
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Regulatory Framework | |
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Structuring the Acquisition | |
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Documentation | |
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Principal Legal Concerns of the Buyer: Due Diligence | |
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Organizing the Acquisition Vehicle | |
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Closing | |
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Checklist: Multinational and Other Non-U.S. Acquisitions | |
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Accounting and Tax Aspects | |
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Accounting Aspects of International Mergers and Acquisitions | |
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Understanding Financial Information | |
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Evaluating the Target | |
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Postacquisition Considerations | |
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Control--As Evidenced in Financial Reporting and Audit Requirements | |
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Audits and Accounting | |
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Checklist: Evaluating the Target | |
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Summary of GAAP (by Country) | |
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Tax Aspects of Inbound Merger and Acquisition and Joint Venture Transactions | |
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Inbound Mergers and Acquisitions | |
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Inbound Joint Ventures | |
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Checklist: Mergers and Acquisitions | |
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Checklist: Joint Ventures | |
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Tax-Free, Taxable, and Hybrid Transactions | |
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Tax Considerations in Acquiring Non-U.S. Enterprises | |
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U.S. Tax Accessibility and Tax Deferral | |
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U.S. Foreign Tax Credit Rules | |
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Forms of Transactions | |
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Financing Considerations | |
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Checklist: Tax Considerations in Acquiring Non-U.S. Enterprises | |
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Financial Aspects | |
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International Financing for Cross-Border M&A Transactions | |
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First Steps | |
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The International Bond Market | |
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Summary | |
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Checklist: International Financing for Cross-Border M&A Transactions | |
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Government Assistance in Financing Cross-Border Transactions | |
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OPIC | |
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IFC | |
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EBRD | |
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IIC | |
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Ex-Im Bank | |
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Dealing with Government Financial Institutions | |
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Financing Investments | |
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Financing Trade | |
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Contact Information | |
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Overview of International Project Finance | |
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Introduction to International Project Finance | |
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Financing the Project | |
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Project Risk Identification and Allocation of Responsibility | |
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Credit Enhancement | |
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Checklist: Structuring the International Project Financing | |
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Case Study 1: Rockfort Power Project Financing | |
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Case Study 2: Tribasa Toll Road Project Financing | |
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Cast Study 3: When a Financial Crisis Challenges Project Finance | |
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Joint Ventures | |
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Nature of International Joint Ventures and Their Role in Global Business | |
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Introduction | |
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Operational Issues | |
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IJVs and Their Relationships with Multilateral Financial Institutions and National Governmental Agencies | |
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Differences and Similarities in IJVs in Emerging Markets Compared to Those in Developed Countries | |
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Special Role of IJVs in the Internationalization of the World Economy | |
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Checklist: Risk Factors to Consider When Choosing the Location for an IJV | |
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Legal Aspects of International Joint Ventures and Strategic Alliances | |
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Forms of Traditional Joint Ventures | |
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When to Use the Joint Venture or the Strategic Alliance | |
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Regulatory Framework--United States and Abroad | |
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Structuring the Joint Venture | |
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Structuring the Strategic Alliance | |
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Special Problems Relating to Technology Ventures and Alliances | |
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Checklist: International Joint Ventures and Strategic Alliances | |
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Manufacturing Joint Venture Partnership Agreement | |
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Strategic Alliance Agreement | |
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Valuing Companies and Negotiating Transactions | |
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Pricing and Negotiations | |
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Pricing | |
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Negotiation | |
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Checklist: Pricing | |
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Checklist: Negotiation | |
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Special Topics | |
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Risk Management in Cross-Border Transactions | |
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The Nature of the Transaction | |
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The Operations Review | |
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Specific Areas for Review | |
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Safety and Loss Control | |
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Environmental Issues | |
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Liability of Owners, Directors, and Officers | |
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Government Regulations | |
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Political Risk | |
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The Due Diligence Report | |
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Summary | |
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Checklist: Risk Management | |
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Human Resources Concerns | |
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Impact of Human Resources | |
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Initial Analysis and Evaluation | |
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Developing and Implementing Human Resources Plans for the New Organization | |
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Postdeal Assessment | |
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Checklist: Addressing Human Resources Issues | |
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Postmerger Integration | |
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Key Indicators of Success and Failure | |
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Postmerger Integration Activities | |
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Checklist: Critical Postmerger Integration Considerations | |
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References | |
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Index | |