NDA Mergers And Acquisitions Template for United States

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your NDA Mergers And Acquisitions

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

NDA Mergers And Acquisitions

"Need an NDA Mergers And Acquisitions agreement to protect confidential information during our upcoming acquisition of a software company, with specific provisions for protecting source code and customer data, and clean team arrangements as we operate in the same industry."

Document background
The NDA Mergers And Acquisitions agreement is essential when companies are exploring potential merger or acquisition opportunities in the United States. It provides necessary protections during the due diligence process, where sensitive business information needs to be shared between parties. This document is crucial for compliance with U.S. securities laws, particularly when dealing with public companies, and includes specific provisions for handling material non-public information, trade secrets, and competitive data. It's typically used at the early stages of M&A discussions and remains active throughout the transaction process.
Suggested Sections

1. Parties: Identification of the disclosing and receiving parties, including any parent companies or affiliates covered by the agreement

2. Background: Context of the potential M&A transaction and purpose of sharing confidential information

3. Definitions: Key terms including 'Confidential Information', 'Transaction', 'Representatives', 'Clean Team Members'

4. Scope of Confidential Information: Detailed description of what constitutes confidential information in the M&A context

5. Permitted Use: Specific purposes for which confidential information may be used, limited to transaction evaluation

6. Non-Disclosure Obligations: Core confidentiality obligations and standard of care

7. Term and Termination: Duration of confidentiality obligations and termination provisions

8. Return or Destruction of Information: Requirements for handling confidential information post-termination

Optional Sections

1. Clean Team Provisions: Special handling requirements for competitively sensitive information when parties are competitors

2. Standstill Provisions: Restrictions on acquiring target company securities when target is publicly traded

3. Non-Solicitation: Restrictions on soliciting employees or customers when parties have valuable employee/customer relationships

4. Exclusive Dealing: Commitment not to negotiate with other parties when exclusivity is required for transaction

Suggested Schedules

1. Clean Team Members List: Identified individuals allowed to access highly sensitive information

2. Information Security Requirements: Technical and organizational measures for protecting confidential information

3. Permitted Representatives: List of authorized individuals or categories of persons who may access confidential information

4. Excluded Information: Specific categories of information excluded from confidentiality obligations

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Industries

Securities Exchange Act 1934: Federal law governing securities trading and establishing SEC oversight, crucial for M&A transactions involving public companies and material non-public information

Securities Act 1933: Federal law requiring registration of securities offerings and preventing fraud in securities sales, relevant for M&A disclosure requirements

Hart-Scott-Rodino Act: Antitrust legislation requiring companies to file pre-merger notifications for certain acquisitions, affecting information sharing provisions in NDAs

Defend Trade Secrets Act 2016: Federal law providing uniform trade secret protection across states, critical for protecting confidential information during M&A processes

Economic Espionage Act 1996: Federal law criminalizing trade secret theft, relevant for enforcing confidentiality provisions in M&A context

State Trade Secret Laws: State-specific regulations protecting confidential business information, varying by jurisdiction

State Contract Laws: State-specific requirements for contract formation, enforcement, and remedies affecting NDA validity

State Securities Regulations: State-level securities laws ('Blue Sky Laws') affecting disclosure and trading requirements

SEC Regulations: Federal regulatory framework governing disclosure requirements and insider trading prevention in M&A contexts

FTC/DOJ Merger Guidelines: Federal guidelines affecting information sharing and confidentiality requirements during merger review processes

Uniform Trade Secrets Act: Model law adopted by most states providing consistent framework for trade secret protection

Clean Team Provisions: Specialized confidentiality requirements limiting sensitive information access to designated individuals during M&A due diligence

Data Privacy Requirements: Regulations governing the protection and handling of personal and sensitive data during M&A transactions

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

No items found.

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.