Build an HSR threshold table from the deal facts
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Place the deal values the lawyer supplies next to the size-of-transaction and size-of-person rows. Do not complete the HSR form.
- What the lawyer must review
- 15 U.S.C. § 18a requires both persons (or, in a tender offer, the acquiring person) to file and to wait, if the commerce test and the size test are met, unless an exemption applies. The FTC’s current-thresholds page states that the adjusted thresholds take effect on 17 February 2026: the $200 million limb is $535.5 million, the $50 million limb is $133.9 million, and the $10 million and $100 million size-of-person limbs are $26.8 million and $267.8 million. The waiting period in § 18a(b) is 30 days, or 15 days for a cash tender offer, subject to a second request. You decide whether an exemption applies. The tool does not file the form.
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| HSR filing information request list | Checklist | AI use Yellow | Request list for the facts used to test section 7A of the Clayton Act, with the 2026 adjusted thresholds from the FTC page. |
| HSR waiting period checklist | Checklist | AI use Yellow | Checklist for when the section 7A waiting period begins and ends, including early termination and the extension that was read. |
Signed-in accounts can read the full text of each one. All precedents.