Precedents: Mergers & Acquisitions / Private Equity
6 starting-point precedents for this area. Each one names the law it rests on and says how far AI may help.
- Precedents in this area
- 6
- Full text
- For signed-in accounts
- Newest law stated as at
- 17 October 2026
- Guidance for this area
- Tasks and AI use in Mergers & Acquisitions / Private Equity
| Precedent | Kind | Where it applies | AI use | Law stated as at |
|---|---|---|---|---|
| Legal due diligence request list (share or asset acquisition)Numbered request list for legal due diligence on an Australian share or asset acquisition, covering merger and foreign investment screening, contracts, employees, IP, privacy, AI systems, finance and disputes. | Checklist | Australia | Green | 17 October 2026 |
| Protocol for AI-assisted due diligence review, with client notice (tools, data-room terms, sampling, sign-off)Deal-team protocol for using AI tools on data room documents. It sets preconditions, roles, calibration, human verification and sampling, records and deletion, and includes a client notice explaining the AI use and how it is charged. | Policy | Australia, United Kingdom (England and Wales), United States | Yellow | 17 October 2026 |
| AI systems and data warranties and indemnities for a share or asset sale agreementBuyer-side warranty schedule and specific indemnity on the target’s AI systems, training data, privacy compliance, data breaches, automated decisions and EU AI Act exposure, with seller-side fallback positions. | Clause | Australia, European Union, United Kingdom (England and Wales) | Yellow | 17 October 2026 |
| Vendor disclosure letter against sale agreement warrantiesSeller’s disclosure letter with general disclosures, standard of disclosure, a specific disclosures table keyed to warranty numbers and documents, and the buyer’s acknowledgement. | Letter | Australia | Red | 17 October 2026 |
| Scheme of arrangement and takeover bid timetable and deal-protection checklistWorking checklist for an ASX control transaction: statutory steps and timing for a members’ scheme and an off-market takeover bid, regulatory approvals, and deal protection terms tested against Takeovers Panel Guidance Note 7. | Checklist | Australia | Yellow | 17 October 2026 |
| FIRB application information checklist and cover letterScreening questions, an information checklist for a foreign investment application, and a cover letter template to the Treasury’s Foreign Investment Division, with prompts for national security and tax issues. | Checklist | Australia | Red | 17 October 2026 |
AI use levels: Green means AI can do most of the drafting and a lawyer reviews it. Yellow means AI helps in set ways and a lawyer checks specific points. Red means a lawyer does the work and AI stays out of the decisive steps.