Mergers & Acquisitions, Network Industries, & EC Competition Law Research Resources Lyonette Louis-Jacques D’Angelo Law Library University of Chicago Law School January 11, 2013 Mergers & Acquisitions Corporate/Securities Antitrust Tax CrossBorder Accounting Contracts Federal Trade Commission (FTC) http://www.ftc.gov/bc/hsr/index.shtm Federal Trade Commission (FTC) Bureau of Competition: Merger Review http://www.ftc.gov/bc/mergers.shtm SEC Office of Mergers and Acquisitions http://www.sec.gov/ USDOJ Guidelines, Statutes, Statistics http://www.justice.gov/atr/public/merger-enforcement.html USDOJ Merger Reviews http://www.justice.gov/atr/public/merger-enforcement.html Westlaw Classic & LexisNexis Mergers & Acquisitions - Deal Information (M&A-DEAL) ) Acquisitions and Mergers: Negotiated and Contested Transactions (SECACQMERG) Takeover Defense: Mergers and Acquisitions (TKRDF) Westlaw Journal Mergers & Acquisitions (WJMRGAQ) Datamonitor Financial Deals Tracker (DATAMFINDT) Model Documents: Mergers & Acquisitions (MODELDOC-M&A) RIA Tax Advisors Planning System Title 42: Employee Benefits in Mergers & Acquisitions (RIA-TAPSEBMA) Dolan: U.S. Taxation of International Mergers, Acquisitions & Joint Ventures (WGL-INTMA) Merger & Acquisition Opportunities: FirstList (MERACQOPP) Mergers & Acquisitions, Companies Seeking: FirstList (FRSTLNMA) Corporate Dividends and Stock Repurchases (CORPDIVSR) Corporate Acquisitions, Mergers and Divestitures (CAMD) Mergers & Acquisitions Report (MRGAQRPT) Mergers & Acquisitions Library M&A Practice Center M&A Practice Guide Corporate Acquisitions and Mergers Antitrust Strategies for Mergers, Acquisitions, Joint Ventures European Merger Control Law Savings Institutions: Mergers, Acquisitions and Conversions The Deal Pipeline Distressed Company Alert BNA Mergers and Acquisitions Law Report Mergerstat M&A Database M&A regulations, cases, company reports, SEC EDGAR filings Bloomberg Law (BLAW) Practice Center: Corporate/M&A Transactional Resources Books & Treatises http://bloomberglaw.com/ Bloomberg Law: M& A eBook Mergers, Acquisitions and Tender Offers: Law and Strategies: Corporate, Securities, Taxation, Antitrust, Cross Border • By Samuel C. Thompson, Jr.) • Practising Law Institute, 4-volume looseleaf, updated to September 2012 • XXKF1477.T483 D’Angelo Law Library • http://www.lib.uchicago.edu/e/law/ http://bloomberglaw.com/ M&A Transaction Agreements http://bloomberglaw.com/ PLC M&A Practice Notes & Docs http://us.practicallaw.com/ M&A News Sources Bloomberg BNA: Mergers & Acquisitions Law Report M&A Lawyer The Daily Deal The Practical Lawyer M&A Law Prof Blog http://www.lib.uchicago.edu/e/law/db/bna.htm M&A Law Prof Blog http://lawprofessors.typepad.com/mergers/ The DealB%k / Deal Professor http://dealbook.nytimes.com/ Databases for M&A Research EDGAR (for tender offers and current reports) Thomson One Banker (has a “Deals” section in its company profiles) Mergerstat (via Lexis - has key details of tender offers (size, date, cash or equity)) Corporate and Securities LibGuide (EDGAR Filings Sources) http://guides.lib.uchicago.edu/corplaw Network Industries “State and federal regulation of price, quality, and entry, with an emphasis on the regulation of natural monopolies, cost-of-service rate-making, rate design, and the problem of partial competition within a regulated environment…[with particular attention to] electrical generation and transmission, the Internet, and telecommunications, with exposure to problems of the other network industries, such as transportation and consumer electronics” Syllabus (Professor Picker): http://picker.uchicago.edu/NetIndus/Syllabus.htm Network Industries: Resources Federal Agencies (Federal Energy Regulatory Commission (FERC); Federal Trade Commission (FTC); DOJ, etc.. Telecommunications Law Monitor/World Communications Regulation Report Telecom & Broadband (Bloomberg BNA Internet Law Resource Center) Business & Economics News Sources Public Utilities Reports (PUR)/ Public Utilities Fortnightly http://www.lib.uchicago.edu/e/law/db/bna.html EC Competition Law & Policy Major areas: “cartels and the exemptions for cooperative behavior; abuse of dominance including essential facilities, tying, bundled rebates, and exclusive dealing; and mergers…State aid policy under the EC treaty including the rationale for prohibiting state subsidies of industry and the application of State aid by the European Commission and courts” David Evans (Competition Policy in the European Community, Spring 2013) Books, Journals, News Sources Books • Bellamy & Child European Community Law of Competition (6th ed. 2008 & 2d Supplement 2012) • EU Competition Law: An Analytical Guide to the Leading Cases (Hart, 3d ed. 2012) • EU Competition Law (Claeys & Casteels, 2d ed. 2012) Journals, News, Websites, Databases • PLC Competition (includes EU Competition Law Daily); PLC EU • CURIA ; EUROPA; Westlaw; LexisNexis; KluwerCompetitionLaw* • European Competition Law Review (ECLR) • Competition Policy International (CPI) http://curia.europa.edu/ Books (Online Full Text & Indexes) http://www.peacepalacelibrary.nl EC Competition: Merger Cases http://ec.europa.edu/competition/mergers/ Merger Case Search AT & T / TCI Merger EUROPA (RAPID News) http://europa.eu/rapid/ Questions? Ask a Law Librarian! Lyonette “Lyo” Louis-Jacques llou@uchicago.edu