All Countries
Confidentiality Agreement M&a

Confidentiality Agreement M&a 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 Confidentiality Agreement M&a

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:

Confidentiality Agreement M&a

"I need a Confidentiality Agreement M&A to protect sensitive information during our upcoming acquisition of a healthcare technology company, with specific provisions for HIPAA compliance and data protection measures, targeted for completion by March 2025."

Celebrated by
Collaborations with
Investors
Document background
The Confidentiality Agreement M&A is a crucial document in any merger, acquisition, or investment transaction under U.S. law. It is typically executed at the beginning of discussions, before detailed due diligence begins. The agreement protects sensitive business information shared during the evaluation process, establishes clear guidelines for information handling, and outlines remedies for unauthorized disclosure. It must comply with federal regulations such as the Defend Trade Secrets Act and state-specific trade secret laws, while also addressing specific industry requirements where applicable.
Suggested Sections

1. Parties: Identification of the disclosing and receiving parties

2. Background/Recitals: Context of the potential transaction and purpose of the agreement

3. Definitions: Key terms including Confidential Information, Representatives, Transaction

4. Confidentiality Obligations: Core obligations regarding use and protection of confidential information

5. Permitted Disclosures: Circumstances under which confidential information may be shared

6. Return/Destruction of Information: Obligations regarding handling of confidential information post-discussion

7. Term and Survival: Duration of obligations and which provisions survive termination

8. Governing Law: Jurisdiction and applicable law

Optional Sections

1. Non-Solicitation: Restrictions on soliciting employees or customers - used when protecting human capital is a concern

2. Standstill Provisions: Restrictions on acquiring target company shares - used when target is publicly traded

3. Non-Circumvention: Prevents bypassing the disclosing party - used in broker or intermediary situations

4. Securities Laws Compliance: Acknowledgment of insider trading laws - used when public companies are involved

Suggested Schedules

1. Authorized Representatives: List of individuals authorized to receive confidential information

2. Scope of Confidential Information: Detailed description of what constitutes confidential information

3. Security Protocols: Specific procedures for handling confidential information

4. Excluded Information: Information specifically 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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Industries

Defend Trade Secrets Act (DTSA) 2016: Federal law providing uniform trade secret protection, including requirements for whistleblower immunity notices in confidentiality agreements

Securities Exchange Act 1934: Federal law governing insider trading provisions, disclosure requirements for public companies, and Regulation FD (Fair Disclosure) compliance

Securities Act 1933: Federal law concerning requirements for disclosure of material information and integration issues in securities transactions

Hart-Scott-Rodino Antitrust Improvements Act: Federal antitrust law governing information sharing restrictions during due diligence and gun-jumping provisions in M&A transactions

Uniform Trade Secrets Act: State-level trade secret protection law adopted by most states, with state-specific variations

State Contract Laws: State-specific laws governing contract enforceability, consideration requirements, and statute of frauds

Gramm-Leach-Bliley Act: Industry-specific regulations for financial services sector regarding confidentiality and data protection

HIPAA: Healthcare industry-specific regulations governing protection of medical information and patient data

GDPR Considerations: International data protection regulations applicable if EU personal data is involved in the transaction

Employment Law Provisions: Laws governing employee confidentiality obligations and non-compete provisions in the context of 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.

Read our Privacy Policy.

Draft quality legal agreements or review documents in 3 minutes

Try for free
BlogAbout UsCareers🌎 Global Site

Templates

Commercial

B2B Suppliers ContractStandard salesSponsorship ContractIT Outsourcing AgreementCommercial Reservation of Rights LetterLoan Note InstrumentCommercial Contract Templates

Employment

Consultancy AgreementFounder service agreementShareholder Agreement for EmployeesAdvisor agreementEmployee EMI Option PlanStandard Directors Service AgreementEmployment Contract Templates

IP

Trade Mark AssignmentIntellectual Property AssignmentSoftware Service Level AgreementSoftware Pilot Evaluation LicenceSAAS Subscription AgreementIP Rights License IP Agreement Templates

Administration

Cloud Computing PolicyBackup PolicyVirus Protection PolicyEqual Opportunities PolicyEnvironmental PolicyAdministration Legal Templates

Finance

Short-Form Directors Loan AgreementMandate Letter (Best Efforts)Drawdown Request (Borrower to Lender)Buyback AgreementPromissory Note (UK)Letter of Waiver (Loan)Finance Legal Templates

R&D

Consortium AgreementVariation to Consortium AgreementEquipment Loan AgreementCommercial R&D AgreementMaterials transfer agreementR&D Legal Templates

Industries

Legal Services

Limited Power of AttorneyBasic Binding Side LetterLetter of IntentNon Binding Comfort LetterContract For Employing A Salaried Partner Deed of Surrender (Lease)Templates for Lawyers

Manufacturing

Consignment ContractStandard Exclusive Distribution Agreement (UK)Intercompany Services Agreement Standard Directors Service AgreementConditions of Supply Memorandum of Understanding Manufacturing Legal Templates

Construction

Vesting CertificateLetter of Claim (Pre-Action Protocol)Tenancy at WillSection 146 Notice (Remedy Breach of Lease)Notice Of Forfeiture Of Lease By LandlordLease Report (Long Form)Construction Legal Templates

Solutions

Use Cases

Company Types

Comparisons

Business Categories

Teams

Information

© 2024 Genie AI Ltd. All rights reserved