Shareholder Agreements

Here’s a quick 3-hour session on so that you gain insight into the essential clauses that you need to get right when drafting Shareholder Agreements including drafting for disclosures required by directors relating to information that could impact the share purchase price.   Explore the different methodologies for navigating shareholder disputes plus useful clauses and more. Interested in robust shareholders' agreements that include comprehensive ADR clauses and addresses disclosure obligations? Secure your spot!

Wednesday, 5 March 2025
Clauses that You Need to Get it Right when Drafting and Reviewing Shareholder Agreements

 

  • Making decisions
  • Getting in, and getting out
  • Dividends
  • Insurance
  • Restraints of Trade
  • Embracing Tikanga Māori in shareholder arrangements
    • What is Tikanga Māori
    • Why incorporate Tikanga Māori
    • Considerations for businesses 

Presented by Laura Monahan, Director, McCaw Lewis

Description

Attend and earn 3 CPD hours

* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules 

Chair:

Aasha Foley, Managing Partner, iCLAW Culliney Partners

Disclosures in Shareholders: Addressing Section 149 of the Companies Act

 

  • Obligations under Section 149 Companies Act, focusing on directors’ duty to disclose information that could impact the share purchase price
  • Gain expert insights into managing disclosures in shareholder agreements to ensure compliance and mitigate risks in transactions 

Presented by Bret Gustafson, Barrister, FortyEight Shortland

Navigating Shareholder Disputes

Presented by Bret Gustafson, Barrister, FortyEight Shortland 

Learning Objectives:
  • Receive guidance on essential clauses necessary in a shareholders' agreement
  • Gain expert insights into managing disclosures in shareholder agreements
  • Explore how to incorporate Tikanga Māori principles into shareholders’ agreements 

Presenters


Laura Monahan, Director, McCaw Lewis
Laura leads a team of talented lawyers in the firm’s commercial law area. Laura has extensive experience in commercial law, and advises clients on a wide variety of business matters including limited partnerships, ownership arrangements including shareholders’ agreements and share sales and purchases, negotiating and preparing commercial contracts, commercial property matters, commercial lease arrangements, Financial Markets Conduct Act issues, Overseas Investment Act matters, construction contracts and business sales and purchases. More recently, Laura has moved towards particular specialisation in the area of Māori commercial matters, assisting iwi clients to establish post settlement governance entities and make arrangements to best manage iwi assets. She enjoys working with our commercial clients to help them meet their business goals, priding herself on keeping things simple and understandable. Prior to joining McCaw Lewis, Laura worked in the corporate and commercial team at a large Auckland law firm, before moving to London to work as in-house legal counsel for a healthcare company. Giving back to the community she grew up in is important to Laura, and she is on the boards of the Waikato Family Centre Trust and the Waikato Diocesan School for Girls Old Girls Association Committee. She has recently established a local networking group for women in business in the Waikato together with Stacey Martin from BNZ Hamilton and Jan Gatley from PwC Hamilton. Outside of the workplace, she likes to spend time with her husband and two young daughters, keep fit at the gym or along the Waikato River trail, and have weekly Sunday barbecues with her sisters and parents. Laura was raised in Hamilton, returning here to join the firm in 2012, and was appointed as a Director of the firm in 2020.


Bret Gustafson, Barrister, FortyEight Shortland
Bret Gustafson has practised as a court lawyer for the last 27 years. He was a litigation partner at Kensington Swan from 2000 to 2009. In April 2009 he moved from practice as a barrister and solicitor to practice as a barrister sole and has chambers at Level 31 of the Vero Centre in Shortland Street Auckland. Bret has appeared as senior counsel in the Privy Council and in two Supreme Court cases, winning all three. In the last two years Bret has been instructed on 4 appeals to the Court of Appeal and has won 3 of those appeals. Bret regularly advises on commercial disputes including shareholder disputes, PPSA issues and banking and insolvency law. He appears regularly in mediations, arbitrations and in the High Court on injunction applications and trials.


Aasha Foley, Managing Partner, iCLAW Culliney Partners
Aasha Foley is the driving force behind iCLAW, blending legal expertise with business acumen to deeply understand her clients' commercial realities. As Managing Partner, Aasha leads a team and its operations across iCLAW’s Waikato and Bay of Plenty offices, while simultaneously advising her clients as a specialist commercial lawyer.  Aasha has extensive experience advising clients across a wide range of commercial agreements associated with business ownership and investment, mergers and acquisitions, and the commercialisation of intellectual property, and a strong background in corporate governance, structuring, and finance.  Aasha’s experience and special interests extend across commercial advice for key person management, employment, health and safety, and privacy. Aasha is known as a ‘contract specialist’ with an unwavering work ethic that achieves exceptional results. Her strategic thinking, sharp instincts and foresight make her a reliable lawyer. As a mother of two, she carefully balances family and career, providing valuable guidance to her clients while serving as a role model to her children.  While practising law on a day-to-day basis, Aasha juggles the logistics of leadership, management and operations at iCLAW. Known for her ability to identify opportunities and anticipate outcomes, Aasha is an insightful, precise, and pragmatic legal advisor and business owner.

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Shareholder Agreements

CHOOSE YOUR SESSION AND
DELIVERY MODE BELOW

Single Session
Wednesday, 5 March 2025
to New Zealand
CPD Hours 3
$345.00
$241.50
Online 20250402 20250305

Interactive On Demand

Register
Claim uncapped CPD units from this interactive program.

*Check your rules on interactive recordings.
On Demand 20250402 20250305

Interactive On Demand

Register
Claim uncapped CPD units from this interactive program.

*Check your rules on interactive recordings.