Wednesday, 4 March 2026
Description
Attend and earn 0.5 CPD hour
* 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
Key Terms & Considerations of a Shareholder Agreement
- Examine the principal terms typically included in a shareholders’ agreement
- Explore the key considerations associated with each of those terms
- Analysis of the circumstances in which those terms may or may not be applicable
Presented by Josh Williams, Partner, Lucy Bidwill, Senior Associate, Caleb Williams, Solicitor, Anderson Lloyd
Chair
Graeme Switzer, Partner, Tavendale + Partners
Learning Objectives:
- Understand the key provisions commonly included in shareholders' agreements and their commercial purpose
- Examine when particular shareholder agreement terms should be adopted to address governance, risk and dispute management
Presenters

Graeme Switzer, Partner, Tavendale + Partners
Graeme specialises in mergers and acquisitions, company restructurings, securities offerings, and general corporate and commercial law. He has advised public companies, multinationals, government entities, accounting firms and medium sized enterprises and regularly advises overseas companies on New Zealand merger and acquisition transactions and broader New Zealand legal matters. Grame’s experience includes advising on a range of business sales and purchases for New Zealand companies and large overseas based multinationals, as well as for medium sized enterprises. Other examples of his experience include advising on joint ventures, New Zealand securities law issues related to overseas mergers, issues relating to overseas businesses setting up New Zealand branches and generally advising on a range of commercial contracts. Graeme has been practicing law since 1999.

Caleb Williams, Solicitor, Anderson Lloyd
Caleb graduated from the University of Otago in 2023 with a Bachelor of Laws with Honours. He was admitted to the bar in 2024 in Christchurch and joined Anderson Lloyd as a Solicitor in the Corporate Commercial team in January 2024. His work primarily focuses on general commercial matters, assisting clients with a range of corporate and commercial legal needs.

Lucy Bidwill, Senior Associate, Anderson
Lucy is a Senior Associate in our corporate and commercial team and is also based in our Christchurch office. Lucy has worked in New Zealand and London and primarily advises domestic and foreign entities on mergers and acquisitions, joint ventures, investment structures and general commercial contracts. Prior to joining Anderson Lloyd, Lucy was in-house Senior Legal Counsel at a leading global private investment house. Her time in-house gave her a unique perspective on the commercial drivers and practical realities which influence business decisions, allowing her to provide advice aligned with clients’ strategic and operational needs. Before her time in-house, Lucy worked at a national law firm in New Zealand. Lucy is results driven, focusing on practical, clear and commercially focused advice. She prioritises pragmatic solutions and is committed to helping clients achieve their strategic objectives efficiently and effectively.

Josh Williams, Partner, Anderson Lloyd
Josh has a wide range of commercial expertise but has significant experience advising on mergers and acquisitions, investments, private equity transactions and other commercial transactions. He also advises clients on commercial and technology contracts, capital raisings, shareholder arrangements, joint ventures, and corporate structuring and governance. Josh is focused on understanding his clients’ commercial drivers and bringing a practical approach. He is solutions-focused and works hard to deliver positive outcomes for his clients. Josh is also one of our Climate Change & ESG specialists, and advises clients on the emissions trading scheme and a variety of arrangements involving the New Zealand carbon market. Josh is Ngāi Tahu and is proud of his whakapapa. He advises iwi, rūnanga and other Māori organisations on a variety of matters.