LLEAP 3 - Transactions - Research

Materials given you - ALWAYS START HERE FIRST

Bloomberg

• Transaction Intelligence Center
  • Practical Guidance Library
    • Private Asset Purchase
      • Description - Letters of Intent 

LexisAdvance

• Lexis Practice Advisor  [How do you know if you are searching in Lexis Practice Advisor - in the upper left hand corner your should see "Practice Advisor']
  • Content Type
    • Secondary Materials
      • Search for "letter of intent"

Westlaw Edge

• Staring in Practical Law [How do you know if you are searching in Practical Law - in the upper left hand corner your should see "PRACTICAL LAW']
  • Start with JURISDICTION - Ohio
    • Search for "letter of intent"

RESEARCH NOTES:

• Take notes about any law or secondary sources cited - remember to include in your notes the citation of any law or other source.

From a secondary source to an article:

Raymond L. Veldman, Letter of Intent - Look Before You Leap, 9(5) M&A Lawyer (2005). [Westlaw Edge]

To a case:

In footnotes there are citations to cases,such as footnote 3 which cites to a case finding language of a letter of intent not to be a binding contract: Giverny Gardens Limited Partnership, et.al. v. Columbia Housing Partners Limited Partnership, et.al., 2005 U.S. App. LEXIS 9236 (May 26, 2005).

From a case not in your jurisdiction:

Giverny Gardens Limited Partnership, et.al. v. Columbia Housing Partners Limited Partnership, et.al., 147 Fed. App'x 443 (6th Cir. 2005).

To a secondary source:

Using Lexis Advance Shepard's Other Citing Sources find - Browning Jeffries, "Preliminary Negotiations or Binding Obligations? A Framework for Determining the Intent of the Parties, 48 Gonz. L. Rev. 1 (2012).

To cases in your jurisdiction:

Using WestLaw Edge, if you look at the the first headnote Contracts 95k25 (key number), click on the key number and change the jurisdiction to Ohio - find "Schlaegel v. Howell, 42 N.E.3rd 771 (2015)" and others.

From a case in your jurisdiction:

Schlaegel v. Howell, 42 N.E.3rd 771 (2015)

To more cases in your jurisdiction

Using WestLaw Edge - skim the headnotes and take notes on which ones deal with issues you are interested in, such as #9 - click Citing References - click cases (on the right) - look for headnote #9 and find - "Uszak v. AT & T Mobility Services LLC, 658 Fed.Appx. 758, 764, 6th Cir.(Ohio)."

Final searches*

• Broad search "bind! AND "letter of intent" -- quick skim
  • narrow search with specific terms
    • RESEARCH NOTE: On Westlaw Edge and Lexis Advance you can search for a term within results

* Hat tip: Jennifer Cupar