← Back to workflows
Mergers And Acquisitions

Stock Purchase Agreement M&A

Drafting stock purchase agreements manually requires hours of template customization, careful coordination of multiple sections, and meticulous attention to ensure consistency across representations, warranties, and indemnification provisions. Corporate attorneys spend 6-8 hours per agreement juggling boilerplate language, deal-specific terms, and client preferences while managing the risk of errors or omissions in critical provisions.

Automation ROI

Time savings at a glance

Manual workflow6.5 hoursAverage time your team spends by hand
With CaseMark12 minutesDelivery time with CaseMark automation
EfficiencySave 32.5x time with CaseMark

The Problem

Drafting stock purchase agreements manually requires hours of template customization, careful coordination of multiple sections, and meticulous attention to ensure consistency across representations, warranties, and indemnification provisions. Corporate attorneys spend 6-8 hours per agreement juggling boilerplate language, deal-specific terms, and client preferences while managing the risk of errors or omissions in critical provisions.

The CaseMark Solution

CaseMark automates the entire stock purchase agreement drafting process using AI that understands M&A transaction structures. Simply input your deal terms, and receive a comprehensive, customized agreement with properly structured representations, warranties, covenants, and indemnification provisions in minutes. The platform ensures internal consistency while allowing full customization of purchase price mechanisms, closing conditions, and survival periods.

Key benefits

How CaseMark automations transform your workflow

Generate complete stock purchase agreements in 12 minutes versus 6+ hours manually

Ensure consistency across all sections including reps, warranties, and indemnification provisions

Customize purchase price adjustments, escrow arrangements, and survival periods to match deal terms

Reduce risk of missing critical provisions like non-competition covenants or seller deliverables

Maintain firm-standard language while adapting to transaction-specific requirements

What you'll receive

Header and Parties
Purchase and Sale of Stock
Purchase Price and Payment Terms
Purchase Price Adjustment Mechanism
Closing Date and Conditions
Seller Deliveries at Closing
Buyer Deliveries at Closing
Seller Representations and Warranties
Buyer Representations and Warranties
Pre-Closing Covenants
Non-Competition and Non-Solicitation
Indemnification Provisions
Survival Periods and Limitations
Escrow Arrangements
Governing Law and Miscellaneous Provisions

Document requirements

Required

  • Transaction Term Sheet
  • Target Company Information

Optional

  • Financial Statements
  • Due Diligence Summary
  • Prior Agreement Templates

Perfect for

Corporate Attorney
M&A Partner
Corporate Paralegal
In-House Counsel
Solo Practitioner - Corporate
Transactional Associate

Also useful for

This workflow is applicable across multiple practice areas and use cases

Private equity firms and VC funds regularly execute stock purchases when acquiring portfolio companies or making equity investments requiring comprehensive stock purchase agreements.

Stock purchase agreements are fundamental transaction documents in PE/VC deals, with the same structural requirements for reps, warranties, indemnification, and escrow provisions as traditional M&A transactions.

Corporate Finance78% relevant

Corporate finance transactions involving equity acquisitions, recapitalizations, or management buyouts require stock purchase agreements with detailed purchase price mechanisms and closing conditions.

Many corporate finance deals involve stock purchases rather than asset sales, requiring the same comprehensive agreement structure including price adjustments and indemnification provisions.

Private securities transactions and exempt offerings require stock purchase agreements that comply with securities laws while documenting the sale of equity interests with appropriate representations and warranties.

Securities attorneys draft stock purchase agreements for private placements and secondary transactions, needing comprehensive provisions for purchase terms, closing conditions, and regulatory compliance representations.

Shareholder transitions, management buyouts, and ownership restructurings require stock purchase agreements to document equity transfers and establish post-closing governance rights.

Corporate governance attorneys handle stock transfers between existing shareholders or new investors, requiring agreements that address representations, covenants, and non-competition provisions similar to M&A deals.

Frequently asked questions

Q

How does AI drafting ensure my stock purchase agreement includes all necessary provisions?

A

CaseMark uses a comprehensive template framework covering all standard SPA sections including purchase and sale terms, representations and warranties, covenants, indemnification, and closing conditions. The AI prompts you for all critical deal terms and automatically structures them into properly formatted provisions, ensuring nothing is overlooked while allowing full customization.

Q

Can I customize the representations and warranties for my specific transaction?

A

Absolutely. CaseMark provides standard representations and warranties as a starting point, but you can add, remove, or modify any provision to reflect your due diligence findings and negotiated terms. The platform maintains consistency across related sections when you make changes, reducing the risk of internal contradictions.

Q

How long does it take to draft a stock purchase agreement with CaseMark?

A

Most users complete a comprehensive stock purchase agreement in 10-15 minutes. This includes inputting deal-specific terms like purchase price, closing date, and indemnification caps. The AI handles all the structural work, cross-referencing, and formatting automatically, reducing what typically takes 6-8 hours to under 15 minutes.

Q

Does the platform handle complex provisions like purchase price adjustments and escrow arrangements?

A

Yes. CaseMark includes sophisticated mechanisms for working capital adjustments, earnouts, escrow holdbacks, and indemnification caps and baskets. You simply input your deal-specific parameters, and the AI generates properly structured provisions with the appropriate calculation methodologies and procedural terms.

Q

Can I include non-competition and non-solicitation covenants in the agreement?

A

CaseMark includes optional fields for non-competition and non-solicitation covenants with customizable duration, geographic scope, and restricted activities. The AI ensures these provisions are properly integrated with the indemnification section and survival periods for comprehensive enforceability.

Q

How does CaseMark handle indemnification provisions and survival periods?

A

The platform generates complete indemnification articles covering both seller and buyer obligations, with customizable survival periods, deductibles, caps, and escrow arrangements. You specify your negotiated terms, and CaseMark ensures all related provisions are consistent throughout the agreement, including escrow release conditions and claim procedures.

Q

Is the output suitable for immediate use in M&A transactions?

A

CaseMark produces attorney-ready drafts that follow standard M&A documentation practices. While the output is comprehensive and properly structured, we recommend attorney review to ensure alignment with specific transaction nuances and client objectives. The platform dramatically reduces drafting time while maintaining the quality and customization your deals require.