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Series 79: M&A, Tender Offers & Restructuring
Series 79 practice questionmediumGoing Private Transactions

Schedule 13E-3 is associated primarily with which type of transaction?

  1. ARule 144A resale
  2. BMunicipal bond underwriting
  3. CShelf registration takedown
  4. DGoing-private transaction involving an issuer or affiliate✓ Correct answer
Explanation

Why DGoing-private transaction involving an issuer or affiliate

Going-private transaction involving an issuer or affiliate Schedule 13E-3 requires enhanced disclosure in certain going-private transactions involving issuers or affiliates. The rule is designed to protect public investors when insiders are on both sides of the process.

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