What is Best Efforts Underwriting? A Comprehensive Legal Overview

Definition & Meaning

Best efforts underwriting is a type of agreement where an underwriter acts as an agent to help a company sell its shares to investors. In this arrangement, the underwriter commits to using their best efforts to sell as many shares as possible, but they do not actually purchase the shares themselves. This type of underwriting is often used for new or speculative companies, particularly those that may be considered higher risk. The offering may be contingent upon selling a minimum number of shares, or it may be an all-or-none offering, allowing the issuer to cancel the entire issue if all shares are not sold.

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Real-world examples

Here are a couple of examples of abatement:

(Hypothetical example) A startup tech company seeks to raise funds through a best efforts underwriting agreement. The underwriter agrees to sell 100,000 shares at $10 each. The agreement states that if at least 70,000 shares are sold, the offering will proceed; otherwise, it will be canceled.

Comparison with related terms

Term Definition Key Differences
Best Efforts Underwriting An agreement where the underwriter acts as an agent to sell shares without purchasing them. Focuses on effort rather than guarantee of sale.
Firm Commitment Underwriting An agreement where the underwriter buys all the shares and resells them to investors. The underwriter takes on more risk by purchasing the shares outright.

What to do if this term applies to you

If you are considering a best efforts underwriting for your company, consult with a financial advisor or legal professional to understand the implications. You can also explore US Legal Forms for templates and resources that can assist you in drafting the necessary agreements. If your situation is complex, seeking professional legal assistance is advisable.

Quick facts

  • Type of agreement: Agency agreement
  • Typical users: New or speculative companies
  • Risk level: Higher risk securities
  • Cancellation rights: Issuer can cancel if minimum sales are not met

Key takeaways

Frequently asked questions

The main purpose is to help companies sell their shares while minimizing the underwriter's financial risk.