Ƶ

Private Equity Agreement Template for Saudi Arabia

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Private Equity Agreement

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Private Equity Agreement

"I need a Private Equity Agreement under Saudi Arabian law for a 60% stake acquisition in a local healthcare company, with specific provisions for multiple closings scheduled throughout 2025 and strong Sharia compliance requirements."

Document background
The Private Equity Agreement is a fundamental document used in Saudi Arabian investment transactions to formalize private equity investments in target companies. It serves as the primary contractual framework governing the relationship between investors, the target company, and existing shareholders. The agreement must comply with various Saudi regulatory requirements, including Capital Market Authority (CMA) regulations, Companies Law provisions, and Sharia principles. This document is typically used when a private equity firm or investment vehicle seeks to acquire a significant stake in a target company, whether as a majority or minority investor. It encompasses crucial elements such as investment terms, governance rights, exit mechanisms, and various protective provisions while ensuring alignment with local legal requirements and Islamic finance principles. The agreement is particularly important in the Saudi context due to the unique regulatory environment and the need to balance international private equity practices with local legal and religious requirements.
Suggested Sections

1. Parties: Identification of all parties to the agreement, including the investment vehicle, investors, managers, and target company

2. Background: Context of the transaction, including brief description of the business and investment purpose

3. Definitions: Comprehensive list of defined terms used throughout the agreement

4. Investment Terms: Details of the investment structure, including investment amount, valuation, and class of shares/securities being issued

5. Subscription Process: Procedures for making the investment, including payment mechanics and closing conditions

6. Representations and Warranties: Statements of fact and assurances from all parties regarding their capacity, authority, and other material matters

7. Management and Governance: Rights and obligations regarding company management, board composition, and voting rights

8. Transfer Restrictions: Limitations on the transfer of shares/securities and procedures for permitted transfers

9. Exit Rights: Provisions regarding exit mechanisms, including drag-along and tag-along rights

10. Sharia Compliance: Specific provisions ensuring compliance with Islamic law principles

11. Confidentiality: Obligations regarding the protection of confidential information

12. Termination: Circumstances under which the agreement can be terminated and the consequences

13. Governing Law and Dispute Resolution: Choice of Saudi law and dispute resolution mechanisms, including arbitration provisions

Optional Sections

1. Multiple Closings: Required when the investment will occur in multiple tranches or stages

2. Anti-dilution Protection: Included when investors require protection against future down rounds

3. Preferred Rights: Used when certain investors are granted special rights or preferences

4. Employee Matters: Needed when the agreement includes provisions about key employees or management incentive plans

5. Founders' Commitments: Required when specific obligations or restrictions are placed on founding shareholders

6. Islamic Finance Structure: Detailed section needed when using specific Islamic financing instruments

7. Foreign Investment Provisions: Required when foreign investors are involved, addressing SAGIA requirements

Suggested Schedules

1. Schedule 1 - Investment Details: Detailed breakdown of investment amounts, valuations, and share allocations

2. Schedule 2 - Warranties: Comprehensive list of warranties given by the company and selling shareholders

3. Schedule 3 - Company Information: Details of the company's corporate structure, subsidiaries, and material contracts

4. Schedule 4 - Conditions Precedent: List of conditions that must be satisfied before closing

5. Schedule 5 - Reserved Matters: List of actions requiring special approval rights

6. Schedule 6 - Management Rights: Detailed provisions regarding management structure and decision-making processes

7. Appendix A - Shareholder Register: Current and pro-forma shareholding structure

8. Appendix B - Form of Accession Deed: Template for new parties joining the agreement

9. Appendix C - Sharia Compliance Certificate: Documentation confirming compliance with Islamic law principles

10. Appendix D - Corporate Authorizations: Copies of relevant corporate approvals and authorizations

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions


































































Clauses











































Relevant Industries

Financial Services

Investment Management

Private Equity

Professional Services

Islamic Finance

Manufacturing

Technology

Healthcare

Real Estate

Consumer Goods

Energy

Infrastructure

Education

Retail

Relevant Teams

Legal

Compliance

Investment

Corporate Finance

Risk Management

Executive Management

Board of Directors

Shariah Advisory

Due Diligence

Corporate Governance

Treasury

Financial Control

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Investment Director

Managing Partner

Legal Counsel

Compliance Officer

Investment Manager

Corporate Lawyer

Fund Manager

Sharia Advisor

Transaction Manager

Risk Manager

Board Member

Company Secretary

Investment Analyst

Due Diligence Officer

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Private Equity Employment Agreement

A Saudi Arabia-compliant employment agreement for private equity professionals, incorporating CMA regulations and industry-specific provisions.

find out more

Sweat Equity Partnership Agreement

A Saudi Arabian law-governed agreement establishing partnership terms where services or expertise are exchanged for business ownership rights.

find out more

Startup Advisor Equity Agreement

A Saudi Arabian law-governed agreement establishing terms for advisor services to a startup in exchange for equity compensation.

find out more

Simple Equity Investment Agreement

A Saudi law-governed agreement establishing terms for equity investment in a company, including share allocation, investor rights, and regulatory compliance requirements.

find out more

Simple Agreement For Equity

A Shariah-compliant Simple Agreement for Future Equity (SAFE) under Saudi Arabian law, establishing terms for converting investment into future equity shares.

find out more

Equity For Services Agreement

A Saudi Arabian law-governed agreement exchanging company equity for professional services, structured to comply with local regulations and Sharia principles.

find out more

Real Estate Private Equity Term Sheet

A preliminary agreement outlining key terms and conditions for a Saudi Arabian real estate private equity fund, compliant with local regulations and Shariah principles.

find out more

Private Equity Fund Agreement

A Saudi Arabian law-governed agreement establishing a private equity fund, defining relationships between fund managers and investors while ensuring CMA and Sharia compliance.

find out more

Sweat Equity Agreement

A Saudi Arabia-governed agreement for issuing company equity in exchange for services or expertise, compliant with local laws and Sharia principles.

find out more

Restricted Stock Grant Agreement

A Saudi Arabian law-governed agreement outlining terms for granting restricted company stock to employees, including vesting conditions and transfer restrictions.

find out more

Equity Share Contract

A Shariah-compliant Equity Share Contract under Saudi Arabian law, establishing terms for share ownership, transfer rights, and shareholder obligations.

find out more

Private Equity Investment Agreement

A Saudi Arabian law-governed agreement establishing terms and conditions for private equity investment, including investment structure, shareholder rights, and governance mechanisms.

find out more

Phantom Stock Agreement

A Saudi Arabian law-governed agreement establishing phantom stock rights for key employees, providing synthetic equity benefits while maintaining Sharia compliance.

find out more

Equity Pledge Agreement

A Saudi law-governed agreement creating a security interest over shares/equity, establishing rights and obligations of pledgor and pledgee in compliance with local regulations.

find out more

Standby Equity Purchase Agreement

A Saudi Arabian law-governed agreement establishing a committed equity facility between a listed company and an investor, providing flexible funding under Saudi CMA and Sharia compliance.

find out more

Restricted Stock Unit Agreement

A Saudi Arabian law-compliant agreement governing the grant and vesting of Restricted Stock Units (RSUs) to employees.

find out more

Employee Equity Agreement

A Saudi Arabian law-governed agreement establishing terms for employee equity ownership, including grant, vesting, and shareholder rights in compliance with local regulations.

find out more

Standby Equity Distribution Agreement

A Saudi Arabian law-governed agreement enabling flexible equity financing through staged share issuance, compliant with CMA regulations and Shariah principles.

find out more

Private Equity Agreement

A Saudi Arabian law-governed agreement establishing terms for private equity investment, incorporating Sharia compliance and local regulatory requirements.

find out more

Equity Participation Agreement

A Saudi law-governed agreement establishing terms for equity investment in a company, including shareholding rights, governance, and exit provisions.

find out more

Equity Grant Agreement

A Saudi Arabian law-governed agreement establishing terms for granting company equity to recipients, typically used for employee incentivization and stakeholder alignment.

find out more

Vested Equity Agreement

A Saudi Arabian law-governed agreement establishing terms for gradual equity vesting to employees or consultants, compliant with local regulations and Sharia principles.

find out more

Private Equity Subscription Agreement

A Saudi Arabian law-governed agreement detailing terms for private equity investment subscription, incorporating both CMA regulations and Sharia compliance requirements.

find out more

Equity Transfer Agreement

A Saudi Arabian law-governed agreement facilitating the transfer of company ownership interests between parties, ensuring compliance with local regulations and Shariah principles.

find out more

Equity Contribution Agreement

A Saudi Arabian law-governed agreement detailing the terms and conditions for capital contributions to a company in exchange for equity ownership, ensuring compliance with local regulations and Shariah principles.

find out more

Limited Partnership Agreement Private Equity

Saudi Arabian limited partnership agreement establishing a private equity fund structure, governing GP-LP relationships and fund operations under local regulations.

find out more

Equity Investment Agreement

Saudi Arabian law-governed agreement for equity investment transactions, detailing investment terms and shareholder rights while ensuring Shariah compliance.

find out more

Employee Stock Options Agreement

A Saudi Arabian law-governed agreement setting out terms for employee stock options, including grant, vesting, and exercise conditions in compliance with local regulations and Sharia principles.

find out more

Equity Purchase Agreement

A Saudi Arabian law-governed agreement for the purchase and sale of company shares, detailing transaction terms and regulatory compliance requirements.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.