A few stupid questions about filling out conflict forms for transactional associate: (1) Should I just ignore any matters to which I billed under a certain amount of hours (e.g., 5 or 10)? (2) If I handled NDA process with a bunch of potential lenders, do I need to disclose the names of all lenders or just the one that made the loan? (3) If thirty affiliated entities are listed as loan parties, do they all get listed or just the borrower (or maybe just the holding company)?

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Posting as :
works at
You are currently posting as works at

1. Yes.
2. If syndicated, just put the lead/structuring bank.
3. Do the holding company and borrower.

Sincerely, someone who has lateraled twice.

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Thanks, helpful!

The answer on 1) should really be included in your instructions. But if not, use common sense in addition to the arbitrary cutoff of 5-10 hours — was it a substantive contribution? Was there material confi info? Would the client remember you?

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Nothing in the instructions but this makes sense

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