How to Draft a Representative Transaction or Matter List

How to Draft a Representative Transaction or Matter List

In today’s highly competitive job market, it may take more than an updated resume and a solid round of interviews to land an associate position in a high-profile firm.  As they evaluate the available candidates, most law firm decision-makers want to see lists of representative matters or transactions to understand work experience.  In fact, if you are a mid-to-senior-level attorney who is looking to make a move WITHOUT a representative matter or transaction list the odds, unfortunately, are not in your favor.

What are Representative Matter or Transaction Lists?

Representative Matter or Transaction Lists accompany resumes — which are written with more general information about work histories. Representative Matter or Transaction Lists provide the important details and, unlike concise resumes, they have no page limits.  Representative Matter Lists usually accompany a litigator’s resume and representative transactions lists typically accompany a transactional lawyer’s documents.

Representative Matter or Transaction lists typically include:

  • The category of law
  • Dates of each matter (month and year)
  • A description of the matter(s) or transaction(s)
  • A description of your specific role(s)
  • An explanation of any particularly interesting, uncommon or complicated legal issues in the matter(s)
  • A mention of deals that did not close or that are pending
  • Monetary size

Not all matter or transaction lists include dollar figures. In cases, such as specific deals or torts that are often settled out-of-court, the dollar figures are confidential — so you are not at liberty to reveal the information. In these instances, matter or transaction lists are strictly used to describe cases that have been argued, highlighting unique and significant career benchmarks.

Example of a Matter or Transaction List

It’s important for attorneys to organize their experience into categories. For example, a litigator may have categories for commercial litigations, bankruptcy, and arbitrations. A corporate attorney would have categories for mergers and acquisitions, capital markets offerings, SEC reporting and, perhaps, IPOs. The idea is to provide someone who is just skimming the list in 30 seconds with a good sense of job-seeker’s experience.

The following is a brief sample transaction list of mid-career corporate attorney:

 

JANE DOE

REPRESENTATIVE MATTER LIST

 

FIRST-TIME TRANSACTIONS

  • Reset rate note student loan ABS transaction (XYZ Education Lending)
  • Private credit student loan ABS transaction (XYZ Education Lending)
  • Retail auto loan deals for commercial banks (BIG Finance and Loan)
  • Tobacco settlement receipt transaction (South Carolina)
  • All note structure for deal floor plan (XYZ Bank)
  • Deutsche Mark-denominated ABS financing for U.S. credit card assets (Lending Giant)
  • Auto lease ABS transaction (XYZ Bank)
  • Public term trade receivables ABS (ABC Consulting)
  • Agriculture and construction equipment loan ABS (JKL Excavators)

ASSET EXPERIENCE

  • Deals within 10 asset classes, leading the project team, including student loans, utility stranded assets, auto leases, deal floor plan loans, recreational vehicles, auto loans, credit cards, tobacco settlement receipts, agricultural and construction equipment, trade receivables
  • Negotiated and executed two transactions utilizing two different entities to insure residual value risk for HUGE Bank auto lease transactions (1998-A: $1.6 billion; and 2001-A: $954.8 million)

UTILITY STRANDED ASSETS

  • Co-lead manager for transition charges for Chachacha Light & Power, $797.3 million
  • Lead manager for transition charges for Superman Energy Company, $748.9 million
  • Co-lead manager for transition charges for Batman Gas Power, $2.5 billion
  • Co-lead manager for transition charges for XX&Y, $2.4 billion
  • Lead manager for transition charges for Green Goblin Power, $864 million
  • Co-lead manager for transition charges for Hulk Electric, $3.4 billion

TOBACCO SETTLEMENT

  • Lead manager for settlement receipts from MSA for San Diego County, $467 million
  • Co-lead manager for settlement receipts from MSA for South Carolina, $935 million
  • Co-lead manager for settlement receipts from MSA for District of Columbia, $521 million
  • Co-lead manager for settlement receipts from MSA, Monroe County, $163 million

 

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Are you an attorney or legal assistant looking for a new position in the legal industry?   If so, learn more about open legal industry opportunities with a Search Consultant from Lexacount Search’s Legal Group.  Or, if you are looking for assistance with your representative matter or transaction list, contact a Career Counselor with Lexacount Search’s Career Consulting Services.

By Lexacount Search

This post was written by .

Lexacount Search is a boutique recruiting and staffing company, focusing on permanent placement for legal and accounting professionals. We place attorneys, paralegals, accountants, and contract specialists with law firms and corporations in Pennsylvania, New Jersey, Delaware, and nationwide. Equidistant from New York and Washington, D.C., our offices are located in suburban Philadelphia. Our search consultants have a range of experiences as lawyers, paralegals, law clerks, accountants and accounting clerks. These backgrounds make our consultants uniquely qualified to match your skills and career goals with permanent positions with our clients. Whether you are a lawyer, paralegal, law clerk, accountant, accounting clerk or other skilled professional, Lexacount will provide you with a variety of available career opportunities.

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