<Elementary> Lesson No.20
Data Room Delay Escalation / データルーム遅延のエスカレーション
0.Greetings & Ice-break (2min.)|挨拶と導入
0-1 Greetings
Let’s practice a short small talk that you can use to greet a business partner and start building a good relationship.
講師との挨拶を兼ねて、ビジネスパートナーと信頼関係を築くための短いスモールトークを練習してみましょう。
[Tips / 会話のヒント]
・Can you hear me clearly?
私の声はクリアに聞こえますか?
・How's your day going so far?
今日はどんな一日でしたか?
・Talk about one small topic (Work, Weather, News, Hometown, Sports event, etc.)
軽い話題について話しましょう(仕事、天気、ニュース、地元、スポーツイベントなど)
0-2 Introduction
In today’s lesson, we’ll learn about the following situation. Have you ever experienced something similar?
本日のレッスンでは以下のようなシチュエーションについて学びます。同様のシチュエーションを経験したことがありますか?
- If you have experience, please tell us what it was like, what was difficult, or what you learned.
経験があれば、どんな内容だったか、難しかったことや学んだことなどを教えて下さい。
- If you don’t have experience, try to imagine yourself handling that situation in English.
What do you think would be challenging?
経験がなければ、英語でその状況に対応しているところを想像してみましょう。どんなことが難しそうですか?
Situation / シチュエーション
The seller is experiencing delays in populating the data room with critical due-diligence documents.
売主がデューディリジェンスの重要文書のデータルームへの掲載に遅延を生じさせています
1. Read (2 min)|型を学ぶ
Let's read the following key sentences aloud!
下記の文章や単語を順番に音読しましょう!
1-1 Basic phrases
1.I understand your...(あなたの...を理解しています)
2.We need a detailed report...(詳細レポートが必要です)
3.I appreciate the explanation...(説明には感謝します)
4.I can offer a phased approach...(段階的アプローチを提案できます)
5.First, upload critical documents...(第一に、重要文書をアップロードしてください)
6.Second, release remaining items...(第二に、残りの項目を公開してください)
7.Third, assign a senior executive...(第三に、経営幹部を任命してください)
1-2 Essential words
1.concern(懸念)
2.detailed(詳細な)
3.essential(不可欠な)
4.explanation(説明)
5.expect(期待する)
6.provide(提供する)
7.require(必要とする)
8.approach(アプローチ)
9.assign(任命する)
10.confirm(確認する)
2. Try (3 min)|ロールプレイ練習
Let’s practice the role-play.
ロールプレイの練習をしましょう!
Situation / シチュエーション(Reference again)
The seller is experiencing delays in populating the data room with critical due-diligence documents.
売主がデューディリジェンスの重要文書のデータルームへの掲載に遅延を生じさせています
👨💼【Teacher / Seller's Legal Counsel】:
Good morning. I appreciate you taking the time to discuss this matter. Our team has been waiting for 2 weeks, and the board meeting is in 3 weeks, so the delay is becoming critical.
(おはようございます。この件についてお時間をいただきありがとうございます。私たちのチームは2週間待機しており、3週間後に取締役会があるため、遅延が致命的になっています。)
🧑🎓【Student / Buyer's M&A Manager】:
I understand your concern. We need a detailed report today showing the missing documents, the reasons, and the upload schedule for each item. This is essential to keep our process on track.
(ご懸念は理解しています。本日中に、不足書類の内容、理由、各項目のアップロード予定を示した詳細レポートが必要です。これはプロセスを軌道に乗せるために不可欠です。)
👨💼【Teacher / Seller's Legal Counsel】:
The main issues are third-party consents and missing historical records. Some documents require external approvals, and older files are incomplete in our system.
(主な問題は第三者の同意と過去記録の欠落です。一部の文書には外部承認が必要であり、古いファイルはシステム内で不完全です。)
🧑🎓【Student / Buyer's M&A Manager】:
I appreciate the explanation. However, we expect draft versions marked as waiting for consent for those documents. For missing records, please provide summaries with reasons for the gaps. If you cannot meet the deadline, we will require either a 2-week free exclusivity extension or a price adjustment.
(説明には感謝します。しかし、それらの文書については同意待ちと記された草案版を期待しています。欠落記録については、欠落理由を付けた要約を提供してください。期限を守れない場合は、2週間の無料独占延長か価格調整が必要になります。)
👨💼【Teacher / Seller's Legal Counsel】:
That seems quite demanding. Is there any alternative approach we could consider? We want to resolve this, but the timeline is very tight.
(それはかなり厳しい要求に思えます。検討できる代替案はありますか?解決したいのですが、スケジュールが非常にタイトです。)
🧑🎓【Student / Buyer's M&A Manager】:
Yes, I can offer a phased approach. First, upload critical documents in finance, contracts, and compliance within 48 hours. Second, release remaining items on a weekly schedule with clear priorities. Third, assign a senior executive as sponsor for accountability. Finally, include specific indemnities for any items not provided by closing.
(はい、段階的アプローチを提案できます。第一に、財務、契約、コンプライアンスの重要文書を48時間以内にアップロードしてください。第二に、残りの項目を明確な優先順位付きで週次スケジュールで公開してください。第三に、説明責任のために経営幹部をスポンサーに任命してください。最後に、クロージングまでに提供されない項目には特定補償を含めてください。)
👨💼【Teacher / Seller's Legal Counsel】:
I see. Let me confirm the priorities with you. You mentioned finance, contracts, and compliance first. Should we focus on audited financials and material contracts specifically?
(なるほど。優先順位を確認させてください。財務、契約、コンプライアンスを最初にとおっしゃいましたが、監査済み財務諸表と重要契約に特に焦点を当てるべきでしょうか?)
🧑🎓【Student / Buyer's M&A Manager】:
Exactly. Start with audited financials for the last 3 years, top 10 customer contracts, and any regulatory compliance reports. These are the foundation for our board presentation. The weekly schedule can follow after we receive these core items.
(その通りです。過去3年間の監査済み財務諸表、上位10件の顧客契約、規制コンプライアンス報告書から始めてください。これらは取締役会プレゼンテーションの基盤です。週次スケジュールはこれらの中核項目を受領後に続けられます。)
👨💼【Teacher / Seller's Legal Counsel】:
Understood. We will work with our CFO to prioritize these documents and provide the detailed plan by end of day. I appreciate your flexibility with the phased approach. This gives us a realistic path forward.
(承知しました。CFOと協力してこれらの文書を優先し、本日中に詳細計画を提供します。段階的アプローチでの柔軟性に感謝します。これにより現実的な前進の道筋ができます。)
3. Use (4 min)|ロールプレイ & 実践(空欄補完)
Let's perform the role-play and fill in the blanks by translating the Japanese into English!
空欄の日本語を英語に訳しながら、ロールプレイを実践してみましょう!
Situation / シチュエーション(Reference again)
The seller is experiencing delays in populating the data room with critical due-diligence documents.
売主がデューディリジェンスの重要文書のデータルームへの掲載に遅延を生じさせています
👨💼【Teacher / Seller's Legal Counsel】:
Good morning. I appreciate you taking the time to discuss this matter. Our team has been waiting for 2 weeks, and the board meeting is in 3 weeks, so the delay is becoming critical.
🧑🎓【Student / Buyer's M&A Manager】:
I understand your [懸念]. We need a [詳細な] report today showing the missing documents, the reasons, and the upload schedule for each item. This is [不可欠な] to keep our process on track.
👨💼【Teacher / Seller's Legal Counsel】:
The main issues are third-party consents and missing historical records. Some documents require external approvals, and older files are incomplete in our system.
🧑🎓【Student / Buyer's M&A Manager】:
I appreciate the [説明]. However, we [期待する] draft versions marked as waiting for consent for those documents. For missing records, please [提供する] summaries with reasons for the gaps. If you cannot meet the deadline, we will [必要とする] either a 2-week free exclusivity extension or a price adjustment.
👨💼【Teacher / Seller's Legal Counsel】:
That seems quite demanding. Is there any alternative approach we could consider? We want to resolve this, but the timeline is very tight.
🧑🎓【Student / Buyer's M&A Manager】:
Yes, I can offer a phased [アプローチ]. First, upload critical documents in finance, contracts, and compliance within 48 hours. Second, release remaining items on a weekly schedule with clear priorities. Third, [任命する] a senior executive as sponsor for accountability. Finally, include specific indemnities for any items not provided by closing.
👨💼【Teacher / Seller's Legal Counsel】:
I see. Let me confirm the priorities with you. You mentioned finance, contracts, and compliance first. Should we focus on audited financials and material contracts specifically?
🧑🎓【Student / Buyer's M&A Manager】:
Exactly. Start with audited financials for the last 3 years, top 10 customer contracts, and any regulatory compliance reports. These are the foundation for our board presentation. The weekly schedule can follow after we receive these core items.
👨💼【Teacher / Seller's Legal Counsel】:
Understood. We will work with our CFO to prioritize these documents and provide the detailed plan by end of day. I appreciate your flexibility with the phased approach. This gives us a realistic path forward.
4. Challenge (7 min)|応用実践
Let's perform the role-play and fill in the blanks by translating the Japanese into English!
空欄の日本語を英語に訳しながら、ロールプレイを実践してみましょう!
*Let's practice this part repeatedly until we can speak it smoothly.
このパートはスムーズにスピーキングできるようになるまで繰り返し練習しましょう。
Situation / シチュエーション(Reference again)
The seller is experiencing delays in populating the data room with critical due-diligence documents.
売主がデューディリジェンスの重要文書のデータルームへの掲載に遅延を生じさせています
👨💼【Teacher / Seller's Legal Counsel】:
Good morning. I appreciate you taking the time to discuss this matter. Our team has been waiting for 2 weeks, and the board meeting is in 3 weeks, so the delay is becoming critical.
🧑🎓【Student / Buyer's M&A Manager】:
[ご懸念は理解しています。] [本日中に、不足書類の内容、理由、各項目のアップロード予定を示した詳細レポートが必要です。] This is essential to keep our process on track.
👨💼【Teacher / Seller's Legal Counsel】:
The main issues are third-party consents and missing historical records. Some documents require external approvals, and older files are incomplete in our system.
🧑🎓【Student / Buyer's M&A Manager】:
[説明には感謝します。] However, we expect draft versions marked as waiting for consent for those documents. For missing records, please provide summaries with reasons for the gaps. If you cannot meet the deadline, we will require either a 2-week free exclusivity extension or a price adjustment.
👨💼【Teacher / Seller's Legal Counsel】:
That seems quite demanding. Is there any alternative approach we could consider? We want to resolve this, but the timeline is very tight.
🧑🎓【Student / Buyer's M&A Manager】:
[はい、段階的アプローチを提案できます。] First, upload critical documents in finance, contracts, and compliance within 48 hours. Second, release remaining items on a weekly schedule with clear priorities. Third, assign a senior executive as sponsor for accountability. Finally, include specific indemnities for any items not provided by closing.
👨💼【Teacher / Seller's Legal Counsel】:
I see. Let me confirm the priorities with you. You mentioned finance, contracts, and compliance first. Should we focus on audited financials and material contracts specifically?
🧑🎓【Student / Buyer's M&A Manager】:
Exactly. Start with audited financials for the last 3 years, top 10 customer contracts, and any regulatory compliance reports. These are the foundation for our board presentation. The weekly schedule can follow after we receive these core items.
👨💼【Teacher / Seller's Legal Counsel】:
Understood. We will work with our CFO to prioritize these documents and provide the detailed plan by end of day. I appreciate your flexibility with the phased approach. This gives us a realistic path forward.
\ If you have some extra capacity, give it a try(余力があればやってみましょう)/
5. Real-world application (5 min)|実務応用
Let's speak freely with the phrases and flow we learned today. If you can, imagine your real job—it makes practice more effective.
本日学習した単語やフレーズ、会話の流れを思い出しながら、自由に話してみましょう。可能であれば、自身の実務を想像しながら話すと効果的です。
Situation / シチュエーション
The seller has delayed uploading critical due diligence documents to the data room, affecting the buyer's timeline.
The buyer's team has waited 2 weeks, and a board meeting is scheduled in 3 weeks, making the delay critical.
売主が重要なDD資料のデータルームへのアップロードを遅延させており、買い手のスケジュールに影響が出ている。
買い手チームは2週間待機しており、3週間後に取締役会が予定されているため、遅延が致命的になっている。
👨💼【Teacher / Seller's Legal Counsel】:
We understand the urgency. Could you walk me through your proposed solution and timeline? I want to make sure we can meet your expectations.
(緊急性は理解しています。提案する解決策とスケジュールを説明していただけますか?期待に応えられるか確認したいのです。)
🧑🎓【Student / Your Role】:
(Free Speaking based on today's lesson)
Hints / ヒント
1.Explain the phased approach clearly(段階的アプローチを明確に説明する)
2.Set priorities for critical documents(重要文書の優先順位を設定する)
3.Assign accountability to senior executives(経営幹部に説明責任を割り当てる)
4.Offer alternatives if deadlines cannot be met(期限を守れない場合の代替案を提示する)
※This is not a role-play. Please speak until you finish your thoughts.
このパートはロールプレイ形式ではありません。最後まで通して話してみましょう。
6. Wrap-up (2 min) |レッスンの振り返り
Let's review today's lesson with your teacher!
今日のレッスンについて講師と振り返ってみましょう!
6-1 Comments from student
・Good points / 良かったところ・上手くできたところ
・Things to work on / 今後強化したいところ
6-2 Feedback from teacher
・Good points / 良かった点
・Things to work on / 今後の強化ポイント
・What to review / 復習ポイント
*6-3 Questions from student (if any)
Japanese translation(日本語訳)
1. Read (2min)(型を学ぶ)|基本フレーズ
2. Try (4min)(ロールプレイ練習)|型を使った練習
Let’s practice the role-play.
ロールプレイの練習をしましょう!
3. Use (7min)|応用
Let’s perform the role-play and filling in the missing English!
英語を補完しながら、ロールプレイを実践してみましょう!
4. Challenge (7min)|実践
Let’s perform the role-play and filling in the missing English!
英語を補完しながら、ロールプレイを実践してみましょう!
5. Wrap-up (3min) – レッスンの振り返り
"Let’s review today’s lesson with your teacher!”
「今日のレッスンについて講師と振り返ってみましょう!」
5-1. Comments from Student
- Good points / 良かったところ・上手くできたところ
- Things to work on / 今後強化したいところ
5-2. Feedback from Teacher
- Good points / 良かった点
- Things to work on / 今後の強化ポイント
- What to review / 復習ポイント
5-3. Question from Students (If any)
