Use of Soluble Pd Complexes and Soluble Pd-Ligand Combinations
Mechanism + Description
The aryl halide (or other leaving group – OTf, N2+) and boronic acid are reacted with a Pd catalyst (with or without additional ligands) in the presence of a base. The initial step is the oxidative addition of the aryl halide to a Pd (O) species. If Pd is charged as Pd2+, then a prior reduction to the active form for oxidative insertion is required. Transmetallation of the boron coupling partner then occurs, usually via an activated boronate anion. Reductive elimination produces the product and the active catalyst. The active Pd(O) catalyst is ligated if it is a monomeric species, but in some cases a Pd nanoparticle species could be involved as the active catalyst or reservoir for the active Pd.

General comments
Typically, the reagents are mixed with a Pd complex or a mixture of a simple Pd salt/complex and added ligands to generate the active catalyst in situ. The Pd can be added as Pd2+ or PdO. Pd(OAc)2 is the most common Pd2+ salt and Pd(Ph3)4 and Pdx(DBA)y are the most common Pd0 catalysts. Traditional ligands for the Suzuki reaction are Ph3P and (o-Tolyl)3P, although in the past 20 years, a wide range of other ligands – principally phospines and stabilized carbenes – have been developed to fine-tune catalytic activity and allow for reactions with traditionally difficult or unreactive coupling partners, like aryl chlorides and very electron-rich aryl/hetreo-aryl bromides. Depending on the catalyst system and reactivity of the coupling partners, added ligands are not always required. Bases are typically amines like Et3N or Hunig's base, or inorganics like NaOH, Na/K2CO3, Na/KHCO3 and KXHYPO4.
Common side reactions that can reduce yield are proto-deboronation and the homocoupling of the boronic acid. If using arylphospine ligands and electron-rich aryl halides, an exchange of aryl groups between the phosphine and palladium center can occur, lowering the yield and introducing extra by-products.
Key references
Selective reaction of iodo over the bromo group in Suzuki reaction: Fray, M. J.; Dickinson, R. P.; Huggins, J. P.; Occleston, N. L. A Potent, Selective Inhibitor of Matrix Metalloproteinase-3 for the Topical Treatment of Chronic Dermal Ulcers. J. Med. Chem. 2003, 46 (16), 3514-3525.
Relevant Scale-Up Examples with Scheme
Org. Process Res. Dev. 2009, 13 (4), 751–759.
Experimental
15 kg scale
Org. Process Res. Dev. 2014, 18 (9), 1128−1136.
Experimental
500 g scale
Org. Process Res. Dev. 2014, 18 (1), 228−238.
Experimental
65 g scale
Org. Process Res. Dev. 2011, 15 (1), 148–157.
Experimental
3 kg scale
Org. Process Res. Dev. 2014, 18 (1), 228−238.
Experimental
4.5 kg scale
Org. Process Res. Dev. 2014, 18 (1), 228−238.
Experimental
3 kg scale
Org. Process Res. Dev. 2015, 19 (7), 721−734.
Experimental
7 kg scale
Org. Process Res. Dev. 2015, 19 (7), 721-734
Experimental
2.5 kg scale
Org. Process Res. Dev. 2006, 10 (3), 512-517.
Experimental
4 kg scale
Org. Process Res. Dev. 2011, 15 (5), 1138–1148.
Experimental
2.4 kg scale
Org. Process Res. Dev. 2011, 15 (5), 1138–1148.
Experimental
1.5 kg scale
Org. Process Res. Dev. 2010, 14 (4), 849–858.
Experimental
3 kg scale