Harvard Corporate Governance

OCTOBER 17, 2023

Posted by Robert Bartlett (Stanford Law School), on Tuesday, October 17, 2023 Editor's Note: Robert Bartlett is the W. A. Franke Professor of Law and Business and faculty co-director of the Arthur and Toni Rembe Rock Center for Corporate Governance at Stanford Law School. This post is based on his recent paper. In 2003, a group of approximately two dozen lawyers specializing in venture capital (VC) finance embarked on a mission to standardize the financing documents utilized by VC firms for inve

Finance 303

Finance Equity 303

Mckinsey and Company

OCTOBER 20, 2023

Some leading indicators improved, though outlook still fragile; confidence stable but consumers lean toward saving; inflation and trade volumes continue downward trend.

Corporate Finance 135

Corporate Finance Finance 135

NYT M&A

OCTOBER 16, 2023

The pharmacy chain, one of the country’s largest, faces more than a thousand lawsuits that say it filled illegal prescriptions for painkillers.

Mergers & Acquisitions 144

Mergers & Acquisitions 144

Audit Board

OCTOBER 19, 2023

New service offerings leverage AuditBoard’s connected risk platform and EY’s solutions to address dynamic risk assessment and controls testing needs for enterprises. LOS ANGELES, CA - October 19, 2023 – AuditBoard, the leading cloud-based platform transforming audit, risk, IT security, and ESG management, today announced the expansion of their existing alliance with Ernst & Young LLP (EY US) to provide powerful new joint offerings for internal audit and IT audit teams.

Compliance 111

Compliance Technology 111

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Harvard Corporate Governance

OCTOBER 15, 2023

Posted by Amy Rojik, BDO, on Sunday, October 15, 2023 Editor's Note: Amy Rojik is Director and Founder of the BDO Center for Corporate Governance. This post is based on her BDO memorandum. Amid ongoing volatility, boards are continuing to address an evolving risk landscape and contend with pushback on how environmental, social, and governance (ESG) risk factors should be addressed.

251

251

Mckinsey and Company

OCTOBER 16, 2023

Feeling misunderstood? A BBC journalist shares the communication blunders that keep you from getting your point across and what you can do to avoid them.

141

141

Audit Board

OCTOBER 17, 2023

Purpose-built extensions allow Audit, Risk, and Compliance teams to leverage transformative automation and data insights to manage risk more efficiently. LOS ANGELES, October 18, 2023 - AuditBoard , the leading cloud-based platform transforming audit, risk, compliance, and ESG management, today revealed powerful new capabilities purpose-built to enable teams to automate critical workflows, surface key strategic insights, and stay on top of proliferating risks.

B2B 111

B2B Compliance Technology Marketability 111

Harvard Corporate Governance

OCTOBER 18, 2023

Posted by Patrick Ryan, Lex Suvanto, Edelman Smithfield, on Wednesday, October 18, 2023 Editor's Note: Patrick Ryan is a Senior Vice President and Lex Suvanto is a Managing Partner at Edelman Smithfield. Related research from the Program on Corporate Governance includes The Long-Term Effects of Hedge Fund Activism (discussed on the Forum here ) by Lucian A.

225

225

Mckinsey and Company

OCTOBER 17, 2023

Rising electric-vehicle adoption is boosting demand for crucial silicon carbide power electronics components. How can semiconductor players, automotive OEMs, and others create value amid disruption?

Marketability 121

Marketability 121

N Contracts

OCTOBER 17, 2023

From chatbots assisting banking consumers to machines preventing fraudulent transactions, AI appears poised to transform the financial industry. Using large and complex data sets, FIs can leverage AI to develop more refined risk analyses and selectively target consumers with unique product and service offerings.

Banking 105

Banking 105

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Benchmark Report

OCTOBER 20, 2023

Refinitiv , previously known as Thomson Reuters, has released their Global League Tables for Q3 2023, and Benchmark International was recognized with several high rankings in multiple categories. Also of note, for the year-over-year change in the number of deals both in the U.S. and Worldwide, Benchmark International is nearly the only firm to show a positive change in the number of deals.

Marketability 104

Marketability 104

Harvard Corporate Governance

OCTOBER 19, 2023

Posted by Dan W. Puchniak (Yong Pung How School of Law), and Umakanth Varottil (National University of Singapore), on Thursday, October 19, 2023 Editor's Note: Dan W. Puchniak is a Professor at Yong Pung How School of Law, Singapore Management University and an ECGI Research Member, and Umakanth Varottil is an Associate Professor at the Faculty of Law, National University of Singapore and an ECGI Research Member.

Marketability 223

Marketability 223

Mckinsey and Company

OCTOBER 16, 2023

Louise Herring, a partner based in London who co-leads McKinsey’s Analytics Academy in Europe, outlines why the extent to which companies can generate impact from generative AI could depend on their ability to manage change effectively.

121

121

N Contracts

OCTOBER 19, 2023

Basketball fans may know the “hot hand” theory. When a player hits several consecutive shots, conventional wisdom suggests their team should keep feeding that player the ball.

Marketability 105

Marketability 105

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Redpath

OCTOBER 18, 2023

October 18, 2023 – The IRS recently introduced new requirements that will reduce the threshold for mandatory e-filing of certain information returns and forms. This change will affect many organizations that have historically paper filed. In addition, the threshold will be an aggregate number of forms instead of being based on a specific form type. Filers should review the new regulations and how they might impact your organization.

103

103

Harvard Corporate Governance

OCTOBER 16, 2023

Posted by Laura D. Richman, Mayer Brown LLP, on Monday, October 16, 2023 Editor's Note: Laura D. Richman is a Counsel at Mayer Brown LLP. This post is based on a Mayer Brown memorandum by Ms. Richman, Jennifer J. Carlson , Lawrence A. Cunningham , Anna T. Pinedo , and David A. Schuette. Proxy Voting Matters SHAREHOLDER PROPOSALS Shareholder Proposals in the 2023 Proxy Season.

Corporate Finance 223

Corporate Finance Finance 223

Mckinsey and Company

OCTOBER 16, 2023

What makes Europe different when it comes to harnessing the opportunities of gen AI? Our leaders share their perspectives.

145

145

The Guardian M&A

OCTOBER 19, 2023

Deutsche Bahn offloads company to I Squared in deal worth £1.4bn, three years after putting it up for sale Germany’s terrible trains are no joke for a nation built on efficiency The London red bus operator Arriva has been snapped up by US infrastructure investor I Squared in a deal believed to be worth about €1.6bn (£1.4bn). Arriva was put up for sale in 2019 by its German owner, Deutsche Bahn, which had originally sought to offload the company to reduce its own debts.

Private Equity Firm 107

Private Equity Firm Equity 107

Redpath

OCTOBER 17, 2023

October 17, 2023 – As reported earlier this year ( Major Provisions of the 2023 Minnesota Omnibus Tax Bill ), the seven-county metro area of Minneapolis/St. Paul adopted a 1% sales and use tax rate increase as of October 1. But are you prepared for handling sales during the transitional period for collecting and remitting new sales taxes in the state?

101

101

Harvard Corporate Governance

OCTOBER 14, 2023

Posted by Mark T. Uyeda, U.S. Securities and Exchange Commission, on Saturday, October 14, 2023 Editor's Note: Mark T. Uyeda is a Commissioner at the U.S. Securities and Exchange Commission. This post is based on his recent statement. The views expressed in the post are those of Commissioner Uyeda, and do not necessarily reflect those of the Securities and Exchange Commission or the Staff.

216

216

Mckinsey and Company

OCTOBER 16, 2023

Alex Sukharevsky, a senior partner and the global leader of QuantumBlack, AI by McKinsey, talks about the importance of generative AI incorporating local culture and local contact, and how generative AI could help solve complex social problems in Europe.

118

118

Benzinga

OCTOBER 18, 2023

Jelly Belly candy — once the go-to sugar fix for former President Ronald Reagan when he was trying to kick a smoking habit — is now under the same roof as Nerds and Sweet Tarts. What Happened : Ferrara Candy Company , the U.S. subsidiary of Luxembourg-based Ferrero SpA , agreed to buy the family-owned jelly bean company for an undisclosed price.

98

98

Scott Mashuda

OCTOBER 17, 2023

Where Are We In the Current M&A Cycle? Despite headlines suggesting a slowdown, better metrics are needed to paint an accurate picture of what is actually happening in the lower middle market (LMM). While reporting suggests that there’s been a drastic decrease in activity in M&A, this reflects a drop-off in larger deals in the bulge bracket of large, multinational investment banks.

Start-ups 98

Start-ups Marketability Finance Equity 98

Harvard Corporate Governance

OCTOBER 14, 2023

Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Saturday, October 14, 2023 Editor's Note: Gary Gensler is Chair of the U.S. Securities and Exchange Commission. This post is based on his recent statement. The views expressed in this post are those of Chair Gensler, and do not necessarily reflect those of the Securities and Exchange Commission or its staff.

Equity 216

Equity Marketability 216

Mckinsey and Company

OCTOBER 17, 2023

It is possible to address Africa’s large and growing energy needs while simultaneously transitioning to sustainable energy production on the continent.

Equity 127

Equity 127

Benzinga

OCTOBER 16, 2023

La Rosa Holdings Corp (NASDAQ: LRHC ), a holding company for five agent-centric multi-service real estate companies, announced the acquisition of a controlling interest in La Rosa Realty Lake Nona, Inc., one of its franchisees based in Orlando, Florida. Lake Nona, boasting over $9.8 million in revenue and a positive net income last year, stands as a pivotal player in both the.

Equity 98

Equity Marketability 98

Machen McChesney

OCTOBER 18, 2023

Here are some key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements.

93

93

Harvard Corporate Governance

OCTOBER 18, 2023

Posted by Allen Huang (Hong Kong University of Science and Technology), on Wednesday, October 18, 2023 Editor's Note: Allen Huang is ​a Professor of Accounting at Hong Kong University of Science and Technology. This post is based on an article forthcoming in Review of Finance by Professor Huang, Benedikt Franke, Reeyarn Zhiyang Li, and Hui Wang. In the U.S., securities class actions (SCAs) are one of the most significant sources of legal liability for firms, allowing investors to potentially rec

Finance 208

Finance Technology 208

Mckinsey and Company

OCTOBER 20, 2023

Social entrepreneur Tyler Norris champions health advocacy through a wide range of leadership roles and global initiatives aimed at advancing physical, mental, social, and spiritual health for all.

114

114

Avanade

OCTOBER 19, 2023

Diana Wolfe shares new AI copilot research findings and explains how the value of generative AI tools like Microsoft Copilot extends far beyond productivity metrics.

95

95

JPAbusiness

OCTOBER 17, 2023

If you’re looking to secure business funding, you need to ensure your financier has a clear understanding of how your business is tracking, so they can feel confident in supporting you. Before we get to the specifics of what to communicate, I want to emphasise 3 simple tips for how you should communicate with a financier: Always provide up-to-date business and financial information; Be open and transparent in your communications; Be ahead of the curve in communicating your position – manage your

Finance 88

Finance Banking 88

Harvard Corporate Governance

OCTOBER 19, 2023

Posted by Allison Spinner, Shannon Delahaye and Andrew Gillman, Wilson Sonsini Goodrich & Rosati, on Thursday, October 19, 2023 Editor's Note: Allison Spinner , Shannon Delahaye, and Andrew Gillman are Partners at Wilson Sonsini Goodrich & Rosati. This post is based on a WSGR memorandum by Ms. Spinner, Ms. Delahaye, Mr. Gillman, Michael Nordtvedt , and Rezwan Pavri.

Technology 206

Technology Finance Marketability 206

Mckinsey and Company

OCTOBER 20, 2023

Ron Shaich, founder of Panera Bread and Au Bon Pain, explains why discovery, innovation, and transformation pave the way to success.

132

132

Financial Times M&A

OCTOBER 19, 2023

Ineos founder looks to secure minority stake in club and take control of football decisions as unconventional deal nears

111

111