Harvard Corporate Governance

MARCH 1, 2024

Bieber, Sarah Ghulamhussain, and Peter Liddle, Freshfields Bruckhaus Deringer LLP, on Monday, February 26, 2024 Tags: Clawbacks , Climate , Cybersecurity , ESG , Executive Compensation , Executive ownership , GAAP , Glass Lewis , Institutional Shareholder Services Inc. ,

Treasury 100

Treasury Technology Equity 100

Mckinsey and Company

MARCH 1, 2024

A new wave of software investing is on the horizon as private equity looks to create value through software portfolio companies.

Equity 84

Equity Corporate Finance Finance 84

Benchmark Report

NOVEMBER 29, 2023

Benchmark International is proud to announce its headline sponsorship of The 2024 SAVCA Private Equity Conference: “Synergy with Collaboration” on February 27 th and 28 th at the prestigious Cavalli Estate in Stellenbosch, South Africa.

Equity 52

Equity 52

Benzinga

FEBRUARY 28, 2024

The private equity environment has changed. These were the findings at a conference for the private equity industry in June 2023 and are likely to remain the PE investment themes of 2024, according to Beringer Capital , a PE firm based in Toronto, Canada. Funds must now refocus on value creation in their portfolios.

Equity 52

Equity Banking Finance Marketability 52

Harvard Corporate Governance

JANUARY 19, 2024

Cohen, Karessa L. Cain, and John R. Hong and Edward P. Micheletti and Arthur R.

Compliance 100

Compliance Finance Equity 100

Harvard Corporate Governance

JANUARY 19, 2024

Posted by Victor Goldfeld, Mark Stagliano, and Mark Andriola, Wachtell, Lipton, Rosen & Katz, on Friday, January 19, 2024 Editor's Note: Victor Goldfeld and Mark Stagliano are Partners, and Mark Andriola is an Associate at Wachtell, Lipton, Rosen & Katz.

Finance 157

Finance Marketability Technology Equity 157

Harvard Corporate Governance

JANUARY 21, 2024

Posted by Colin Wittmer and John Potter, PricewaterhouseCoopers LLP, on Sunday, January 21, 2024 Editor's Note: Colin Wittmer is Deals Leader and John Potter is Deals Clients & Markets Leader at PricewaterhouseCoopers LLP. This post is based on their PwC memorandum.

Marketability 129

Marketability Technology Equity 129

Harvard Corporate Governance

FEBRUARY 14, 2024

Posted by Mark Lundvall and Ryan O’Toole, Fidelity Investments, on Wednesday, February 14, 2024 Editor's Note: Mark Lundvall is Head of Investment Proxy Research, and Ryan O’Toole is Director of Corporate Governance at Fidelity Investments. This post is based on their Fidelity memorandum.

Capital Structure 129

Capital Structure Equity 129

John Jenkins

JANUARY 29, 2024

The M&A lawyers at Morrison & Foerster recently gazed into their crystal ball and came up with their annual memo laying out their predictions for what 2024 may have in store for dealmakers.

Equity 45

Equity Marketability 45

Benzinga

APRIL 25, 2024

NEW YORK, April 25, 2024 (GLOBE NEWSWIRE) -- Initiative Equity Partners, a value and impact driven investment company based in New York, is pleased to announce the acquisition of 16% equity in ArtIn Energy, a technology leader of renewable energy in the fields of photovoltaics, energy storage, electrical mobility, and green hydrogen.

Equity 59

Equity Technology 59

Harvard Corporate Governance

JANUARY 24, 2024

Posted by Dohyun Kim, Skadden, Arps, Slate, Meagher & Flom LLP, on Wednesday, January 24, 2024 Editor's Note: Dohyun Kim is a Partner at Skadden, Arps, Slate, Meagher & Flom LLP. This post is based on her Skadden memorandum.

Finance 129

Finance Equity Marketability 129

Reynolds Holding

APRIL 16, 2024

For most of its history, the private equity industry was largely left alone by securities regulators. A basic assumption underlying this approach was that private equity fund investors are sophisticated and should therefore be able to engage in effective private ordering without outside assistance. 2013; Andonov et al.

Equity 59

Equity Start-ups Marketability 59

Harvard Corporate Governance

OCTOBER 9, 2023

According to C&DI 120.26, companies, including SRCs, with a December 31 fiscal year-end do not need to provide these annual disclosures until their Form 10-K or 20-F for the fiscal year ending December 31, 2024. Quarterly Disclosures.

Total Shareholder Return 188

Total Shareholder Return Equity Compliance Marketability 188

John Jenkins

NOVEMBER 9, 2023

Dechert recently released its annual Global Private Equity Outlook, which reports the results of a survey of 100 senior-level executives within PE firms based around the globe with at least $1 billion in assets under management.

Equity 49

Equity 49

Benchmark Report

MARCH 8, 2024

Private Equity (PE) or Private Equity Groups (PEGs) combine large amounts of capital from various sources and directly invest it in private companies or the buyout of public companies (resulting in the delisting of public equity from the stock exchange).

Equity 64

Equity 64

Benchmark Report

APRIL 29, 2024

Selling equity in your privately owned company can be an effective tool if you plan to grow your business or begin to plan your exit strategy.

Equity 59

Equity 59

Benzinga

JANUARY 29, 2024

Markets are primed for a revival in mergers and acquisitions (M&A) in 2024 following the worst performance in almost a decade for deal-making in 2023. Equity and M&A experts believe that, after a year beset by volatile markets and rising interest rates, 2024 offers improving conditions for takeover deals and corporate mergers.

Equity 59

Equity Marketability Finance 59

Musings on Markets

JANUARY 28, 2024

In my last data updates for this year, I looked first at how equity markets rebounded in 2023 , driven by a stronger-than-expected economy and inflation coming down, and then at how interest rates mirrored this rebound.

Risk Premium 93

Risk Premium Beta Start-ups Equity 93

Brian DeChesare

NOVEMBER 22, 2023

As of 2024, I consider the following to be the list of bulge bracket banks (note that the “potential” category is speculative and could include other, similar firms beyond the 5 currently listed there): Sources: The list above is based on deal volume and fee data from Dealogic , the Financial Times , and Statista over the past few years.

Banking 97

Banking Start-ups Finance Equity 97

Law 360 M&A

JANUARY 18, 2024

Projected Federal Reserve interest rate cuts in 2024 are a key factor that will spur increased private equity investment in mergers and acquisitions after a slower 2023, according to a new Morrison Foerster LLP report.

Equity 52

Equity 52

Benzinga

APRIL 23, 2024

SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- Retail Opportunity Investments Corp. NASDAQ: ROIC ) announced today financial and operating results for the three months ended March 31, 2024. per diluted share) FFO per diluted share guidance for 2024 reaffirmed ($1.03 - $1.09 FFO for the first quarter of 2024 was $37.9

Dividends 40

Dividends Intangible Assets EBITDA Start-ups 40

Class VI Partner

FEBRUARY 9, 2024

Peering into 2024, Class VI surveyed our private equity network in January… Source Rapid inflation, rising interest rates, geopolitical conflicts, and supply chain constraints combined to exert downward pressure. The trend of declining deal value continued into 2023 in an ongoing high interest rate environment.

Equity 52

Equity 52

Harvard Corporate Governance

FEBRUARY 21, 2024

Posted by Sean Feller, Krista Hanvey, and Christina Andersen, Gibson, Dunn & Crutcher LLP, on Wednesday, February 21, 2024 Editor's Note: Sean Feller and Krista Hanvey are Partners, and Christina Andersen is Of Counsel at Gibson, Dunn & Crutcher LLP.

Equity 225

Equity EBITDA Market Capitalization Marketability 225

Benzinga

APRIL 25, 2024

April 25, 2024 (GLOBE NEWSWIRE) -- ARCA biopharma, Inc. NASDAQ: ABIO ), (the "Company") a biopharmaceutical company applying a precision medicine approach to developing genetically targeted therapies for cardiovascular diseases, today reported first quarter 2024 financial results and provided a corporate update.

Equity 40

Equity Marketability 40

Benchmark Report

MARCH 11, 2024

Here's a closer look at the trends expected for 2024: Acquisitions are increasingly viewed as the way forward, particularly when it comes to adapting technology and accelerating decarbonisation.

Technology 59

Technology Marketability Equity 59

Lighter Capital

APRIL 4, 2024

That got us wondering: What’s the state of startup funding in 2024? By the last quarter of 2023, there were only 180 private equity and venture capital-backed AI deals, totaling $4.11 billion in debt and equity. More than 72,000 AI and ML startups were on the market in March 2024, and over 22,500 were funded ( Tracxn ).

Finance 45

Finance Equity Start-ups Marketability 45

Harvard Corporate Governance

FEBRUARY 2, 2024

Consequently, fund families managing both equity and bond funds are more likely to hold stocks and bonds from the same company simultaneously (“dual holdings”). Using detailed holding data of mutual funds, our paper first documents a rising trend in mutual fund dual holdings of U.S. publicly traded firms.

Corporate Finance 284

Corporate Finance Finance Equity Marketability 284

Benzinga

DECEMBER 23, 2023

Ansys, valued at almost $30 billion, may see an acquisition deal materialize in early 2024, The Wall Street Journal reported , citing people familiar with the matter. (NASDAQ: ANSS ), a move that could result in the creation of a significant design-software entity and represent one of the early major acquisition deals in the new year.

Technology 119

Technology Equity Marketability 119

Harvard Corporate Governance

APRIL 8, 2024

Gubler (Arizona State University), on Monday, April 8, 2024 Editor's Note: Zachary J. The argument is that the point of saying that fiduciary duties are owed to the corporate entity is to fix those duties on the one thing that is essential about that entity, which is to say, the permanent equity capital. Posted by Zachary J.

Equity 230

Equity 230

Law 360 M&A

JANUARY 1, 2024

A string of cases testing the limits of antitrust law when it comes to Big Tech are among the developments practitioners are watching in 2024, as well as cases targeting information-sharing schemes and private equity investments and investigations of the real estate and alcoholic beverage industries.

Equity 40

Equity 40

Harvard Corporate Governance

MARCH 19, 2024

on Tuesday, March 19, 2024 Editor's Note: John Galloway is Global Head of Investment Stewardship at Vanguard, Inc. The Vanguard-advised funds Vanguard-advised funds are primarily index funds managed by Vanguard’s Equity Index Group; these funds track specific benchmark indexes constructed by independent third parties. [1]

Equity 176

Equity 176

Financial Times M&A

JANUARY 1, 2024

The issues facing dealmaking, private equity, financial regulation and beyond

Finance 99

Finance Equity 99

Law 360 M&A

JANUARY 1, 2024

Private equity attorneys are optimistic that dealmaking and fundraising are poised to pick up in 2024 as the market seemingly stabilizes after a few difficult years, pointing to the cyclical nature of the industry, which has historically shown the ability to withstand ever-changing market challenges.

Marketability 40

Marketability Equity 40

Musings on Markets

JANUARY 24, 2024

In my last post, I looked at equities in 2023, and argued that while they did well during 2023, the bounce back were uneven, with a few big winning companies and sectors, and a significant number of companies not partaking in the recovery.

Treasury 52

Treasury Risk Premium Start-ups Risk-free Rate 52

Harvard Corporate Governance

FEBRUARY 1, 2024

Posted by Anna Restuccia (Harvard Law School), on Thursday, February 1, 2024 Editor's Note: This post provides the text of the post-trial opinion regarding the case between Richard J. against Elon Musk, decided by the Delaware Court of Chancery on January 30, 2024. Tornetta on behalf of Tesla, Inc. Varallo, Glenn R.

EBITDA 337

EBITDA Market Capitalization Equity Marketability 337

Harvard Corporate Governance

APRIL 22, 2024

Posted by Bob Herr and Ryan Oden, AllianceBernstein, on Monday, April 22, 2024 Editor's Note: Bob Herr is Senior Vice President and Director of Corporate Governance on the Responsibility team and Ryan Oden is a Research Analyst for US Growth Equities at AllianceBernstein. This post is based on their AllianceBernstein memorandum.

Equity 176

Equity 176

Reynolds Holding

FEBRUARY 28, 2024

On February 22, 2024, the U.S. After touting DOJ’s recent successes, Boynton previewed the Department’s enforcement priorities for 2024: (1) cybersecurity,(2) pandemic-related fraud, and (3) healthcare fraud. 2023 was another record year for False Claims Act enforcement. billion recovered, morethan $1.8

Equity 45

Equity Private Equity Firm Compliance 45