Brian DeChesare

MAY 14, 2025

Since they are deemed essential services, governments regulate them strictly by setting an allowed or authorized Return on Equity and capital structure. This vertical includes utility companies for electricity, gas, and water, as well as diversified multi-utilities and sometimes even healthcare facility owners.

Banking 59

Banking Finance Equity Dividends 59

Scott Mashuda

FEBRUARY 3, 2025

Business owners should optimize capital structure , implement robust performance tracking systems, and reduce owner dependency. This timeline becomes critical when considering business valuations, due diligence requirements, and potential buyer negotiations.

Intangible Assets 52

Intangible Assets Private Equity Firm Equity Capital Structure 52

Sun Acquisitions

JUNE 23, 2025

Optimize Capital Structure: Review the combined company’s capital structure to ensure optimal financing. Financial Discipline: Monitor Financial Performance: Closely monitor the financial performance of the combined company. Control Costs: Implement cost-cutting measures to improve profitability.

Capital Structure 70

Capital Structure Finance 70

Auto Dealer Valuation Insights

JULY 8, 2025

If private equity and family business had a relationship status on social media, it would undoubtedly be “It’s Complicated.” ” At the level of facile stereotypes, the “barbarians at the gate” are the antithesis of thoughtful family business leaders, who focus on the long-term stewardship of their businesses.

Equity 52

Equity Capital Structure 52

Auto Dealer Valuation Insights

DECEMBER 16, 2024

Cash-strapped early-stage companies have long relied on equity-based compensation to attract, motivate, and retain employees. Employees endure long nights of software coding or other work, comforted by visions of riches when the company reaches the goal line (the initial public offering).

Equity 52

Equity Capital Structure 52

Global Finance

DECEMBER 26, 2024

This involved restructuring the former company, setting up the right platform, and securing the proper capital structure. Rouse: Ensuring that we have the right capital structure to complete this transition. Rouse: There were two particularly tough periods. First, when I initially joined, we had to turn Thryv around.

Capital Structure 98

Capital Structure Finance Start-ups Equity 98

Global Finance

MARCH 18, 2025

That entails understanding their management teams, their capital structures, and their cash-conversion cycles of all these individual credits. Some have more ability to adjust to a tariff regime than others, and thats where our team of around 20 professional credit investors comes in. They focus on understanding these companies.

Start-ups 114

Start-ups Finance Capital Structure Marketability 114

Auto Dealer Valuation Insights

JUNE 13, 2025

Due to a variety of corporate structures (including master limited partnerships and Up-Cs) and complex capital structures (including preferred equity and non-traded common… Source

Capital Structure 52

Capital Structure Equity Marketability 52

Accountancy Today

JUNE 2, 2025

FRP Corporate Finance has helped support technology firm, Tradeteq, on its sale to working capital structuring and advisory firm, Silver Birch Finance.

Corporate Finance 40

Corporate Finance Finance Capital Structure Banking 40

Benzinga

JUNE 11, 2025

With financial backing from Obra Capital ("Obra"), Arra now has the operational bandwidth and capital structure necessary to provide a comprehensive suite of financing solutions to auto dealers across the country.

Finance 40

Finance Capital Structure Banking Technology 40

Global Finance

APRIL 5, 2025

A standout deal was the banks structuring of a $1 billion debt facility for First Abu Dhabi Bank (FAB) that was FABs debut in the tier 2 bond market. The deals capital structure enhanced FABs capital position, and diversified its investor base as a significant portion of the transaction was placed outside the Middle East.

Banking 52

Banking Finance Start-ups Marketability 52

Auto Dealer Valuation Insights

JULY 2, 2025

When it comes to investor sentiment, 2025 has been a tale of two very different quarters. During the first quarter of 2025, GDP decreased at an annualized rate of 0.2%, consumer spending only marginally increased, and the ongoing risk of recession grew.

Capital Structure 52

Capital Structure 52

Machen McChesney

MAY 16, 2024

So for shareholders of closely held C corporations, it can be a tax-smart move to include in the corporation’s capital structure: You should know that the federal tax code treats corporate debt more favorably than corporate equity.

Capital Structure 105

Capital Structure Equity 105

Auto Dealer Valuation Insights

DECEMBER 19, 2023

Family businesses are built on long-term capital investments. Capital structure refers to the mix of debt and equity financing used to make those investments.

Capital Structure 52

Capital Structure Weighted Average Cost of Capital Equity Financing Finance 52

Andrew Stolz

AUGUST 6, 2020

Definition of Optimal Capital Structure. The optimal capital structure of a firm is the right combination of equity and debt financing. It allows the firm to have a minimum cost of capital while having the maximum market value. The lesser the cost of capital, the more the market value of the company.

Capital Structure 52

Capital Structure Debt Financing Equity Financing Finance 52

Business Wire M&A

JUNE 26, 2025

Founded by David Carpentier and Ty Sagalow, Assurely has built a reputation for tackling unique insurance challenges, particularly for companies with complex capital structures, crowdfunding components, and non-traditional investor bases. The company'

Capital Structure 40

Capital Structure Technology 40

Harvard Corporate Governance

APRIL 8, 2023

By invalidating these votes, the Boxed decision cast doubt on the capital structure for dozens of post de-SPAC companies with billions worth of securities. Plaintiff, a Class A common stockholder, argued that the vote was invalid because holders of Class A shares had a right to vote on the amendments as a standalone class.

Capital Structure 227

Capital Structure 227

Exit Strategy

MARCH 31, 2022

The following chart from GF Data shows the average capital structure over the past 5 years for middle market business acquisitions. The post M&A Deal Terms: Average Capital Structure appeared first on Exit Strategies Group, Inc. Overall there was a slight rise during COVID, but nothing major.

Capital Structure 52

Capital Structure Equity Marketability 52

Harvard Corporate Governance

MAY 2, 2022

When Google went public with a dual-class capital structure in which shares owned by the founders confer greater voting rights than shares issued to public investors, its cofounders, Larry Page and Sergey Brin, sent shareholders a letter promising to provide them with high-quality information about the company.

Capital Structure 229

Capital Structure Finance Marketability 229

Equilest

OCTOBER 9, 2024

Understanding your company’s capital structure is essential for maximizing its value and ensuring long-term stability. Whether you're deciding how much debt to take on or how to manage equity financing, the right mix can lower your cost of capital and boost growth. Why capital structure matters for business performance.

Capital Structure 40

Capital Structure Equity Financing Equity Finance 40

Harvard Corporate Governance

JANUARY 13, 2023

Shareholders should be able to vote on key board decisions that are material to the protection of their investment, including but not limited to, changes to the purpose of the business, dilution levels and preemptive rights, and the distribution of income and capital structure.

Capital Structure 242

Capital Structure 242

Harvard Corporate Governance

JUNE 2, 2022

We expect to find a positive relationship because the highly levered nature of banks’ capital structure should encourage the pursuit of activities that could entail systemic risk. We do so by focusing on bank executives’ equity portfolio (i.e.,

Banking 240

Banking Capital Structure Equity Marketability 240

Harvard Corporate Governance

MAY 8, 2023

State Street Global Advisors’ Proxy Voting and Engagement Guidelines for North America (United States [“US”] and Canada) address our market-specific approaches to topics including directors and boards, accounting and audit related issues, capital structure, reorganization and mergers, compensation, and other governance-related issues.

Capital Structure 246

Capital Structure Compliance Marketability 246

Harvard Corporate Governance

JANUARY 31, 2024

In this paper we focus on the problems with bank fundamentals, namely, bank governance and bank capital structure, that allowed, or even encouraged, bank managers to ignore the growing mismatch between the assets and liabilities of their banks. more…)

Banking 145

Banking Capital Structure Finance 145

Harvard Corporate Governance

SEPTEMBER 27, 2023

It triggers heated political debates, and it is also constantly on the minds of business owners, who cite regulation as a major factor that affects capital structure, employment, and innovation. Summary Regulation is a fundamental economic concept. Of course, many studies focus on cost-benefit analyses of specific rules.

Capital Structure 173

Capital Structure Compliance Finance 173

Harvard Corporate Governance

DECEMBER 19, 2022

To look at trends in unequal voting structures, we examined two data points from ISS Corporate Solutions Data Analytics: 1) whether a company has an unequal voting rights capital structure, and 2), if they do, whether there is any sunset clause attached to it.

Capital Structure 200

Capital Structure 200

Auto Dealer Valuation Insights

OCTOBER 24, 2023

Elevated interest rates and inflationary pressures have squeezed margins and hindered the liquidity of companies paying down debt. Since the pandemic, lenders have observed a shift from cash flow-based loans towards asset-based loans as companies look to recover flexibility in the face of an uncertain economic outlook.

Capital Structure 52

Capital Structure 52

Harvard Corporate Governance

APRIL 7, 2023

Posted by Ira Kay, Mike Kesner, and Ed Sim, Pay Governance LLC, on Tuesday, April 4, 2023 Tags: Disclosure , Dodd-Frank Act , Pay for performance , Proxy season , PVP Disclosure , SEC enforcement Gender and the Social Structure of Exclusion in U.S.

Capital Structure 222

Capital Structure Banking 222

Harvard Corporate Governance

NOVEMBER 15, 2022

– Excludes revisions due to internal reorganizations impacting reportable segment disclosures or changes in capital structure (e.g., . – Excludes “out of period” adjustments (corrections of immaterial errors recorded in the current period). stock splits, stock dividends, etc.). more…).

Capital Structure 203

Capital Structure Dividends 203

Harvard Corporate Governance

MAY 6, 2022

Tags: Accounting , Agency model , Capital structure , Cash flows , Dual-class stock , Financial reporting , Information environment , Restatements , Shareholder voting.

Capital Structure 214

Capital Structure Compliance 214

Harvard Corporate Governance

JULY 8, 2022

Tags: Bankruptcy , Capital formation , Capital structure , Distressed companies , Hedge funds , Institutional Investors , IPOs , REITs.

Capital Structure 203

Capital Structure Finance 203

Financial Times M&A

FEBRUARY 1, 2023

‘Portable capital structures’ avoid need to refinance in tough environment for corporate takeovers

Capital Structure 75

Capital Structure 75

Benzinga

JUNE 6, 2022

Since we went public over a year ago, we've simplified our capital structure, acquired our largest competitor DBCI and purchased a company called Access Control Technologies. When you think about our markets — commercial warehousing in the self-storage space — we have over 50% market share.

Capital Structure 98

Capital Structure Technology Marketability 98

Law 360 M&A

SEPTEMBER 4, 2024

As the debt maturity cliff swiftly approaches in this challenging environment, attorneys at Winston & Strawn highlight the top considerations for boards of directors and finance professionals to think about when structuring and executing liability management transactions, including reviewing capital structure, evaluating debt covenants, and more.

Capital Structure 52

Capital Structure Finance 52

Harvard Corporate Governance

JULY 7, 2022

Posted by William Ferguson (Ferguson Partners), David F. Larcker (Stanford University), and Brian Tayan (Stanford University), on Thursday, July 7, 2022 Editor's Note: William Ferguson is Chairman at Ferguson Partners; David F.

Capital Structure 264

Capital Structure 264

Auto Dealer Valuation Insights

SEPTEMBER 6, 2024

Due to a variety of corporate structures (including master limited partnerships and Up-Cs) and complex capital structures (including preferred equity and non-traded common… Source

Capital Structure 52

Capital Structure Equity Marketability 52

Harvard Corporate Governance

OCTOBER 19, 2022

Posted by Ian Nussbaum, Bill Roegge, and Meredith Klionsky, Cooley LLP , on Wednesday, October 19, 2022 Editor's Note: Ian A. Nussbaum is a partner, Bill Roegge and Meredith Klionsky are associates at Cooley LLP. This post is based on a memorandum by Mr. Nussbaum, Mr. Roegge, Ms. Klionsky, and Mr. Nimetz.

Equity 259

Equity Capital Structure 259