Equidam

AUGUST 10, 2023

A well-maintained, up-to-date cap table is essential for tracking ownership stakes, equity issuances, transfers, and other changes in the company’s capital structure. Even if it’s not a deal breaker during a fundraising round, establishing an ESOP is typically a post-completion obligation in transaction documentation.

Equity

Lighter Capital

JULY 11, 2024

Cash flow is typically reported in the cash flow statement , a financial document designed to provide a detailed analysis of what happened to a business’s cash during a specified period. The document shows where a company used or received cash, and it reconciles the beginning and ending cash balances.

Finance

Reynolds Holding

APRIL 11, 2023

The constituent documents may also contain limitations on the voting rights that may be granted to preferred stock, and the company’s existing capital structure should be reviewed to ensure any new issuance does not violate the terms of existing securities.

Dividends

Cooley M&A

SEPTEMBER 16, 2024

One strategy for moving forward in a merger of equals transaction is to agree on a timeline for aligning on key issues and then only move to drafting definitive documents once the key issues have been agreed. Dealmakers should consider keeping conversations at a high level until key issues are resolved.

Equity

Class VI Partner

JULY 28, 2021

It is typically the highest risk/highest potential return portion of a company’s capital structure. Preferred Equity Preferred Equity represents equity in a company that has a liquidation preference over Common Equity and will often have a dividend payment.

Book Value