Harvard Corporate Governance

JULY 8, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., The Proposed SEC Climate Disclosure Rule: A Comment from the Investment Company Institute. Posted by Dorothy Donohue, Susan Olson, and Eric Pan, Investment Company Institute, on Thursday, July 7, 2022. Posted by Lawrence A. on Monday, July 4, 2022.

Capital Structure 203

Capital Structure Finance 203

Reynolds Holding

AUGUST 31, 2023

This update discusses shareholder activism activity involving NYSE- and Nasdaq- listed companies with equity market capitalizations in excess of $1 billion and below $100 billion (as of the last date of trading in 2022) during 2022. that included activity by NorthStar Asset Management and Trillium Asset Management; C.H.

Market Capitalization 52

Market Capitalization Equity Marketability 52

Benzinga

APRIL 29, 2024

Largest acquisition in UMB history will increase total assets by more than 40% and significantly expand geographic footprint UMB investment community call today, Monday, April 29, at 7:30 a.m. (CT) and DENVER, April 29, 2024 (GLOBE NEWSWIRE) -- UMB Financial Corporation (NASDAQ: UMBF ) and Heartland Financial, USA Inc.

Banking 40

Banking Marketability 40

Appraiser Newsroom

MAY 16, 2024

Burk & Associates, CPAs, PC Karen Lascelle, CPA, CVA, CFE, is a Managing Director at John Burk & Associates CPAs, PC, with over 25 years of expertise in business valuation, financial forensics, litigation support, corporate taxation, and mergers and acquisitions. Mr. Endicott is also the President and CEO of Valuevision, Inc.,

Business Valuation 52

Business Valuation Appraisal Intangible Assets Finance 52

Benzinga

DECEMBER 15, 2023

15, 2023 (GLOBE NEWSWIRE) -- Battalion Oil Corporation (NYSE: BATL ) ("Battalion" or the "Company") announced today that it had entered into an Agreement and Plan of Merger (the "Merger Agreement") with Fury Resources, Inc. and AI Partners Asset Management Co., For Battalion, Houlihan Lokey Capital, Inc.

Finance 45

Finance 45

Benzinga

APRIL 25, 2024

April 25, 2024 (GLOBE NEWSWIRE) -- Business First Bancshares, Inc. NASDAQ: BFST ) ("Business First" or the "Company"), the holding company for b1BANK, today announced that it entered into a definitive agreement to acquire Oakwood Bancshares, Inc. million based on the Company's closing price of $21.57

Banking 40

Banking Marketability Equity 40

Harvard Corporate Governance

JUNE 24, 2022

New Climate-Related Financial Disclosures for Private Companies and LLPs. Proposed ESG Disclosure Requirements for Investment Advisers and Investment Companies. Posted by Subodh Mishra, Institutional Shareholder Services, Inc., ESG Global Study 2022. Posted by Jessica Ground, Capital Group, on Friday, June 17, 2022.

Equity 213

Equity Marketability 213

Harvard Corporate Governance

JULY 22, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., Posted by Kian Masters and Li Zhang, Morgan Stanley Investment Management, on Tuesday, July 19, 2022. Posted by Subodh Mishra, Institutional Shareholder Services, Inc., The Rapidly Changing World of Human Rights Regulation: A Resource for Investors.

Marketability 214

Marketability 214

Benzinga

JULY 20, 2022

July 20, 2022 (GLOBE NEWSWIRE) -- Healthcare Realty Trust Incorporated (NYSE: HR ) ("Healthcare Realty" or the "Company") and Healthcare Trust of America, Inc. The combined company will continue to operate with the Healthcare Realty name and trade on the NYSE under the ticker symbol HR. Citigroup Global Markets Inc.

Finance 40

Finance Marketability 40

Benzinga

JUNE 6, 2023

June 06, 2023 (GLOBE NEWSWIRE) -- Paratek Pharmaceuticals, Inc. Debt financing of $175 million for this transaction will be provided by funds managed by Oaktree Capital Management, L.P. Transaction Provides Paratek Shareholders with Immediate Value and Liquidity Reflects Potential Value of $3.00 million people globally per year.

Debt Financing 40

Debt Financing Finance Marketability 40

Benzinga

MAY 23, 2022

The transaction team included Bill Britton, Co-Founder and Managing Director, Jeanne Proia, Senior Advisor, and Patrick Foley, Associate. The company is aligned in its effort to provide trusted primary care services and is heavily focused on value-based care through deep relationships with blue-chip payers and regional providers.

Banking 40

Banking Technology 40

Benzinga

DECEMBER 15, 2023

15, 2023 (GLOBE NEWSWIRE) -- Verde Bio Holdings, Inc. OTC: VBHI ) ("Verde"), an emerging oil and gas royalty company, and SensaSure Technologies, Inc. OTCQB: SSTC ) ("SSTC") today announced that Verde has entered into an agreement and plan of merger (the "Merger Agreement") with SSTC and Formation Minerals Inc. ("FM"),

Technology 40

Technology 40

Benzinga

DECEMBER 15, 2023

15, 2023 (GLOBE NEWSWIRE) -- Verde Bio Holdings, Inc. OTC: VBHI ) ("Verde"), an emerging oil and gas royalty company, and SensaSure Technologies, Inc. OTCQB: SSTC ) ("SSTC") today announced that Verde has entered into an agreement and plan of merger (the "Merger Agreement") with SSTC and Formation Minerals Inc. ("FM"),

Technology 40

Technology 40

Benzinga

APRIL 11, 2023

NEW YORK, April 11, 2023 (GLOBE NEWSWIRE) -- GoLogiq, Inc. based global provider of fintech and consumer data analytics, has entered into a non-binding letter of intent to acquire Australian-based Shape Super Australia Pty Ltd (Shape), a prominent manager and administrator of self-managed super funds (SMSFs).

B2B 40

B2B Finance Marketability 40

Benzinga

MARCH 9, 2023

NEW YORK, March 09, 2023 (GLOBE NEWSWIRE) -- GoLogiq, Inc. based global provider of fintech and consumer data analytics, reports that its recently completed merger with GammaRey has enabled the company to now pursue two major fintech acquisition targets. OTC: GOLQ ), a U.S.-based

Banking 40

Banking Technology Marketability 40

Benzinga

JANUARY 31, 2024

-Repositioning to a rapidly expanding biosensor market with potential for significant growth for the company as part of a revised strategy under our new management -Upfront payment of $12.5 million in cash, 9 million American Depositary Shares ("ADSs") of the Company and additional contingent consideration. Waveform") for $12.5

Technology 40

Technology Marketability Equity 40

Benzinga

OCTOBER 19, 2023

19, 2023 (GLOBE NEWSWIRE) -- Tourmaline Bio, Inc. Tourmaline") (NASDAQ: TRML ), a late-stage clinical biotechnology company developing transformative medicines to dramatically improve the lives of patients with life-altering immune diseases, today announced the completion of its previously announced merger with Talaris Therapeutics, Inc.

Marketability 45

Marketability 45

Benzinga

JUNE 15, 2023

SEOUL, KOREA, and NEW YORK, NY, June 15, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire – Global Star Acquisition Inc. NASDAQ: GLST , GLSTU, GLSTW, ", Global Star", )), a special purpose acquisition company (SPAC), led by CEO Anthony Ang, is thrilled to announce that it has entered into a merger agreement with K Enter Holdings Inc. ("K

Private Equity Firm 40

Private Equity Firm Equity Marketability Finance 40

Benzinga

FEBRUARY 13, 2023

13, 2023 (GLOBE NEWSWIRE) -- United Community Banks, Inc. NASDAQ: UCBI ) ("United") and First Miami Bancorp, Inc. As of December 31, 2022, FNBSM had total assets of $1.0 Stephens Inc. LLC acted as financial advisors to United, and Wachtell, Lipton, Rosen & Katz served as United's legal advisor.

Banking 40

Banking Book Value Dividends Marketability 40

Benzinga

OCTOBER 5, 2022

NASDAQ: GSRM ) ("GSRM"), a special purpose acquisition company, and Lux Vending, LLC dba Bitcoin Depot ® ("Bitcoin Depot" or the "Company"), a U.S.-based based Bitcoin ATM operator and leading fintech company, announced today that GSRM has filed a preliminary proxy statement (the "preliminary proxy statement") with the U.S.

Marketability 40

Marketability 40

Benzinga

AUGUST 30, 2022

30, 2022 (GLOBE NEWSWIRE) -- A-Mark Precious Metals, Inc. NASDAQ: AMRK ) (A-Mark) , a leading fully integrated precious metals platform, today announced that its wholly-owned subsidiary, JM Bullion, Inc. ("JMB"), About A-Mark Precious Metals Founded in 1965, A-Mark Precious Metals, Inc. EL SEGUNDO, Calif., million in cash.

Marketability 40

Marketability 40

Benzinga

OCTOBER 19, 2022

19, 2022 (GLOBE NEWSWIRE) -- As previously announced last week, Zoomcar, Inc. The transaction values the combined company (the "Combined Company") at an implied pro forma enterprise value of approximately $456 million. Upon closing, the Combined Company will be renamed Zoomcar Holdings, Inc. BANGALORE, India, Oct.

Marketability 40

Marketability Enterprise Value Technology Finance 40

Benzinga

MARCH 20, 2023

Heidmar Inc., per share price Pro forma equity value of the combined company would be approximately $261.4 million 1 ATHENS, Greece, March 20, 2023 (GLOBE NEWSWIRE) -- Heidmar Inc. Heidmar Inc., per share price Pro forma equity value of the combined company would be approximately $261.4 million deadweight tons.

Dividends 40

Dividends Equity Compliance Marketability 40

Benzinga

MAY 18, 2023

May 18, 2023 (GLOBE NEWSWIRE) -- Regency Centers Corporation ("Regency") (NASDAQ: REG ) and Urstadt Biddle Properties Inc. The combined company is expected to have a pro forma equity market capitalization of approximately $11 billion and total enterprise value of approximately $16 billion. JACKSONVILLE, Fla. and GREENWICH, Conn.,

Equity 40

Equity Enterprise Value Dividends Market Capitalization 40

Benzinga

JANUARY 3, 2023

Nearly $800 million in customer financial assets. 03, 2023 (GLOBE NEWSWIRE) -- GoLogiq, Inc. based global provider of fintech and consumer data analytics, has signed a definitive share exchange agreement with GammaRey, Inc., The transaction will follow the spin-off of GoLogiq from Logiq, Inc. NEW YORK, Jan.

Banking 40

Banking Finance Marketability Technology 40

ABI

JANUARY 19, 2024

2] In In re Vice Group Holding, Inc. , the United States Bankruptcy Court for the Southern District of New York (the “Bankruptcy Court”) held that an executory contract between the media-company debtor (“Vice Media”) and television network Showtime Networks Inc. Holding Inc., 2] In re Vice Grp. 423, 429 (Bankr.

Technology 40

Technology 40

Benzinga

MARCH 18, 2024

TORONTO, Ontario, March 18, 2024 (GLOBE NEWSWIRE) -- Titan Medical Inc. (" Titan ") (TSX: TMD , OTC: TMDIF ) is pleased to announce that it has entered into a definitive amalgamation agreement (the " Amalgamation Agreement ") dated March 17, 2024 with Conavi Medical Inc. (" Conavi ") to combine the companies in an all-stock transaction.

Technology 40

Technology Marketability Finance 40

Benzinga

OCTOBER 4, 2022

03, 2022 (GLOBE NEWSWIRE) -- National Bank Holdings Corporation (the "Company" or "NBHC"), the holding company for NBH Bank, announced today that it has completed its previously announced acquisition of Bancshares of Jackson Hole Incorporated ("BOJH"), the holding company for Bank of Jackson Hole with operations in Jackson Hole, Wyoming and Idaho.

Banking 40

Banking Marketability 40

Benzinga

MAY 4, 2022

May 04, 2022 (GLOBE NEWSWIRE) -- United Community Banks, Inc. As of March 31, 2022, Progress had total assets of $1.9 In addition to traditional banking products, Progress offers wealth management and private banking through Progress Financial Services, a division of Progress Bank, with approximately $1.2 Stephens Inc.

Banking 40

Banking Book Value Marketability 40

Benzinga

MAY 26, 2022

Transaction highlights: Salient is a well-known and highly respected investment manager focused on energy infrastructure, real estate and tactical allocation strategies. Westwood's expanding range of Multi-Asset strategies will be enhanced with additional offerings and a fresh array of insights. The firm has $4.5

Equity 40

Equity Marketability 40

Benzinga

APRIL 7, 2022

BROOKFIELD NEWS, April 07, 2022 (GLOBE NEWSWIRE) -- Brookfield Business Partners (NYSE: BBUC , BBU, TSX: BBUC , BBU.UN)), together with institutional partners (collectively "Brookfield") today announced an agreement to acquire CDK Global Inc. NASDAQ: CDK ) ("CDK Global" or the "Company") for $54.87 With annual revenue of $1.7

Equity 40

Equity Technology Banking Finance 40

Appraiser Newsroom

FEBRUARY 22, 2022

Now in its 11th year, this annual event has grown to become the definitive source for appraisers, equipment management and finance professionals on the latest insights into equipment valuation. He has over 20 years of experience in finance, marketing, railroad operations, mergers and acquisitions and asset financing.

Finance 52

Finance Appraisal Marketability 52

Benzinga

OCTOBER 4, 2022

04, 2022 (GLOBE NEWSWIRE) -- Crescent Capital BDC, Inc. Crescent BDC" or the "Company") (NASDAQ: CCAP ) and First Eagle Alternative Capital BDC, Inc. The combined company, which will remain externally managed by Crescent Cap Advisors, LLC, a subsidiary of Crescent Capital Group ("Crescent"), is expected to have approximately $1.6

Marketability 40

Marketability Equity 40

Benzinga

JANUARY 31, 2023

31, 2023 (GLOBE NEWSWIRE) -- Seacoast Banking Corporation of Florida (NASDAQ: SBCF ) ("Seacoast" or the "Company"), the holding company for Seacoast National Bank, announced today the completion of its acquisition of Professional Holding Corp. Stephens Inc. billion in assets and $10.0 STUART, Fla.,

Banking 40

Banking Marketability 40

Benzinga

JANUARY 11, 2023

11, 2023 (GLOBE NEWSWIRE) -- BIOASIS TECHNOLOGIES INC. The board of directors of Bioasis (the " Board "), after consultation with its financial and legal advisors, and based upon, among other things, the fairness opinion of Evans & Evans, Inc., NEW HAVEN, Conn.,

Technology 40

Technology Marketability 40

Benzinga

AUGUST 18, 2022

18, 2022 (GLOBE NEWSWIRE) -- Hampton Roads based TowneBank (NASDAQ: TOWN ) and Farmers Bankshares, Inc. OTCPK: FBVA), the parent company of Farmers Bank, Windsor, Virginia, today announced the signing of a definitive merger agreement pursuant to which Farmers Bankshares, Inc. Raymond James & Associates, Inc.

Banking 40

Banking Book Value Marketability 40

Appraiser Newsroom

JULY 9, 2023

This paramount event provides an experience unlike other appraisal conferences, offering timely content for all appraisal professionals spanning Business Valuation, Personal Property, Machinery & Equipment, Real Property, Gems & Jewelry as well as Appraisal Review & Management. In addition, Ms. Pratt and Roger J.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40