Harvard Corporate Governance

MAY 1, 2024

In the dynamic landscape of investment, where change and uncertainty are dominant features, the Investor Forum, has undertaken a comprehensive assessment of the pivotal dialogues between UK listed companies and their institutional investors.

Equity 129

Equity Marketability 129

Harvard Corporate Governance

FEBRUARY 21, 2023

public companies have recently found themselves in a surprising place: trapped in visible and charged debates with politicians over internal corporate and investment policies. [1] Will public companies be forced to declare red or blue allegiances to match the polarized political environment of red and blue states? A number of U.S.

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260

Harvard Corporate Governance

JUNE 24, 2022

When the list was first published the week of February 28, only several dozen companies had announced their departure from Russia.

360

360

Harvard Corporate Governance

NOVEMBER 24, 2023

Normal 0 false false false false EN-US X-NONE X-NONE This report documents corporate governance trends and developments at US publicly traded companies—including information on board composition and diversity, the profile and skill sets of directors, and policies on their election, removal, and retirement.

Equity 322

Equity 322

Harvard Corporate Governance

AUGUST 14, 2022

Twenty-six public companies have gone private this year as of mid-May, totaling more than $121 billion in value. Compare that to 47 companies that did the same in all of 2021, the highest number of such deals in more than a decade, according to Dealogic. This post is based on an NACD BoardTalk publication.

Private Equity Firm 253

Private Equity Firm Compliance Equity Marketability 253

Harvard Corporate Governance

NOVEMBER 16, 2023

Activist shareholder groups have begun blanketing public companies with environmental, social, and corporate governance (ESG) proposals, implicating a wide array of issues from forced labor [1] to abortion access [2] to climate change. [3]

Equity 231

Equity 231

Harvard Corporate Governance

OCTOBER 17, 2023

The primary objective was to mitigate the transaction costs associated with memorializing the non-binding term sheet negotiated between a company and a VC investor. This additional negotiation occurred as both investor and company counsel sought to converge on the precise contractual language that would legally govern the investment.

Finance 307

Finance Equity 307

Harvard Corporate Governance

OCTOBER 19, 2023

In recent weeks, Arm, Instacart, and Klaviyo priced their IPOs, marking some of the first notable IPOs by technology companies in the past 18 months. Companies seeking an IPO in this market may no longer be able to sell growth alone. After an 18-month quiet period, there are finally signs of life. more…)

Technology 208

Technology Finance Marketability 208

Harvard Corporate Governance

DECEMBER 3, 2022

In 2022, many smaller biotech companies appear to be making progress toward addressing the environmental, social and governance (ESG) risks and opportunities affecting them and their industry. When we first looked at ESG reporting for biotech companies in 2021, relatively few companies had reported any ESG data.

Compliance 209

Compliance 209

Harvard Corporate Governance

APRIL 18, 2023

Companies will be affected in a variety of ways by the receivership of Signature Bank, Silicon Valley Bank and any other similarly situated financial institution. Companies may face difficulty accessing cash deposits, bank facilities or the capital markets or limitations on money market transactions or commercial paper facilities.

Banking 224

Banking Compliance Marketability 224

Harvard Corporate Governance

AUGUST 21, 2022

Tech company leaders name cyber security as both the greatest threat and greatest operational priority. Technology companies continue to provide the products and services that have powered digital transformation throughout the COVID-19 pandemic and allowed the wheels of global industry to keep turning.

Technology 284

Technology 284

Harvard Corporate Governance

APRIL 5, 2024

Introduction As we previously reported, [1] on March 6, 2024, the Securities and Exchange Commission (the “ SEC ” or the “ Commission ”) adopted (in a three-two vote) long-awaited climate-related disclosure rules for public companies (the “ Final Rules ”). [2]

Compliance 157

Compliance 157

Mckinsey and Company

MARCH 7, 2024

Railway companies could use opportunities created by rapidly evolving artificial intelligence technologies as a catalyst to improve the way they plan and deliver operations.

Technology 127

Technology 127

Harvard Corporate Governance

SEPTEMBER 17, 2023

Together, the CSRD and ESRS create detailed sustainability reporting requirements that will apply to a significant number of EU and non-EU companies and substantially increase the scope of their sustainability reporting. In this update, we take a look at the implications of the CSRD for non-EU companies and what companies can do to prepare.

Marketability 240

Marketability 240

Harvard Corporate Governance

JANUARY 10, 2024

Understanding the genesis of joint-stock companies (JSCs) is crucial for identifying the essential factors that facilitated their emergence and flourishing. This post is based on their NBER working paper. These factors remain absent in numerous countries that have not seen the development of the JSC.

Finance 120

Finance 120

Harvard Corporate Governance

JANUARY 22, 2024

2023 was an active year in public company enforcement by the U.S. Below we share five takeaways as we look toward public company enforcement in 2024. Below we share five takeaways as we look toward public company enforcement in 2024. Beamon , and Stefani Johnson Myrick.

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120

Harvard Corporate Governance

JANUARY 19, 2023

In this highly dynamic environment, companies have had to continue to both manage and report publicly on their key risks in compliance with rules the Securities and Exchange Commission (SEC) finalized in 2020 to address the increasingly lengthy and generic risk factor disclosures of registrants. more…)

Compliance 239

Compliance 239

Harvard Corporate Governance

MARCH 10, 2024

With corporate political disclosure and accountability accepted as the norm , the next step for companies is to put in place a framework for approaching, governing and assessing their election-related spending. It assures that the same due diligence is brought to the company’s political spending as the company gives to its charitable giving.

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111

Harvard Corporate Governance

JULY 7, 2023

Companies Act 2006, including of the directors’ duty to promote the success of the company, as well as the related duty to exercise reasonable care, skill and diligence. The reasoning of the High Court reinforces the English courts’ longstanding reticence to interfere in company management, including on climate change matters.

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225

Harvard Corporate Governance

OCTOBER 12, 2023

Attacks on ESG Investing and “Woke Capitalism“ are also attacks on company endorsements of and support for Sustainability. These attacks are mostly part of the American landscape while in Europe support for ESG Investing and company sustainability are widely supported. Strine, Jr.

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231

Harvard Corporate Governance

JANUARY 3, 2023

The SEC’s recent proposal to amend Rule 14a-8 could create additional uncertainty for companies this season and encourage the submission of proposals by proponents whose interests are not aligned with those of shareholders seeking a return on investment.

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250

Harvard Corporate Governance

JULY 27, 2023

Cyber risk and the attendant disclosure obligations have been front-and-center for public companies for a long time, and the SEC has underscored the importance of cyber disclosures. 3] We do not need additional regulations. 3] We do not need additional regulations. 3] We do not need additional regulations.

Corporate Finance 189

Corporate Finance Finance 189

Harvard Corporate Governance

SEPTEMBER 8, 2022

After January 6, a number of companies announced that their corporate PACs had suspended—temporarily or permanently—their contributions to one or both political parties or to lawmakers who objected to certification of the presidential election. How will these legislative trends affect the difficult corporate balancing act?

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224

Harvard Corporate Governance

JULY 27, 2023

Today, the Commission is considering adopting final rules regarding cybersecurity disclosures by public companies. I am pleased to support these rules because they will enhance and standardize disclosures to investors with regard to public companies’ cybersecurity practices as well as material cybersecurity incidents. more…)

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182

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 99

Equity 99

Mckinsey and Company

MAY 8, 2024

Midmarket businesses have vast opportunities to increase their performance and scale if they reinvent how they work. Here are six keys to successful midcap transformations.

100

100

NYT M&A

APRIL 29, 2024

His departure comes as the company considers a major merger. Bakish was once a staunch ally of Shari Redstone, Paramount’s controlling shareholder.

Mergers & Acquisitions 112

Mergers & Acquisitions 112

Reynolds Holding

MAY 12, 2024

Though no transaction may occur, the announcement signals that the company is due for a shake up, with some sort of strategic change likely. Some companies evaluate their strategic alternatives privately, often engaging a financial adviser and appointing a committee of independent directors. 78 percent mention the word “strategic.”

Marketability 59

Marketability Firm Value 59

Harvard Corporate Governance

JANUARY 25, 2024

Corporate governance practices vary significantly among public companies. 1] (more…)

Technology 154

Technology 154

Vested

MAY 14, 2024

To mark National Share Scheme Day, we mapped out the distribution of company share schemes across the country and the results paint a stark picture.

52

52

Mckinsey and Company

FEBRUARY 2, 2024

Sun Life president and CEO Kevin Strain is joining forces with insurtechs and breaking down barriers between IT and business to help the 150-year-old company better fulfill its purpose.

124

124

LaPorte

SEPTEMBER 1, 2023

Effective September 1, 2023, Gomez & Company joined regional firm LaPorte CPAs & Business Advisors (LaPorte) through an asset acquisition, according to LaPorte President and… The post LaPorte Acquires Gomez & Company first appeared on LaPorte.

98

98

BV Specialists

AUGUST 28, 2023

For example, let’s look at a typical holding company, which is often structured as more of an investment business versus a traditional revenue-driven operating company. Therefore, appraising a holding company using the income or market approach methods would not be practical.

Appraisal 79

Appraisal Marketability Business Valuation 79

Mckinsey and Company

FEBRUARY 2, 2024

Companies will need to cast a wider net, improve their employee value proposition, and get more out of their existing workforce.

120

120

Mckinsey and Company

SEPTEMBER 6, 2023

As customers increasingly expect seamless, engaging digital experiences, consumer-facing organizations can follow six principles to perform like the most successful tech companies.

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135