Brian DeChesare

MARCH 8, 2023

If you want to work in the most cyclical role in the finance industry, it’s hard to beat commodity hedge funds. For example, you could start trading a slightly more accessible product (equities, options, etc.) Many people started out trading something else, such as fixed income or equity derivatives , and then moved into commodities.

Finance 110

Finance Start-ups Banking Alpha 110

Benzinga

JULY 12, 2022

HOUSTON, July 12, 2022 (GLOBE NEWSWIRE) -- Sharps Compliance Corp. The transaction is not subject to any financing contingency and is expected to close in the third calendar quarter of 2022. About Sharps Compliance Corp. Raymond James & Associates, Inc. For more information, visit: www.sharpsinc.com.

Compliance 40

Compliance Private Equity Firm Equity Marketability 40

Harvard Corporate Governance

JUNE 30, 2023

Berger (University of Chicago), Wei Cai (Columbia University), and Lin Qiu (Purdue University) , on Monday, June 26, 2023 Tags: Board culture , Board of Directors , CEOs , Corporate culture , dei , Diversity Demonstrating Pay and Performance Alignment Posted by Mike Kesner, Linda Pappas and Ed Sim, Pay Governance LLC, on Monday, June 26, 2023 Tags: (..)

Corporate Finance 228

Corporate Finance Compliance Banking Finance 228

Harvard Corporate Governance

DECEMBER 15, 2023

Miller (University of Iowa), on Wednesday, December 13, 2023 Tags: delaware , fiduciary duty , Revlon , Shareholder primacy , Stakeholders 2023 Equity Proposal Trends in the U.S. on Wednesday, December 13, 2023 Tags: Canada , Executive Compensation , executive pay , pay equity , u.s.

Equity 100

Equity Compliance Finance 100

Benzinga

NOVEMBER 23, 2022

("Fanhua" or the "Company") (NASDAQ: FANH ), a leading independent financial services provider in China, today announced that it has signed a term sheet (the "Term Sheet") with the existing shareholders of Zhongrong Smart Finance Information Technology Co., Established in 2018, Zhongrong is a leading managing general agency in China.

Finance 40

Finance Technology Equity Compliance 40

Audit Board

MARCH 15, 2022

LOS ANGELES, CA - March 15, 2021 – AuditBoard, the leading cloud-based platform transforming audit, risk, and compliance management, today announced that Josh Harding, former SVP, Finance and Operations at SailPoint ??(NYSE: SailPoint’s Josh Harding joins AuditBoard to help business scale through continued rapid growth.

Compliance 98

Compliance Finance Corporate Finance Equity 98

Reynolds Holding

OCTOBER 1, 2023

On September 27, 2023, the staff of the Securities and Exchange Commission’s (SEC’s) Division of Corporation Finance issued 10 new Compliance & Disclosure Interpretations (C&DIs) relating to the pay-versus-performance (PVP) disclosure rules adopted last year. September 27, 2023] Question 128D.14 Answer: Yes.

Compliance 40

Compliance Equity Marketability Corporate Finance 40

Harvard Corporate Governance

APRIL 29, 2022

Liability for Non-Disclosure in Equity Financing. The Corporate Calendar and the Timing of Share Repurchases and Equity Compensation. Tags: Equity-based compensation , Executive Compensation , Incentives , Long-Term value , Repurchases. Posted by Albert H. Choi (University of Michigan) and Kathryn E.

Equity Financing 194

Equity Financing Equity Compliance Technology 194

Appraiser Newsroom

MAY 1, 2024

By Judd Schneider, CFA and Michael Rigby, CFA In the complex world of multinational corporations, the preparation of legal entity valuations is a critical aspect of strategic decision-making and compliance. Looking for a deeper dive into this specialty?

Intangible Assets 52

Intangible Assets Fair Market Value Compliance Private Equity Firm 52

Harvard Corporate Governance

FEBRUARY 23, 2024

Supreme Court A Theory of the REIT Posted by Jason Oh and Andrew Verstein, UCLA School of Law, on Monday, February 19, 2024 Tags: governance , Real Estate , REITs , Takeover , tax CCEOs Should Address 7 Questions When Considering a Human Rights Policy Posted by Dian Zhang and Kate Jordan, Gartner, Inc.,

Equity 100

Equity Compliance Finance 100

Harvard Corporate Governance

FEBRUARY 9, 2024

Posted by John D. Turner, Queen’s University Belfast, on Monday, February 5, 2024 Tags: Banks , British , Extended liability , Insurance firms , Limited liability , Shareholder , Shareholder liability , UK , United Kingdom Exxon proxy suit highlights divide between ESG investing and activism Posted by Amy D. Langston and Kyle A.

Alpha 100

Alpha Banking Equity Compliance 100

Lighter Capital

MAY 1, 2024

It can also be advantageous to delay an equity funding round and focus on strengthening the business’ financial metrics, which can help not only avoid a potential down round but also increase the startup’s valuation. RELATED: What Is Revenue-Based Financing and How Does It Work?

Marketability 52

Marketability Finance Compliance Start-ups 52

Benzinga

FEBRUARY 27, 2024

William "Bill" Rizzetta, Founder and President, will retain a significant equity stake in the Company and will continue to lead its operations. The CDD structure provides the ability to finance these developments via tax-free municipal bonds for the benefit of community residents. TORONTO, Feb.

Marketability 40

Marketability Compliance Finance Equity 40

RNC

FEBRUARY 13, 2023

As a result, ESOP valuations are an essential aspect of ESOP administration and compliance. Understanding ESOP Regulations and Compliance It is important to choose a consultant who thoroughly understands ESOP rules, regulations, and enforcement practices. Why is ESOP Valuation Important?

Compliance 52

Compliance Equity Marketability Finance 52

Harvard Corporate Governance

NOVEMBER 27, 2022

The most significant increase was found in companies’ use of diversity, equity & inclusion (DEI) goals, rising from 35 percent in 2020 to 51 percent in 2021, as investors and other stakeholders continue to focus on diversity—making it a priority for companies as well.

Compliance 351

Compliance Finance Equity Marketability 351

Brian DeChesare

SEPTEMBER 6, 2023

Private equity was viewed as a “lightly regulated” industry for a long time. government has become more aggressive about regulating all “private funds” (private equity, hedge funds, venture capital, etc.) The private equity and hedge fund industries have sued the SEC to block these rules , but I doubt they will win.

Equity 96

Equity Finance Private Equity Firm Banking 96

Cooley M&A

SEPTEMBER 30, 2021

Judges selected finalists for the Transatlantic Corporate Team of the Year award based on standout corporate transactions in one of the following fields: IPOs, public M&A, private equity or corporate reorganizations.

Equity 40

Equity Compliance Finance Technology 40

Benzinga

SEPTEMBER 15, 2023

In addition, in the event that GCOM has exercised the Option and publicly files a technical report in compliance with National Instrument 43-101 – Standards for Mineral Disclosure containing a current mineral resource, then the Company will pay to the vendors of the Option a bonus payment equal to CAD$300,000. The Common Shares issued in.

Finance 40

Finance Compliance Equity 40

Reynolds Holding

AUGUST 15, 2023

Our model has several components reflecting key features of greenwashing in corporate finance. We use the hypothetical of a firm that must finance its project through an outside investor. Examples of such highly sensitive securities are equity or call option contracts (Demarzo et al., Review of Finance , 26(6): 1585–1633.

Marketability 98

Marketability Finance Corporate Finance Equity 98

Equilest

FEBRUARY 1, 2023

Whether you are an entrepreneur, investor, or a finance professional, "Unlocking the Secrets of 409A Valuation" is an essential resource for anyone looking to gain a competitive edge in the world of startup finance. This exercise price is also known as the "strike price" or "grant price." Is a 409A Valuation Required by Law?

Business Valuation 40

Business Valuation Appraisal Fair Market Value Equity 40

Lighter Capital

OCTOBER 15, 2023

It can also be advantageous to delay an equity funding round and focus on strengthening the business’ financial metrics, which can help not only avoid a potential down round but also increase the startup’s valuation. RELATED: What Is Revenue-Based Financing and How Does It Work?

Marketability 52

Marketability Finance Compliance Start-ups 52

Reynolds Holding

AUGUST 2, 2022

Celebrated papers in the law and corporate finance literatures attribute lender influence during periods of distress to blue-sky contracting practices. [1] They prefer not to push the borrower into a bankruptcy, but they can, and that can induce preemptive compliance. There is no escape.

Corporate Finance 83

Corporate Finance Equity Finance Enterprise Value 83

Reynolds Holding

APRIL 7, 2022

s taxonomy of asset, cash, and equity tunneling, I demonstrate how different provisions may affect tunneling (even if the debtor is not in financial distress). Why, for example, where shareholder protections are weak, do companies raise funds through the equity markets and public investors subscribe to those shares?

Banking 83

Banking Finance Equity Compliance 83

Audit Board

JUNE 3, 2022

ESG covers a wide range of issues, from environmental threats like climate change, to social issues related to diversity, equity, and inclusion, to social responsibility in investing and production, to governance issues related to executive pay and financial reporting. 2: Diversity, Equity, and Inclusion . Top Four ESG Issues in 2022

Compliance 98

Compliance Start-ups Equity Finance 98

Appraiser Newsroom

APRIL 24, 2024

Additionally, she completes valuations of financial instruments including preferred and common stock in complex structures for publicly and privately held companies and equity derivatives. Marsac specializes in business enterprise valuations and intangible-asset valuations.

Intangible Assets 52

Intangible Assets Business Valuation Capital Structure Business Enterprise 52

ThomsonReuters

JUNE 28, 2023

Social risks include impacts on all stakeholders and global citizens, including the well-being, reputation, or privacy of customers, employees, or suppliers, as well as issues related to diversity, equity, and inclusion (DEI).

Accounting Firms 98

Accounting Firms Compliance Start-ups Technology 98

Brian DeChesare

JUNE 15, 2022

The debate about the front office, middle office, and back office in the finance industry is one of the sillier and more exhausting ones. First, note that these terms apply only to investment banks and related finance firms (private equity firms, hedge funds, etc.).

Banking 94

Banking Treasury Start-ups Finance 94

Value Scout

DECEMBER 15, 2022

Borrowed money finances the buyout to pay for the investment. The contract usually has a high debt-to-equity ratio for which a high share of the purchase price is paid by borrowing against what is paid outright. The usual ratio is 90 percent debt and 10 percent equity. Top Reasons Behind LBOs. billion, compared to $54.3

Equity 52

Equity Finance Dividends Compliance 52

Equilest

APRIL 24, 2024

In many cases, a buyout is driven by the desire of certain investors or partners to liquidate their equity stake and realize their investment returns. Regulatory Compliance: Compliance with applicable laws, regulations, and accounting standards is essential to ensure the integrity and legality of the transaction.

Discounted Cash Flow 40

Discounted Cash Flow Earnings Multiplier Fair Market Value Compliance 40

Sun M&A

MARCH 14, 2024

Poorly-Organized Financials Your company may be in great shape, but you won’t get your desired sale price if your finances don’t show it. They calculate their business value based on how long it took to establish the business and their “sweat equity.”

Start-ups 52

Start-ups Compliance Banking Marketability 52

Benzinga

JANUARY 4, 2024

Will Gray II, will continue to lead the combined company, and existing NEH shareholders will roll 100% of their equity into the combined company. Mr. Rugen spent 17 years with a large multinational exploration and production company in various finance and accounting roles. and is expected to list on NASDAQ.

Net Debt 40

Net Debt Equity Compliance Finance 40

Appraiser Newsroom

MAY 14, 2024

Ivy has been involved in the valuations of a variety of debt and fixed income securities, real estate, derivative instruments, intangible assets, and equity interests across a variety of industries and global locations. Active in national and regional ESOP organizations, Pete is a frequent speaker on issues related to ESOPs.

Intangible Assets 52

Intangible Assets Appraisal Banking Equity 52

IVSC

FEBRUARY 25, 2022

These include litigation support such as in family law, corporate/commercial litigation, and expropriation; income tax compliance and planning; financial reporting; financial instruments valuation; corporate finance and transaction advisory; and business advisory…the list goes on and on.

Business Valuation 130

Business Valuation Intangible Assets Corporate Finance Marketability 130

ThomsonReuters

AUGUST 2, 2021

If the SPAC requires additional funds to complete the merger, it may issue debt or additional shares, such as a private investment in public equity (PIPE). . This provides a great incentive for the sponsors to find a target company, especially since they usually get an equity stake of approximately 20 percent in the target. .

Corporate Finance 52

Corporate Finance Equity Finance Compliance 52

ThomsonReuters

APRIL 18, 2023

Therefore, preparing financial statements that are in compliance with generally accepted accounting principles (GAAP or U.S. Principle of Non-compensation: Current assets and expenses cannot be used to inflate a business’s finances with prospective debt compensation or revenue. Do all U.S. companies follow GAAP?

Finance 52

Finance Intangible Assets Fair Market Value Compliance 52

RC & Co.

FEBRUARY 6, 2022

Minority stakes and private equity acquisitions followed next with 309 and 185 deals during the quarter, respectively. Due diligence covers many areas of a company from finance to HR to IT and everything in between. Tax issues—federal, state, and local—are examined to determine the seller’s compliance therewith.

Compliance 94

Compliance Marketability Equity EBITDA 94

Brian DeChesare

NOVEMBER 9, 2022

Traditional investment banking exit opportunities such as private equity , venture capital , and corporate development are highly unlikely , with a few exceptions for certain desks. You will not be competing with investment bankers or equity research analysts because they do not have the skill sets required for global macro.

Banking 74

Banking Equity Start-ups Marketability 74