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. Posted by Robert T.

Equity Financing 194

Equity Financing Equity Compliance Technology 194

RNC

FEBRUARY 20, 2024

Introduction: A leading Indian high-tension tower manufacturer has decided to undergo a comprehensive business valuation to assess its market value for potential equity investments, mergers, or acquisitions due to growing power infrastructure demand. Results: Phased technology adoption establishes the company as an industry leader.

Compliance 52

Compliance Technology Business Valuation Marketability 52

Audit Board

SEPTEMBER 22, 2022

In our Spotlight on Success series, Chris Patrick, Head of Internal Audit at Figure Technologies , shares how his team saved time and streamlined communication touchpoints with business stakeholders by implementing AuditBoard as a single source of truth. I’m the Head of Internal Audit at Figure Technologies. My name is Chris Patrick.

Compliance 52

Compliance Technology Banking Equity 52

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

Benzinga

MARCH 28, 2024

Reference Point is a strategy, management, and technology consulting firm serving the financial services sector. Reference Point’s focus includes Strategy & Management, Risk & Regulatory Compliance, Digital & Technology and Data & Analytics.

Compliance 59

Compliance Banking Technology Equity 59

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? He also serves as the Industrial Products Industry Leader and Co-Head of U.S.

Intangible Assets 52

Intangible Assets Fair Market Value Compliance Private Equity Firm 52

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: He brings deep experience in scaling software and technology companies through significant stages of growth. .

Compliance 98

Compliance Finance Corporate Finance Equity 98

Appraiser Newsroom

MARCH 20, 2024

Josh Putnam | Ernst & Young LLP Business valuation professional with extensive experience in the valuation of the business enterprise, equity and intangible assets. Industry sectors include Media & Entertainment, Retail and Consumer Products and Private Equity.

Intangible Assets 52

Intangible Assets Compliance Equity Finance 52

IVSC

JUNE 14, 2023

She leads a team responsible for the valuation of the infrastructure and private equity asset classes. Hakim has performed valuations of equity and debt instruments across a broad spectrum of industries and geographies under the IPEV Guidelines. GAAP fair value guidelines.

Intangible Assets 130

Intangible Assets Corporate Finance Finance Equity 130

Harvard Corporate Governance

OCTOBER 21, 2022

IPO Readiness: IPO Equity Awards. Tags: Equity offerings , Incentives , Inflation , IPO framework , IPOs , Shareholder value , Stock options. Chancery Court Decision Illuminates Contours of Director Oversight Liability. Posted by Paul R. Bessette, Michael J. Venture Capital Advisers Not Off-Limits for SEC Scrutiny.

Capital Structure 203

Capital Structure Equity Compliance Banking 203

ThomsonReuters

FEBRUARY 24, 2023

For firms looking to sell, or ink deals with investment partners , how they leverage technology can have a major impact. M&A market heats up The M&A market is seeing an increase in activity. This is due, in part, to a growing number of private equity firms entering the accounting market. As Allan D.

Accounting Firms 59

Accounting Firms Private Equity Firm Technology Equity 59

ThomsonReuters

DECEMBER 15, 2022

Last week’s Checkpoint Question of the Week included acronyms primarily used in our ERISA Compliance, Self-Insured Health Plans, Cafeteria Plans, Consumer-Driven Health Care, and Fringe Benefits manuals, and in next week’s Question of the Week, we’ll cover acronyms used in our Health Care Reform manual.).

Compliance 98

Compliance Equity Technology 98

Harvard Corporate Governance

MARCH 25, 2022

The Law and Economics of Equity Swap Disclosure. Tags: Capital formation , International governance , IPOs , Mergers & acquisitions , Private equity , SPACs , Special purpose vehicles. Securities Fraud Class Actions Against Non-U.S. Posted by David H. Kistenbroker, Joni S. Jacobsen, and Angela M. Special Committee Report.

Equity 189

Equity Appraisal Compliance Technology 189

Benzinga

JULY 11, 2023

Technologies Inc. (" Haller.ai ") pursuant to a Share Purchase Agreement (the " Agreement ") dated July 10, 2023. (CSE: Technologies Inc. (" Haller.ai ") pursuant to a Share Purchase Agreement (the " Agreement ") dated July 10, 2023.

Compliance 40

Compliance Technology Equity Marketability 40

Benzinga

MAY 11, 2022

SALT LAKE CITY, May 11, 2022 (GLOBE NEWSWIRE) -- Sarcos Technology and Robotics Corporation ("Sarcos") (NASDAQ: STRC ), a leader in the development of highly dexterous robotic systems that augment humans to enhance productivity and safety, today announced financial results for the quarter ending March 31, 2022. As of. . .

Technology 40

Technology Beta Start-ups Compliance 40

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

Harvard Corporate Governance

FEBRUARY 9, 2024

Langston and Kyle A.

Alpha 100

Alpha Banking Equity Compliance 100

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). This data should be gathered frequently and reflect the business’ goals.

Accounting Firms 98

Accounting Firms Compliance Start-ups Technology 98

Benzinga

AUGUST 10, 2022

During this time, she developed specialized expertise in cross-border mergers and acquisitions tax, specializing in both private equity and strategic transactions. During her extensive career, Alicia spent several years at Big 4 firms as both Principal and, most recently, Managing Director.

Compliance 52

Compliance Equity Technology 52

ThomsonReuters

DECEMBER 17, 2020

Last week’s Question of the Week included acronyms primarily used in our ERISA Compliance, Self-Insured Health Plans, Cafeteria Plans, Consumer-Driven Health Care, and Fringe Benefits manuals, and next week, we’ll cover acronyms used in our Health Care Reform manual.). MHPAEA — Mental Health Parity and Addiction Equity Act.

Compliance 92

Compliance Equity Technology 92

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

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. In addition to increasing their revenue and growth rates, the owners retained valuable equity by raising non-dilutive capital.

Marketability 52

Marketability Finance Compliance Start-ups 52

Equilest

MARCH 13, 2024

Introduction to Valuing Partial Ownership Interests Understanding Partial Ownership Interests Partial ownership interests represent a fraction of the total equity ownership in a company. Economic trends, industry performance, and market sentiment can influence the perceived value of a company's equity.

Asset-based Approach 40

Asset-based Approach Business Valuation Discounted Cash Flow Compliance 40

RNC

DECEMBER 20, 2023

These days, proprietary technology, patents, copyrights, and trademarks all significantly increase a company’s total value. Additionally, businesses can allocate costs with the backing of a well-defined value to optimize the benefits of intangible assets while ensuring tax compliance.

Intangible Assets 52

Intangible Assets Technology Compliance Banking 52

Appraiser Newsroom

APRIL 24, 2024

Today, I run a mobile consulting firm that includes my valuation practice, a report review service, online education, and a coaching business … all of which I built by leveraging my professional network and social media and hiring virtual assistants to make the available technology work for me. He is also the director of the Atlanta office.

Intangible Assets 52

Intangible Assets Business Valuation Capital Structure Business Enterprise 52

Benzinga

JANUARY 24, 2023

(NASDAQ: XXII ), a leading biotechnology company dedicated to improving health with reduced nicotine tobacco, hemp/cannabis and hops advanced plant technologies, today announced the acquisition of privately held RX Pharmatech Ltd (RXP), a leading United Kingdom distributor of cannabinoids with 1,276 novel food applications with the U.K.

Marketability 40

Marketability EBITDA Compliance Equity 40

Benzinga

OCTOBER 24, 2023

million, representing an equity value of C$2.16 About DevvStream Founded in 2021, DevvStream is a technology-based sustainability company that advances the development and monetization of environmental assets, with an initial focus on carbon markets. VANCOUVER, British Columbia, Oct.

Enterprise Value 40

Enterprise Value Technology Compliance Marketability 40

Benzinga

NOVEMBER 29, 2022

29, 2022 (GLOBE NEWSWIRE) -- Victory Square Technologies Inc. Effective November 25, 2022, as a condition to the completion of the Transaction, NURS changed its name to "Hydreight Technologies Inc." Not for distribution to United States newswire services or for dissemination in the United States.

Technology 40

Technology Compliance Equity 40

Reynolds Holding

APRIL 13, 2022

Exams will focus on, among other things, (i) private funds, (ii) broker-dealers, (iii) Environmental, Social, and Governance (ESG) or impact investing, (iv) financial technology (FinTech) and crypto-assets, and (v) information security (InfoSec) and operational resiliency.

Compliance 45

Compliance Marketability Market Risk Technology 45

ThomsonReuters

OCTOBER 21, 2022

According to a recent global payroll survey, the “future of payroll starts today” for understanding the industry’s major challenges, which include global workforces, hybrid work, increased compliance concerns, and other important issues. . Understanding, awareness, and compliance are paramount. The survey was conducted by?

Compliance 52

Compliance Technology Start-ups Equity 52

Equilest

JULY 8, 2023

Understanding the demand for specific products, emerging technologies, and regulatory requirements will provide valuable insights into the business's potential. Differentiation through patents, proprietary technology, or exclusive distribution agreements can enhance the company's value and competitive advantage.

Business Valuation 40

Business Valuation Compliance Marketability Asset-based Approach 40

Audit Board

DECEMBER 15, 2022

Technology as a leading enabler of high quality, more controlled environment around ESG information. I think that this is a tremendous, tremendous opportunity for internal auditors to play a catalyst role in driving that intersection of risk and compliance. I completely agree that technology will be central. . .

Start-ups 52

Start-ups Technology Compliance Marketability 52

ThomsonReuters

JANUARY 12, 2023

Amidst a complex audit environment, today’s accountants have many opportunities to take advantage of technology and specialize in up-and-coming focus areas. An ESG audit will likely align with other dimensions of a company’s compliance requirements. One of these specialties is ESG audits. . What is ESG?

Compliance 52

Compliance Technology Accounting Firms Equity 52

Benzinga

SEPTEMBER 7, 2022

The acquisition was made in partnership with Clearhaven Partners ("Clearhaven"), a US-based private equity firm that focuses on software and technology, following its 2021 investment in Wowza. DENVER and STOCKHOLM, Sweden, Sept. Financial terms were not disclosed.

Private Equity Firm 40

Private Equity Firm Compliance Equity Technology 40

Reynolds Holding

SEPTEMBER 26, 2022

Investor protection remains a core value for the current SEC, while keeping technological innovation essential to the agency’s considerations: The SEC will treat all financial activities under consistent and efficient regulation and enforcement, “regardless of … the technology, or the business model.”. A Nod to Digital Assets.

Technology 45

Technology Marketability Equity Compliance 45

Brian DeChesare

JUNE 15, 2022

First, note that these terms apply only to investment banks and related finance firms (private equity firms, hedge funds, etc.). Saying that you work in “the front office” of a technology company or a marketing firm makes little sense – or, at least, it means something different from the definitions in this article.

Banking 94

Banking Treasury Start-ups Finance 94

Appraiser Newsroom

OCTOBER 22, 2023

Editor’s Note: ASA’s role as sponsor of the International Valuation Standards Council (IVSC) plays a critical role in meeting the Society’s mission to foster public trust of our members and the appraisal profession through compliance with the highest levels of ethical and professional standards.

Appraisal 52

Appraisal Compliance Private Equity Firm Banking 52