Brian DeChesare

SEPTEMBER 14, 2022

These three categories have a lot in common: External Parties – Unlike corporate finance roles such as FP&A , in credit, you always analyze external parties such as customers, borrowers, or clients paying for ratings. But it is also possible to move to a credit rating agency or corporate/investment banking.

Finance 95

Finance Banking Corporate Finance Start-ups 95

Global Finance

MARCH 26, 2025

The key distinction lies in the requirement for legal documentation specifying how proceeds will be allocated, ensuring transparency and accountability. The funds are aimed at supporting low-income communities across emerging markets. Social bonds are structured similarly to conventional fixed-income instruments in terms of risk and return.

Finance 102

Finance Banking Marketability Corporate Finance 102

ThomsonReuters

JULY 8, 2021

The good news is technology can now support consistent, accurate, automated global reporting and alleviate local issues related to language translation and country-specific tax rules, document formats and filing requirements, and generally accepted accounting principles. _. Watch the entire episode.

Technology 98

Technology Compliance Finance Start-ups 98

Accountancy Today

JULY 3, 2023

Hazlewoods’ corporate finance team and BPE Solicitors’ corporate team recently advised FAUN Zoeller UK, a specialist manufacturer and supplier of municipal waste management vehicles and systems, on its acquisition of Manchester-based C.P. Davidson and Sons Ltd. The acquisition of C.P. Davidson and Sons, for many years.

Corporate Finance 52

Corporate Finance Finance Marketability 52

Reynolds Holding

MAY 30, 2022

We document that CFs outperform the market by 2.69 Cumming, DeSantis Distinguished Professor of Finance and Entrepreneurship at Florida Atlantic University. Interestingly, the outperformance effect is stronger if the firm is backed by a hedge-style CF, rather than a venture-style CF.

Finance 103

Finance Venture Capital Fund Alpha Marketability 103

Erik A. Lopez

AUGUST 23, 2015

Substantive legal knowledge is focused on state corporate, contract and fiduciary duties law as well as federal securities law. identifying requirements for third party consents and coordinating with client personnel to obtain them. * * *.

Corporate Finance 52

Corporate Finance Finance 52

Reynolds Holding

JUNE 15, 2022

Under Rule 101(b) of Regulation S-T, several categories of documents may be filed or submitted either electronically or in paper form. Subsequently, on June 25, 2020, the Division of Corporation Finance indefinitely extended this no-action relief. [2]. BACKGROUND. AMENDMENTS. COMPLIANCE DATES.

Corporate Finance 45

Corporate Finance Compliance Finance Banking 45

Global Finance

JUNE 6, 2024

Forecast analytics are used to vet changes in the timing of construction and installation work, and the protocol ensures all necessary documents are accessed during the construction process. The post Best Financial Innovations 2024 appeared first on Global Finance Magazine. This mitigates fraud and discourages inflated costs.

Banking 109

Banking Treasury Technology Compliance 109

Brian DeChesare

MAY 11, 2022

“You really want to work on deals” means that you treat deals like football fans treat football: you read about them constantly, examine the legal documents for fun, and form strong views about M&A deals , IPOs , and more. The age requirements are less strict, and more experience usually helps you in corporate development recruiting.

Banking 98

Banking Start-ups Finance Private Equity Firm 98

Appraiser Newsroom

MAY 1, 2024

Secondly, navigating the complexities of cross-border transactions and diverse regulatory environments requires a deep understanding of complex corporate finance issues, such as the interaction of different currencies of projected cash flows and discount rates used, international tax laws, transfer pricing regulations, and local valuation standards.

Intangible Assets 52

Intangible Assets Fair Market Value Compliance Private Equity Firm 52

Harvard Corporate Governance

JUNE 15, 2024

Most recently, in November 2021, the SEC staff in the Division of Corporation Finance issued Staff Legal Bulletin No. Typically, when a company intends to exclude a shareholder proposal from its proxy materials, it will request no-action relief from the SEC staff.

Corporate Finance 113

Corporate Finance Technology Finance 113

Reynolds Holding

MAY 7, 2024

Disclosing these stringent, initial terms could alarm other lenders, like trade creditors or bondholders, who might then act to protect their interests by, say, pulling their financing, potentially harming the company’s liquidity and negotiating leverage.

Finance 45

Finance Corporate Finance Compliance Banking 45

Sun Acquisitions

JUNE 15, 2022

Business valuation, according to the Corporate Finance Institute , is the “process of determining the present value of a company or an asset.”. Step #2 Prepare all relevant documents. These documents are imperative in helping to gain a comprehensive overview of your business. How much is your business worth?

Business Valuation 52

Business Valuation Appraisal Fair Market Value Capital Structure 52

Brian DeChesare

SEPTEMBER 13, 2023

You can also get into distressed investing with a legal background because the job requires you to interpret confusing documents and know the details of the restructuring and bankruptcy processes. You will not be a good candidate for venture capital, growth equity, or corporate finance roles because the skill sets are too different.

Equity 103

Equity Banking EBITDA Start-ups 103

Reynolds Holding

OCTOBER 6, 2024

In corporate governance, the focus is increasingly shifting toward non-financial stakeholders, particularly employees, as important contributors to a firm’s competitive advantage and long-term success. Historically, investment in labor has been a big topic in corporate finance, especially within agency theory.

Corporate Finance 53

Corporate Finance Firm Value Finance 53

ThomsonReuters

AUGUST 2, 2021

This SPAC boom has undoubtedly caught the attention of the SEC, with Staff in the Division of Corporation Finance issuing CF Disclosure Guidance: Topic No. A statement by Acting Director of the Division of Corporation Finance John Coates in April 2021 hints that the safe harbor protections for forward-looking statements?under

Corporate Finance 52

Corporate Finance Equity Finance Compliance 52

Reynolds Holding

AUGUST 20, 2023

Institutional investors with long-term horizons, referred to as dedicated institutional investors, have a positive impact on corporate innovation. 2020) have consistently documented that these investors are more inclined to engage in shareholder activism and advocate for corporate strategies that foster innovation. Studies (e.g.,

Corporate Finance 40

Corporate Finance Finance Equity Technology 40

Brian DeChesare

FEBRUARY 16, 2022

An average day in the life of an Analyst or Associate will consist of: Reviewing Bond Documents: You spend a lot of time reviewing an issuer’s existing bonds, the terms and structuring used, and how that influences the securities they can issue in the future. This sounds easy, but these documents are often long and confusing.

Finance 71

Finance Banking Marketability Equity 71

Reynolds Holding

OCTOBER 10, 2022

And Hong and Andersen (2011)document that theyare less likely to manage accruals, the type of earnings management that managers deem unethical (Graham, Harvey, and Rajgopal, 2005). A common theme in these studies is that high-CSR firms have ethical corporate norms and act in a way to preserve their higher reputation. Ikenberry, D.,

Finance 56

Finance Marketability Dividends Corporate Finance 56

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post. What is a risk free investment? Why does the risk-free rate matter?

Risk-free Rate 98

Risk-free Rate Risk Premium Treasury Start-ups 98

Global Finance

JULY 29, 2024

Financial reporting tools like Workiva are integrating AI, enhancing the preparation of documents such as 10-Ks and 10-Qs, incorporating risk factors and issues from other companies. It excels at fact-checking and data verification, traditionally the responsibility of CFOs. AI performs these tasks quickly and accurately, improving efficiency.

Finance 52

Finance Corporate Finance Technology 52

Reynolds Holding

MARCH 31, 2022

Align the financial statement requirements with those of traditional IPOs for business combinations between a public shell company and a private operating company, including for SPAC target IPOs.

Corporate Finance 45

Corporate Finance Marketability Finance 45

Brian DeChesare

JUNE 14, 2023

I get the obsession with The Shiny New Thing, but if you’re a new hire in banking or another corporate finance role, boring old PowerPoint might be your highest-ROI skill. Today, they’ve shifted to programming languages, automation tools, and AI (e.g., can InternGPT do everything for you?).

Banking 71

Banking Start-ups Corporate Finance Finance 71

Reynolds Holding

JUNE 13, 2024

16] More than 10 percent of the agency reviews disclosure documents, more than half of the agency is within the Divisions of Enforcement and Examinations, and 13 percent of the agency is in support operations. We collectively review tens of thousands of filings a year. [16]

Technology 45

Technology Marketability Banking Start-ups 45

Brian DeChesare

JULY 27, 2022

For example, to process and check loan documents efficiently, you’ll have to pay for covenant-review services or lawyers. Second, you don’t position yourself very well for roles at normal companies, such as corporate development and corporate finance , because the skill sets are not related. The Top Credit Hedge Funds.

Equity 52

Equity Start-ups Private Equity Firm Beta 52

Reynolds Holding

JULY 23, 2023

Overall, we document a broad scope of issues addressed, suggesting that the SEC finds firms’ conference call disclosures useful in many aspects of the review process. Division of Corporation Finance filing review process. Washington, DC: SEC. Accessed on 8/20/2022.

Compliance 40

Compliance Corporate Finance Marketability Finance 40

Deal Law Wire

FEBRUARY 9, 2021

These communities have shown at times that their investment decisions are not just guided by financial returns, but other corporate governance factors as well.

Marketability 40

Marketability Corporate Finance Finance 40

Brian DeChesare

JULY 17, 2024

So, while many pitch books and documents are written in English, bankers use the spoken language their clients are most comfortable with, whether it’s Hindi, Bengali, Marathi, Urdu, or something else. Of the students who do break in as Analysts, everyone will know English and one or more of the local languages.

Banking 59

Banking Start-ups Equity Finance 59

ThomsonReuters

APRIL 18, 2023

Deliver accounting and compliance news alerts so practitioners are regularly provided critical accounting, audit, and corporate finance developments, along with expert analysis. This will propel research forward without having to scan through search results, open documents, and hunt for answers.

Compliance 52

Compliance Technology Start-ups Finance 52

Reynolds Holding

JUNE 27, 2023

7] I was serving as counsel to then-Commissioner Michael Piwowar at the time and was given a briefing by then-director [of the Division of Corporation Finance] Keith Higgins on the reversal. 63] This federalization would upend our long history of recognizing the primacy of state law in governing the internal affairs of a corporation.

Corporate Finance 45

Corporate Finance Marketability Finance Start-ups 45

Reynolds Holding

OCTOBER 27, 2022

18] To qualify for the first exception, the company has to “make a reasonable attempt” to claw back the compensation and document its efforts. [19] The issuer must document its attempts to recover and provide that documentation to the exchange.”). [20] I appreciate your hard work and lively engagement with me and my staff.

Total Shareholder Return 45

Total Shareholder Return Compliance Corporate Finance Banking 45

Reynolds Holding

SEPTEMBER 24, 2024

15] Corporation Finance The Division of Corporation Finance seeks to ensure that investors have access to the information they need to make informed investment and voting decisions when a company offers its securities to the public, and on an ongoing basis as companies continue to provide information to the marketplace.

Treasury 45

Treasury Compliance Marketability Start-ups 45

Reynolds Holding

APRIL 3, 2024

Sixth, document your interactions with the Commission. If you are two or three years into a process without progress, and you have regularly been reaching out and trying to respond to the staff’s concerns, the documentation will prove invaluable. What questions and concerns need to be addressed?

Start-ups 45

Start-ups Banking Marketability Compliance 45

Reynolds Holding

JULY 27, 2022

4] See Proposed Rule: Private Fund Advisers; Documentation of Registered Investment Adviser Compliance Reviews, Investment Advisers Act Rel. This speech expresses the author’s views and does not necessarily reflect those of the Commission, the Commissioners, or other members of the staff. [2] 5955 at 264 (Feb. 93169 at 9-11 (Sept.

Banking 45

Banking Marketability Finance Corporate Finance 45

Reynolds Holding

JULY 26, 2023

In 2011, “the Division of Corporation Finance issued interpretive guidance providing [its] views concerning operating companies’ disclosure obligations relating to cybersecurity.” [1] 3] We do not need additional regulations. Their work is always excellent.

Compliance 40

Compliance Corporate Finance Marketability Finance 40

Brian DeChesare

JANUARY 22, 2025

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. If you do IB, you can get into deal-based roles ( private equity , corporate development , venture capital , etc.),

Equity 64

Equity Banking Start-ups Finance 64

Reynolds Holding

JUNE 22, 2022

Similarly, with that level of documentation, it can be easier to meet the burden of proof for criminal behavior “beyond a reasonable doubt” in evaluating the behavior of the corporation as a whole. The SEC’s Recent Actions. The SEC has implemented an “all agency” approach , fusing ESG enforcement into many of its actions.

Business Enterprise 64

Business Enterprise Banking Start-ups Compliance 64