Truelytics

APRIL 27, 2023

In this episode of the Modern Financial Advisor Podcast, Ryan George , Chief Marketing Officer of Docupace shares how new digital document technologies are allowing financial advisors to automate the repapering process for transitions, improve productivity, and increase the speed of the new client onboarding process. Ryan also shares the his top four indicators that an RIA or independent financial advisory firm may have productivity problems brewing.

Technology 52

Technology Marketability 52

Harvard Corporate Governance

APRIL 27, 2023

Posted by Dirk Jenter (London School of Economics), Thomas Schmid (Hong Kong University), and Daniel Urban (Erasmus University Rotterdam) , on Thursday, April 27, 2023 Editor's Note: Dirk Jenter is a Professor of Finance at the London School of Economics and Political Science, Thomas Schmid is an Associate Professor of Finance at Hong Kong University, and Daniel Urban is an Assistant Professor of Finance at Erasmus University Rotterdam.

Finance 258

Finance 258

Mckinsey and Company

APRIL 27, 2023

Mambu co-founder Eugene Danilkis talks about how banks can approach core technology transformation and keep up with the fast pace of change, then offers his take on the future of human interaction.

Banking 128

Banking Technology 128

Harvard Corporate Governance

APRIL 27, 2023

Posted by Todd Sirras, Austin Vanbastelaer, and Justin Beck, Semler Brossy LLC, on Thursday, April 27, 2023 Editor's Note: Todd Sirras is a Managing Director, Justin Beck is a Consultant, and Austin Vanbastelaer is a Senior Consultant at Semler Brossy LLC. This post is based on a Semler Brossy memorandum by Mr. Sirras, Mr. Beck, Mr. Vanbastelaer, Kyle McCarthy, Nathan Grantz, and Anish Tamhaney. 2020-2022 Compensation Actually Paid to Summary Compensation Table Pay Ratios The 2022 median compens

Total Shareholder Return 130

Total Shareholder Return Marketability 130

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Business Wire M&A

APRIL 27, 2023

BETHESDA, Md. & MARINA DEL REY, Calif.--(BUSINESS WIRE)--iLearningEngines (“iLearningEngines” or “the Company”), a leader in AI-powered learning automation and information intelligence for corporate and educational use, announced today that it has entered into a merger agreement with Arrowroot Acquisition Corp. (NASDAQ:ARRW), a publicly traded special purpose acquisition company sponsored by Arrowroot Capital, a 10 year old private equity firm specializing in enterprise software.

Private Equity Firm 98

Private Equity Firm Equity 98

Benzinga

APRIL 27, 2023

Video game giant Activision Blizzard Inc (NASDAQ: ATVI ) made lots of headlines Wednesday with shares falling in response to an announcement that its pending acquisition by Microsoft Corporation (NASDAQ: MSFT ) was being blocked by regulators in the United Kingdom. As shares sold off Wednesday, investors may have missed the other big headlines from the company with net bookings in the first quarter up 25% year-over-year and the company’s mobile segment seeing strong engagement.

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Law 360 M&A

APRIL 27, 2023

A D.C. Circuit panel refused Thursday to revive a case from state-level enforcers accusing Facebook parent company Meta Platforms of monopolizing social networking through a strategy of buying or burying would-be competitors.

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98

Appraisers Blog

APRIL 27, 2023

In reply to David Samnick on Facebook. [link] Related. USDA celebrates the one year anniversary of the pave task force. Third party unlicensed inspectors for agricultural properties! Something about the supposed ‘resistance’? Are the multitudes of policy decision makers even aware that the ‘appraisal management industry’ in many situations currently fulfills more vendor assignments to persons whom do not hold appraisers licenses, than those that do hold appraisers license

Appraisal 98

Appraisal Equity 98

Reynolds Holding

APRIL 27, 2023

With the rise of investing based on environmental, social, and governance (ESG) factors has come controversy. While some see ESG investing as a way to create sustainable shareholder value, [1] others view it as a means for advancing contested values outside of the political process. [2] Yet even as the debate continues, public pension funds have invested roughly $3 trillion based on ESG principles. [3] At the same time, recent Supreme Court and appellate court decisions have expanded the Firs

Finance 105

Finance 105

Appraisers Blog

APRIL 27, 2023

In reply to East Texas American. I agree with you but would suggest that to do this correctly, you cannot do it alone. An operations budget needs to be developed to include an assistant, accountant, advertising and office supplies, promo materials, perhaps even office/lease expenses. I am in “young” in the Appraisal World but 40+ years experienced in national and local non-profit.

Appraisal 98

Appraisal 98

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Business Wire M&A

APRIL 27, 2023

PARAMUS, N.J. & WINNETKA, Ill.--(BUSINESS WIRE)--Starton Therapeutics, Inc. (“Starton” or “the Company”), a clinical-stage biotechnology company focused on transforming standard-of-care therapies with proprietary continuous delivery technology, and Healthwell Acquisition Corp.

Technology 98

Technology 98

Law 360 M&A

APRIL 27, 2023

Kindred Group PLC's board of directors has unanimously decided to commence a process to explore strategic alternatives for the online gaming and sports wagering company, which could include a potential sale or merger.

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Business Wire M&A

APRIL 27, 2023

VANCOUVER, British Columbia--(BUSINESS WIRE)--Pan American Silver Corp. (NYSE: PAAS) (TSX: PAAS) ("Pan American") today provided its guidance for production, costs and certain expenditures in 2023. Pan American completed its previously announced transaction with Yamana Gold Inc. ("Yamana") on March 31, 2023, resulting in the addition of four producing mines (the "Acquired Operations"), plus several exploration and development projects in Chile, Brazil and Argentina.

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98

The Guardian M&A

APRIL 27, 2023

Tech giant president issues stinging attack over blocking of $69bn takeover of Activision Blizzard Microsoft’s president said the EU is a better place to start a business than Britain post-Brexit, as he launched a stinging attack on the UK’s decision to block a $69bn (£55bn) deal to takeover Activision Blizzard. Brad Smith said people around the world were “shocked” by the Competition and Markets Authority’s (CMA) ruling against the takeover of the Call of Duty developer, suggesting it would cau

Marketability 75

Marketability Mergers & Acquisitions Technology 75

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Law 360 M&A

APRIL 27, 2023

Drug-delivery firm Starton Therapeutics Inc. and special purpose acquisition company Healthwell Acquisition Corp. I agreed on Thursday to a merger that would take Starton public at an estimated $374 million value, guided by five law firms.

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NYT M&A

APRIL 27, 2023

A former S.E.C. chief and a former White House economics chief on how progressive regulators are outsourcing U.S. regulatory policy to Europe.

Mergers & Acquisitions 74

Mergers & Acquisitions Marketability 74

Law 360 M&A

APRIL 27, 2023

The U.S. Supreme Court's holding in MOAC v. Transform that Section 363(m) of the Bankruptcy Code is not a jurisdictional provision means parties to 363 sales are now at the mercy of courts that may have differing perspectives on the issue, creating uncertainty for trustees, third parties and purchasers, say Thomas Loeb and Carrie Brosius at Vorys.

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NYT M&A

APRIL 27, 2023

British regulators cited the newness of the cloud gaming field to block Microsoft’s $69 billion acquisition of Activision, a shift in antitrust strategy.

Mergers & Acquisitions 65

Mergers & Acquisitions Marketability 65

John Jenkins

APRIL 27, 2023

Hat tip to Michael Levin at TAI for linking to this. Apparently, listed UK companies outside the FTSE 100 can buy shareholder activist protection insurance (SAPI) developed by Volante in conjunction with Marsh in the UK.

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63

NYT M&A

APRIL 27, 2023

Carrier Global Corp., plans to acquire a unit of Viessmann Group that produces heat pumps, seen in Berlin as the heating solution for Germany’s green future.

Mergers & Acquisitions 62

Mergers & Acquisitions 62

Financial Times M&A

APRIL 27, 2023

Germany’s biggest bank said deal will allow it to expand advisory services in the UK

Banking 84

Banking 84

NYT M&A

APRIL 27, 2023

Mike Cavanagh, now in charge of NBCUniversal, is meeting with talent including Lester Holt and Jimmy Fallon as he ponders next steps for the business.

Mergers & Acquisitions 62

Mergers & Acquisitions 62

Financial Times M&A

APRIL 27, 2023

Drugmaker hails innovative biotech groups and says market is open to foreign buyers

Marketability 84

Marketability 84

Gross Mendelsohn

APRIL 27, 2023

There’s new guidance for businesses and nonprofits that are subject to the relatively new lease accounting standard.

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70

Audit Board

APRIL 27, 2023

The internal audit function is crucial to a company’s growth. Objectively evaluating risks, analyzing and assessing processes and systems for efficiencies, doing spot-checks for as-yet-unknown issues, and keeping departments aligned and meeting business objectives are all important ways that auditors can bring value. Internal auditing examines and assesses company records, workflows, systems, and processes.

Compliance 52

Compliance Start-ups Technology Finance 52

Auto Dealer Valuation Insights

APRIL 27, 2023

Mercer Capital’s Value Focus: Exploration & Production newsletter provides an overview of the industry through supply and demand analysis, commodity pricing, and public market performance. In addition, each issue of this quarterly newsletter focuses on a region, including Eagle Ford, Permian, Bakken, and Appalachia, examining general economic and industry trends.

Marketability 52

Marketability 52

Benchmark Report

APRIL 27, 2023

Benchmark International is pleased to announce that flavoured coffee brand, Beanies, has joined forces with Greek counterparts, Cafetex, in a move it says could lead to significant turnover growth. The North East-based label, which supplies major supermarkets and retailers, says the Paiania-based firm is similarly focused and the partnership creates synergies across a range of products within both firms' markets.

Marketability 52

Marketability 52

Redpath

APRIL 27, 2023

Losing a CFO is always a challenge. The market for experienced professionals who can come in and immediately handle both the financial reporting and the strategic components of the job is tight. Salary increases for CFOs were larger (by percentage) than they were for their CEO counterparts over the past year.

Marketability 52

Marketability 52

Benchmark Report

APRIL 27, 2023

Silicon Valley Bank (SVB), based in Santa Clara, California, was the U.S.'s 16th largest bank until it failed after a run on its deposits in March of 2023, causing it to be seized by California's Department of Financial Protection and Innovation (DFPI), which operates under California Business, Consumer Services, and Housing Agency. The DFPI placed the bank into the receivership of the FDIC.

Banking 52

Banking Technology 52

Auto Dealer Valuation Insights

APRIL 27, 2023

In this 5-minute video, originally recorded in May 2022 for Mercer Capital’s Family Business On-Demand Resource Center, Scott Womack addresses the topic of auto dealership valuation. He explains the economic and financial challenges that have affected the auto dealer industry and what drives the ultimate value of your dealership. Click here to watch the video (you will be redirected to www.

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52

Business Wire M&A

APRIL 27, 2023

倫敦和紐約--(BUSINESS WIRE)--品牌保護解決方案和智慧財產權 (IP) 管理的全球先驅OpSec Group與特殊目的收購公司Investcorp Europe Acquisition Corp I (Nasdaq: IVCB) (“Investcorp Europe”) 今天宣佈，雙方已達成最終業務合併協議，OpSec Group將因此成為上市公司。擬議的業務合併完成後，新合併的公司將以OpSec Group的名義運作。 公司概述 OpSec Group是管理和保護品牌及智慧財產權的全球先驅。該公司透過一系列技術服務、產品和解決方案，幫助企業促進其品牌識別、創意和資產的價值最佳化、貨幣化並提供保護。全球大約有5000個知名品牌（橫跨媒體和科技、運動和服飾、消費品和工業品，以及政府和金融機構等類別的產業）仰賴OpSec協助他們實現實體和數位IP和品牌組合的價值，並確保其完整性，包括商標和科技、產品和內容。

Technology 52

Technology 52

Law 360 M&A

APRIL 27, 2023

Jackson Walker LLP added a former Gallagher Evelius & Jones attorney who has represented a diverse range of industries in federal income tax matters as a tax partner in its Dallas office, the firm announced.

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Business Wire M&A

APRIL 27, 2023

伦敦和纽约--(BUSINESS WIRE)--(美国商业资讯)--品牌保护解决方案和知识产权(IP)管理的全球领导者OpSec Group与特殊目的收购公司Investcorp Europe Acquisition Corp I (Nasdaq: IVCB，下称“Investcorp Europe”)于今天宣布，双方已达成最终业务合并协议，OpSec Group由此上市。拟议的业务合并完成后，新合并的公司将以OpSec Group的名义运营。 公司概述 OpSec Group是品牌及知识产权管理与保护领域的全球领导者。该公司依托一系列技术赋能的服务、产品和解决方案，帮助企业优化、货币化并保护其品牌识别、创意和资产的价值。全球约有5000个来自媒体和技术、体育和服装、消费品和工业品领域的知名品牌以及政府和金融机构依靠OpSec来助其实现实体和数字IP及品牌组合的价值，并确保从商标和技术到产品和内容的完整性。

Technology 52

Technology 52

Law 360 M&A

APRIL 27, 2023

A state business court judge on Thursday allowed a group of North Carolina residents to move forward with certain monopoly claims against a regional hospital system accused of driving up the cost of medical care, finding the amended suit made a sufficient showing of unfair market dominance for inpatient health care services.

Marketability 52

Marketability 52