Tue.Jun 17, 2025

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CEO Pay Trends: A Post Proxy Season Recap

Harvard Corporate Governance

Posted by Joyce Chen, Equilar, Inc., on Tuesday, June 17, 2025 Editor's Note: Joyce Chen is an Associate Editor at Equilar, Inc. This post was prepared for the Forum by Ms. Chen. The 2025 proxy season has officially concluded, and companies have finished submitting their proxy statements (DEF 14A) to the Securities and Exchange Commission (SEC). These filings provide comprehensive insights into executive compensation practices and corporate governance structures.

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How succession planning can boost business value [template]

JPAbusiness

Succession planning is the process of identifying and developing internal staff who have the potential to fill key business leadership positions sh ould existing leaders – including yourself – leave the business. It’s about creating a back-up system for your people resource and it should start the minute you take on a business’ ownership, whether you buy it or start it from scratch.

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Lone Star Governance: Recent Amendments to the Texas Corporate Statute

Harvard Corporate Governance

Posted by Hillary Holmes, Gerry Spedale, and Jason Ferrari, Gibson Dunn, on Tuesday, June 17, 2025 Editor's Note: Hillary Holmes and Gerry Spedale are partners, and Jason Ferrari is an associate at Gibson Dunn. This post was prepared for the Forum by Ms. Holmes, Mr. Spedale, and Mr. Ferrari. I. INTRODUCTION Texas, a state known for its independence and innovation, has recently taken steps to make the state an even more attractive home for American corporations.

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The One, Big, Beautiful Bill Could Change the Deductibility of R&E Expenses

Machen McChesney

The treatment of research and experimental (R&E) expenses is a high-stakes topic for U.S. businesses, especially small to midsize companies focused on innovation. As the tax code currently stands, the deductibility of these expenses is limited, leading to financial strain for companies that used to be able to expense them immediately. However, proposed legislation dubbed The One, Big, Beautiful Bill could drastically change that.

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How to Leverage Intent Data for Better Outcomes

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.

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Refocusing on Fundamentals Amidst Disruption and Divergence

Harvard Corporate Governance

Posted by Kristofer O’Toole and Austin Vanbastelaer, Semler Brossy, on Tuesday, June 17, 2025 Editor's Note: Kristofer O’Toole and Austin Vanbastelaer are principals at Semler Brossy. This post was prepared for the Forum by Mr. O’Toole and Mr. Vanbastelaer. Introduction Companies are always managing through some level of uncertainty, but the first half of 2025 has introduced multiple, overlapping challenges for compensation committees.

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Machine Shop Valuation Multiples

Peak Business Valuation

If you need to understand the value of your machine shop, valuation multiples are pivotal tools. There are many complex factors to consider when determining accurate machine shop valuation multiples. As such, working with a professional business appraiser is the best way to ensure reliable results. In addition to applying multiples, business appraisers assess a company’s strengths, weaknesses, risks, growth opportunities, and more.

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The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip?

Musings on Markets

It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. It is also true that in the process, we are ignoring vast swaths of the investment universe, from other asset classes (real estate, collectibles, cryptos) to private holdings (VC, PE) to strategies that short stocks or use derivatives (hedge funds).

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Are you really providing advisory services?

ThomsonReuters

As technology continues to automate an increasing number of tax preparation and compliance tasks, more and more accounting firms are looking at shifting their focus to offering clients more personalized financial insights and strategic guidance. But here’s the catch: many tax and accounting professionals believe they’re providing advisory services, when in reality, they’re caught in a trap of giving out-of-scope tax advice away for free.

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Manufacturing Heats Up in Private Equity: What the Data Tells Us

Sun Acquisitions

When most people think of private equity, manufacturing isn’t usually the first industry that comes to mind. Yet, recent data tells a different story—one of strong and sustained interest in industrial businesses that are quietly powering some of the most active deal-making in the middle market. According to Private Equity Info , over the past two years, there have been more than 1,060 manufacturing-focused private equity transactions , a surprising figure that underscores the sector’s enduring a

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Surgery Partners Rejects $3.3B Bain Offer, Eyes Public Growth

Law 360 M&A

Surgery Partners, a short-stay surgical facility owner, said on Tuesday it has ended talks with Bain Capital regarding a nearly $3.3 billion take-private proposal, saying it sees a stronger future as a public company.

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Statement of Cash Flows vs. Cash Flow Statement

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

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SolomonEdwards Acquires Pencek Advisors, Launches Private Equity Services Platform

Business Wire M&A

PHILADELPHIA--(BUSINESS WIRE)-- #Consulting--SolomonEdwards, a national professional services firm focused on solving critical business challenges for companies undergoing growth, change or compliance-driven events, today announced the acquisition of Pencek Advisors, a boutique consultancy specializing in private equity portfolio company transformation.

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Will the FRC’s efforts make SME audits any easier?

Accounting Web

Financial reporting

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CSOP: A tax-friendly way to retain talent

Vested

How CSOPs can boost employee retention by offering tax-efficient share options, aligning staff with company goals and fostering long-term loyalty.

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How AI May Reshape The Future Of Adjudication

Law 360 M&A

As discussed at a recent panel at Texas A&M, artificial intelligence will not erase the human element of adjudication in the next 10 to 20 years, but it will drive efficiencies that spur private arbiters to experiment, lead public courts to evolve and force attorneys to adapt, says Christopher Seck at Squire Patton.

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Mastering Intent Data: Understanding its Importance & Best Practices

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.

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Review of Key Economic Indicators for Family Businesses

Auto Dealer Valuation Insights

As we approach the middle of the year, uncertainty in the U.S. economy remains elevated, making this a good time for family businesses to return to the fundamentals and review key macroeconomic indicators from the first quarter of 2025 and into the second quarter. In this week’s post, we provide a brief look at these trends and their implications, as well as some key risks in the U.S.

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Osaic Acquires $13.5 Billion CW Advisors

Business Wire M&A

SCOTTSDALE, Ariz.--(BUSINESS WIRE)-- #TeamOsaic--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions and a portfolio company of Reverence Capital Partners, today announced the acquisition of CW Advisors, LLC (“CW Advisors”), a Boston-based registered investment advisor (RIA) managing $13.5 billion in fee-only client assets.

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SilverRock's $60M Ch. 11 Stalking Horse Bid Gets Green Light

Law 360 M&A

Acknowledging property owner and creditor valuation objections and unsettled claims, a Delaware bankruptcy judge on Tuesday approved a $60 million stalking horse offer intended to jumpstart bidding for a 134-acre tract southeast of Los Angeles that was once part of a resort development plan.

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What is Fair Lending? Program Essentials, Rules, and More | Ncontracts

N Contracts

In today’s regulatory and social climate, fair lending isn’t just a compliance requirement — it’s a cornerstone of trust, risk management, and long-term success for financial institutions.

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When Legal Advocacy Crosses The Line Into Incivility

Law 360 M&A

As judges issue sanctions for courtroom incivility, and state bars advance formal discipline rules, trial lawyers must understand that the difference between zealous advocacy and unprofessionalism is not just a matter of tone; it's a marker of skill, credibility and potentially disciplinary exposure, says Nate Sabri at Perkins Coie.

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These Analysts Revise Their Forecasts On Sage Therapeutics Following Acquisition News

Benzinga

Supernus Pharmaceuticals, Inc. (NASDAQ: SUPN ) on Monday agreed to acquire Sage Therapeutics, Inc. (NASDAQ: SAGE ) for $12.00 per share in cash, or an aggregate of up to approximately $795 million. The deal consideration includes $8.50 per share in cash (or an aggregate of approximately $561 million) plus one non-tradable contingent value right (CVR) collectively worth up to $3.50 per share in cash (or an aggregate of approximately $234 million).

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DOJ Clears $1.8B Safran-RTX Aerospace Deal With Divestiture

Law 360 M&A

French aerospace company Safran will have to divest its North American actuation business to move forward with its $1.8 billion acquisition of Collins Aerospace's flight control unit from RTX, U.S. and British antitrust regulators announced Tuesday.

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Logan Ridge Finance Corporation Announces Adviser Funded Cash Payment to Shareholders in Connection with its Merger with Portman Ridge Finance Corporation

Benzinga

The Company's Investment Adviser Will Finance an Incremental $0.47 Per Share Payment to Logan Ridge Shareholders Immediately Prior to Closing. Payment Effectively Results in Logan Ridge Shareholders Receiving 100% of NAV as of March 31, 2025 Adjusted for Estimated Transaction Costs. NEW YORK, June 17, 2025 (GLOBE NEWSWIRE) -- Logan Ridge Finance Corporation (NASDAQ: LRFC ) ("Logan Ridge" or "LRFC"), today announced that it has entered into an agreement with Mount Logan Management LLC, LRFC&

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Bunge Gets Last-Needed Approvals For $18B Viterra Deal

Law 360 M&A

Grain and seed supplier Bunge Ltd. announced that it has cleared the last antitrust regulatory hurdle to close its $18 billion acquisition of global grain trader Viterra Ltd.

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Diversified Royalty Corp. Announces Acquisition of US-Based Cheba Hut Franchising, Inc.'s Trademarks, a 10% Dividend Increase, and an Increase in Size of its Acquisition Facility

Benzinga

VANCOUVER, British Columbia, June 17, 2025 (GLOBE NEWSWIRE) -- Diversified Royalty Corp. (TSX: DIV and DIV.DB.A) (the " Corporation " or " DIV ") is pleased to announce that it has acquired the trademarks and certain other intellectual property used by Cheba Hut Franchising, Inc. (" Cheba Hut ") of Fort Collins, Colorado, adding a ninth royalty stream (and the second based in the United States) to DIV's portfolio.

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Del. Justices Undo $200M Award In TransCanada Case

Law 360 M&A

Pointing in part to an earlier appellate ruling, Delaware's highest court on Tuesday reversed a Court of Chancery decision that ordered the former TransCanada Corp. to pay $199 million to former Columbia Pipeline Group Inc. shareholders allegedly shorted in a 2016 merger.

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Open AI: Ex-Instacart Head Takes Top Spot At AI Innovator

Global Finance

The division’s other key players—COO, CFO, and chief product officer—will report directly to her. The move leaves Altman free to focus on research, safety sys- tems, and long-term strategy for the ChatGPT provider. Simo, 39, is already a veteran of Silicon Valley. A graduate of the French business school HEC Paris, she began her US career as an intern at eBay.

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Sterling Infrastructure To Buy CEC In $505M Deal

Law 360 M&A

Contractor Sterling Infrastructure Inc. on Tuesday unveiled plans to buy "substantially all" of CEC Facilities Group's assets in a $505 million cash-and-stock deal.

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Stellantis: New Chief Tapped To Guide Automaker

Global Finance

After six months of search inside and outside the company, Stellantis board members agreed to hand the wheel to Antonio Filosa, a 25-year auto industry veteran who will replace departing CEO Carlos Tavares, effective June 23. “This place is in my blood,” Filosa says in a LinkedIn post celebrating his new role. Now 51 and an alumnus of Politecnico Di Milano, he launched his career at Fiat as a quality control supervisor in Spain.

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Cleary Gottlieb Discusses Colorado’s Uniform Antitrust Pre-Merger Notification Act

Reynolds Holding

Earlier this month, the Governor of Colorado signed the Uniform Antitrust Pre-Merger Notification Act (“ the Colorado Act ”) into law, making Colorado the second U.S. state to enact a broad antitrust pre-merger notification requirement following Washington State in April. [1] The Colorado Act is expected to take effect on August 6, shortly after the Washington Act goes into effect on July 27.

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Hybrid work leads to more complex audits – can you handle them?

Accounting Web

Practice strategy Tags Audit Remote working

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Meta Can't Nix FTC's Lead Econ Expert From Antitrust Trial

Law 360 M&A

A D.C. federal judge on Tuesday refused to exclude testimony by the Federal Trade Commission's lead economics expert during an antitrust trial over Meta's acquisitions of WhatsApp and Instagram, finding Meta already had the chance to question if he was biased and that it wouldn't improperly influence a jury since it's a bench trial.

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Motive Acquires InceptEV to Help Customers Accelerate Electric Vehicle (EV) Fleet Transitions

Business Wire M&A

SAN FRANCISCO--(BUSINESS WIRE)--Motive, the AI-powered Integrated Operations Platform, today announced it acquired InceptEV, a software startup from Carnegie Mellon University that uses advanced battery intelligence with machine learning to help companies make smarter electric vehicle (EV) investment decisions.

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Norton Rose Helps Steer $3.8B Keyera-Plains Natural Gas Deal

Law 360 M&A

Canadian oil and gas giant Keyera, advised by Norton Rose Fulbright Canada LLP and McCarthy Tetrault LLP, will acquire substantially all of Plains All American Pipeline LP's Canadian natural gas liquids business for roughly $3.77 billion (around CA$5.16 billion), the companies announced Tuesday.

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SmartStop Self Storage REIT, Inc. Acquires Five Premium Self-Storage Facilities in the Houston Metropolitan Area

Business Wire M&A

LADERA RANCH, Calif.--(BUSINESS WIRE)--SmartStop Self Storage REIT, Inc. (“SmartStop”) (NYSE: SMA), an internally managed real estate investment trust and a premier owner and operator of self-storage facilities in the United States and Canada, announced the acquisition of five Class A, high-quality self-storage properties strategically located throughout the Houston Metropolitan Statistical Area.

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