Wed.Jun 25, 2025

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Beyond the Corporate Culture Wars: How Companies Are Revolutionizing Decision-Making on Social Issues

Harvard Corporate Governance

Posted by Gadinis (University of California, Berkeley), on Wednesday, June 25, 2025 Editor's Note: Stavros Gadinis is the George R. Johnson Professor of Law at the University of California, Berkeley School of Law. This post is based on his working paper. While academics debate corporate purpose and politicians fight over “woke capitalism,” something remarkable is happening on the ground in corporate America.

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Deep Tech Valuation: Using Technology Readiness Levels

Equidam

Early-stage valuation has always been about capturing potential before it becomes obvious. For deep tech startups—companies developing breakthrough technologies in areas like quantum computing, advanced materials, biotechnology, and cleantech—this challenge becomes even more complex. Unlike software startups that can iterate rapidly and achieve product-market fit within months, deep tech ventures often require years of development before reaching commercial viability.

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Investment Stewardship 2024 Annual Report

Harvard Corporate Governance

Posted by John Galloway, Vanguard, Inc., on Wednesday, June 25, 2025 Editor's Note: John Galloway is Global Head of Investment Stewardship at Vanguard, Inc. This post is based on a Vanguard report. Investment Stewardship program Vanguard’s Investment Stewardship program has a clear mandate to safeguard and promote long-term shareholder returns on behalf of the Vanguard-advised funds and their investors.

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Q2 2025 Economic and M&A Middle Market Update

Butcher Joseph & Co.

Jeff Buettner unpacks the current state of dealmaking for $2M to $10M EBITDA businesses. The post Q2 2025 Economic and M&A Middle Market Update appeared first on ButcherJoseph & Co.

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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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Navigating the 2025 M&A Landscape: Trends, Data, and Insights

IT Valuations

July 15, 2025 2:00 PM – 2:45 PM CST The first half of 2025 has brought significant shifts in the M&A and valuation landscape. As businesses continue to adapt to evolving economic conditions and market dynamics, understanding the latest trends and data is crucial for strategic decision-making. Join Reed Warren (CEO), Aaron Mahl (Executive Vice President for Business Development), and Corey Kerns (Vice President of M&A) from iTValuations for an insightful webinar that will delve into

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The new rules for getting your operating model redesign right

Mckinsey and Company

The goal of a redesign is to increase value, but failure rates are high. New research updates classic rules of redesign to help leaders flip the odds of success.

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Business Valuation for Buying an Optometry Clinic

Peak Business Valuation

The optometry industry has seen healthy growth in recent years. With more aging patients and fewer optometrists, now is an ideal time to buy an optometry clinic. However, buyers should avoid rushing into a sale without due diligence. Understanding the value of the optometry clinic and what the purchase entails is key to success. A business valuation for buying an optometry clinic reveals critical details for strategic decisions.

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Thinking of Moving into Your Rental Before Selling? Here's What It Means for Your Taxes

Trout CPA

Written by Randall Weaver, CPA & Alex Mowery, CPA Are you thinking about moving into your rental property to save on taxes when you sell? You’re not alone; many property owners explore this idea to take advantage of the home sale gain exclusion. But the rules are trickier than they seem, and depending on your history with the property, the savings might not be as big as you’d expect.

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Succession Planning for Family-Owned Businesses: Best Practices

Class VI Partner

Key insights Succession planning for family-owned businesses is one of the most delicate and complex parts of long-term business strategy. You’re not just passing down a company, you’re transferring legacy, leadership, relationships, and financial outcomes that impact your family and your employees.

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Comment on FOIA, AI, & the Appraiser’s Defense: A Blueprint for Fighting Back by Retired Appraiser

Appraisers Blog

Today every appraiser should be celebrating *Andy Cuomo’s second consecutive as* kicking. Karma rules mighty one. Do come back for more. *Andy Askbite was primarily responsible for handing your fees to AMCs in 2009.

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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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DayMark Wealth Partners Enter Florida Market with $350M Advisory Team Acquisition

Business Wire M&A

CINCINNATI--(BUSINESS WIRE)--DayMark Wealth Partners, a rapidly growing registered investment advisor managing $3.8 billion for its mostly private clients, today announced its expansion into Florida with the addition of an advisory team that previously managed $350 million. The team, led by Managing Partners Steve Rowe and Emily Rowe, establishes DayMark’s Southeast Florida presence with offices in Fort Lauderdale and Stuart.

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Gerald Edelman advises on Greenhouses Direct Limited acquisition

Accountancy Today

Gerald Edelman’s corporate finance team has advised Kantik Capital and Mirabel Group Limited on the acquisition of Greenhouses Direct Limited. The firm acted as a buy-side adviser, performing detailed financial and tax due diligence, reviewing working capital, net debt and forecast earnings, as well as providing general advice throughout the transaction.

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Law School's Missed Lessons: Rejecting Biz Dev Myths

Law 360 M&A

Law schools don’t spend sufficient time dispelling certain myths that prevent young lawyers from exploring new business opportunities, but by dismissing these misguided beliefs, even an introverted first-year associate with a small network of contacts can find long-term success, says Ronald Levine at Herrick Feinstein.

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Jim Cramer Predicts 'M&A Wave' Even As Shell Denies BP Merger Deal: TV Host Says This Is The 'Most Bullish Thing' That Can Happen In This Market

Benzinga

Renowned television host Jim Cramer is cheering a potential mega merger between energy giants Shell PLC (NYSE: SHEL ) and BP PLC (NYSE: BP ), seeing it as a catalyst for a broader surge in deal-making activity. What Happened: On Wednesday, Cramer posted on X, forecasting an imminent wave of mergers and acquisitions, especially in the energy sector, calling it an “M&A wave,” kick-started by Shell and BP.

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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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O'Melveny Forms Special Credit And Liability Mgmt. Group

Law 360 M&A

O'Melveny & Meyers LLP has launched a special credit and liability management group, announcing the move Tuesday as a reflection of "growing client demand for integrated, end-to-end support across the credit cycle, particularly as capital solutions become increasingly complex and bespoke.

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Bain Capital and 11North Partners Acquire Portfolio of Open-Air Lifestyle Retail Centers in Oklahoma City

Business Wire M&A

BOSTON & NEW YORK--(BUSINESS WIRE)--Bain Capital and 11North Partners (“11North”), a retail focused investment platform, today announced the acquisition of three open-air, lifestyle retail centers in Oklahoma City for approximately $212 million. The private transaction was completed via an exclusive joint venture between Bain Capital Real Estate and 11North that focuses on acquiring and operating open-air retail centers throughout the U.S. and Canada.

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EU Probing Mars' $36B Deal For Pringles-Maker Kellanova

Law 360 M&A

European competition enforcers said Wednesday they are investigating snack food and candy giant Mars Inc.'s planned $35.9 billion purchase of Cheez-It and Pringles maker Kellanova over concerns the combined company would have too much negotiating power with retailers.

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Court Square Capital Partners Announces Acquisition of DCCM

Business Wire M&A

NEW YORK--(BUSINESS WIRE)--Court Square Capital Partners (“Court Square”), a leading U.S. middle market private equity firm, today announced it has acquired a majority stake in DCCM (the “Company”), a national provider of design, consulting, and construction management services. Based in Houston, Texas, DCCM is a diversified engineering services firm specializing in public sector infrastructure projects, including transportation, water, and power and utilities, among other key categories.

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Latham Lands M&A Pro In NY From Wachtell

Law 360 M&A

Latham & Watkins LLP has added an attorney from Wachtell Lipton Rosen & Katz to bolster its mergers and acquisitions and private equity practice and capacity to handle various types of transactions globally.

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Sands Capital Announces Successful Venture Exit Following Brightflag Acquisition

Business Wire M&A

ARLINGTON, Va.--(BUSINESS WIRE)--Sands Capital Global Ventures Fund II announces the successful exit of its investment in Brightflag, a global provider of AI-powered legal spend and matter management software, following a definitive agreement for the company to be acquired by Wolters Kluwer Legal & Regulatory for approximately €425 million in cash.

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Bain, 11North Team Up On $212M Oklahoma City Retail Buy

Law 360 M&A

Bain Capital Real Estate and 11North Partners announced Wednesday that they have acquired three open-air retail centers in Oklahoma City for approximately $212 million, in a move that underscores growing institutional interest in high-performing retail despite shifting consumer habits and lingering inflation.

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Moody’s fully acquires ICR Chile, solidifying its leading position in key Latin American markets

Business Wire M&A

NEW YORK--(BUSINESS WIRE)--Moody’s Corporation (NYSE:MCO) announced today that it has fully acquired ICR Chile (ICR), a leading provider of domestic credit ratings in Chile. The transaction follows Moody’s 2019 acquisition of a minority stake in ICR and will further strengthen its presence in Latin America’s domestic credit markets. Following the transaction, ICR will continue issuing domestic ratings in Chile under its own rating process and methodologies.

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Spirit Flags Competition Concerns Over United-JetBlue Pact

Law 360 M&A

Spirit Airlines LLC has filed a complaint with federal transportation regulators contending that a recently announced partnership between United Airlines and JetBlue raises issues similar to an alliance between American and JetBlue that was blocked over competition concerns.

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Marsh McLennan’s Oliver Wyman to Acquire Healthcare Analytics Business Validate Health

Business Wire M&A

NEW YORK--(BUSINESS WIRE)--Oliver Wyman, a global leader in management consulting and a business of Marsh McLennan (NYSE: MMC), today announced an agreement to acquire Validate Health, a healthcare analytics business that enables healthcare providers and Accountable Care Organizations (ACOs) to better manage costs, risk, and performance. The terms of the transaction, expected to close in summer 2025, were not disclosed.

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Xero Paying Up To $3B For Melio Amid North American Push

Law 360 M&A

Xero Ltd. has agreed to acquire New York-based payments platform Melio for $2.5 billion, plus up to $500 million in contingent payments, as the New Zealand-based company looks to deepen its North American presence.

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Inszone Insurance Services Acquires Eagle Harbor Insurance, Strengthening Presence in Washington

Business Wire M&A

SACRAMENTO, Calif.--(BUSINESS WIRE)-- #agencyacquisition--Inszone Insurance Services, a rapidly expanding national provider of commercial, personal, and benefits insurance, proudly announces its acquisition of Eagle Harbor Insurance, LLC, a respected insurance agency located on Bainbridge Island, Washington. Founded in 1998, Eagle Harbor Insurance has been a trusted provider of personalized insurance solutions for over two decades.

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Minovia Therapeutics Ltd. and Launch One Acquisition Corp. Announce Proposed Business Combination to Create Nasdaq-Listed Mitochondrial Therapy Company in $1 Trillion+ Mitochondrial and Longevity Markets

Benzinga

HAIFA, Israel, and GEORGE TOWN, Cayman Islands, June 25, 2025 (GLOBE NEWSWIRE) -- Minovia Therapeutics Ltd. ("Minovia" or the "Company"), a clinical-stage biotechnology company developing what it believes to be first-in-class therapies to treat mitochondrial diseases and combat age-related decline, and Launch One Acquisition Corp. (NASDAQ: LPAA , "Launch One")), a special purpose acquisition company focused on healthcare innovation, announce entering into a definitive business combination agreem

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Norton Rose Adds Energy M&A Pro In Houston From Latham

Law 360 M&A

Norton Rose Fulbright announced Wednesday that it has added an energy-centered corporate, mergers and acquisitions and securities partner in Houston who joined from Latham & Watkins LLP.

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IRS Form 8283 - Member Question

ISA

6/27/2025 12:00:00 AM Answer : First, let’s review when an appraiser becomes involved with IRS Form 8283. A written appraisal by a qualified appraiser is required when a donated item—or a group of similar items donated to a qualified charitable organization—is valued at more than $5,000. The donor, the appraiser, and the donee must each complete their respective sections of Section B on IRS Form 8283.

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SwervePay, Buyers Duel In Del. Over Payment Tech Fraud Suit

Law 360 M&A

Dueling fraud claims have gone to Delaware's chancellor for judgment, following post-trial arguments in litigation that began with principals of e-payment facilitator SwervePay accusing the company's buyers of overstating — by tens of billions — payment volumes that would generate post-sale earnouts under a proposed 2020 acquisition.

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New Home Co. Completes Acquisition of Landsea Homes Corporation

Benzinga

IRVINE, Calif., June 25, 2025 (GLOBE NEWSWIRE) -- New Home Co. ("New Home") and Landsea Homes Corporation ("Landsea Homes") today announced that New Home has completed the previously announced acquisition of Landsea Homes. The transaction brings together two highly complementary, leading homebuilders to create a privately-held, top-25 national homebuilder with a strong foundation for growth.

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Anti-Aging Biotech Startup Minovia Inks $180M SPAC Merger

Law 360 M&A

Minovia Therapeutics Ltd., an Israeli startup developing treatments for age-related decline, plans to go public in the U.S. at a $180 million valuation by merging with special purpose acquisition company Launch One Acquisition Corp., both parties announced Wednesday.

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Big Four trade graduates for AI, Xero buys Melio, e-invoicing’s $600bn opportunity

Accounting Web

Tech pulse

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BigLaw Fixtures Steer Blockbuster Lakers Sale

Law 360 M&A

Los Angeles Lakers minority owner Mark Walter unveiled his bid to assume control of the team Wednesday, enlisting Davis Polk & Wardwell LLP to guide acquisition of the team, with ArentFox Schiff LLP representing the Lakers.

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