Harvard Corporate Governance

AUGUST 30, 2022

Posted by Mathieu Pellerin (Dimensional Fund Advisors), on Tuesday, August 30, 2022 Editor's Note: Mathieu Pellerin is Senior Researcher at Dimensional Fund Advisors. This post is based on his recent paper. Dimensional’s recent paper The Economics of Corporate Governance provides a concise overview of the corporate governance literature. We focus on the governance of for-profit, publicly traded corporations and address two important questions.

269

269

BVR

AUGUST 29, 2022

The 2022 AAML/BVR National Divorce Conference is just a little over a month away! Take a moment to meet a trio of our speakers.

228

228

Chris Curtain

SEPTEMBER 1, 2022

How to Value My Company’s Intellectual Property The Importance of Knowing Your IP’s Value As businesses continue to globalize and modernize in the present day, many are incorporating more technology and non-physical assets into their companies. As a result, firms are coming to terms with the fact that intellectual property (IP) increasingly comprises the bulk […].

Appraisal 130

Appraisal Technology 130

Viking Mergers

AUGUST 27, 2022

If you are a business owner, I am willing to bet that you have asked yourself this question: “When should I sell my business?” The thought may even keep you up at night. If it does, you are not alone. No matter the size, industry, or location of a business, owners worry themselves sick about finding the best time to sell a business. I know because I have been there, and my clients have been there.

Business Valuation 130

Business Valuation 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

Harvard Corporate Governance

SEPTEMBER 1, 2022

Posted by Andrew Freedman, Kenneth Mantel, and Ian Engoron, Olshan Frome Wolosky LLP, on Thursday, September 1, 2022 Editor's Note: Andrew Freedman and Kenneth Mantel are partners and Ian Engoron is an associate at Olshan Frome Wolosky LLP. This post is based on their Olshan memorandum. Related research from the Program on Corporate Governance includes Universal Proxies (discussed on the Forum here ) by Scott Hirst.

267

267

BVR

AUGUST 30, 2022

The 2022 AAML/BVR National Divorce Conference is just a little over a month away! Take a moment to meet a trio of our speakers.

189

189

Mckinsey and Company

AUGUST 28, 2022

Africa’s fintech industry is coming of age. In the face of political and economic challenges and a global pandemic, fintech on the continent is booming. Here’s what comes next.

145

145

Harvard Corporate Governance

AUGUST 31, 2022

Posted by Cailin Slattery (University of California Berkeley), Alisa Tazhitdinova (University of California Santa Barbara), and Sarah Robinson (University of California Santa Barbara), on Wednesday, August 31, 2022 Editor's Note: Cailin Slattery is Assistant Professor of Business and Public Policy at University of California Berkeley Haas School of Business; Alisa Tazhitdinova is Assistant Professor of Economics at the University of California, Santa Barbara; and Sarah Robinson is a PhD candidat

Treasury 252

Treasury 252

Benzinga

SEPTEMBER 2, 2022

Signet Jewelers Ltd. (NYSE: SIG ) CEO Gina Drosos recently appeared on Jim Cramer ’s ‘Mad Money’ to discuss the company's recent $360-million acquisition of online jewelry retailer Blue Nile. The acquisition opens the Hamilton, Bermuda-based company up to "a new consumer cohort," Drosos explained. Blue Nile, which has been around for 20 years, recorded revenues of over $500 million in 2021 and is a pioneer of online engagement rings with.

Marketability 98

Marketability 98

Internal Audit 360

SEPTEMBER 1, 2022

I t’s easy for internal audit to get stuck in a rut. We approach the year with plans to revise last year’s internal audit plan, but in the end, we don’t change that much. We move to the comfort zone and put the audits we know how to do and the ones that seem important on the audit plan. It’s very possible, particularly for teams that have been in place for a long time, to cling to a “that’s the way we have always done it” mentality.

Marketability 98

Marketability 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

Mckinsey and Company

AUGUST 29, 2022

Today’s challenging environment requires business leaders to hone their edge in three critical areas: insights, commitment, and execution.

Corporate Finance 119

Corporate Finance Finance 119

Harvard Corporate Governance

AUGUST 28, 2022

Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Sunday, August 28, 2022 Editor's Note: Gary Gensler is Chair of the U.S. Securities and Exchange Commission. This post is based on his recent public statement. The views expressed in this post are those of Chair Gensler, and do not necessarily reflect those of the Securities and Exchange Commission or the Staff.

238

238

Benzinga

SEPTEMBER 2, 2022

A consortium led by China's Hollysys Automation Technologies, Ltd's (NASDAQ: HOLI ) management aims to take the U.S.-listed automation and control system maker private in a deal at a $1.8 billion valuation, Reuters reports. The consortium plans to offer about $29 per share, representing a premium of 71% to the firm's September 1 closing price of $16.96.

Technology 98

Technology 98

The Guardian M&A

AUGUST 31, 2022

Company says money from deal will be used to cut debt and reinvested in its ‘core convenience’ business The Co-operative Group has agreed to sell its petrol forecourt business to its supermarket rival Asda for £600m, saying it would use the money to reduce debt and open more convenience stores. The sale includes 129 petrol stations with grocery stores attached located across the UK, representing 5% of Co-op’s retail estate of more than 2,500 outlets, as well as three planned petrol station sites

98

98

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

Mckinsey and Company

SEPTEMBER 2, 2022

What does the future of work look like in Asia? How can leaders adapt to accommodate their employees’ wants and needs, attract new talent, and still ensure productivity?

103

103

Harvard Corporate Governance

SEPTEMBER 1, 2022

Posted by W. Hardy Callcott, Corin R. Swift, and Benjamin F. Farkas, Sidley Austin LLP, on Thursday, September 1, 2022 Editor's Note: W. Hardy Callcott and Corin R. Swift are partners and Benjamin F. Farkas is a senior managing associate at Sidley Austin LLP. This post is based on their Sidley memorandum. On August 3, 2022, the U.S. Securities and Exchange Commission (SEC) published a Staff Bulletin providing guidance regarding conflicts of interest under broker-dealer Regulation Best Interest

Compliance 233

Compliance 233

Biz Equity

SEPTEMBER 1, 2022

BizEquity's Director of Client Success, Marie Donovan, and Scott Gabehart, Chief Valuation Officer, take you through BizEquity's 7-step valuation process in real-time. Beginning with the essentials of valuation, Marie and Scott will show you how to deliver on-demand valuations to business owner clients.

98

98

Benzinga

AUGUST 30, 2022

A former Twitter Inc (NYSE: TWTR ) security chief has turned whistleblower, alleging the company knew of security and bot issues. The information could support Tesla Inc (NASDAQ: TSLA ) CEO Elon Musk’s accusations the social media platform has downplayed bot issues. Here’s what one analyst has to say about the newest piece of information in the highly publicized acquisition of the social media platform.

98

98

Mckinsey and Company

AUGUST 30, 2022

Thrive Global Founder and CEO Arianna Huffington was attuned to the deleterious effects of burnout culture long before COVID-19 struck—and she’s on a mission to stamp it out.

101

101

Harvard Corporate Governance

AUGUST 31, 2022

Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Wednesday, August 31, 2022 Editor's Note: Subodh Mishra is Global Head of Communications at Institutional Shareholder Services, Inc. This post is based on an ISS Corporate Solutions publication by Paul Hodgson, Senior Editor at ISS Corporate Solutions, Noam Cherki, Regulatory Affairs Intern, and Karina Karakulova, Director of Regulatory Affairs and Public Policy, at Institutional Shareholder Services.

Banking 231

Banking 231

Law 360 M&A

AUGUST 30, 2022

Elon Musk sent another letter to Twitter declaring his termination of his $44 billion deal to take the social media giant private, citing in part new allegations raised by Twitter's former top security executive, who was fired in January and recently filed a series of federal whistleblower actions.

98

98

Benzinga

AUGUST 30, 2022

Tesla Inc. (NASDAQ: TSLA ) CEO Elon Musk sent a second termination letter to Twitter, Inc. (NYSE: TWTR ) on Monday — this time adding additional bases separate and distinct from the ones mentioned in the July 8 termination letter — according to an amendment to the Schedule 13D filed with the SEC on Tuesday. “Allegations regarding certain facts, known to Twitter prior to and as of.

98

98

The Guardian M&A

AUGUST 30, 2022

Tesla chief is trying to withdraw from his agreement to a $44bn takeover of the social media platform Elon Musk has formally added last week’s whistleblower allegations against Twitter as a reason for terminating his $44bn (£37.7bn) takeover of the social media platform. Representatives of the Tesla CEO said accusations of “far-reaching misconduct” at Twitter from Peiter Zatko, the company’s former head of security, constituted a further breach of the deal.

Technology 98

Technology 98

Harvard Corporate Governance

SEPTEMBER 2, 2022

Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Friday, September 2, 2022 Editor's Note: Martin Lipton is a founding partner of Wachtell, Lipton, Rosen & Katz, specializing in mergers and acquisitions and matters affecting corporate policy and strategy. This post is based on a Wachtell Lipton memorandum by Mr. Lipton, Steven A. Rosenblum , Karessa L.

Marketability 228

Marketability 228

Rhythm Systems

AUGUST 29, 2022

Use the SMART Goals Framework. The SMART goals framework helps you set realistic goals that are measurable, attainable, relevant, specific, timely, and trackable. Many successful people across all industries use this framework to achieve success. These apply to individual, team, and company goals. Using this proven framework helps you reach your goals faster.

98

98

Benzinga

AUGUST 30, 2022

Roper Technologies, Inc (NYSE: ROP ) agreed to acquire Frontline Education from Thoma Bravo in an all-cash transaction valued at $3.725 billion. Including a tax benefit, the net purchase price is $3.375 billion, representing 19 times Frontline's estimated 2023 EBITDA. Frontline's cloud-based software provides a connected platform of administrative.

EBITDA 98

EBITDA Technology 98

Law 360 M&A

SEPTEMBER 2, 2022

A Meta Platforms Inc. attorney told a Federal Trade Commission in-house judge Friday that the Facebook successor is unlikely to settle the agency's challenge to its planned purchase of virtual reality fitness app developer Within Unlimited Inc.

98

98

Harvard Corporate Governance

AUGUST 28, 2022

Posted by Hester M. Peirce, U.S. Securities and Exchange Commission, on Sunday, August 28, 2022 Editor's Note: Hester M. Peirce is a Commissioner at the U.S. Securities and Exchange Commission. This post is based on her recent public statement. The views expressed in this post are those of Ms. Peirce and do not necessarily reflect those of the Securities and Exchange Commission or its staff.

222

222

Rhythm Systems

AUGUST 31, 2022

You can make an argument that your company’s annual planning meeting is the most important thing you do all year. It is where you have your entire leadership team discusses all of the key issues facing your company and industry. Each of your quarterly execution plans will anchor off of the decisions you make during the yearly planning meeting, and those quarterly plans are what drive the focus of your team’s weekly and daily execution.

98

98

Benzinga

SEPTEMBER 2, 2022

On Thursday, analyst Pablo Zuanic from Cantor Fitzgerald offered an industry update on four recent M&A deals and Glasshouse Series B Preferred stock issuance. Highlights. Zuanic said the deal between Curaleaf Holdings Inc. (NASDAQ: CRBLF) and Four20 Pharma stands out from the rest, because it could have the greatest long term strategic implications “especially if Curaleaf international goes for a NASDAQ listing (in the event US MSOs do not have a line of sight on listing themselves).

Dividends 98

Dividends Marketability 98

Law 360 M&A

SEPTEMBER 2, 2022

More companies are gearing up for potential initial public offerings this autumn, albeit at a restrained pace compared with the traditional post-Labor Day surge given the choppy market conditions that have delayed many IPO timetables until 2023.

Marketability 98

Marketability 98

Harvard Corporate Governance

AUGUST 30, 2022

Posted by Michael W. Peregrine (McDermott Will & Emery) and Charles W. Elson (University of Delaware), on Tuesday, August 30, 2022 Editor's Note: Michael W. Peregrine is partner at McDermott Will & Emery LLP, and Charles W. Elson is Founding Director of the Weinberg Center for Corporate Governance and Woolard Chair in Corporate Governance (ret.) at the University of Delaware.

Accounting Firms 216

Accounting Firms Finance Banking 216

Rhythm Systems

AUGUST 31, 2022

Did you know that nearly half of all companies fail to meet their financial targets? Much of this lack of success can be traced back to poor annual planning sessions. Perhaps you talked about the targets and set them, but you failed to create an action plan to get there. I understand - there is an amazing amount of work that goes into facilitating a winning planning session.

98

98

NYT M&A

AUGUST 29, 2022

Peiter Zatko’s accusations of false statements and security shortcomings at Twitter may be used by Mr. Musk in the legal battle over a $44 billion acquisition of the company.

Mergers & Acquisitions 98

Mergers & Acquisitions 98