Law 360 M&A

MARCH 13, 2023

Private equity giant Silver Lake Capital and the Canada Pension Plan Investment Board said on Monday they have agreed to acquire experience management software company Qualtrics in a $12.5 billion deal guided by five law firms from enterprise software heavyweight SAP and other investors.

Equity 52

Equity 52

Law 360 M&A

JULY 18, 2023

Latham & Watkins LLP-led Ares Management Corp. has agreed to buy Crescent Point Capital, an Asia-focused private equity firm with $3.8 billion in assets under management, which is being guided by Kirkland & Ellis LLP and Milbank LLP on the transaction.

Private Equity Firm 40

Private Equity Firm Equity 40

Law 360 M&A

SEPTEMBER 29, 2022

private equity firm Cerberus Capital Management LP for €1.19 billion) in a deal guided by Linklaters LLP and Latham & Watkins LLP. Singapore-based airport services titan SATS Ltd. has offered to take over Worldwide Flight Services from U.S. billion ($1.14

Private Equity Firm 52

Private Equity Firm Equity 52

Harvard Corporate Governance

JULY 29, 2022

A Board’s Guide to Oversight of ESG. Diversity Leaders Open New Doors for Equity Investors. The Proposed SEC Climate Disclosure Rule: A Comment from Norges Bank Investment Management. Posted by Carine Smith Ihenacho, and Severine Neervoort, Norges Bank Investment Management, on Sunday, July 24, 2022.

Banking 214

Banking Equity Technology Marketability 214

RNC

JANUARY 16, 2024

Even if they have the potential to yield large financial gains, startup equity presents a complex terrain that calls for careful thought and deliberate planning. This Startup Stock Option Survival Guide will go over important pointers to keep your equity stake safe and enhance its worth.

Equity 52

Equity Banking Intangible Assets Marketability 52

Brian DeChesare

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

Equity 95

Equity Start-ups Marketability Banking 95

M&A Leadership Council

FEBRUARY 27, 2024

The Art of M&A® / Strategy An excerpt from The Art of M&A, Sixth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux Research shows that a significant percentage of acquisitions “fail” in some way. In the worst-case scenario, it could all but foreclose access to the equity markets.

Mergers & Acquisitions 59

Mergers & Acquisitions Equity Marketability Technology 59

Appraisal Rights

MAY 17, 2022

Boston Partners, a specialized equity investor with nearly $75 billion under management, says to vote for appraisal rights as part of i ts proxy guidelines. This is no surprise as appraisal rights are critical shareholder rights, especially in instances of unfair mergers or management’s actions that undervalue the company.

Appraisal 52

Appraisal Equity 52

Reynolds Holding

MARCH 27, 2024

They add value through monitoring and advising management – although monitoring seems to have taken precedence in the wake of high-profile financial scandals. The typical concern is one of board capture, i.e., directors siding uncritically with management. How do directors add value to corporations, and what are their incentives?

Equity 59

Equity 59

Scott Mashuda

JANUARY 9, 2024

And while the timing and associated costs are essential considerations when pursuing your growth objectives, it’s also critical to partner with an advisory team that understands the dynamics of your situation and will guide you to the right partner.

Capital Structure 52

Capital Structure Equity Marketability Finance 52

Equidam

MARCH 23, 2023

LivePlan : A platform that offers a step-by-step guide for creating a business plan, including financial forecasting tools and customizable templates. Below are a few of the best options for a startup: Airtable : A customizable database tool that can be used to track investor contacts, manage fundraising pipelines, and analyze data.

Compliance 103

Compliance Equity Marketability 103

John Jenkins

APRIL 3, 2023

Woodruff Sawyer recently published a guide for insurance due diligence on M&A transactions.

Equity 40

Equity 40

M&A Leadership Council

AUGUST 1, 2023

The Art of M&A® / Integration: Harmonization of Post-Merger Compensation Plans An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux Editor’s Note: A growing number of M&A professionals are pursuing the Certified M&A Specialist , or CMAS ® credential.

Total Shareholder Return 52

Total Shareholder Return Mergers & Acquisitions Start-ups Equity 52

Sun Acquisitions

APRIL 7, 2022

CSI is owned by private equity firm Argosy Capital based in Wayne, PA. Larry Sanderman, Managing Director of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement along with Joe Beer, VP of Operations. Sun also provided advisory services throughout the diligence period.

Private Equity Firm 98

Private Equity Firm Equity Marketability 98

Sun Acquisitions

JUNE 15, 2023

TOPS is owned by private equity firm Atlas Holdings, which is based in Greenwich, CT. Our professionals have significant experience and knowledge to thoroughly guide clients through each stage of the sale or acquisition process. If you are interested in buying or selling a business, click here to contact us.

Private Equity Firm 52

Private Equity Firm Equity Marketability 52

IVSC

SEPTEMBER 14, 2022

Nicolas was previously the Managing Director (Valuations) at EverEdge Global, a consultancy specializing in intangible assets. Establishing international valuation standards provides an important guide for valuation professionals worldwide.

Intangible Assets 130

Intangible Assets Corporate Finance Finance Banking 130

Scott Mashuda

MARCH 25, 2024

As expert M&A advisors and CEPAs step in to guide business owners and executive management teams, there are several key advantages when unlocking the superpower of M&A… Read the full article. With a commitment to meaningful engagement and long-term collaboration.

Mergers & Acquisitions 52

Mergers & Acquisitions Business Valuation Marketability Equity 52

Scott Mashuda

APRIL 15, 2024

This is the information that REAG would gather on an initial call so it can be used to guide the strategic decisions that are to come in later stages. This exit strategy can take various forms, including Leveraged Buyouts (LBOs), Management Buyouts (MBOs), Recapitalizations, and more, all of which REAG is equipped to handle.

Marketability 52

Marketability Equity 52

Brian DeChesare

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers.

Start-ups 59

Start-ups Equity Marketability Banking 59

Lighter Capital

SEPTEMBER 26, 2023

For tech startups that need capital to grow fast when opportunity arises, there are two main funding paths to choose from: debt and equity. Equity funding from angel investors or venture firms, which requires selling a stake in the company in exchange for capital, is seen as high-risk, high-reward, and it comes with a certain prestige.

Debt Financing 52

Debt Financing Finance Start-ups Equity 52

Andrew Stolz

AUGUST 4, 2020

Definition of Equity Risk Premium. What Impacts the Equity Risk Premium? Market expected return: Stock prices are influenced by internal factors (management), economic factors, political factors, demand, and supply, etc. How Do You Calculate Equity Risk Premium? Why is the Equity Risk Premium Important?

Risk Premium 52

Risk Premium Equity Risk-free Rate Dividends 52

Value Scout

OCTOBER 17, 2022

If employees have to deal with unexpected management changes or cultural shifts, they may jump ship. You stay on and guide the company’s growth, and your presence helps to sweeten the deal. Selling to a private equity firm. Private equity firms often purchase businesses and keep the owner and management team in place.

Private Equity Firm 52

Private Equity Firm Equity Marketability 52

Sun Acquisitions

FEBRUARY 6, 2023

Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with [Trouvaille Med Spa]. MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field.

Equity 52

Equity Marketability 52

Lighter Capital

JULY 20, 2023

While a well-capitalized venture with several million dollars in the bank can behave like a large, established company from the jump, a bootstrapped startup has to manage cash more carefully, growing at a rate they can afford and control. Raising debt is almost always cheaper — and easier — than raising equity.

Debt Financing 52

Debt Financing Finance Equity Equity Financing 52

IVSC

JANUARY 26, 2022

With a training and background in business, information systems and non-profit association management, my career has increasingly progressed over the past three decades to prepare me to successfully lead ASA. My education and work experience has directly led to my current role as CEO for ASA. How is the ASA involved in the work of the IVSC?

Appraisal 246

Appraisal Business Valuation Technology Intangible Assets 246

RNC

FEBRUARY 13, 2023

ESOP valuation is at the core of a company’s management and financial planning. ESOP valuation can assist in the formation of long-term investment strategies, including the acquisition of new assets and the management of existing ones. Why is ESOP Valuation Important? It is important for several reasons.

Compliance 52

Compliance Equity Marketability Finance 52

Reynolds Holding

MAY 14, 2024

This role effectively fulfills these needs, offering a discreet yet influential way to guide company strategy and governance. Moreover, board observers are crucial in managing compliance with regulations of the Committee on Foreign Investment in the United States (CFIUS). appeals court decision in Obasi Inv. Tibet Pharms.

Private Equity Firm 72

Private Equity Firm Compliance Equity 72

Andrew Stolz

DECEMBER 17, 2021

I based the content on my experience first as an equity analyst, then as a Head of Research managing analysts at firms like Citi and CLSA, where I was voted a no. My goal with the Valuation Master Class is to help you become a top-rated equity analyst, fund manager, or investment banker much faster than I did.

Start-ups 52

Start-ups Finance Equity Business Valuation 52

Reynolds Holding

OCTOBER 26, 2022

In recent years, the gap between the compensation of CEOs and their vice presidents (VPs) has been increasing, especially equity compensation (i.e., First, the pay differential may relate to the varying risks those executives face in managing their firm. VP pay differential in equity compensation. stock and stock options).

Equity 45

Equity Firm Value Marketability 45

RNC

JULY 24, 2023

Valuing equity plays a role in the world as it determines the true value of a company’s shares. Both valuation firms and investors rely on equity valuation to make informed decisions. Neglecting Industry and Market Trends: Valuing equity is not a task. Share advice from seasoned investors on how to avoid them.

Equity 52

Equity Business Valuation Fair Market Value Comparable Company Analysis 52

Brian DeChesare

DECEMBER 20, 2023

Think: Engineering, math, statistics, or something with elements of all these, such as “management science” or “operations research.” Internships at local venture capital or private equity firms. Wealth management. Anything in real estate , such as brokerage, appraisal, or lease management. Corporate banking.

Banking 96

Banking Start-ups Finance Corporate Finance 96

Lighter Capital

AUGUST 3, 2022

Mergers and acquisitions, SPACs, private equity, and IPOs helped to drive more than 1,150 exits — on average more than three per day, including holidays and weekends. Many argue that record-low interest rates created low-cost capital, which in turn gave investors the incentive to pursue equity. Download the guide ➔.

Finance 52

Finance Equity Marketability Business Valuation 52

Viking Mergers

NOVEMBER 28, 2022

Even within publishing, he created new titles and new guides and publications. But, I learned more about how it works and how you can put some of your own equity into it and work with the government to do an SBA loan. I love managing a small group of people, caring for them, and making sure they do well.”. And I love what I do.

Start-ups 130

Start-ups Equity 130

Value Scout

MAY 10, 2023

Search fund entrepreneurs differ from private equity investors, as they actively run the acquired business and grow it. They may partly fund the purchase with equity from the investment group and the rest with external debt. Selling business owners benefit from responsible, long-term investment management with search funds.

Equity 52

Equity Start-ups Marketability Technology 52

Lighter Capital

AUGUST 17, 2023

You have to carefully manage cash flow and optimize business results, then fundraise when the market is hot to maximize your company’s value. Here’s Lighter Capital’s step-by-step guide to help your tech startup survive — and even thrive — when a shaky economy causes funding sources to evaporate.

Banking 98

Banking Marketability Finance Equity 98

M&A Leadership Council

MARCH 1, 2024

Despite these differences, many of the fundamentals of effective M&A also apply to divestitures, and the key corporate staff involved in M&A will typically be chartered to also drive and manage divestitures. Enlist the right leaders to guide divestitures, just like you do for acquisitions.

Start-ups 52

Start-ups Private Equity Firm Mergers & Acquisitions Finance 52

Benzinga

FEBRUARY 15, 2023

The company believes it meets the quantitative requirements, including net shareholder equity and market capitalization. To help guide and assist with the listing process, the company has engaged an advisory firm, Exchange Listing, which is highly experienced with the listing process. It is fully reporting to the U.S.

Market Capitalization 40

Market Capitalization Marketability Banking Equity 40