Brian DeChesare

JANUARY 24, 2024

Let’s start with the elephant in the room: yes, we’ve covered the growth equity case study before, but I’m doing it again because I don’t think the previous examples were great. So, you can think of this example and tutorial as “Growth Equity Case Study: The Final Form.” They over-complicated the financial model (e.g.,

Equity 105

Equity Private Equity Firm Start-ups Comps 105

Equidam

AUGUST 10, 2023

Guest post from an Equidam partner: Bianca Iulia Simion , Marketing Lead at SeedBlink As the world of startups continues to evolve and mature, navigating the intricacies of equity management has emerged as a critical aspect of successful entrepreneurship. This leads to confusion and potential conflict during fundraising rounds.

Equity 52

Equity Capital Structure Dividends Marketability 52

Lighter Capital

FEBRUARY 12, 2024

Equity dilution is simply the result of supply and demand. To grow the business, founders and co-founders often sell an ownership stake in the company, or equity , to investors to raise capital; many will also issue equity to hire and compensate early team members. Think of equity shares as pieces of a pie.

Equity 52

Equity Start-ups Finance Marketability 52

Cooley M&A

OCTOBER 12, 2022

On September 28, 2022, Cooley sponsored the third virtual event in Axios’ Dealmakers series: A Conversation on M&A in Today’s Market. The event highlighted discussions surrounding the ever-changing dealmaking landscape of today and the impact of a recession on the future of the market. Check out the recorded event >.

Marketability 52

Marketability eCommerce Finance Equity 52

Biz Equity

AUGUST 4, 2022

Life events can impact not only your family, but also your business - and vice versa. Family-owned companies represent roughly 90% of all U.S

Business Valuation 97

Business Valuation 97

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

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.”

Equity 82

Equity Banking Start-ups Private Equity Firm 82

Harvard Corporate Governance

SEPTEMBER 28, 2023

In this article, we construct a novel measure for identifying short-squeeze events triggered by sharp price increases, i.e., a market squeeze. This measure is distinct from and complimentary to existing lender squeeze measures, i.e., measures that identify short squeezes based on borrowed shares that are recalled by the lender.

Marketability 220

Marketability Finance Equity 220

RNC

AUGUST 15, 2023

Equity valuation holds significance. However, like any tool, equity valuation models present their fair share of challenges and limitations. In this blog post, we will delve into the balance, between precision and practicality, in equity valuation. Discuss strategies to overcome these hurdles.

Equity 52

Equity Discounted Cash Flow Equity Financing Business Valuation 52

Benzinga

MARCH 1, 2024

Everbridge, Inc. NASDAQ: EVBG ) shares are trading higher after it amended and restated the previously announced merger agreement with Thoma Bravo. As per the terms of the amended and restated deal, Thoma Bravo has increased the price at which it has agreed to acquire all outstanding shares of Everbridge to $35.00 per share in cash, or $6.40

Equity 64

Equity 64

Cooley M&A

DECEMBER 15, 2021

When designing, implementing and disclosing executive, director and equity compensation programs that reflect the business strategy and drive long-term value, public companies are subject to an evolving regulatory landscape and must understand investor and proxy advisory firm expectations. For more information, please email Joey Anderson.

Comps 40

Comps Equity 40

Harvard Corporate Governance

OCTOBER 24, 2023

Related research from the Program on Corporate Governance includes The Law and Economics of Equity Swap Disclosure (discussed on the Forum here ) by Lucian Bebchuk; The Law and Economics of Blockholder Disclosure (discussed on the Forum here ) by Lucian Bebchuk and Robert J. This post is based on their Olshan memorandum. more…)

Equity 213

Equity 213

Value Scout

MARCH 30, 2023

What do you do in the event of an insoluble dispute among shareholders before or after a succession? The right solution for succession can then be to sell the business to financial investors and private equity managers. In recent years, private equity companies have increasingly shifted their focus to small- and medium-sized companies.

Equity 52

Equity Finance Marketability 52

Harvard Corporate Governance

JUNE 2, 2023

This event forced a re-evaluation of our most fundamental beliefs and institutions and became a catalyst for change. Our Scorecards serve as educational tools, guidelines to help a variety of stakeholders understand and gauge corporate progress on racial equity. We conduct our annual deep-dive research from May – September.

Equity 177

Equity 177

Harvard Corporate Governance

AUGUST 7, 2023

Mega grants are large, one-time equity awards with long vesting periods (up to 10 years) granted in lieu of or in addition to annual awards with the intended purpose of providing significant incentive to achieve long-term targets. We recently published a paper on SSRN (“Mega Grants: Why Would A Board Approve Nine-Figure CEO Pay?”)

Equity 230

Equity Market Capitalization Technology Marketability 230

Law 360 M&A

MARCH 15, 2023

million) offer made by funds related to private equity firm Providence Equity Partners LLC, in a deal guided by Weil Gotshal & Manges (London) LLP and Macfarlanes LLP. Hyve Group PLC said Wednesday that it has agreed to a £320 million ($386.5

Private Equity Firm 40

Private Equity Firm Equity 40

Harvard Corporate Governance

SEPTEMBER 29, 2023

Success for startups is often framed as reaching a liquidity event, or exit, that provides financial returns and rewards to the investors, founders, and employees. In general, a startup can be said to fail when it ultimately falls short of reaching an exit at a valuation that would provide a return to all equity holders.

Equity 213

Equity Finance Marketability 213

Benchmark Report

MAY 5, 2022

Dealsourcing is a key event in Germany for M&A professionals, hosting hundreds of participants including private equity firms, funding platforms, restructuring advisors, M&A advisors, and due diligence professionals, to name a few. Do you want to be featured and showcased in front of leading dealmakers?

Private Equity Firm 98

Private Equity Firm Equity Banking Finance 98

Cooley M&A

DECEMBER 14, 2020

The bankers on the panel shared the belief that the quality of SPAC sponsors has increased as private equity firms, successful dealmakers and well-regarded VC investors launching their own SPACs. More private companies have chosen to remain private for longer periods due to the availability of capital from VC and private equity funds.

Private Equity Firm 52

Private Equity Firm Equity Marketability Banking 52

Benzinga

FEBRUARY 20, 2024

As we approach the final stages of closing on this important transaction, this common equity investment will support the growth plan to drive value for our stakeholders." "We are excited about this strategic investment, which underscores the confidence in our business model and growth prospects," said Esteban Saldarriaga, CEO of LLP. "This

Equity 40

Equity Marketability 40

Harvard Corporate Governance

AUGUST 11, 2022

That proposal would, among other things, require certain advisers to hedge funds and private equity funds to provide current reporting of key events, and enhance reporting requirements for large private equity and large liquidity fund advisers. more…).

Equity 205

Equity 205

Harvard Corporate Governance

JUNE 9, 2022

Rich, at last year’s conference, you and I spoke about how technology has transformed and continues to transform our equity markets. [1]. equity volume. Last year, during the meme stock events, that share swelled to a peak of 47 percent. [2] This has led to some good things.

Equity 199

Equity Marketability Technology 199

Harvard Corporate Governance

MAY 4, 2023

The amendments significantly expand the scope of the Form’s reporting requirements and increase the frequency of filings for large hedge fund advisers and private equity fund advisers. 1] Today’s amendments are the first step to reversing those initial, fruitful efforts at effective regulation. 5] (more…)

Compliance 219

Compliance Equity 219

Harvard Corporate Governance

JULY 8, 2022

The events of the summer of 2020 galvanized the country and drew attention to how systemic racism and injustice continue to burden communities of color. Niles are partners at Wachtell, Lipton, Rosen & Katz. This post is based on a Wachtell memorandum by Mr. Emmerich, Mr. Silk, Mr. Niles, Elina Tetelbaum , and Carmen X.

Equity 202

Equity Finance 202

Auto Dealer Valuation Insights

NOVEMBER 3, 2023

This past week, Mercer Capital was a part of D CEO’s 2023 Energy Awards—a fantastic event that celebrates the energy industry, transactions, and individuals that impact the Dallas Fort Worth Metroplex. However, broader reaches of the industry were also recognized, such as private equity and royalty companies.

Equity 52

Equity 52

Benzinga

MARCH 28, 2024

supplier of portable power for industrial, corporate and event use. CES Power is backed by industrial-focused private equity firm Allied Industrial Partners ("Allied"). MEMPHIS, Tenn. The acquisition was made through CES Power's global division, CES Global LLC ("CES Global"), which acquired ABird/Apex from U.K.

Private Equity Firm 40

Private Equity Firm Technology Equity 40

Benzinga

JANUARY 18, 2024

18, 2024 (GLOBE NEWSWIRE) -- CES Power LLC ("CES Power" or "the Company"), a leading global provider of sustainable mobile power generation, distribution, and temperature control solutions for large events, today announced that it has acquired Fourth Generation, a provider of temporary power services to live events and the entertainment industry.

Private Equity Firm 40

Private Equity Firm Equity 40

Brian DeChesare

JUNE 29, 2022

If you’re thinking about exit opportunities and can’t decide between private equity and hedge funds , activist hedge funds might be your solution. Similar to private equity firms, they operate on longer time frames, influence companies’ operations and finances, and might catalyze major changes, such as spin-offs or acquisitions.

Private Equity Firm 52

Private Equity Firm Equity Banking Start-ups 52

Business Wire M&A

MARCH 14, 2023

Cvent”) (Nasdaq: CVT), an industry-leading meetings, events and hospitality technology provider, today announced that it has entered into a definitive agreement to be acquired by an affiliate of private equity funds managed by Blackstone (“Blackstone”) in a transaction valued at an enterprise value of approximately $4.6 billion.

Enterprise Value 98

Enterprise Value Equity Technology 98

Scott Mashuda

APRIL 15, 2024

Here we will focus on the critical elements of the Discover Gate : The Triggering Event and The Action Plan. The Discover Gate or Discover Phase encompasses two key deliverables: the identification of a Triggering Event and an assessment of business attractiveness along with personal, financial, and business readiness.

Marketability 52

Marketability Equity 52

Henry Horne

AUGUST 23, 2022

A Simple Agreement for Future Equity (SAFE) is a debt-like agreement between an investor and a company, often a startup. The agreement provides the investor with equity rights in the company at a future point after certain events have occurred, called a triggering event.

Equity 52

Equity 52

Benzinga

DECEMBER 22, 2023

per share in cash, for a total equity value of $14.0 William Blair highlights Bristol Myers' commitment to reestablishing its neuroscience pipeline as a primary focus during the 2023 R&D event. Earlier Friday, Bristol Myers Squibb & Co (NYSE: BMY ) agreed to acquire Karuna Therapeutics Inc (NASDAQ: KRTX ) for $330.00

Equity 52

Equity 52

Harvard Corporate Governance

JUNE 16, 2023

providing CVR holders a payment if the average market price of the issuer’s equity security is less than a preset target price) or event-driven (e.g., Executive Summary This study addresses CVRs, the public M&A analog to the earnout used in private deals, which can be price-driven (e.g.,

Equity 153

Equity Marketability 153

Scott Mashuda

APRIL 23, 2024

Mergers and acquisitions (M&A) are critical events for businesses, presenting opportunities to achieve synergies , enhance resilience, and strengthen their competitive position. Within these activities, balance sheet restructuring is a vital component, allowing companies to reorganize their financial structure to support these goals.

Equity 52

Equity Private Equity Firm Marketability 52

Benzinga

DECEMBER 14, 2023

14, 2023 (GLOBE NEWSWIRE) -- CES Power LLC ("CES Power" or "the Company"), a leading global provider of sustainable mobile power generation, distribution, and temperature control solutions for large events, today announced that it has acquired Roundrock Technology ("Roundrock"), a provider of scalable IT services to the entertainment industry.

Technology 45

Technology Private Equity Firm Equity 45

Brian DeChesare

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. By contrast, an event-driven fund would never bet on such a situation.

Equity 64

Equity Start-ups EBITDA Banking 64

Lighter Capital

NOVEMBER 15, 2023

We are delighted to host an event that goes beyond just financial support. We are both humbled and proud after receiving feedback from Summit attendees who felt it was an invaluable, impactful experience that's unlike other startup events. Hot on the tail of our Third Annual U.S.

Banking 59

Banking Finance Marketability Equity 59