Harvard Corporate Governance

FEBRUARY 10, 2023

Bandera Master Fund LP ​Mergers and Acquisitions—2023 Posted by Victor Goldfeld, Mark Stagliano, and Anna D’Ginto, Wachtell, Lipton, Rosen & Katz, on Wednesday, February 8, 2023 Tags: Activism , Corporate governance , Delaware Court of Chancery , ESG , M&A , SPACs Factors That Will Impact Proxy Season 2023 Posted by Dorothy J.

180

180

Harvard Corporate Governance

SEPTEMBER 1, 2023

on Wednesday, August 30, 2023 Tags: Delaware articles , Delaware cases , Delaware Court of Chancery , Delaware law , Shareholder meetings , stock splits Disgorgement Accounting After Liu v.

Venture Capital Fund 198

Venture Capital Fund Equity 198

NYT M&A

JULY 7, 2023

The lawsuit targeted Wachtell, Lipton, Rosen & Katz, a well-known Wall Street law firm, for “unjust enrichment” related to Mr. Musk’s $44 billion purchase of Twitter.

Mergers & Acquisitions 97

Mergers & Acquisitions 97

Harvard Corporate Governance

AUGUST 25, 2023

Ellias (Harvard Law School) , on Thursday, August 24, 2023 Tags: Bankruptcy , corporate finance , employee response , Financial regulation , firm cullture , Monetary policy , Restructurings , workforce Statement by Commissioner Uyeda on Private Fund Advisers Posted by Mark T. Uyeda, U.S.

Corporate Finance 189

Corporate Finance Finance Marketability 189

Harvard Corporate Governance

DECEMBER 2, 2022

Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Tuesday, November 29, 2022. Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Thursday, December 1, 2022. The Unicorn Puzzle. Posted by Rüdiger Fahlenbrach (Ecole Polytechnique Fédérale de Lausanne), on Monday, November 28, 2022.

Equity 189

Equity 189

Harvard Corporate Governance

MARCH 21, 2023

Wachter Distinguished Fellow at the University of Pennsylvania Carey Law School; Senior Fellow, Harvard Program on Corporate Governance; Of Counsel, Wachtell, Lipton, Rosen & Katz; and former Chief Justice and Chancellor, the State of Delaware. Rodman Ward, Jr. graduated from Harvard Law School in 1959.

Finance 217

Finance 217

Law 360 M&A

FEBRUARY 16, 2024

Wachtell Lipton Rosen & Katz helped heavyweight clients in major 2023 deals, including Pfizer in its $43 billion acquisition of Seagen and the parent company of Michael Kors in its $10 billion sale to the owner of Kate Spade, putting the firm among Law360's Mergers and Acquisitions Groups of the Year.

Mergers & Acquisitions 52

Mergers & Acquisitions 52

Harvard Corporate Governance

FEBRUARY 9, 2024

Turner, Queen’s University Belfast, on Monday, February 5, 2024 Tags: Banks , British , Extended liability , Insurance firms , Limited liability , Shareholder , Shareholder liability , UK , United Kingdom Exxon proxy suit highlights divide between ESG investing and activism Posted by Amy D. Posted by John D. Roy and Robert A.

Alpha 100

Alpha Banking Equity Compliance 100

Law 360 M&A

APRIL 4, 2024

Global law firms Kirkland & Ellis LLP, Skadden Arps Slate Meagher & Flom LLP, Goodwin Procter LLP and Wachtell Lipton Rosen & Katz were among the most active legal counsel providers for global mergers and acquisitions in the first quarter of this year, according to a new report from the London Stock Exchange Group.

40

40

Law 360 M&A

DECEMBER 4, 2023

Connecticut-based Jacobs Private Equity II LLC has joined forces with Sequoia Heritage and other investors to pour $1 billion into New Jersey firm SilverSun Technologies Inc., an investment led by Wachtell Lipton Rosen & Katz and Lucosky Brookman LLP.

Equity 52

Equity Technology 52

Law 360 M&A

JUNE 12, 2023

Wachtell Lipton Rosen & Katz-led Nasdaq Inc. said Monday it has agreed to acquire software company Adenza from private equity firm Thoma Bravo for $10.5 billion, with Kirkland & Ellis LLP serving as legal adviser to Adenza and Thoma Bravo.

Private Equity Firm 75

Private Equity Firm Equity 75

Harvard Corporate Governance

JANUARY 13, 2023

Emmerich and Robin Panovka, Wachtell, Lipton, Rosen & Katz, on Saturday, January 7, 2023. Tags: Board of Directors , CEOs , Corporate governance , Equilar , Firm Outcomes , Machine Learning. Cross-Border M&A – 2023 Checklist for Successful Acquisitions in the U.S. Posted by Adam O. Top 5 SEC Enforcement Developments.

Banking 189

Banking Finance 189

Harvard Corporate Governance

MAY 26, 2023

Reddy (University of Cambridge) , on Tuesday, May 23, 2023 Tags: Equity offerings , Financial institutions , Financial regulation , investors , London Stock Exchange , Monetary policy Navigating the Current ESG Landscape: Recommendations for the Board and Management Posted by Martin Lipton, Wachtell Lipton Rosen & Katz, on Tuesday, May 23, 2023 (..)

Equity 187

Equity Technology Banking Marketability 187

Law 360 M&A

SEPTEMBER 11, 2023

New York-based Wachtell Lipton Rosen & Katz has urged a California state court to compel arbitration of a lawsuit from Twitter alleging the firm collected a "gargantuan" $90 million fee as it helped the social media company defeat Elon Musk's effort to back out of his $44 billion acquisition, arguing that arbitration is the previously agreed-upon route. (..)

52

52

Benzinga

JULY 12, 2022

It is worth mentioning that Levine is also a former mergers and acquisitions attorney at the law firm Wachtell, Lipton, Rosen & Katz — the same firm Twitter hired to sue Musk. difference.

Marketability 98

Marketability 98

Harvard Corporate Governance

APRIL 22, 2022

Remarks by Commissioner Crenshaw at Symposium on Private Firms. Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Thursday, April 21, 2022. Tags: Accounting , Accounting standards , Cash flows , Firm valuation , Investor horizons , Long-Term value , Management. Posted by J.B.

Equity 207

Equity Marketability Technology 207

Harvard Corporate Governance

APRIL 28, 2023

Posted by Patrick Bolton (Imperial College London) , Adrian Lam (University of Amsterdam) , and Mirabelle Muûls (Imperial College London) , on Wednesday, April 26, 2023 Tags: carbon emissions , carbon pricing , EU , financial firms , net zero , stock prices The Rise of the “Occasional Activist” Posted by Spencer D. Katz, Sabastian V.

214

214

Harvard Corporate Governance

JUNE 17, 2022

Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Saturday, June 11, 2022. Tags: China , Foreign firms , Insider trading , International governance , SEC , SEC enforcement , Securities enforcement , Securities regulation. California Gender Board Diversity Law Is Held Unconstitutional.

Beta 230

Beta Technology Banking Equity 230

Harvard Corporate Governance

FEBRUARY 2, 2024

provides key guidance on advance notice bylaw provisions Posted by Andrew Freedman, Lori Marks-Esterman, and Adrienne Ward, Olshan Frome Wolosky LLP, on Thursday, February 1, 2024 Tags: AAU , Advance Notice Bylaw , ANB , Delaware law , Kellner , Shareholder activism How Do Consumers Use Firm Disclosure? AIM ImmunoTech, Inc.

Debt Financing 100

Debt Financing Banking Capital Structure Finance 100

Law 360 M&A

AUGUST 12, 2022

With so much mergers and acquisitions news this week, you may have missed several deals announced in the last several days helmed by firms such as Wachtell Lipton Rosen & Katz and Willkie Farr & Gallagher LLP.

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40

Harvard Corporate Governance

DECEMBER 23, 2022

Statement by Chair Gensler on PCAOB’s Determinations Regarding Public Accounting Firms in China. Lu, Allison Rabkin Golden, Wachtell, Lipton, Rosen & Katz, on Saturday, December 17, 2022. Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Friday, December 16, 2022. Posted by Sabastian V. Niles, Carmen X.

Accounting Firms 224

Accounting Firms Marketability 224

Reynolds Holding

NOVEMBER 26, 2023

Millstein Center for Global Markets and Corporate Ownership, the Columbia Law School Center on Corporate Governance, and the law firms of Paul Hastings LLP and Wachtell, Lipton, Rosen & Katz. The event is co-sponsored by the school’s Ira M. This year’s panelists are scheduled to include U.S. Co-Sponsored by: Ira M.

Finance 52

Finance Marketability Technology 52

Harvard Corporate Governance

NOVEMBER 14, 2022

Niles, Wachtell, Lipton, Rosen & Katz, on Monday, November 14, 2022 Editor's Note: David M. Lu is Counsel at Wachtell, Lipton, Rosen & Katz. Posted by David M. Silk, Carmen X. Lu, Sabastian V. Silk and Sabastian V. Niles are Partners and Carmen X. Lu, Andrew Brownstein , Steve Rosenblum and Adam Emmerich.

Compliance 220

Compliance Marketability 220

Reynolds Holding

MARCH 5, 2024

This post comes to us from Wachtell, Lipton, Rosen & Katz. It is based on the firm’s memorandum, “AI in the 2024 Proxy Season: Managing Investor and Regulatory Scrutiny,” dated March 4, 2024.

Banking 45

Banking Technology 45

Harvard Corporate Governance

JANUARY 31, 2023

Didden, Wachtell, Lipton, Rosen & Katz, on Tuesday, January 31, 2023 Editor's Note: Damian G. Didden is a Partner at Wachtell, Lipton, Rosen & Katz. This post is based on a Wachtell memorandum by Mr. Didden, Adam Emmerich , Jonathan Moses, and Sabastian Niles. Posted by Damian G. For example, several U.S.

255

255

Reynolds Holding

NOVEMBER 17, 2022

Millstein Center for Global Markets and Corporate Ownership, the Columbia Law School Center on Corporate Governance, and the law firm of Paul Hastings LLP. Igor Kirman (Partner, Corporate, Wachtell, Lipton, Rosen & Katz ; Lecturer in Law, Columbia Law School ). Lipton (Michael M.

Finance 128

Finance Marketability Corporate Finance 128

Harvard Corporate Governance

MARCH 25, 2022

Emmerich, Wachtell, Lipton, Rosen & Katz, on Thursday, March 24, 2022. Tags: Books and records , Delaware articles , Delaware cases , Delaware law , DGCL Section 220 , Equity-based compensation , Firm valuation , Information asymmetries , Information environment , Stock options , Tech companies , Unicorns.

Equity 189

Equity Appraisal Compliance Technology 189

Reynolds Holding

APRIL 18, 2023

This post comes to us from Wachtell, Lipton, Rosen & Katz. It is based on the firm’s memorandum, “Supreme Court Permits Federal District Courts to Consider Constitutional Challenges to Ongoing SEC and FTC Administrative Proceedings,” dated April 17, 2023.

45

45

Harvard Corporate Governance

FEBRUARY 6, 2024

Posted by Martin Lipton, Karessa Cain, and Carmen Lu, Wachtell, Lipton, Rosen & Katz, on Tuesday, February 6, 2024 Editor's Note: Martin Lipton is a Founding Partner, Karessa Cain is a Partner, and Carmen Lu is Counsel at Wachtell, Lipton, Rosen & Katz. more…)

Equity 217

Equity 217

Reynolds Holding

MARCH 16, 2023

This post comes to us from Wachtell, Lipton, Rosen & Katz. It is based on the firm’s memorandum, “Larry Fink’s Annual Letters to Investors,” dated March 16, 2023.

Market Capitalization 49

Market Capitalization Marketability 49

Reynolds Holding

AUGUST 21, 2023

This post comes to us from Wachtell, Lipton, Rosen & Katz. It is based on the firm’s memorandum, “Pressure on DEI Initiatives Continues to Mount,” dated August 18, 2023.

Equity 40

Equity 40

Reynolds Holding

JULY 20, 2023

announced that it intends to give retail investors in one of its key exchange-traded funds more voting power at shareholder meetings, after criticism from both ends of the political spectrum that the firm is unduly influential over voting on ESG issues. This post comes to us from Wachtell, Lipton, Rosen & Katz.

Market Capitalization 40

Market Capitalization Marketability Equity 40

Harvard Corporate Governance

JULY 11, 2023

against Wachtell, Lipton, Rosen & Katz. the successor-in-interest to Twitter, Inc. ( “Twitter” ), files this Original Complaint against Wachtell, Lipton, Rosen & Katz ( “Wachtell” ), and alleges as follows: NATURE OF THE ACTION 1. Plaintiff X Corp., and X Holdings II, Inc. more…)

220

220

Reynolds Holding

AUGUST 1, 2023

This post comes to us from Wachtell, Lipton, Rosen & Katz. It is based on the firm’s memorandum, “PCAOB Proposal to Expand Auditors’ Oversight Role Raises Concerns,” dated July 31, 2023. The comment window for the PCAOB’s proposal closes on August 7, 2023.

Compliance 40

Compliance 40

Reynolds Holding

FEBRUARY 22, 2023

More than 40 years after its invention by lawyer Martin Lipton, the poison pill remains the subject of important judicial decisions and academic debate over corporate governance questions, in both the United States, its country of origin, and Japan, its adopted home. 3] Koh, et al., 687, 688 (2020). [4] 5] Air Products v. Airgas , 16 A.3d

Marketability 64

Marketability Book Value Market Capitalization 64

Reynolds Holding

OCTOBER 18, 2022

This memo, it bears noting, does not necessarily reflect the views of our clients or our firm. This post comes to us from Wachtell, Lipton, Rosen & Katz. It is based on the firm’s memorandum, “ Cryptoassets and the SEC’s Mandate,” dated October 17, 2022.

Marketability 56

Marketability Banking Equity Technology 56

Reynolds Holding

JUNE 15, 2023

This post comes to us from Wachtell, Lipton, Rosen & Katz. It is based on the firm’s memorandum, “Congressional Bill Proposes Comprehensive Cryptoasset Legal Framework Amidst SEC’s Continued Regulation-By-Enforcement,” dated June 7, 2023.

Marketability 45

Marketability Compliance Finance Equity 45