Equidam

FEBRUARY 22, 2023

Note: We update our startup valuation parameters on a regular basis, in order to stay current with market data and ensure our platform is consistent with the fundraising environment and broad economic trends. Feb 2023 data ] Below we share our analysis of these updates in more detail. Aswath Damodaran of NYU Stern university. [

EBITDA 106

EBITDA Marketability Technology 106

Musings on Markets

JANUARY 28, 2024

In my last data updates for this year, I looked first at how equity markets rebounded in 2023 , driven by a stronger-than-expected economy and inflation coming down, and then at how interest rates mirrored this rebound.

Risk Premium 93

Risk Premium Beta Start-ups Equity 93

Harvard Corporate Governance

JUNE 16, 2023

Representative Juan Vargas (CA-52), on Tuesday, June 13, 2023 Tags: climate risk , ESG , Financial institutions , Financial regulation , Monetary policy , sustainable investing Comment on PCAOB’s Proposed Auditing Standard Posted by Jack T. Ciesielski and Amy C.

Treasury 185

Treasury Marketability 185

Harvard Corporate Governance

FEBRUARY 20, 2024

As cybersecurity risks have become more prevalent and costly, shareholders have put increased expectations on the Board, who is in place to protect the value of their investment. This should not come as a surprise. Here are seven ways cyber disclosures of publicly traded companies should evolve to meet investor expectations: (more…)

Marketability 130

Marketability 130

Appraisers Blog

FEBRUARY 15, 2024

The appraiser would however, still be unaware of the pervasive cat odors, the excessive wear tear, actual effective ages, possibilities of environmental factors, external obsolescence, changing land use, ongoing projects in the area, the general feel of the area to help legitimately carve out reasonable market research boundaries.

Appraisal 98

Appraisal Marketability 98

Harvard Corporate Governance

JULY 29, 2022

The 2020 updates to proxy advisory rules were the result of a thorough process that was conducted by Commission staff across ten years and two politically distinct administrations, yet the framework implemented by the 2020 rules has been substantially gutted in the span of just a few months—without ever having taken effect.

Marketability 218

Marketability 218

Harvard Corporate Governance

JUNE 2, 2023

Posted by Heidi Welsh, Sustainable Investment Institute, on Friday, June 2, 2023 Editor's Note: Heidi Welsh is the Executive Director at the Sustainable Investments Institute. This post is based on the Proxy Preview report, an annual collaboration between the Sustainable Investments Institute, Proxy Impact, and As You Sow.

Marketability 130

Marketability Equity 130

IVSC

FEBRUARY 21, 2023

Ensuring that valuations of these instruments are performed in a consistent and transparent manner is essential to enhance comparability, consistency, and confidence in financial markets. They are prominent in their areas of practice and include global leaders in financial modelling, securitization, banking, and investment management.

Banking 130

Banking Marketability Business Valuation 130

Equidam

FEBRUARY 16, 2024

On February 29th, 2024, you’ll be upgraded to the latest version of Equidam, with updated valuation parameters. This update may result, on average, in a slight valuation decrease. To help explain why, we have provided more detailed analysis in the article below. What’s changing: 1.

EBITDA 44

EBITDA Specific Risk Banking Marketability 44

Benzinga

MARCH 4, 2024

(TSXV: AKR , OTC: AKRFF ) (the "Company"), a gift card, loyalty marketing, payments and point-of-sale technology consolidator and services provider, is pleased to provide an update on their recent acquisition of Simpliconnect. Full story available on Benzinga.com

Marketability 45

Marketability Technology 45

Harvard Corporate Governance

DECEMBER 23, 2022

Investment Management Regulatory Update. Proxy Advisors Update Voting Guidelines for 2023. Tags: Activism , M&A , Real Estate , SEC , stock market , Vulnerability Score. Lu, Allison Rabkin Golden, Wachtell, Lipton, Rosen & Katz, on Saturday, December 17, 2022. Posted by Gregory S. Rowland, Sarah E. Kim and Leon E.

Accounting Firms 224

Accounting Firms Marketability 224

Harvard Corporate Governance

APRIL 21, 2022

As boards of directors seek to provide effective oversight and guidance, their mandate is being further shaped by the wide embrace of ESG, stakeholder governance and the focus on sustainable long-term investment strategies. This post is based on a Wachtell Lipton memorandum by Mr. Lipton, Steven A. Rosenblum , Karessa L.

Technology 226

Technology Marketability 226

Harvard Corporate Governance

JULY 29, 2022

Trends and Updates from the 2022 Proxy Season. 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. Global M&A Industry Trends: 2022 Mid-Year Update.

Banking 206

Banking Equity Technology Marketability 206

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. trillion during the course of the year.

Marketability 115

Marketability Market Capitalization Start-ups Equity 115

ThomsonReuters

DECEMBER 11, 2023

What are LIHTC investments? In March 2023, the Financial Accounting Standards Board ( FASB ) issued an  Accounting Standards Update (ASU)  aimed at improv ing the accounting and disclosures for investments in tax credit structures. Jump to: What is the proportional amortization method?

Equity 52

Equity Finance Marketability 52

Benzinga

MARCH 26, 2024

surety market and is an important step in achieving our long-term growth plans. As we expand licenses, the Treasury listed entity will allow Trisura to access a broader portion of a larger surety market," commented David Clare, President & CEO, Trisura. "We Treasury listed surety company. About Trisura Group Trisura Group Ltd.

Treasury 45

Treasury Marketability 45

Equidam

SEPTEMBER 13, 2023

Editor’s note: This post was originally published in November 2016 and has been updated with latest data for accuracy in September 2023. On top, different sectors have different setup times, adoption speed, sales cycles and market opportunities. Building a startup into a sustainable business requires multiple years of commitment.

Start-ups 120

Start-ups Banking Marketability Technology 120

Biz Equity

DECEMBER 17, 2021

In December 2020, the SEC made history by updating the Investment Advisers Act of 1940, adopting a modernized RIA marketing rule.

Marketability 52

Marketability 52

BV Specialists

SEPTEMBER 12, 2022

You know your business better than anyone, and like your own life, you can dig deep to break down the areas that can be updated, enhanced, and made more efficient with some introspection, that can be converted into new processes that ultimately increase revenue and net profits. Updating Your Fixed Assets & Maintenance Programs.

Marketability 85

Marketability Finance Business Valuation 85

Benzinga

NOVEMBER 30, 2023

30, 2023 (GLOBE NEWSWIRE) -- Nilam Resources, Inc, (OTC: NILA ) $NILA, gives update on corporate and operational activities and announces new direction for the Company. SNOHOMISH, Wash., NILA has recognized the incredible potential of frontier technologies, including FinTech, MedTech and ClimateTech.

Technology 40

Technology Marketability 40

Benzinga

AUGUST 18, 2022

Chamath Palihapitiya was one of the biggest names in the SPAC market in 2021 and when times were good for new companies going public, Palihapitiya had some of the best-performing deals of that year. Clover Health Investments (NASDAQ: CLOV ): Online health insurance. Price: $6.88. Return: -31.2%. Return: -31.2%. Price: $5.20.

Technology 104

Technology Marketability 104

Harvard Corporate Governance

JANUARY 27, 2023

Osebreh, Mayer Brown LLP, on Sunday, January 22, 2023 Tags: 10b5-1 , disclosures , Insider trading , Liability standards , SEC enforcement , Securities Exchange Act of 1934 M&A Predictions and Guidance for 2023 Posted by Ethan Klingsberg, Freshfields Bruckhaus Deringer LLP, on Monday, January 23, 2023 Tags: Antitrust , CFIUS , China , Institutional (..)

Banking 185

Banking Finance Equity Marketability 185

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance 128

Corporate Finance Finance Start-ups Dividends 128

ThomsonReuters

JULY 25, 2023

To keep pace in an increasingly competitive landscape, forward-looking firms are investing in artificial intelligence (AI) solutions to automate tax workflow, open up additional revenue streams, and better serve clients. If your firm is considering an investment in tax technology, the time is now.

Technology 98

Technology Accounting Firms Compliance Marketability 98

Brian DeChesare

JANUARY 4, 2023

Any discussion of the financial markets in 2022 needs to acknowledge one important fact upfront: it was the worst year for stocks and bonds since at least 1871. Meanwhile, disasters kept emerging in the riskiest parts of the market, such as crypto (see: FTX , Celsius, etc.), Total Gain Over Pre-Covid Market Levels: +54%.

Marketability 86

Marketability Start-ups Treasury Dividends 86

Musings on Markets

FEBRUARY 11, 2023

A few weeks ago, I posted my first data update pulling together what I had learned from looking at the data in 2023, and promised many more on the topic. In the month since, I have added two more data updates, one on US equities and one on interest rates , but my attention was drawn away by other interesting stories.

Risk Premium 76

Risk Premium Start-ups Equity Marketability 76

BV Specialists

AUGUST 29, 2022

Marketing Effectiveness. Marketing is the biggest day-to-day challenge for many small business owners. For others, old-school word of mouth and physical networking such as industry conference presence is something to consider investing more resources into. Here are a few to consider that might assist in your expansion efforts.

Marketability 77

Marketability 77

Reynolds Holding

SEPTEMBER 21, 2023

Today [September 20], the Commission is considering final rules to update the Names Rule. The Names Rule reflects a basic idea: A fund’s investment portfolio should match a fund’s advertised investment focus. Thus, in the Investment Company Act of 1940, Congress included fund naming provisions.

Compliance 40

Compliance Marketability 40

Reynolds Holding

MARCH 25, 2024

The need for technology investment has been propelled by regulatory requirements, consumer preference for digital services, and the pursuit of operational efficiencies, such as streamlined loan processing. The impact of technology investments on community bank mergers and acquisitions is ambiguous due to two conflicting effects.

Banking 59

Banking Technology Marketability Equity 59

Brian DeChesare

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets.

Banking 97

Banking Start-ups Finance Equity 97

Equidam

FEBRUARY 8, 2023

On February 23, 2023 you’ll be upgraded to the latest version of Equidam with updated valuation parameters. 2 | Industry EBITDA multiples used in the VC and DCF with multiple methods Our multiples are based on public market conditions at the beginning of the current year. The Equidam Team The post PARAMETERS UPDATE P5.6

Specific Risk 52

Specific Risk EBITDA Marketability 52

Brian DeChesare

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking?

Banking 59

Banking Marketability Start-ups Equity 59

Benzinga

JULY 18, 2023

(OTCQB: KOAN ) ("Resonate") is pleased to report an update on its acquisition partner Pegasus Specialty Vehicles, LLC ("Pegasus" or the "Company"). On June 23, 2023, Resonate announced the signing of an Agreement and Plan of Merger (the "Merger Agreement") with Pegasus and made a $435,000 investment into the Ohio-based company.

Technology 52

Technology Marketability 52

IVSC

JUNE 6, 2023

Mr Barbosa was Professor of Commercial Law – Corporations of UERJ (2000-2001), corporate law in the Continuing Education Program of FGV-Rio (2007-2015) and Concrete Cases of Corporate Law and Capital Markets of FGV-Rio (2016-2018). Mary Barth IVSC Trustee and Vice Chair of the Financial Accounting Foundation Mary is the Joan E.

Equity 130

Equity Mergers & Acquisitions Marketability 130

Equidam

SEPTEMBER 20, 2022

On September 22nd, 2022 you’ll be upgraded to the latest version of Equidam with updated valuation parameters. Most of the parameters determining the discount rate have been updated to reflect the most recent market situation in terms of systemic and industry-specific risk. The post PARAMETERS UPDATE P5.5

Specific Risk 52

Specific Risk Marketability Equity 52

Reynolds Holding

AUGUST 31, 2023

This update discusses shareholder activism activity involving NYSE- and Nasdaq- listed companies with equity market capitalizations in excess of $1 billion and below $100 billion (as of the last date of trading in 2022) during 2022. Additional statistical analyses may be found in the complete Activism Update linked below.

Market Capitalization 52

Market Capitalization Equity Marketability 52

Harvard Corporate Governance

OCTOBER 28, 2022

ESG’s roots can be traced back to socially responsible investing (SRI). [4] 11] This was a quintessential investment decision involving the appropriate enterprise value of two different entities, not a vote on a routine matter or a non-binding shareholder proposal. In terms of the retirement market, $12.6

Banking 199

Banking Enterprise Value Marketability Compliance 199