Law 360 M&A

DECEMBER 22, 2023

A range of legal industry topics drew readers' attention in Law360's Expert Analysis section this year, from associate retention strategies to ethical billing practices.

98

98

Harvard Corporate Governance

MAY 25, 2023

Additionally, we take into account individual market nuances when evaluating practices or engaging on certain issues, as well as market practices and norms for engagement. This includes reviewing indicators in our screening models and assessing emerging issues and trends. more…)

Marketability 169

Marketability 169

Law 360 M&A

APRIL 21, 2022

Strong merger and acquisition activity combined with a tight labor market makes employee retention a priority in M&A transactions right now, and a well-implemented strategy extends beyond financial remuneration and begins prior to closing, says Roger Lee at Stubbs Alderton.

Marketability 40

Marketability 40

Harvard Corporate Governance

MARCH 28, 2022

Board quality— We look to companies to disclose their approach to ensuring meaningful board diversity and encourage the board to set out the self-identified demographic profiles of the directors in aggregate, consistent with local law, and how this aligns with the company’s strategy and business model. Climate and natural capital.

230

230

Harvard Corporate Governance

JUNE 21, 2023

It seeks a practical understanding of how boards might evaluate this powerful, but error-prone new tool, and comes with both cautions about its downsides and considerations for potential upsides. In this alert, we offer corporate boards insight about generative AI along with practical cautions, noting both its perils and promise.

243

243

Harvard Corporate Governance

SEPTEMBER 12, 2023

Our approach to evaluating portfolio companies’ corporate governance practices is centered on four pillars of good corporate governance, which are used to organize this brief: board composition and effectiveness, oversight of strategy and risk, executive compensation/remuneration, and shareholder rights.

Equity 152

Equity 152

Harvard Corporate Governance

MARCH 27, 2023

As more investors seek to align their portfolios with their values, asset managers and financial advisers are increasingly offering environmental, social, and governance (ESG) products and strategies. In response to investor demand,” the SEC explained, “[advisers] are increasingly branding and marketing their funds and strategies as ESG.” [1]

Marketability 220

Marketability 220

Harvard Corporate Governance

APRIL 21, 2022

Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Thursday, April 21, 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. Rosenblum , Karessa L. Cain , and Hannah Clark.

Technology 226

Technology Marketability 226

Harvard Corporate Governance

JULY 5, 2023

Posted by Martin Lipton, Wachtell Lipton Rosen & Katz, on Wednesday, July 5, 2023 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, John F.

Equity 261

Equity 261

Harvard Corporate Governance

JUNE 23, 2022

In the latest salvo, on 25 May the US Securities and Exchange Commission (SEC) voted 3:1 to approve two proposals enhancing scrutiny of ESG funds and advisers’ ESG practices. Overview of SEC proposals. In a departure from its historical approach, the SEC now proposes to extend the 80% investment policy (i.e.,

Marketability 294

Marketability 294

Harvard Corporate Governance

MAY 10, 2023

Eccles is Visiting Professor of Management Practice at Oxford University Said Business School and Vanessa Havard-Williams is partner and Global Head of Environment & Climate Change at Linklaters LLP. Posted by Robert G. This post is based on their FCA paper. The focus of the DP is “regulated firms” (i.e.,

Finance 252

Finance 252

Harvard Corporate Governance

JUNE 2, 2022

So what are the leading practices? Improving board practices. Boards may also use assessments to analyze the quality and quantity of materials they receive from management, evaluate their governance practices or consider process changes to make going forward. What is the purpose of the assessment? Planning for board succession.

Compliance 286

Compliance 286

Harvard Corporate Governance

JUNE 26, 2022

The first proposal seeks to create a robust disclosure and reporting framework for funds regarding their ESG investment practices. To effectuate this goal, the proposal would make a number of amendments to the registration and reporting forms utilized by funds in their securities offerings and ongoing periodic reporting.

Marketability 247

Marketability 247

Sun Acquisitions

APRIL 26, 2024

Companies realize that sustainable business practices are suitable for the planet and essential for long-term business success. Sustainable business practices have emerged as a crucial aspect of this evaluation, representing a paradigm shift in how businesses are perceived and valued.

Compliance 52

Compliance Marketability 52

Harvard Corporate Governance

MARCH 1, 2023

So-called Environmental, Social, and Governance (“ESG”) investment practices have come under increasing legal scrutiny. Does state law prohibit public pension trustees from choosing investments, adopting investment strategies, or exercising appurtenant voting rights based on ESG considerations? Schanzenbach and Robert H.

Marketability 220

Marketability 220

Harvard Corporate Governance

DECEMBER 16, 2022

Notable investor behavior in this area includes: An increase in the number of Principles for Responsible Investment (PRI) signatories; A growing proportion of global assets being managed according to sustainable investment strategies; An increase in engagement activities focused on environmental and social issues; and.

Finance 204

Finance 204

Harvard Corporate Governance

MAY 9, 2023

Posted by Laura Sanderson, Sarah Galloway and Kurt Harrison, Russell Reynolds Associates, on Tuesday, May 9, 2023 Editor's Note: Laura Sanderson co-leads the Board and CEO Advisory Partners in Europe and Sarah Galloway and Kurt Harrison are co-heads of Global Sustainability Practice at Russell Reynolds Associates.

Equity 264

Equity 264

Harvard Corporate Governance

AUGUST 18, 2023

Below, we explore three common missteps organizations make in their DE&I efforts and strategies to overcome them. This post is based on a Semler Brossy memorandum by Ms. Natapova, Ms. Soledad, Mr. Gray, and Blair Jones. What does effective DE&I engagement look like at the board and management level? more…)

Equity 189

Equity 189

Harvard Corporate Governance

DECEMBER 7, 2023

This post relates to Corporate Board Practices in the Russell 3000, S&P 500, and S&P MidCap 400: Live Dashboard , a live online dashboard published by The Conference Board and ESG data analytics firm ESGAUGE , in collaboration with Debevoise & Plimpton , the KPMG Board Leadership Center , Russell Reynolds Associates , and The John L.

141

141

Harvard Corporate Governance

NOVEMBER 9, 2022

Specifically, we examine whether greater board diversity is associated with more diverse workforce hiring, more equitable pay practices, and more inclusive corporate cultures. We propose and test three distinct channels through which diverse boards can promote work-place DEI practices within a firm.

Equity 207

Equity Compliance 207

Harvard Corporate Governance

JUNE 20, 2023

Aldy , Professor of the Practice of Public Policy at the John F. This attention on firm-level greenhouse gas emissions has prompted corporations to assess their transition risk exposure and, in recent years, to communicate their assessments of and, in some cases, strategies for managing these risks.

Finance 207

Finance Equity Marketability 207

Mckinsey and Company

AUGUST 24, 2023

Our latest research shows that programmatic acquirers continue to create value from this approach to M&A and identifies the capabilities and practices these companies use to deliver their M&A strategies.

Corporate Finance 87

Corporate Finance Mergers & Acquisitions Finance 87

Harvard Corporate Governance

MAY 29, 2023

Posted by Justus O'Brien and Dean Stamoulis, Russell Reynolds Associates, on Monday, May 29, 2023 Editor's Note: Justus O’Brien co-leads the Board & CEO Advisory Partners Practice and Dean Stamoulis is a Managing Directer at Russell Reynolds Associates. This post is based on their Russell Reynolds memorandum.

183

183

Harvard Corporate Governance

APRIL 21, 2023

In July 2021, State Street Global Advisors, Russell Reynolds Associates, and the Ford Foundation partnered to study best practices for effective board oversight of racial and ethnic diversity, equity, and inclusion (“ The Board’s Oversight of Racial and Ethnic Diversity, Equity, and Inclusion ”). This post is based on their SSGA memorandum.

Equity 303

Equity Marketability 303

Law 360 M&A

MARCH 4, 2024

Freshfields Bruckhaus Deringer LLP welcomed two former Latham & Watkins LLP private equity mergers and acquisitions partners to its practice in New York on Monday, coinciding with the firm's strategy of expanding its private capital services globally.

Equity 52

Equity 52

Harvard Corporate Governance

AUGUST 2, 2023

Investor voting decisions have become more nuanced, universal proxy rules have raised the stakes for getting engagement right, and ongoing economic and market uncertainty put the company’s governance and strategy under additional scrutiny. more…)

Marketability 187

Marketability 187

Harvard Corporate Governance

AUGUST 25, 2023

Posted by Rebecca Forée, and Aeisha Mastagni, California State Teachers' Retirement System, on Friday, August 25, 2023 Editor's Note: Rebecca Forée is Media Relations Manager, and Aeisha Mastagni is Portfolio Manager within the Sustainable Investment & Stewardship Strategies Unit at the California State Retirement System (CalSTRS).

189

189

RNC

FEBRUARY 20, 2024

Solution: Engage industry experts, adopt a phased technology strategy to enhance competitiveness. Solution: Establish strategic partnerships with suppliers, implement hedging strategies. Solution: Conduct regular audits, invest in sustainable practices for compliance and enhanced market reputation.

Compliance 52

Compliance Technology Business Valuation Marketability 52

Harvard Corporate Governance

MARCH 26, 2024

But does this theory work in practice? This unique context raises several questions: How did public companies adjust their disclosure strategies in response to the pandemic? The SEC mandates that public companies assess new information that changes the risks that they face and disclose these if there has been a “material” change.

152

152

Harvard Corporate Governance

SEPTEMBER 7, 2023

Posted by Blair Jones (Semler Brossy), Anna Natapova (Semler Brossy), and Chuck Gray (Egon Zehnder), on Thursday, September 7, 2023 Editor's Note: Blair Jones is a Managing Director at Semler Brossy LLC, Anna Natapova is Principal at Semler Brossy LLC, and Chuck Gray is Coleader of the US CEO and Board Practice at Egon Zehnder.

Equity 225

Equity 225

Sun Acquisitions

MARCH 27, 2024

It includes diversity and inclusion, labor practices, and community engagement. This includes assessing environmental impact, employee well-being, governance structures, and ethical practices. Valuation: Investors often view companies with strong ESG practices more favorably and may command a premium valuation.

Marketability 59

Marketability Compliance 59

Harvard Corporate Governance

JULY 17, 2022

Our research shows that 73% of boards are discussing sustainability strategy at least once per year, and 65% of directors say their board is making a genuine commitment to sustainability. Source: Russell Reynolds Associates’ 2022 Global Board Culture and Director Behaviors Survey.

300

300

IVSC

MAY 2, 2023

Don't miss this opportunity to gain a deeper understanding of the crucial role that consistent and transparent valuation practices play in today's rapidly evolving business and investment environments. Register now and be part of this enlightening discussion. 1:00 p.m.

Banking 246

Banking Marketability 246

Harvard Corporate Governance

AUGUST 22, 2023

Posted by Julie Daum, and Ann Yerger, Spencer Stuart, on Tuesday, August 22, 2023 Editor's Note: Julie Daum is a Leader, North American Boards Practice, and Ann Yerger is a Corporate Governance Advisor at Spencer Stuart. This post is based on their Spencer Stuart memorandum. more…)

187

187

M&A Leadership Council

MARCH 25, 2024

Peet van Biljon Advisor, BMNP Strategies LLC Peet van Biljon advises clients on strategy, transformation, and R&D and innovation management. He is a former consultant at McKinsey & Company and expert in the Strategy & Corporate Finance Practice. He also managed McKinsey’s global Innovation Practice.

Corporate Finance 52

Corporate Finance Technology Finance 52

Harvard Corporate Governance

AUGUST 3, 2022

The scope of the Compensation Committee continues to expand, especially in the areas of human capital management, talent strategy, and diversity, equity & inclusion (DEI). This post is based on their HR Policy Association memorandum. Factors Driving the Change.

Equity 208

Equity 208

ThomsonReuters

JULY 11, 2023

Facing a rise in client expectations and an increasingly complex regulatory environment , a growing number of firms are looking to transform their practice and take their advisory services to the next level. Enter Thomson Reuters ® Practice Forward. Practice Forward delivers the market-proven roadmap that firms need.

Compliance 75

Compliance Marketability 75