Harvard Corporate Governance

MARCH 27, 2022

In order to provide an overview for busy in-house counsel and compliance professionals, we summarize below some of the most important SEC enforcement developments from the past month, with links to primary resources. Marlier , Jina Choi , and Michael D. Birnbaum are partners at Morrison & Foerster LLP.

Compliance 237

Compliance Equity 237

Butcher Joseph & Co.

JUNE 1, 2022

The post M&A Market Overview and Trends: Q1 2022 appeared first on ButcherJoseph & Co. 2021 was a banner year for global M&A with deal activity exceeding pre-pandemic levels and nearing peaks of the last decade. Based on first quarter r.

Marketability 72

Marketability 72

Auto Dealer Valuation Insights

AUGUST 19, 2022

Mercer Capital’s Value Focus: Exploration & Production newsletter provides an overview of the industry through supply and demand analysis, commodity pricing, and public market performance. In this quarter’s newsletter. Source.

Marketability 52

Marketability 52

Harvard Corporate Governance

NOVEMBER 7, 2022

In order to provide an overview for busy in-house counsel and compliance professionals, we summarize below some of the most important SEC enforcement developments from the past month, which was an active one as the SEC Division of Enforcement closed out its fiscal year. This post is based on their Morrison & Foerster memorandum.

Compliance 217

Compliance 217

John Jenkins

NOVEMBER 9, 2022

This Dechert memo provides an overview of third quarter merger investigations and indicates that regulators are “walking the walk” when it comes to their stated hard line on merger enforcement.

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Benzinga

JULY 4, 2022

Deal value also dropped to $86 billion in Q1 2022 from $154 billion in Q4 2021 Scope: This report provides an overview of merger and acquisition activity globally in Q1 2022 in. Full story available on Benzinga.com.

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Valutico

JUNE 7, 2022

After the last quarterly figures, Walmart had still forecast an increase of 3%. Walmart Inc. Weekly Valuation: Walmart Inc. – Valutico | 3 June 2022. Detailed valuation: click here. Walmart is a company of superlatives. Although sales increased by 2.4 per cent to 141.6 billion dollars.

Dividends 52

Dividends Marketability Equity 52

Value Scout

FEBRUARY 21, 2023

Planning Upgrades If you use the Value Scout planning toolset to plan out your long and short-term value creation strategies, you’ll be excited to know that you can now track the status of findings, link annual objectives to quarterly initiatives, and track value to all your to-dos without double-counting.

Enterprise Value 93

Enterprise Value Equity Marketability 93

ThomsonReuters

AUGUST 5, 2021

On August 4, 2021, the IRS released Notice 2021-49 that provides additional guidance regarding claiming the Employee Retention Credit (ERC) for employers who pay qualified wages after June 30, 2021, and before January 1, 2022 [IR 2021-165,?Notice Notice 2021-49]. The Employee Retention Credit is a refundable tax?credit ARPA also: .

Treasury 52

Treasury 52

ThomsonReuters

APRIL 14, 2022

This report provides an overview of HIPAA’s privacy, security, and breach notification rules, followed by a more detailed discussion of OCR’s enforcement process and a summary of 2020 complaints and compliance reviews. Highlights of the reports include the following: Compliance Report. Breach Notification Report.

Compliance 52

Compliance 52

Benzinga

OCTOBER 31, 2023

Transaction Overview Greif, Inc. DELAWARE, Ohio, Oct. last twelve months adjusted EBITDA of $57 million and 8.4x

EBITDA 40

EBITDA Marketability Technology 40

Benzinga

JUNE 16, 2022

Transaction Overview. The newly merged company will bring together the organizations and leadership teams of San Jose, California-based VSee, and Houston, Texas-based iDoc with the Nasdaq-listed Digital Health public company.

Entity Value 40

Entity Value Marketability 40

Benzinga

MAY 4, 2023

Overview Third Quarter Fiscal 2023 Results Third quarter 2023 consolidated net sales were $166.1 —Fifth Consecutive Quarter of Gross Margin Expansion— —Industry-Leading Operational Performance at Pre-Pandemic Levels— —34% Growth in Adjusted EBITDA Year-Over-Year— JASPER, Ind., May 04, 2023 (GLOBE NEWSWIRE) -- Kimball International, Inc.

EBITDA 40

EBITDA Marketability Dividends Equity 40

ThomsonReuters

FEBRUARY 9, 2021

The tool provides a brief overview summarizing the available tax credit and the recent extension. Next, the tool walks the user through a series of Yes/No questions to determine if they are eligible to claim a credit for providing qualified leave wages in the first quarter of 2021.

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Benzinga

AUGUST 17, 2023

Transaction Overview Under the terms of the Merger Agreement, a wholly-owned subsidiary of GBBK will merge with and into Cardea, with Cardea surviving, and Cardea will become a wholly-owned subsidiary of GBBK. It is currently anticipated that the transaction will close by the end of the first quarter of 2024.

Enterprise Value 40

Enterprise Value Finance Marketability 40

Benzinga

JULY 18, 2023

Proposed Business Combination Overview Under the terms of the Proposed Business Combination, RCAC will combine with Set Jet, and in connection with the business combination, Set Jet will become a publicly traded entity under the name "Set Jet" and symbol SJET.

Enterprise Value 40

Enterprise Value Finance Marketability Technology 40

Audit Board

AUGUST 25, 2022

Download the full report, 2022 Security Risk Trends: InfoSec Must Transform to Keep Pace With Digital Business , and continue reading below for an overview of the report’s key findings. Digital Risk Lurks in the Shadows. Unfortunately, InfoSec functions have struggled to adapt to these changing needs.

Technology 52

Technology Finance Marketability Compliance 52

Benzinga

SEPTEMBER 8, 2022

." Transaction Overview In the transaction, GGAA will merge with and into Biolog-id with Biolog-id as the surviving company. GGAA shareholders will receive the related Biolog-id ordinary share merger consideration in the form of American depositary shares ("ADSs").

Data Analysis 40

Data Analysis Technology Equity 40

FE International

APRIL 20, 2022

Industry Overview. To learn more about what buyers are looking for and best set your e-commerce business up for its sale, check out our comprehensive e-commerce business exit planning overview. The e-commerce industry continues to flourish at an unparalleled rate. billion in net sales—a 15% increase from third quarter 2020.

Private Equity Firm 98

Private Equity Firm Equity Start-ups Business Valuation 98

Benzinga

APRIL 3, 2023

Transaction Overview Under the business combination agreement, Insight will continue from the State of Delaware to the Province of Alberta and acquire Avila in an amalgamation pursuant to a court-approved plan of arrangement under Alberta law. Expects to be carbon neutral by year-end 2024, with a path toward to net zero by 2027.

Technology 40

Technology Marketability Equity Finance 40

ThomsonReuters

AUGUST 2, 2023

Following is an overview of the Pillar 2.0 aims to end the ‘race to the bottom’ on tax rates by ensuring that multinational enterprises (MNEs) pay a minimum effective corporate tax rate of 15%. What are the OECD’s Pillar 2 Global Minimum Tax rules?

Start-ups 98

Start-ups Technology 98

Benzinga

FEBRUARY 28, 2024

Overview of the Acquisition VAALCO will acquire 100% of the share capital of Svenska from Petroswede AB (" Petroswede " or the " Seller ") in the Acquisition with an effective date of October 1, 2023. VAALCO currently estimates that the net cash due at closing will be in the range of approximately $30 to $40 million, dependent on timing.

Dividends 40

Dividends Equity Banking 40

Benzinga

NOVEMBER 30, 2022

Transaction Overview Upon the closing of the transactions contemplated by the merger agreement, (a) GENQ will be merged with and into ESGL (the "Redomestication Merger"), with ESGL surviving the Redomestication Merger, and (b) ESGH Merger Sub Corp.,

Enterprise Value 40

Enterprise Value Marketability 40

Benzinga

APRIL 19, 2023

Transaction Overview The Transaction is currently anticipated to generate gross proceeds of up to approximately $65 million of cash, underpinned by a $10 million participation in the common stock PIPE by ESGEN's sponsor, ESGEN LLC (to be funded by the sponsor's affiliate Energy Spectrum Partners VIII LP ("Energy Spectrum")) at $10.00

EBITDA 40

EBITDA Enterprise Value Marketability Finance 40

Reynolds Holding

APRIL 16, 2024

More recently, the SEC went substantially further by enacting a set of rules that require sponsors to provide an extensive set of standardized, quarterly disclosures to their investors, mandate annual audits of funds, and restrict certain activities, among other things.

Equity 59

Equity Start-ups Marketability 59

Benzinga

JANUARY 5, 2023

Transaction Overview. DigiAsia is the exclusive Mastercard partner in Indonesia and its other key partners include WesternUnion, Bukalapak, Starbucks, Garuda Indonesia, Semen Indonesia, KaiPay, eFishery, and Home Credit. Management Comments.

Banking 40

Banking Equity Financing Equity Finance 40

Chris Mercer

FEBRUARY 9, 2023

Since 1990, it has been a quarterly publication. About the National Economic Review Mercer Capital’s team of business valuation analysts authors a quarterly overview of the national economy that consists of 15-20 pages of in-depth analysis and several pages of exhibits and charts. Is the National Economic Review for You?

Appraisal 52

Appraisal Business Valuation Marketability 52

Cooley M&A

JANUARY 20, 2022

1] Alliant Transaction Liability Insurance, 2021 Representations & Warranties Insurance Overview and Market Update. [2] For industry experts questioning whether the SPAC momentum that gained traction in 2020 could be sustained, 2021 provided a mixed response. 2] Deal Point Data, accessed on December 31, 2021. Contributors. Jamie Leigh.

Private Equity Firm 40

Private Equity Firm eCommerce Equity Marketability 40

Reynolds Holding

JANUARY 9, 2023

In this overview, ISS Securities Class Action Services reviews the largest shareholder-related settlements of 2022. The company specifically misled investors through its quarterly financial filings and public statements throughout the class period. (A substantive year in review for the U.S. subprime mortgage investments.

Banking 81

Banking Private Equity Firm Marketability Compliance 81

Value Scope

JULY 21, 2020

Their article provides and overview of intangible asset valuation and its challenges. We know ESG is important and valuable, but it will be even more valuable when it is clearly quantified and valued using conventional and customary approaches. It started sometime last year, during the fourth quarter.

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Intangible Assets Beta Alpha Unlevered Beta 130

Reynolds Holding

JUNE 19, 2023

Instead, my work focuses on (a) analyzing specific design issues with respect to ESG-linked swaps (excluded from this brief overview) and (b) presents case studies illustrating dynamics that complement the core insights of the New Governance school. 5] Typically, those seeking to enter into a swap (i.e.,

Banking 59

Banking Compliance Finance Technology 59

ThomsonReuters

APRIL 18, 2023

The question then becomes: how? To assist today’s firms, this article will provide an overview of some of the top accounting issues firms face and the solutions that can help them tip the scale in their favor. What are the current issues in accounting? but there are several common hurdles that often run industry wide.

Technology 52

Technology Compliance Start-ups Finance 52

M&A Leadership Council

FEBRUARY 10, 2022

An Overview of Each Phase of this Lifecycle. Given the breadth and complexity of a true end-to-end process overview, we believe it is important to keep it simple. Don’t miss the importance of the lifecycle framework just because it’s a high-level overview. Overview of Each Phase of the M&A Lifecycle.

Start-ups 52

Start-ups Technology 52

Brian DeChesare

SEPTEMBER 6, 2023

In short: Quarterly Financial Statements: All “private funds” must now issue quarterly statements to investors with the fund’s performance, fees, and expenses. Matt Stoller has a great overview and commentary about these changes if you want more details. Dentons also has a good summary with more details on some rules.

Equity 90

Equity Finance Private Equity Firm Banking 90

Reynolds Holding

FEBRUARY 14, 2023

These are simplified and omit some conditions, exceptions and other details, so consider this just an overview and introduction. The new rules will require directors, executives and other insiders to rethink their own preplanned trading programs, and companies will need to revisit their policies, and disclosure controls and procedures.

Start-ups 58

Start-ups Marketability Compliance Equity 58

Audit Board

OCTOBER 6, 2022

This SOC 2 Framework Guide was designed to be a starting point to understanding and executing a SOC 2 program, and includes: An overview of the SOC 2 framework structure and requirements , with an at-a-glance summary. An overview of the SOC 2 framework compliance flow. . Overview: SOC 2 Framework Compliance Flow.

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Compliance Start-ups 52

Audit Board

APRIL 26, 2023

Automatically surface actionable insights related to compliance against a single framework with Framework Overview to drive next steps and streamline program management. Automatically surface actionable insights related to compliance against a single framework with Framework Overview to drive next steps and streamline program management.

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Compliance 52