Audit Board

MAY 5, 2023

Arsh Kaur: “Next, based on that materiality and based on what’s important for your organization, identify any reporting frameworks or important topics in the ESG universe to track. There’s obviously a lot of different topics and things your organization can focus on across the E, the S, and the G.

Start-ups 52

Start-ups Compliance Technology Marketability 52

Equidam

FEBRUARY 7, 2024

Seek Expert Input: Don’t hesitate to consult with financial advisors, business partners, experienced founders and investors to validate your assumptions and methodologies. Use Valuation as a Strategic Tool: Beyond attracting investment, use your valuation as a tool for strategic planning, setting milestones, and measuring progress.

Private Equity Firm 61

Private Equity Firm Marketability EBITDA Equity 61

ThomsonReuters

JULY 11, 2023

Gain a comprehensive understanding of your firm’s Advisory journey and discover actionable steps to help move your firm forward with the Thomson Reuters Advisory Progress report – take the assessment now and unlock your firm’s full potential! What are the paths to advisory services?

Compliance 75

Compliance Marketability 75

M&A Leadership Council

JUNE 12, 2023

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Providing their deep subject expertise and practical insights are two Senior Advisors from the M&A Partners IT and Cybersecurity Practice, Anna Sherony and Mark Dickelman.

Start-ups 52

Start-ups Technology Compliance Banking 52

IBG Business

APRIL 4, 2023

While the LOI provides the basic terms and conditions of the eventual contract, it should acknowledge that negotiations are still in progress. Given the uncertainty of how a deal will progress, in most cases neither buyer nor seller wants to be ultimately bound by the LOI and will state in the LOI that it is non-binding.

Start-ups 52

Start-ups Finance Marketability 52

ThomsonReuters

JANUARY 2, 2024

Houlahan and Bice recently unveiled the progress of a bipartisan Paid Family Leave Working Group that held several meetings to explore Paid Family and Medical Leave (PFML) legislation. While no details have been released so far, topics examined by the working group provide some insight. Requests for responses are due January 31, 2024.

Compliance 52

Compliance 52

Reynolds Holding

NOVEMBER 7, 2022

This might arise when, during a lengthy trial, an investigator and the participant form a bond where they share confidences and the investigator reveals, perhaps inadvertently, some MNPI about the progress of the trial. It is only awareness of material information that triggers the prohibition on trading.

105

105

M&A Leadership Council

SEPTEMBER 9, 2021

The risks of brand damage, customer churn, and substantial costs have brought this topic to the forefront in many recent M&A Leadership Council workshops. Providing their deep subject expertise and practical insights are two Senior Advisors from the M&A Partners IT and Cybersecurity Practice, Anna Sherony and Mark Dickelman.

Start-ups 52

Start-ups Technology Compliance Banking 52

Benzinga

OCTOBER 26, 2022

Clear and compelling strategic and financial rationale, with significant synergies and long-term benefits for customers, business partners, employees, and shareholders . Progress on its transformation allows Aegon to increase its 2023 dividend per share target from around EUR 0.25 with associated governance rights and EUR 2.5

Marketability 40

Marketability Dividends Start-ups Banking 40

Reynolds Holding

APRIL 10, 2023

While some larger institutions have progressed in building controls around environmental, social, and governance (ESG) reporting, many organizations have designed ad hoc controls around certain key sustainable business metrics. SideBar Fraud risk is one topic that typically finds its way onto the agendas of audit committees.

Compliance 45

Compliance Going Concern Value Start-ups Finance 45

Reynolds Holding

DECEMBER 10, 2023

Candor Partners estimate that 30 to 40% of the $5.6tril buybacks executed by companies in the UK, EU and US over the last 5 years alone are likely to have been affected. Seigne and Osterrieder have written extensively on this topic, most papers are published on SSRN, the foundation paper being “ The Great Deception ”. [5]

Dividends 45

Dividends Total Shareholder Return Corporate Finance Finance 45

ThomsonReuters

MARCH 27, 2024

By using data analysis and working with other government agencies and partners, the IRS can improve its efforts to enforce the law and make sure non-filers are paying their taxes. A comprehensive plan would involve clear priorities, enforcing the rules, working with others, and keeping track of progress.

Compliance 97

Compliance Data Analysis Technology 97

Audit Board

OCTOBER 10, 2023

If the impact from either perspective is material, then that matter, account, issue, or topic is considered material. From Limited Assurance to Reasonable Assurance CSRD reports should begin to be issued in 2025, covering the previous year.

Finance 52

Finance Technology Compliance Banking 52

Reynolds Holding

JULY 26, 2023

Today’s rule, by contrast, reads like a test run for future overly prescriptive, overly costly disclosure rules covering a never-ending list of hot topics. 30] The requirement to file an amended 8-K when new information comes in will provide the attacker regular updates on the company’s progress. [31] 45] How is that reasonable?

Compliance 40

Compliance Corporate Finance Finance Marketability 40

Brian DeChesare

OCTOBER 12, 2022

We have detailed articles on all these topics (click the links), so I don’t want to waste time re-explaining them. Partners and MDs who have better economics but may not like other aspects of the firm, such as the Founders or senior Partners, the office politics, the industry focus or investment strategy, the LP relationships, etc.

Private Equity Firm 59

Private Equity Firm Equity Start-ups Marketability 59

Reynolds Holding

MAY 4, 2022

The 2021 Annual Corporate Directors Survey [5] indicates that ESG is among the topics that shareholders most want to discuss with directors, and 62 percent of directors of companies with annual revenues in excess of $5 billion confirmed that ESG themes are regularly on their board’s agenda. 4] See, [link]. [5] Heineman, Jr.

Compliance 58

Compliance Marketability 58

Audit Board

JANUARY 26, 2023

Audit leaders must stay close to the business and partner with them to understand the most urgent risks that should be added to the audit plan within the next quarter. The individual also conducts weekly or bi-weekly sprint meetings with stakeholders to discuss audit progress and any issues.

Start-ups 52

Start-ups Banking Technology 52

ThomsonReuters

DECEMBER 16, 2022

14030 , and stated, “Together, we must combat the climate crisis with bold, progressive action that combines the full capacity of the Federal Government with efforts from every corner of our Nation, every level of government, and every sector of our economy.”. 13990 and E.O. What is an ESG narrative and why is it important?

Start-ups 59

Start-ups Compliance 59

Audit Board

AUGUST 29, 2023

Whether you are already progressing with your digital transformation or have yet to take the plunge, there is an imperative for continuous improvement. This includes upskilling personnel, dedicating time to innovation activities, and working with the right external partners. We hope to inspire you with some practical solutions.

Technology 52

Technology Start-ups Compliance Finance 52

Musings on Markets

DECEMBER 10, 2021

In the most benign case, a mismatched CEO recognizes the mismatch, sets ego aside and finds a partner or co-executive with the skills needed for the company. Put simply, when a company lasts for a century, the progression of time naturally takes care of mismatches and succession.

Start-ups 83

Start-ups Marketability Technology Market Capitalization 83

Musings on Markets

OCTOBER 6, 2023

A more tangible way to see why intangibles have become a hot topic of discussion is to look at the evolution of the top ten companies in the world, in market capitalization, over time: In 1980, IBM was the largest market cap company in the world, but eight of the top ten companies were oil or manufacturing companies.

Intangible Assets 104

Intangible Assets Book Value Equity Start-ups 104

Reynolds Holding

FEBRUARY 1, 2023

billion acquisition of Citrix Systems by affiliates of Vista Equity Partners and Evergreen Coast Capital, Zendesk’s $10.2 billion buyout of Citrix Systems by affiliates of Vista Equity Partners and Evergreen Coast Capital, the $10.2 Shaw, Third Point, Trian Partners, Corvex and newcomers such as Voss Capital, among others.

Finance 45

Finance Equity Technology Banking 45

Audit Board

AUGUST 31, 2023

Reporting Scope - EU The CSRD uses the term “sustainability matters,” which covers various ESG topics including, among others, climate-related or environmental issues (e.g., Reportedly, the EU standards also closely align with Global Reporting Initiative (GRI) standards. GHG emissions), fundamental rights-related issues (e.g.,

Compliance 52

Compliance Start-ups Technology Banking 52

Reynolds Holding

MARCH 27, 2023

The case will be argued on April 17, 2023, by Thomas Hungar, a Gibson Dunn partner in the Washington, D.C. June 15, 2022): In at least one action, investors challenged corporate commitments on ESG- related topics. The Supreme Court granted the petition for a writ of certiorari. Gibson Dunn represents Slack in this litigation.

Technology 59

Technology Start-ups Compliance Finance 59

Reynolds Holding

NOVEMBER 30, 2022

In recent months, the concept of ESG has become fraught with political and legal implications as actors and lawmakers on both sides of the political spectrum and at all levels of government have seized on ESG and attempted to conflate it with progressive or liberal values.

Banking 85

Banking Compliance Marketability 85