Benzinga

DECEMBER 28, 2023

One of the hottest investment topics of 2024 is likely to be whether Elon Musk ‘s SpaceX will spin off its Starlink satellite launch services business — an initial public offering (IPO) that would likely garner massive support. However, many analysts believe such sales and profitability conditions have already been met.

Marketability 59

Marketability Equity 59

IVSC

JANUARY 24, 2024

These significant improvements follow an extensive public consultation in 2023 and ensure that the standards remain relevant and supportive for all stakeholders in the valuation process. In conjunction with the publication of IVS (Effective 31 January 2024) the IVSC is also publishing a red line version of the latest updates to the standard.

Intangible Assets 279

Intangible Assets Compliance Marketability Banking 279

Reynolds Holding

JUNE 21, 2022

The meteoric global rise of ESG investing is increasingly being met with an equally ambitious regulatory disclosure regime, and, targeting greenwashing, policymakers are beginning to bare their teeth. In a departure from its historical approach, the SEC now proposes to extend the 80% investment policy (i.e., Overview of SEC proposals.

Marketability 83

Marketability Treasury Finance Compliance 83

Reynolds Holding

JULY 12, 2022

Stewardship has, along with sustainability, social equality, biodiversity, and climate risk management, emerged in recent years as a favorite buzzword in corporate governance and investment management circles. Others expand the long-lamented notion of shareholder ownership to include active ownership and responsible investing.

Marketability 119

Marketability 119

Reynolds Holding

MAY 26, 2022

Today [May 25], the Commission is considering a proposal to improve disclosures by certain investment advisers and funds that purport to take Environmental, Social, and Governance (ESG) factors into consideration when making investing decisions. Funds often disclose objective metrics as well. What does “fat-free” mean?

Marketability 49

Marketability 49

Brian DeChesare

FEBRUARY 16, 2022

One of the more controversial industry groups is public finance investment banking. The controversy starts with the name: Is public finance “really” investment banking? You could argue this either way, but the short answer is yes , public finance still counts as investment banking.

Finance 65

Finance Banking Equity Marketability 65

Shephard Mullin M&A

OCTOBER 5, 2023

While these topics have always been within the purview of the Agencies to investigate, requiring expanded categories of disclosures in the Form increases the potential for substantive inquiry and potential delays for PE firms and other investors required to file a premerger notification under the HSR Act.

Private Equity Firm 52

Private Equity Firm Equity Mergers & Acquisitions 52

Brian DeChesare

SEPTEMBER 20, 2023

No Right or Wrong Answers – Some technical questions have correct answers, but many market and investment ones do not. There are better and worse explanations for your answers, but in the absence of time travel, VC interviewers can’t determine if your startup investment pitch was “correct.” Which market is attractive?

Start-ups 59

Start-ups Equity Marketability Terminal Value 59

Reynolds Holding

NOVEMBER 26, 2023

Sustainable investing is becoming a hot topic in financial economics. However, when it comes to the impact of divestment campaigns and related tactics on promoting sustainable investing, financial economists miss an important point. Yet, shareholders also have a third voice, which we call their public voice.

Marketability 52

Marketability Market Capitalization Banking 52

Brian DeChesare

MARCH 9, 2022

In fields such as investment banking and private equity , “ Partners ” or “ Managing Directors ” are typically at the top of the hierarchy. Instead, they spend most of their time on: Fundraising – They raise funds, wine and dine the Limited Partners, and convince them to invest in bigger and newer funds.

Finance 83

Finance Start-ups Equity Marketability 83

Value Scope

JULY 21, 2020

It was a hot topic before the COVID pandemic, in discussions to measure and value how companies engaged in sustainable and societally beneficial activities. It will return as a topic across the business, regulatory, and investment communities again soon. In 2018, the number was about $5 billion.

Intangible Assets 130

Intangible Assets Beta Alpha Unlevered Beta 130

Appraisal Rights

OCTOBER 30, 2019

Camelot Portfolios, an Ohio-based investment fund, is launching a new appraisal-focused fund. Camelot is no stranger to the space, since it uses appraisal strategies in an existing fund. The new fund will join a number of other funds offering exposure to appraisal strategies.

Appraisal 40

Appraisal 40

ThomsonReuters

APRIL 18, 2023

To help ensure that financial reporting is transparent and investors have the most accurate and timely information they need to make informed investment decisions, public companies must disclose certain financial, and other information, to investors. public markets, must follow the standard.

Finance 52

Finance Intangible Assets Fair Market Value Compliance 52

Reynolds Holding

MAY 16, 2023

Aligning with the growing importance of ESG concerns to investors, and coinciding with increased investor appetite for ESG-related investment portfolios, the SEC created the Climate and ESG Task Force (the “Task Force”) within the Division of Enforcement on March 4, 2021.

Start-ups 45

Start-ups Compliance Finance Marketability 45

Reynolds Holding

SEPTEMBER 22, 2022

Of these seven topics, the Commission recently has issued proposals on five of them. The topics on your agenda get to the heart of our mission to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation—such as through full, fair, and truthful disclosure, transparency, and market integrity.

Marketability 45

Marketability Technology Banking 45

Reynolds Holding

MAY 18, 2022

We are the destination of choice for companies seeking to raise money in both public and private markets. The SEC is deficit-neutral, fully funding ourselves with fees on securities transactions. Since 2016, the number of private funds managed by registered investment advisers has increased 40 percent, to 50,000.

Marketability 59

Marketability Finance Corporate Finance Technology 59

Reynolds Holding

NOVEMBER 30, 2023

How to Tell When A Blockchain Project Is An Unlawful Security Under the Securities Act of 1933, securities are defined to include stocks, bonds, notes, and, notably, investment contracts—a catchall that is the most likely category for unconventional businesses like blockchain projects. [1] ENDNOTES [1] The Securities Act of 1933, 15 U.S.C. §

Marketability 52

Marketability Finance 52

Musings on Markets

SEPTEMBER 14, 2021

In the year since, I have heard from many on the topic, and while there are some who agreed with me on the internal inconsistencies in its arguments, there were quite a few who disagreed with me.

Start-ups 99

Start-ups Marketability Firm Value 99

ThomsonReuters

AUGUST 2, 2021

This blog post looks at special purpose acquisition companies (SPACs)—shell companies created for raising capital to buy an existing, privately held firm and take it public more quickly than would be possible by going the traditional initial public offering (IPO) route, and examines the SEC’s growing focus on their filings.

Corporate Finance 52

Corporate Finance Equity Finance Compliance 52

ThomsonReuters

MAY 1, 2023

Bitcoin uses three different cryptographic methods, including one dedicated to generating its public-private key pairs and another for “mining.” Blockch ain : A digital, public ledger that records online transactions. Initial coin offering : The cryptocurrency industry’s equivalent to an initial public offering.

Start-ups 59

Start-ups Technology Equity Marketability 59

Reynolds Holding

FEBRUARY 13, 2024

The final rules are explicitly aimed at principal trading firms and private funds that the SEC views as acting as “ de facto market-makers.” Still, if they were trading based on their own investment strategies rather than seeking to profit from providing liquidity to facilitate others’ trading, they may not have been viewed as dealers.

Treasury 45

Treasury Marketability Compliance Banking 45

Reynolds Holding

DECEMBER 13, 2022

The topic of human rights is of major concern among many stakeholder groups, spanning the public, private, and social sectors (e.g., Other proposal topics have included customer and end-use due diligence (e.g., Proposal Topic. Harrington Investments. Mercy Investment Services. Domini Impact Investments.

Compliance 56

Compliance Equity 56

Cooley M&A

DECEMBER 14, 2020

The group covered a wide range of topics during the 90-minute session, including three key themes highlighted below. A SPAC, or “blank check company,” is a corporate vehicle created for the sole purpose of acquiring an existing private company and taking it public within a specified time frame. What’s Driving the Interest in SPACs.

Private Equity Firm 52

Private Equity Firm Equity Marketability Banking 52

Reynolds Holding

FEBRUARY 15, 2024

On January 24, 2024, the Securities and Exchange Commission (SEC) adopted final rules that impose significant additional procedural and disclosure requirements on initial public offerings (IPOs) by special purpose acquisition companies (SPACs) and in business combination transactions involving SPACs (de-SPACs).

Finance 45

Finance Appraisal Marketability Treasury 45

Equidam

FEBRUARY 7, 2024

Step 2: Financial Projections Outline Growth and Profitability: Your projections should detail how you intend to grow into a market, your path to profitability, future funding rounds, and ultimately the potential for an exit. This helps position your valuation in the current market conditions and investor expectations.

Private Equity Firm 60

Private Equity Firm Marketability EBITDA Equity 60

Reynolds Holding

FEBRUARY 26, 2023

The 2023 proxy season is underway for public companies and their investors. The pace and breadth of these proposals has expanded in the ensuing years, with a significant number of shareholder proposals focused on two topics—political contributions and lobbying expenditures. percent” during the 2022 proxy season, down “from 48.1

49

49

Reynolds Holding

APRIL 18, 2024

Every day, we see investors looking to incorporate AI into their investment strategies, or using it to analyze and recommend investments. And in the end, every day, we see investors making larger and larger investments in these issuers or financial products. [8] I hope these actions put the investment industry on notice.

Compliance 45

Compliance Technology Start-ups Marketability 45

Reynolds Holding

NOVEMBER 20, 2023

Madoff Investment Securities LLC (BLMIS) was a Ponzi scheme led to its liquidation under the Securities Investor Protection Act (SIPA). 1 A SIPA liquidation is designed to collect “customer property” for ratable distribution among customers based on their “net equity” — investments minus withdrawals (i.e., loss of principal).

Banking 40

Banking Marketability Equity 40

Musings on Markets

JANUARY 28, 2024

In this post, I look at risk, a central theme in finance and investing, but one that is surprisingly misunderstood and misconstrued. Risk Measures There is almost no conversation or discussion that you can have about business or investing, where risk is not a part of that discussion. What is risk?

Risk Premium 93

Risk Premium Beta Start-ups Equity 93

Cooley M&A

JANUARY 23, 2024

Big pharma dominated life sciences M&A, with more than two-thirds (69%) of M&A investment coming from big pharma, compared to just 38% in 2022. Strained access to public markets and funding The IPO market remained relatively inactive in 2023, leading many life sciences companies looking to raise funds to turn to other exit strategies.

Marketability 52

Marketability Equity Private Equity Firm Finance 52

Audit Board

MAY 9, 2023

Public concern over climate change and the disruption caused by it will increase over the coming decade. A zero-sum game between energy prices and green investments? There are fears that the rise in wholesale energy prices is having the effect of reducing the amount of money available for green investment. degrees commitment.

Start-ups 52

Start-ups Finance Marketability 52

Brian DeChesare

APRIL 6, 2022

Ask anyone joining a large bank which group they’re most interested in, and consumer retail investment banking is a likely answer. The benefits of the group are almost like the benefits of getting into investment banking : brand/prestige, technical skills, and exit opportunities. public transportation where it exists).

Banking 97

Banking Start-ups Equity Marketability 97

Equidam

JUNE 10, 2022

In 2013 equity crowdfunding was making headlines as the new frontier for startup investment. They’ll share their input, and can often connect you with mentors and experts on valuation related topics. Investment-based Crowdfunding: Why People Do Not Invest Online. In this article, we’ll help you to do exactly that.

Start-ups 92

Start-ups Equity Marketability 92

Audit Board

AUGUST 10, 2023

The “S” in ESG covers civil rights; diversity, equity, and inclusion (DEI); human rights; human capital, and even healthcare-related topics. To publish reports on ESG topics, an organization must first be prepared to collect relevant ESG data. EU ESG Requirements The EU and UK are ahead of the curve in terms of ESG regulations.

Compliance 52

Compliance Start-ups Data Analysis Equity 52

Reynolds Holding

JANUARY 10, 2023

The intense investor and public pressure on companies to have strong ESG stories, coupled with the historically “voluntary” nature of many ESG disclosures, has heightened the risk of allegations that a company is not “walking the walk” with respect to its ESG statements. at COP28) in 2023 and beyond.

Start-ups 56

Start-ups Marketability Banking Finance 56

Reynolds Holding

APRIL 28, 2022

But nothing takes place in a vacuum, and the meteoric rise in SPACs and the Commission’s proposed rulemaking must be considered in the context of changes in both the public and private markets. So today’s topic is particularly apt. In 2020, 165 operating companies went public via a traditional initial public offering (IPO). [1]

Marketability 56

Marketability Equity Alpha Capital Structure 56

Musings on Markets

JANUARY 29, 2021

I generally try to stay out of fights, especially when they become mud-wrestling contests, but the battle between the hedge funds and Reddit investors just too juicy to ignore. but in the process, driven some of the hedge funds that have sold short on these companies to edge of oblivion.

Start-ups 52

Start-ups Marketability Banking Finance 52