2005 and M&A - Investment Banking Today

What's Market: Representations and Warranty Insurance

JD Supra: Mergers

SEPTEMBER 16, 2024

Representation and warranty insurance (“RWI”) is an increasingly important feature of private company M&A transactions. Every other year since 2005 the ABA has released its Private Target Mergers and Acquisitions Deal Point Studies (the “ABA studies”). Originally Published in Bloomberg Law. By: Goulston & Storrs PC

Insurance

Insurance Mergers and Acquisitions M&A Mergers

What's Market: The Materiality Scrape

JD Supra: Mergers

SEPTEMBER 16, 2024

Over the past 15+ years covered by the ABA studies, materiality scrapes have morphed from being a somewhat uncommon provision, seen in about 14% of transactions in 2005, to something near-ubiquitous in M&A purchase agreements, now included in about 80%% of transactions.

M&A

Delaware Court of Chancery Questions Enforceability of Con Ed Provisions

JD Supra: Mergers

FEBRUARY 13, 2024

So-called Con Ed provisions emerged as M&A practitioners’ response to Consolidated Edison, Inc. Northeast Utilities, a 2005 case in which the 2nd U.S.

Utilities

Utilities Mergers M&A

M&A Sell-Side Transactions: A Roadmap for Researching and Identifying Likely Acquirers

Private Equity Info

FEBRUARY 13, 2023

When I launched Private Equity Info in 2005, I sought to provide the Investment banking industry with a solution to generate targeted buyer lists for their clients' companies quickly. But, of course, the key word is "targeted."

M&A

M&A Private Equity Investment Banking Investment

Cross-Site Scripting (XSS) Attacks: What Investors Need to Know

Beyond M&A

SEPTEMBER 20, 2023

Example Cross-Site Scripting Cases MySpace (2005) : A 19-year-old spread a worm through MySpace, automatically making users friends with him when they visited a compromised profile. Understanding the Threat At its core, XSS allows attackers to inject malicious scripts into web pages viewed by other users. What’s The Real-World Impact ?

Investors

Investors Portfolio M&A IT

Customer Satisfaction Survey 2023

Private Equity Info

MARCH 21, 2023

My goal, when I founded Private Equity Info in 2005, was to create the data and tools I wished I had while working as an investment banker - to easily identify highly targeted lists of the private equity companies that best fit my M&A transactions.

Private Equity

Private Equity Equities M&A Investment

Manufacturing’s moment: Why private equity is doubling down

Private Equity Info

JUNE 9, 2025

Our M&A database has tracked more than 1,060 manufacturing-focused transactions in 24 months , giving us a front-row seat to where capital is flowing, and more importantly, why. Yet, behind the scenes, it’s one of the most active areas of investment , particularly over the past two years. Of all deals tracked, a striking 580 were U.S.

Private Equity

Private Equity Equities Manufacturing Medical

Interview with HVAC Seller – Pete Korellis

Sun Acquisitions

JANUARY 26, 2024

My wife and I purchased the business in 2005. Interesting that my father tried to sell the business without a broker (circa 2005) and was very frustrated. The post Interview with HVAC Seller – Pete Korellis appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Describe your business?

Broker

Broker Business Sale M&A

Drinks With The Deal: DLA’s Ruhland on Working In-House, Managing

The Deal

JANUARY 18, 2024

Ruhland, an M&A partner and the global co-chair of the corporate group at DLA Piper, started out as an associate before going in-house at General Mills Inc. “It’s OK to do things backwards or out of order or open yourself up to opportunities that you may not have thought about before. There’s not a predetermined path by any means.”

Management

Management Food M&A Corporation

Sandbagging Provisions

What's Market

SEPTEMBER 19, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. Market Trends: What You Need to Know “Sandbagging” concepts are often the subject of intense negotiation in M&A transactions.

M&A

M&A Mergers and Acquisitions IT Insurance

Indemnity Escrows

What's Market

AUGUST 29, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. This article examines trends relating to the use of indemnity escrows in private company M&A transactions. Typically, these escrows are held by a third party independent of the buyer and seller, such as a bank.

Mergers and Acquisitions

Mergers and Acquisitions M&A Mergers Insurance

Cisco Contributes to Cyber Hard Problems Report

Cisco: M&A

JULY 7, 2025

Last updated in 2005, this latest edition of Cyber Hard Problems: Focused Steps Toward a Resilient Digital Future focuses on the massive evolution that has occurred in cybersecurity, digital systems and society as a whole over the last several years. Hyrum Anderson, a senior director of AI & security in Cisco’s new Foundation AI team.

Media

Media Securities Engineering Book-building

How Common are Postmerger Divestitures of Acquired Company Units?

M&A Leadership Council

AUGUST 15, 2022

Fundamentals of M&A: An Excerpt from The Art of M&A Book Series. By Alexandra Reed Lajoux, Board of M&A Standards/Founding Principal at CapEx . How Common are Postmerger Divestitures of Acquired Company Units? . It depends on how long a timeline for divestiture you are considering. What is a sell-off? . Recent U.S.

Mergers and Acquisitions

Mergers and Acquisitions IPO M&A Initial Public Offering

Investment Banking in Singapore: The Best Gateway to Asia for the Non-Chinese?

Mergers and Inquisitions

MAY 10, 2023

Asia-Pacific sees ~$1+ trillion of M&A deal activity per year , and SE Asia accounts for only ~10% of that (note that the first image below is only for 9 months of the year, so the full-year numbers are higher): $50 – $100 billion of M&A deal activity per year may seem like a lot, but it’s less than Canada in an average year.

Investment Banking

Investment Banking Banking Bank Investment

Con Ed Uncertainty: Court of Chancery Questions Enforceability of Merger Agreement Provisions Allowing Target to Seek Lost Merger Premium

Sidley Shareholder Litigation

NOVEMBER 9, 2023

Con Ed provisions, so-named for the 2005 Second Circuit decision prohibiting stockholders from pursuing a $1.2 In an October 31, 2023 decision sure to spook practitioners, the Court of Chancery called into doubt the enforceability of “ Con Ed provisions.”

Mergers

Mergers M&A

Indemnity Baskets

What's Market

AUGUST 22, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. This article examines how buyers and sellers are negotiating indemnity baskets in private company M&A transactions, as shown in the American Bar Association's private target deal points studies.

Mergers and Acquisitions

Mergers and Acquisitions M&A Insurance Mergers

CCA Promotes Tim Brasel to Managing Director

Chesapeake Corporate Advisors

MAY 6, 2024

Tim’s deep experience in investment banking and his extensive knowledge of private company M&A space, makes him a valued asset to CCA and our clients,” said Managing Partner, Charlie Maskell. “His His track record of advising on more than 40 closed transactions totaling over $1.5 Tim holds a B.S. from the Robert H.

Management

Management Investment Banking Middle Market Boutique

ATIS acquires Vermont Elevator Inspection Services (VEIS)

Global Newswire by Notified: M&A

NOVEMBER 13, 2024

Founded in 2005, VEIS has been dedicated to ensuring the safety and compliance of elevators throughout Vermont. LOUIS, Nov. 13, 2024 (GLOBE NEWSWIRE) -- ATIS, a premier provider of elevator and escalator safety inspections, consulting and managed services, has announced the acquisition of Vermont Elevator Inspection Services (VEIS).

Consulting

Consulting Acquisitions Management IT

Telix Expands U.S. Development and Manufacturing Infrastructure with Acquisition of IsoTherapeutics

Global Newswire by Notified: M&A

FEBRUARY 26, 2024

Founded in 2005, IsoTherapeutics is a privately held, commercial-stage company, which provides radiochemistry and bioconjugation development and contract manufacturing services to many companies in the radiopharmaceutical industry, including Telix. MELBOURNE, Australia, Feb.

Manufacturing

Manufacturing Pharmaceutical Acquisitions IT

Representations & Warranty Insurance

What's Market

SEPTEMBER 6, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. Every other year since 2005 the ABA has released its Private Target Mergers and Acquisitions Deal Points Studies (the “ABA studies”). As shown in these three most recent ABA studies: RWI References.

Insurance

Insurance Mergers and Acquisitions M&A Mergers

Separate Escrows for Purchase Price Adjustments

What's Market

AUGUST 15, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. In many M&A agreements with a purchase price adjustment, the parties agree to escrow a portion of the purchase price for a limited period following the closing. For example, on Jan.

Mergers and Acquisitions

Mergers and Acquisitions M&A Mergers Acquisitions

Use of Knowledge Qualifiers for Representations and Warranties

What's Market

SEPTEMBER 26, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. Introduction In merger and acquisition (M&A) transactions, the definitive purchase agreement typically contains representations and warranties made by the seller with respect to the target company.

Mergers and Acquisitions

Mergers and Acquisitions M&A Negotiation Mergers

SoftTech Solutions, Inc. acquired by Synergy ECP, backed by Falfurrias Capital

Chesapeake Corporate Advisors

APRIL 8, 2024

Chesapeake Corporate Advisors Serves as Exclusive Financial Advisor Baltimore, MD – April 9, 2024 – Chesapeake Corporate Advisors (“CCA”) is pleased to announce it has served as the exclusive financial advisor to SoftTech Solutions, Inc. SoftTech Solutions”), a custom software development firm that specializes in serving the U.S.

Capital

Capital Engineering Investment Banking Corporation

Stand-Alone Indemnities

What's Market

OCTOBER 11, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. This article examines the prevalence and usage of stand-alone indemnities in private company M&A transactions with reference to the ABA studies. breaches of representations, warranties, or covenants.

M&A

M&A Mergers and Acquisitions Negotiation Mergers

Disclosure Schedule Updating

What's Market

SEPTEMBER 12, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. As a related point, one-half to to three-quarters of reported deals include an express obligation on the part of the seller to disclose breaches of the M&A agreement prior to closing.

M&A

M&A Mergers and Acquisitions Negotiation Mergers

No Undisclosed Liabilities Representations

What's Market

OCTOBER 3, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. Introduction In M&A transactions, unknown target liabilities are typically addressed in different ways throughout the M&A purchase agreement. What Is a No Undisclosed Liabilities Representation?

Mergers and Acquisitions

Mergers and Acquisitions M&A Mergers Negotiation

10(b)(5) & Full Disclosure Representations

What's Market

OCTOBER 18, 2022

Goulston & Storrs M&A attorney Dan Avery is a nationally recognized expert on M&A deal point trends. When full disclosure representations are included in mergers and acquisitions (M&A) agreements, they are almost always alongside, and rarely seen in the absence of, a 10b-5 representation. ” 17 C.F.R.

Mergers and Acquisitions

Mergers and Acquisitions M&A Negotiation Mergers

Keeping ESG commercial

The TRADE

MAY 1, 2024

Covering the European, Asian and US markets from one seat, Papanichola spent almost five years working around the clock, before finally jumping off the rollercoaster in 2005 for a career break. Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him.

Trading

Trading Capital Funds Investment

Sun Acquisitions Facilitates Sale of Home Care Angels to Avid Health at Home Illinois, LLC

Sun Acquisitions

FEBRUARY 6, 2025

Since 2005, Home Care Angels has provided the professional services and personalized care that make it possible for seniors to remain in their own homes. Their team of experienced professionals provided comprehensive guidance throughout the M&A process, ensuring a smooth and seamless transition.

Sale

Sale Acquisitions Mergers and Acquisitions Medical

Investment Banking Today

What's Market: Representations and Warranty Insurance

What's Market: The Materiality Scrape

Trending Sources

Delaware Court of Chancery Questions Enforceability of Con Ed Provisions

M&A Sell-Side Transactions: A Roadmap for Researching and Identifying Likely Acquirers

Cross-Site Scripting (XSS) Attacks: What Investors Need to Know

Customer Satisfaction Survey 2023

Manufacturing’s moment: Why private equity is doubling down

Interview with HVAC Seller – Pete Korellis

Drinks With The Deal: DLA’s Ruhland on Working In-House, Managing

Sandbagging Provisions

Indemnity Escrows

Cisco Contributes to Cyber Hard Problems Report

How Common are Postmerger Divestitures of Acquired Company Units?

Investment Banking in Singapore: The Best Gateway to Asia for the Non-Chinese?

Con Ed Uncertainty: Court of Chancery Questions Enforceability of Merger Agreement Provisions Allowing Target to Seek Lost Merger Premium

Indemnity Baskets

CCA Promotes Tim Brasel to Managing Director

ATIS acquires Vermont Elevator Inspection Services (VEIS)

Telix Expands U.S. Development and Manufacturing Infrastructure with Acquisition of IsoTherapeutics

Representations & Warranty Insurance

Separate Escrows for Purchase Price Adjustments

Use of Knowledge Qualifiers for Representations and Warranties

SoftTech Solutions, Inc. acquired by Synergy ECP, backed by Falfurrias Capital

Stand-Alone Indemnities

Disclosure Schedule Updating

No Undisclosed Liabilities Representations

10(b)(5) & Full Disclosure Representations

Keeping ESG commercial

Sun Acquisitions Facilitates Sale of Home Care Angels to Avid Health at Home Illinois, LLC

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