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DOJ Allegations that KKR Systematically Failed to Comply With the HSR Act – Highlights Importance of DOJ Corporate Compliance Guidelines

JD Supra: Mergers

and certain of its investment advisors and funds (collectively, KKR) systematically flouted the [notification and reporting] requirements of the Hart-Scott-Rodino Act (HSR Act or Act) by: (1) failing to make an HSR filing for two transactions; (2) altering documents in HSR filings for eight transactions; and (3) systematically omitting required.

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The Unseen Hand: Tariffs and Their Profound Consequences on Mergers & Acquisitions

MergersCorp M&A International

Erosion of Value and Shifting Financial Models The most immediate and tangible consequence of tariffs on M&A is their direct impact on financial performance and, by extension, corporate valuations.

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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Pass on domain knowledge to team members or document it. If your goal is full retirement by 2030, plan to sell by 2028 or 2029. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price.

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The power of an essential M&A suite in the palm of your hand: Midaxo’s mobile app 

Midaxo

Stay connected to your deals, wherever you go In a panel discussion on relationship management , the EVP of Corporate Development at Inframark emphasized the importance of making and maintaining personal connections in and out of the office. To do that effectively, he needs quick, seamless access to deal information in a central location.

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The Hidden Costs of Inefficient M&A Workflows 

Midaxo

When corporate development teams evaluate the cost of a deal, they often focus on whats clearly measurablelike advisory fees, legal spend, and integration budgets. Without standardized workflows and documentation, future deals suffer from the same inefficienciesand the organization never matures.

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Navigating Buyer Options, Key Deal Terms, and the Process

Focus Investment Banking

Legal : Corporate documents, legal issues, compliance with regulations. Preparation Phase (3-6 months): This involves cleaning up financials, gathering necessary documents, preparing confidential materials, and marketing to potential buyers. Operational : Daily operations, staffing, KPIs, and efficiency metrics.

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Norwood Financial Corp Extends its Pennsylvania Presence with Strategic Acquisition of PB Bankshares, Inc.

Global Newswire by Notified: M&A

SHAREHOLDERS OF PRESENCE ARE URGED TO READ THE REGISTRATION STATEMENT AND THE PROXY STATEMENT/PROSPECTUS REGARDING THE MERGER WHEN IT BECOMES AVAILABLE, AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THOSE DOCUMENTS, BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION.

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