JD Supra: Mergers

JANUARY 8, 2024

On October 5, 2023, Deputy Attorney General, Lisa Monaco, announced a new safe harbor policy for voluntary self-disclosures made in the mergers and acquisitions context. The safe harbor policy will apply Department-wide and so will apply to antitrust, corruption, fraud, money laundering, sanctions evasion, or any other type of potentially criminal conduct.

Mergers and Acquisitions 287

Mergers and Acquisitions M&A Mergers Acquisitions 287

How2Exit

JANUARY 8, 2024

b' E175: Financial Advisor Tyson Ray Discusses the Importance of Exit Planning for Business Owners - Watch Here rn rn About The Guest(s): Tyson Ray is a founding partner of Form Wealth, a financial advisory firm that specializes in exit planning for small to medium-sized businesses. He has extensive experience in helping business owners navigate the complexities of selling their businesses and planning for retirement. rn Summary: In this episode, Ronald Skelton interviews Tyson Ray, a financial

Business 130

Business Sale Accountant IT 130

JD Supra: Mergers

JANUARY 8, 2024

Ever wondered what it takes to navigate the dynamic landscape of technology ecosystems? How about fostering a workplace revolution or leaving an indelible mark on the entrepreneurial scene? Well, today's guest, Bill Spruil, has the answers. Welcome into the mind of a true entrepreneurial icon who sold a company for hundreds of millions and orchestrated a windfall that created 25 new millionaires in the Triangle area.

Shares 193

Shares IT 193

How2Exit

JANUARY 8, 2024

b' E174: Acquisition Entrepreneur Michael Frew on Buying and Growing SaaS Companies - Watch Here rn rn About The Guest(s): Michael Frew is an acquisition entrepreneur with a background in engineering. He has been acquiring and running online businesses for the past eight to nine years, specializing in SaaS software. Michael enjoys working with other engineers and focuses on cloud infrastructure, engineering tools, and engineering services. rn Summary: Michael Frew shares his journey from being a

Acquisitions 130

Acquisitions Engineering Portfolio Business 130

Advertisement

Generative AI is upending the way product developers & end-users alike are interacting with data. Despite the potential of AI, many are left with questions about the future of product development: How will AI impact my business and contribute to its success? What can product managers and developers expect in the future with the widespread adoption of AI?

Management

JD Supra: Mergers

JANUARY 8, 2024

Starting January 1, 2024, virtually all private companies will be required to report information about their beneficial owners to the Treasury Department’s Financial Crimes Enforcement Network “FinCEN”) under the Corporate Transparency Act (the “CTA”). But the CTA presents unique analytical and reporting challenges for startups and venture backed companies because of the special economic and governance rights negotiated with investors in early stage and venture funding rounds.

Corporation 185

Corporation Negotiation Economics Government 185

JD Supra: Mergers

JANUARY 8, 2024

The Cayman Islands recently received an early Holiday gift when the EU Commission published a regulation in mid-December paving the way to remove Cayman from its list of ‘high-risk’ countries for AML/CFT purposes. The regulation is not yet in force as it goes through a period of scrutiny but will become effective 20 days after its publication in the Official Journal of the European Union.

Finance 180

Finance Finance Funds IT 180

The TRADE

JANUARY 8, 2024

Zakria Hussain has left Crédit Agricole, where she was most recently global head of eFX spot trading, to join Nomura Group’s digital assets subsidiary Laser Digital as head of OTC trading. She has also previously served as executive director, eFX algorithmic analyst at Crédit Agricole. Read more: Nomura’s Laser Digital invests in ClearToken to enhance institutional engagement with digital assets Prior to that, Hussain spent three and a half years at Standard Chartered Bank, having served as a

Trading 113

Trading Capital Bank Banking 113

JD Supra: Mergers

JANUARY 8, 2024

Is one of the greatest mysteries of the universe about to become less mysterious? That’s one possible question after U.S. banking regulators published a request for comment covering a proposed revision to the call report forms and process that would mandate more granular disclosure on loans made to private equity funds.

Funds 175

Funds Private Equity Finance Finance 175

CNBC: Investing

JANUARY 8, 2024

Since bottoming in late October 2023, the "money center" banks reporting this week have outperformed the S&P 500 by an average of nearly 15%. Can this outperformance continue?

S&P 109

S&P Bank Banking Profitability 109

Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

Finance

JD Supra: Mergers

JANUARY 8, 2024

A potential business sale transaction can be an exciting time for a business owner. The sale represents pay-off for years, or even decades, of hard work. However, it’s seldom a simple process. A successful merger and acquisition (M&A) transaction requires its own hard work and typically takes many months of preparation.

Sale 175

Sale Business Mergers and Acquisitions M&A 175

The TRADE

JANUARY 8, 2024

Digital platform FactSet is set to integrate LoopFX into its foreign exchange execution management system (EMS) platform – Portware, with go-live set for H1 2024. Blair Hawthorne The Portware platform, utilised globally by buy-side traders, is an advanced, multi-asset EMS providing access to diverse market participants and liquidity destinations. Specifically, LoopFX’s ‘peer-to-bank’ matching engine technology is set to be embedded into Portware to allow FactSet clients to access the offerin

Trading 112

Trading Asset Management Engineering Management 112

JD Supra: Mergers

JANUARY 8, 2024

We continue our review of DOJ initiatives from 2023 and what they may portend for the compliance professional in 2024 and beyond. In October 2023, Deputy Attorney General Lisa Monaco announced a new policy regarding M&A. It is a Mergers & Acquisitions Safe Harbor policy that encourages companies to self-disclose criminal misconduct discovered by an acquiring company during the acquisition of a target company.

M&A 175

M&A Mergers and Acquisitions Acquisitions Mergers 175

CNBC: Investing

JANUARY 8, 2024

Analyst Michael Blum is more bullish on the residential than utility-scale solar with the former poised to benefit more from the Federal Reserve cutting rates.

Utilities 112

Utilities Stock 112

Advertisement

Start-ups & SMBs launching products quickly must bundle dashboards, reports, & self-service analytics into apps. Customers expect rapid value from your product (time-to-value), data security, and access to advanced capabilities. Traditional Business Intelligence (BI) tools can provide valuable data analysis capabilities, but they have a barrier to entry that can stop small and midsize businesses from capitalizing on them.

Capital

JD Supra: Mergers

JANUARY 8, 2024

The Corporate Transparency Act of 2020 took effect on January 1, 2024, adding new filing requirements for many companies that may find themselves involved in mergers and acquisitions. Given the breadth of standard representations and warranties insurance (“RWI”) policies, carriers and underwriters should be aware of these new requirements and their impact on RWI policies issued in 2024 and beyond.

Corporation 170

Corporation Underwriting Mergers and Acquisitions Insurance 170

CNBC: Investing

JANUARY 8, 2024

With inflation-protected bonds, the principal portion of the securities rise and fall alongside the movement in the consumer price index.

Securities 111

Securities 111

JD Supra: Mergers

JANUARY 8, 2024

US Corporate Article - The American Bar Association’s (ABA) Business Law Section has released its 2023 Private Target Deal Points Study (the “Study”), the flagship product of the Market Trends Subcommittee of the Mergers and Acquisitions Committee. The Study is widely recognized as the gold standard for market metrics of key negotiated legal issues in acquisitions of U.S. private companies.

Mergers and Acquisitions 159

Mergers and Acquisitions Negotiation Acquisitions Mergers 159

CNBC: Investing

JANUARY 8, 2024

The Satori Fund founder and portfolio manager said megacap tech stocks, which led the market last year, will have to prove themselves this earnings season.

Portfolio Management 100

Portfolio Management Stock Portfolio Funds 100

Advertisement

While data platforms, artificial intelligence (AI), machine learning (ML), and programming platforms have evolved to leverage big data and streaming data, the front-end user experience has not kept up. Holding onto old BI technology while everything else moves forward is holding back organizations. Traditional Business Intelligence (BI) aren’t built for modern data platforms and don’t work on modern architectures.

Architecture

JD Supra: Mergers

JANUARY 8, 2024

On December 28, 2023, Vice Chancellor Morgan T. Zurn of the Delaware Court of Chancery dismissed derivative breach of fiduciary duty and other claims asserted by a plaintiff shareholder after nCino, Inc. (the “Corporation”) acquired a portfolio company (the “Target”) of the Corporation’s alleged controlling shareholder. City of Hialeah Employees’ Retirement System v.

Portfolio 154

Portfolio Corporation Acquisitions 154

CNBC: Investing

JANUARY 8, 2024

RBC Capital Markets' Lori Calvasina sees the S&P 500 rising nearly 10% in 2024 despite near-term weakness to start the year.

S&P 108

S&P Capital Market Capital 108

JD Supra: Mergers

JANUARY 8, 2024

Pharos Capital Group has announced it has acquired a majority stake in RhythMedix. RhythMedix, founded in 2013 and based in Mt. Laurel, N.J., is a manufacturer and provider of remote cardiac monitoring systems and related services.

Private Equity 148

Private Equity Healthcare Equities Manufacturing 148

PE Hub

JANUARY 8, 2024

Prior to joining Fengate in 2023, Pereira was with Canada Pension Plan Investment Board for almost twelve years. The post Fengate appoints Pereira managing director, PE group head appeared first on PE Hub.

Management 91

Management Investment 91

Advertisement

In the rapidly-evolving world of embedded analytics and business intelligence, one important question has emerged at the forefront: How can you leverage artificial intelligence (AI) to enhance your application’s analytics capabilities? Imagine having an AI tool that answers your user’s questions with a deep understanding of the context in their business and applications, nuances of their industry, and unique challenges they face.

Business

CNBC: Investing

JANUARY 8, 2024

These are the stocks posting the largest moves in premarket trading.

Stock 135

Stock Trading 135

PE Hub

JANUARY 8, 2024

Based in Toronto, Rocscience is a provider of geotechnical software solutions. The post Rocscience secures growth investment from TA Associates appeared first on PE Hub.

Securities 90

Securities Investment 90

Global Newswire by Notified: M&A

JANUARY 8, 2024

The MeridianBet Group provided a review of the company’s growth and progess in 2023, and an update on the pending acquisition by Golden Matrix.

Acquisitions 98

Acquisitions Corporation 98

CNBC: Investing

JANUARY 8, 2024

Shares of this property and casualty insurer could be ready to resume their bullish trend.

Insurance 120

Insurance Stock Shares 120

Advertisement

Organizations look to embedded analytics to provide greater self-service for users, introduce AI capabilities, offer better insight into data, and provide customizable dashboards that present data in a visually pleasing, easy-to-access format. To better understand the factors behind the decision to build or buy analytics, insightsoftware partnered with Hanover Research to survey IT, software development, and analytics professionals on why they make the embedded analytics choices they do.

Securities

PE Hub

JANUARY 8, 2024

Acentra Health is a provider of clinical services and technology solutions to government healthcare agencies. The post Carlyle-backed Acentra Health buys workplace mental health programs provider EAP appeared first on PE Hub.

Healthcare 84

Healthcare Government 84

CNBC: Investing

JANUARY 8, 2024

Buy this database stock for a cheap entry point into artificial intelligence, according to Wells Fargo.

Stock 102

Stock 102

PE Hub

JANUARY 8, 2024

UJ Group is a Charlottetown, Prince Edward Island-based provider of cleaning and building maintenance services. The post TrussPoint-owned JDI Cleaning acquires PEI’s UJ Group appeared first on PE Hub.

81

81