Fri.Sep 08, 2023

article thumbnail

What the Show Succession Teaches Us About Planning for a Family Business

JD Supra: Mergers

“I love you, but you are not serious people.” This is the curse that Logan Roy, the founder and business titan of Waystar RoyCo, intones to his three stunned children during a poignant family moment. The three siblings (Kendall, Siobhan and Roman) vie for control of Dad’s media empire, and are monsters to each other. Yet, despite the hyperboles and cartoonish nature of the characters, the show reveals essential truths about succession planning for family businesses.

Business 259
article thumbnail

Delving Deeper into the Patterns of Tech Due Diligence

Beyond M&A

In my conversations with industry peers like Neil, it became evident that a distinct pattern often emerges after conducting numerous tech due diligence projects. More often than not, our reports are dominated by amber and red flags, with very few areas marked in green. This recurring pattern can be disillusioning. Professionals in the tech sector strive for innovation and distinction.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Acquiring or Investing in EU Crypto-Asset Businesses: MiCA’s Impact

JD Supra: Mergers

As noted in our previous alerts “Marketing Crypto-Assets in and Into Europe: MiCA, the EU’s New Uniform Crypto Code” and “Doing Crypto Business in Europe: MiCA, the EU’s New Uniform Crypto Code – Part 2”, the European Union (EU) Markets in Crypto-Assets Regulation (MiCA) was published in the Official Journal of the European Union on 9 June 2023.

Business 205
article thumbnail

Del. Chancery Declines to Award Specific Performance in DeSPAC Merger Fight

Deal Lawyers

Yesterday, in 26 Capital Acquisition Corp., et. al. v. Tiger Resort, (Del. Ch.; 9/23), Vice Chancellor Laster denied a SPAC buyer’s motion for a decree of specific performance compelling the target to use its reasonable best efforts to close a proposed deSPAC transaction.

Mergers 120
article thumbnail

Navigating the Future: Generative AI, Application Analytics, and Data

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?

article thumbnail

FTC is Mortgage Technology Industry’s White Knight in Antitrust Settlement

JD Supra: Mergers

The FTC settled with Intercontinental Exchange, Inc. (ICE) and Black Knight, Inc. to resolve allegations that a proposed merger of the nation’s two largest providers of home mortgage loan origination systems (LOS) would create antitrust concerns.

Mergers 201

More Trending

article thumbnail

Clear Skies on the Horizon for Amgen’s Planned Acquisition

JD Supra: Mergers

Amgen Inc. is settling challenges by six Democratic AGs and the FTC to its proposed acquisition of Horizon Therapeutics plc. As we previously reported, the AGs and the FTC alleged that the acquisition was anticompetitive, as it would allow Amgen to leverage its large market share to foreclose competition against certain Horizon Therapeutic treatments for two autoimmune diseases: thyroid eye disease (TED) and chronic refractory gout (CRG).

article thumbnail

Beware of these stocks with low earnings quality that could blow up your portfolio

CNBC: Investing

Wolfe Research came up with its proprietary quarterly earnings quality score, which it said is an objective way to identify potential accounting-related risk.

Portfolio 109
article thumbnail

A Sudden Bond Binge on Wall St. Reflects Rising Optimism

The New York Times: Banking

The rush by companies to borrow comes as fears of a potential recession recede and executives expect interest rates to remain high.

article thumbnail

Cannabis ETFs are catching fire in September

CNBC: Investing

Funds that track marijuana stocks are among the best performing exchange-traded funds so far in September.

Funds 134
article thumbnail

Predictions You Can Rely On: How Data Drives Successful Financial Forecasting

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.

article thumbnail

The New Normal is Here with Secure Firewall 4200 Series and Threat Defense 7.4

Cisco: M&A

What Time Is It? It’s been a minute since my last update on our network security strategy , but we have been busy building some awesome capabilities to enable true new-normal firewalling.

article thumbnail

Deutsche Bank upgrades this solar stock poised to rally 30%

CNBC: Investing

Analyst Corinne Blanchard upgraded the solar panel maker to buy from hold. She also raised her price target to $235 from $220.

Bank 117
article thumbnail

Dunes Point Capital acquires electrical products provider Warshaw Supply

PE Hub

Alvarez & Marsal Transaction Advisory Group served as financial advisor to DPC while Ridge Advisory served as financial advisor to Warshaw. The post Dunes Point Capital acquires electrical products provider Warshaw Supply appeared first on PE Hub.

Capital 88
article thumbnail

JPMorgan trims Apple share price target ahead of iPhone 15 launch

CNBC: Investing

Analyst Samik Chatterjee maintained his overweight rating on the stock, but lowered his price target to $230.

Shares 127
article thumbnail

How Embedded Analytics Gets You to Market Faster with a SAAS Offering

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.

article thumbnail

Clinical trial site network Tekton snags investment from Havencrest

PE Hub

Edgemont Partners served as financial advisor to Tekton on the deal while Lincoln International served as financial advisor to Havencrest. The post Clinical trial site network Tekton snags investment from Havencrest appeared first on PE Hub.

article thumbnail

Obesity drugs’ popularity put a dent in these stocks. Why analysts say they’re still worth buying

CNBC: Investing

The popularity of new diabetes and weight loss drugs have been bad news for diabetes device makers, but the news may not be all bad.

Stock 110
article thumbnail

Prudential Financial and Warburg Pincus to invest in newly formed Prismic Life Reinsurance

PE Hub

The initial equity investments will be $1 billion. The post Prudential Financial and Warburg Pincus to invest in newly formed Prismic Life Reinsurance appeared first on PE Hub.

article thumbnail

D.A. Davidson says this cloud data provider is set to benefit in a big way from AI

CNBC: Investing

Analyst Gil Luria initiated the stock with a buy rating. His $200 price target suggests 25.1% upside from where shares closed Thursday.

Stock 109
article thumbnail

Embedding BI: Architectural Considerations and Technical Requirements

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.

article thumbnail

White Wolf-backed Seacoast Service Partners acquires plumbing services firm United Plumbing

PE Hub

SSP is an active acquirer of plumbing and HVAC businesses in the Southeastern U.S. The post White Wolf-backed Seacoast Service Partners acquires plumbing services firm United Plumbing appeared first on PE Hub.

article thumbnail

Gilead Sciences could jump nearly 30% as biopharma bounces back, says Bank of America

CNBC: Investing

Analyst Geoff Meacham upgraded Gilead to buy from neutral. He increased his target price for the stock by $7 to $95.

Bank 111
article thumbnail

Prepare for Managed Services Growth

Cisco: M&A

Capturing your share of the massive Managed Services Provider (MSP) market means making the most of every opportunity.

article thumbnail

This year’s hot yields could be 2024’s tax hit. Here’s how to prepare

CNBC: Investing

CDs, money market funds and a host of fixed income assets are touting higher yields, and the Tax Man will want a slice.

Funds 109
article thumbnail

How to Leverage AI for Actionable Insights in BI, Data, and Analytics

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.

article thumbnail

Activist Investing Today: Morrow’s Weinberg Tackles Retail Activism

The Deal

Corporate advisers for years have told companies to talk to their institutional investors and listen to their concerns outside of the busy proxy season in the spring. In that same vein, small and midsize companies with large retail shareholder bases should speak to their individual investors in a similar way, explains Geoff Weinberg, head of the retail shareholder advisory practice at Morrow Sodali Global LLC.

Retail 78
article thumbnail

Goldman Sachs shares rise Friday as CEO addresses investor concerns. Here's what the pros say

CNBC: Investing

Pros on CNBC discussed Goldman Sachs after CEO David Solomon addressed investor concerns with the bank.

Investors 110
article thumbnail

Quad-C-backed Legacy Food Group acquires four foodservice distributors

PE Hub

Legacy Food Group is a new holding company created to acquire regional independent foodservice distributors that will become operating divisions of a new firm. The post Quad-C-backed Legacy Food Group acquires four foodservice distributors appeared first on PE Hub.

Food 77
article thumbnail

Wall Street says these gaming stocks have big upside as NFL kick-off boosts interest

CNBC: Investing

These stocks tied to sports betting have significant upside, according to Wall Street analysts.

Stock 105
article thumbnail

Embedded Analytics Insights for 2024

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.

article thumbnail

NMS Capital-backed Cordental Group snaps up Signature Dental Experience

PE Hub

Based in Cincinnati, Cordental is a dental support organization. The post NMS Capital-backed Cordental Group snaps up Signature Dental Experience appeared first on PE Hub.

Capital 75
article thumbnail

Morgan Stanley updated its portfolio of top stock picks that trounced the market in the last year

CNBC: Investing

Morgan Stanley added a slew of tech behemoths to its latest top stock picks list.

Stock 105
article thumbnail

Angeles Equity Partners adds Gold as VP of operations team

PE Hub

In his role, Gold will support the due diligence process, build and execute value creation plans, and aim to drive the Angeles portfolio companies to their full potential. The post Angeles Equity Partners adds Gold as VP of operations team appeared first on PE Hub.