Sat.Jul 22, 2023

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07-22-2023 Newsletter: Update on On-Cycle 2025

OfficeHours

Everything We Know On-Cycle kicked off earlier than ever last night — Friday July 21 (Apollo and General Atlantic kicked off according to Gold Coast) This caught everyone off guard – people thought they had until at least August / September, which by the way is still absurdly early to interview and commit to a job two full years out… Majority of analysts are NOT prepared right now!

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A 'major revolution' is underway in the food industry. How to invest in the rise of alternative meat

CNBC: Investing

A growing population and a shift towards healthy and sustainable living will help propel the alternative meat industry higher, experts say.

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Structuring and Management of Transition Service Agreements (TSA) in Carve-Outs

M&A Leadership Council

The Buyer's Perspective By Chittur P. Narayan, Principal Director of M&A Integration Management at CBRE, Inc. Carve-outs are among the most complex transactions. This is especially true when the carve-out involves the sale of a business unit that is operationally integrated with the rest of the parent company’s business. In such transactions, the seller may be required to continue providing post-closing support for mission critical services to the buyer.

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Domino's Pizza is among the most overbought stocks on Wall Street. Here are the others

CNBC: Investing

These are the week's most overbought and oversold S&P 500 stocks.

S&P 98
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15 Modern Use Cases for Enterprise Business Intelligence

Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

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Tony Enlow

M&A Leadership Council

Tony Enlow Managing Director, Bennett Thrasher Tony Enlow serves as one of Bennett Thrasher’s M&A Market Leads in the Texas region – based in the Dallas area. In his role, Tony is responsible for serving and building relationships with clients and other service providers surrounding the deal environment. Tony regularly shares his network of deal-related service providers to assist clients with their transaction opportunities.

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Constellation Brands is in the midst of a transformation. How activist Elliott may build value

CNBC: Investing

A key change is going on at Constellation Brands, which has agreed to work with Elliott and add two seats to the board of directors.

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