JD Supra: Mergers

SEPTEMBER 13, 2023

Because of the recent escalation in securities litigation that follows a majority of mergers and acquisitions, the Bump-Up Exclusion is of critical importance to publicly traded policyholders. By: Pillsbury - Policyholder Pulse blog

Mergers 167

Mergers Mergers and Acquisitions Acquisitions Insurance 167

TechCrunch: M&A

JULY 31, 2023

Observability and security platform Dynatrace today announced that it plans to acquire Rookout , a Tel Aviv-based observability startup that focuses on helping developers troubleshoot and debug their code in production.

Engineering 237

Engineering Public Trading Collaboration IT 237

TechCrunch: M&A

JULY 27, 2023

Uplift had raised nearly $700 million in equity and debt, securing $123 million at a reported $195 million valuation in its Series C round alone. It’s likely not the exit Uplift was hoping for — and a sign of serious consolidation in the BNPL space, which just a few years ago was booming, buoyed by pandemic-era spending habits.

Finance 245

Finance Finance IPO Debt 245

OfficeHours

MAY 16, 2023

Market Liquidity Hedge funds are large and active players in nearly every financial market, including equities, publicly traded credit, options, futures, commodities, etc. Short selling can increase liquidity by increasing the supply of shares available for trading. Citadel Securities is one of the leading market-makers in the world.

Financial Market 130

Financial Market Funds Risk Management Trading 130

Cooley M&A

MARCH 2, 2021

A SPAC is a publicly traded shell company with no underlying operating business that seeks to merge with a target operating company. In light of the trend, the US Securities Exchange Commission’s Division of Corporation Finance recently issued SPAC disclosure guidance. What is a SPAC. Why it matters.

Securities 40

Securities IPO Mergers and Acquisitions Shares 40

Global Newswire by Notified: M&A

AUGUST 29, 2024

V, a Delaware corporation formed as a special purpose acquisition company (“Mountain Crest V”), with its common stock publicly traded on The Nasdaq Stock Market under the trading symbol “MCAG” and CUBEBIO Co., NEW YORK, USA and SEOUL, Korea, Aug. 29, 2024 (GLOBE NEWSWIRE) -- Mountain Crest Acquisition Corp.

Business 53

Business Public Trading Stock Corporation 53

The TRADE

JUNE 16, 2023

BlackRock has filed an application for a bitcoin exchange-traded fund (ETF) to the US Securities and Exchange Commission (SEC), which would allow investors to get exposure to the cryptocurrency. If the SEC approves the application, it would be the first publicly traded spot bitcoin ETF in the US.

Asset Management 64

Asset Management IT Trading Public Trading 64

Global Newswire by Notified: M&A

AUGUST 31, 2023

NASDAQ: VII ) (“VII” or “7GC”), a publicly-traded special purpose acquisition company, and Banzai International, Inc. Securities and Exchange Commission (“SEC”) on August 31, 2023. SAN FRANCISCO and SEATTLE, Aug. 31, 2023 (GLOBE NEWSWIRE) -- 7GC & Co. Holdings Inc.

Public Trading 45

Public Trading Business IT Trading 45

Global Newswire by Notified: M&A

FEBRUARY 14, 2024

Nasdaq: BREZ) (“Breeze Holdings”), a publicly traded special purpose acquisition company, and TV Ammo, Inc., Nasdaq: BREZ) (“Breeze Holdings”), a publicly traded special purpose acquisition company, and TV Ammo, Inc., IRVING, Texas and GARLAND, Texas, Feb. 14, 2024 (GLOBE NEWSWIRE) -- Breeze Holdings Acquisition Corp.

Mergers and Acquisitions 58

Mergers and Acquisitions Acquisitions Business Manufacturing 58

Global Newswire by Notified: M&A

FEBRUARY 12, 2024

12, 2024 (GLOBE NEWSWIRE) -- Inception Growth Acquisition Limited (NASDAQ: IGTA), a publicly traded special purpose acquisition company (SPAC) sponsored by Soul Ventures Partners LLC (“ Soul Ventures ”), has announced the filing of a registration statement on Form S-4 (the " Registration Statement ") on February 7, 2024, with the U.S.

Acquisitions 45

Acquisitions Business Public Trading Consulting 45

Global Newswire by Notified: M&A

DECEMBER 7, 2023

Insight” or “IAC”) (NASDAQ: INAQ), a publicly traded special purpose acquisition company, today announced the confidential submission with the U.S. Securities and Exchange Commission (“SEC”) of a draft registration statement on Form S-4 (the “Registration Statement”) in connection with the proposed business combination with Alpha Modus, Corp.

Acquisitions 40

Acquisitions Business Public Trading Trading 40

Wall Street Mojo

JANUARY 3, 2024

The same is vital for the publicly traded companies as they must present specific information on an ongoing basis to the Securities and Exchange Commission concerning their quarterly performance in form 10-Q. read more with the Securities and Exchange Commission. read more.

Financial Models 52

Financial Models Financial Modeling Public Trading Financial Statement 52

Global Newswire by Notified: M&A

DECEMBER 11, 2023

Securities and Exchange Commission ("SEC") on December 4, 2023. The closing of the Business Combination (as defined below), previously announced on September 12, 2023, is expected to result in DevvStream being the first publicly traded carbon streaming company on a major U.S. VANCOUVER, British Columbia, Dec. stock exchange.

Acquisitions 45

Acquisitions Business Public Trading Stock 45

Focus Investment Banking

FEBRUARY 25, 2024

The benefits of going public are significant. First, there’s the ability to raise substantial capital by issuing shares to the public in an initial public offering (IPO), as well as secondary offerings. Lastly, going public is a liquidity event for the founders and early investors, allowing them to cash in on their success.

Private Equity 52

Private Equity IPO Equities Public Trading 52

Global Newswire by Notified: M&A

SEPTEMBER 28, 2023

Securities and Exchange Commission (“SEC”) of a registration statement on Form F-4 by Delta Corp Holdings Limited, a newly created holding company incorporated under the laws of the Cayman Islands (“Pubco”). NEW YORK and LONDON, Sept. 28, 2023 (GLOBE NEWSWIRE) -- Coffee Holding Co.,

Asset Management 40

Asset Management Public Trading Mergers Shares 40

Growth Business

FEBRUARY 29, 2024

They can be secured, although often are not. This would typically be set at the notional market value at the time the CLNs are created, or the actual value if the issuer’s shares are publicly traded. They will generally be redeemable as well as convertible.

Finance 59

Finance Finance Investors Shares 59

The Deal

MAY 25, 2023

Securities and Exchange Commission adopted rules requiring corporations to disclose daily breakdowns about their stock buyback activity in quarterly reports. On May 3, the U.S.

Shares 52

Shares Negotiation Corporation Mergers 52

Francine Way

JULY 10, 2017

The differences between the two are: Equity Value: This is the residual value to common shareholders after all debts and secured liabilities are repaid, also known as market value, offer value, shareholders’ interests, and market capitalization. This liquidity feature typically creates a private company discount of around 25-35% range.

Valuation 130

Valuation M&A Equities Shares 130

Solganick & Co.

OCTOBER 15, 2024

Security Operations constituted the largest sub-sector of M&A activity , reflecting the tremendous deficit of human security experts and strong demand for managed security and other cybersecurity services. Valuation multiples for publicly-traded cybersecurity companies ranged from a median 9.5x

Mergers and Acquisitions 40

Mergers and Acquisitions Mergers Acquisitions M&A 40

Solganick & Co.

JANUARY 15, 2025

Security Operations constituted the largest sub-sector of M&A activity (excluding consulting services), with several notable transactions integrating complementary capabilities (e.g., Valuation multiples for publicly-traded cybersecurity companies ranged from a median of 14.3x

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Mergers Acquisitions 40

MergersCorp M&A International

AUGUST 9, 2024

These funds typically invest in publicly traded securities and derivatives, allowing for a wide range of investment tactics that can include long and short positions, derivatives trading, and leveraging. Hedge funds also focus on maximizing returns in any market condition, whether bullish or bearish.

Private Equity 52

Private Equity Equities Funds Investment 52

Deal Law Wire

FEBRUARY 12, 2021

Separate and apart from the net benefit review, the ICA also provides that any investment in a Canadian business by a non-Canadian can be subject to a national security review.

Investment 40

Investment Mergers Mergers and Acquisitions Investors 40

Software Equity Group

MARCH 18, 2024

The SEG SaaS Index helps users conduct their own research on over 100 publicly traded SaaS companies. Aim to Secure Premium Deals All our research, preparation, and networking converge with a singular goal: securing an optimal outcome for our clients.

Equities 52

Equities M&A Negotiation Investors 52

Deal Law Wire

FEBRUARY 9, 2021

These developments allow retail investors to create substantial trends and market fluctuations in the prices of securities, as well as being a relatively-newfound and rather robust source of capital. This concern multiplies as the rise of retail investing communities continue to increase both market volatility and public scrutiny.

Retail 40

Retail Investors M&A Negotiation 40

The Deal

JULY 20, 2023

As the Securities and Exchange Commission reopens the comment period on proposed rules to increase transparency in the derivatives market, industry experts are questioning data put forward by the agency on the draft regulation’s impact on activist investors.

Investors 52

Investors Funds Shares Investment 52

Cooley M&A

MARCH 1, 2019

However, if the right dynamic is created, a dual-track process can provide visibility of relative valuation and the benefit of optionality, maximizing the chance of securing the most favorable terms. The usual pros and cons of being a publicly traded company will also need to be considered. What’s the time frame? Michal Berkner.

IPO 52

IPO Valuation M&A Business 52

Razorpay

JULY 27, 2023

Investment Banking Services Initial Public Offering (IPO) When a privately-owned business wants to become a publicly traded company, it goes through an IPO , or Initial Public Offering. Here’s more detail into the services that investment banks provide to businesses. How do they do this? Let’s understand with an example.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The TRADE

JULY 11, 2023

.” The review consists of seven recommendations including the introduction of a Research Platform, which will provide a central facility for the promotion, sourcing and dissemination of research on publicly traded companies – potentially open to all, but in particular, for smaller cap companies.

Asset Management 40

Asset Management Investment Government Capital Market 40

Wall Street Mojo

JANUARY 17, 2024

Publicly-traded companies must prepare financial statements like P&L statements and file the same with the U.S. Publicly-traded companies must prepare financial statements like P&L statements and file the same with the United States Securities and Exchange Commission (SEC).

Profitability 52

Profitability S&P Financial Statement Accountant 52

Wall Street Mojo

FEBRUARY 9, 2024

When listed as publicly traded companies, they mostly become small-cap and micro-cap stocks trading on the exchange. The fund has a value of $300 million and is likely to focus on buying the first lien term loan credits, including the senior secured notes on LMM companie s in the secondary market across different sectors.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Deal Law Wire

APRIL 1, 2021

Additionally, despite the fact that Bitcoin is relatively new in the marketplace, we are already seeing an increase in regulations from both the Canada Revenue Agency and Ontario Securities Commission that can increase confidence in the use of Bitcoin. Taxation of Cryptocurrency Transactions in Canada.

M&A 40

M&A Funds Accountant IT 40

Software Equity Group

OCTOBER 22, 2024

WATCH NOW : Craft a Winning Pricing Strategy to Maximize ARR Growth and Valuation Net Retention in Public Software Companies: Insights from the SEG SaaS Index We recently began tracking net retention information in our SEG SaaS Index , which tracks the performance of 120+ publicly traded software companies.

Valuation 52

Valuation Investors IT Management 52

Software Equity Group

FEBRUARY 12, 2024

In recent years, software buyers have been keenly focused on gross revenue retention (GRR) and gross profit margin (GPM) , largely because strong performance in these areas provides security amid uncertain economic conditions. Financial buyers , usually PE firms, are not interested in integrating your company with their own.

M&A 52

M&A Mergers and Acquisitions Business Valuation 52

Cooley M&A

JANUARY 22, 2020

Also, as an added advantage in the public company context, milestone payments, or contingent value rights, may be structured as a contractual right rather than a security requiring registration with the SEC, allowing such deals to be completed on faster timelines than deals that require the registration.

M&A 40

M&A Pharmaceutical Acquisitions Capital 40

Cooley M&A

SEPTEMBER 16, 2022

In addition, currently public dual-class companies with transfer provisions that do not contain clear carve outs for the delivery of voting agreements in the M&A context should discuss with their advisers the possibility of adopting “clear day” amendments to their charters to include these carve outs. Vote-down termination fee (i.e.,

M&A 59

M&A IPO Mergers and Acquisitions Shares 59

Cooley M&A

OCTOBER 29, 2020

Companies going public by way of a SPAC will also face limitations under Rule 144, which provides holders of unregistered securities the right to resell those securities without registration. Revisiting Governance Documentation.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Cooley M&A

JANUARY 25, 2023

Moreover, going-public transactions between life sciences companies and special purpose acquisition companies (SPACs) decreased significantly in 2022, with fewer investors willing to participate in private investments in public equity (PIPEs) as part of a de-SPAC transaction.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40