The Harvard Law School Forum

MAY 8, 2023

State Street Global Advisors’ Proxy Voting and Engagement Guidelines for North America (United States [“US”] and Canada) address our market-specific approaches to topics including directors and boards, accounting and audit related issues, capital structure, reorganization and mergers, compensation, and other governance-related issues.

Government 78

Government Corporation Economics Mergers 78

How2Exit

APRIL 15, 2024

This approach underscores the delicate balance between maximizing shareholder value and retaining the individual strengths of small businesses within the group. While synergy and integration might promise maximum shareholder value on paper, Turner champions the reduced risk from a diversified group of independent businesses.

Corporate Finance 130

Corporate Finance Corporation Finance Finance 130

Solganick & Co.

AUGUST 24, 2023

This is one the best conferences to attend to learn about current and upcoming M&A trends and topics. We assist buyers and sellers of companies to achieve growth and maximize valuation for their shareholders. Solganick also participates in DealSorce. Solganick & Co.

M&A 52

M&A Investment Banking Private Equity Advisory 52

M&A Leadership Council

AUGUST 1, 2023

Large public companies are generally expected to link their CEO pay to total shareholder return over one to three years, whereas a new start-up will tend to focus more on sales growth. Bonus pay may be hard to align following a merger between one firm with huge bonuses and another one with none. Incentive pay targets vary by type of company.

Mergers 52

Mergers Mergers and Acquisitions M&A Profitability 52

Growth Business

APRIL 23, 2024

Yet, strikingly absent from these conversations is the topic of social mobility — a glaring oversight, given its profound potential to revolutionise these very pillars of business performance. Modern consumers and investors are increasingly drawn to companies that not only focus on financials but also make a positive impact on the world.

Risk Management 98

Risk Management Business Management Government 98

Wall Street Mojo

JANUARY 4, 2024

The target’s board then approaches a third company, the white knight, to negotiate a friendly bid that they believe brings more value to the shareholders. However, this is a small company and has few resources to do further research on the topic. Ensuring transparency, fairness, and equal treatment of shareholders is essential.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions M&A Corporation 52

Focus Investment Banking

NOVEMBER 27, 2023

The pursuit of ESG goals might mean diminished earnings, which would raise the ire of shareholders and board members. Last year, the hot topic of discussion at the East Palo Alto forum was cryptocurrency. But if ESG goals are not pursued, that might raise the ire of activists…and some board members.

Private Equity 52

Private Equity M&A Equities Mergers and Acquisitions 52

Mergers and Inquisitions

JANUARY 24, 2024

These topics are interesting but difficult to demonstrate in a video tutorial or article, so we’ll focus on the financial modeling case here. Procyon is spending aggressively on sales & marketing, resulting in negative Net Income, a declining Shareholders’ Equity, and a negative Cash position. Walk us through your thought process.

Equities 104

Equities Valuation Financial Statement Financial Modeling 104

What's Market

SEPTEMBER 26, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. of the Company. .”

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

Cooley M&A

DECEMBER 14, 2020

The group covered a wide range of topics during the 90-minute session, including three key themes highlighted below. Direct listings were simply a liquidity event for private investors and employee shareholders until the summer of 2020. What’s Driving the Interest in SPACs. Yvan-Claude Pierre.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

What's Market

OCTOBER 18, 2022

In partnership with Bloomberg Law, Dan has developed a series of 25 articles looking at these trends, on a topic-by-topic basis, providing practical insight into where these trends are heading, and the relevant implications for M&A deal professionals. ” Observations. ” Observations.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

M&A Leadership Council

JANUARY 26, 2023

It translates to synergy capture, market growth, analyst confidence and superior shareholder ROI. Q: Our Collaborative Forum is intended to help with that objective in three specific ways. Would each of you tell us about what’s so different about this event and who will benefit most by attending? Herndon: Great question!

M&A 52

M&A Business Collaboration Corporation 52

Francine Way

JUNE 22, 2020

To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. Shareholder equity: positive or negative. Cash balance on the books without Restricted Cash. Working Capital deficit. Negative equity balance.

Valuation 130

Valuation M&A Mergers S&P 130

Mergers and Inquisitions

SEPTEMBER 20, 2023

In some ways, prep for VC interviews is easier because you don’t have to learn or memorize many technical topics, but in some ways, it’s harder since you have to do lots of firm-specific research. A: We have a full video tutorial on this topic ( see the notes ). Q: What’s the difference between pre-money and post-money valuations?

Capital 59

Capital Valuation Investment Portfolio 59

The Deal

JANUARY 12, 2024

Sebastian quit activist fund advisory firm Olshan Frome Wolosky LLP in February to co-lead the shareholder engagement and activism practice at Wilson Sonsini Goodrich & Rosati PC, and Jillian recently left Goldman, Sachs & Co. to help launch Perella Weinberg Partners LP’s activism defense engagement team.

M&A 64

M&A Investment Advisory Government 64

Mergers and Inquisitions

MAY 3, 2023

It’s not a likely interview topic, and it goes against my normal advice to focus on the core concepts , learn them very well, and skip the bells and whistles. When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM).

Valuation 64

Valuation DCF Debt Financial Modeling 64

Quest: Mergers & Acquisitions

APRIL 21, 2019

Furthermore, the faster you can help the organization realize cost synergies with the integration, the sooner they can communicate those savings out to shareholders, increasing the market’s perceived value of the M&A deal. 2019 is projected to continue at the same pace.

M&A 52

M&A IT Mergers and Acquisitions Mergers 52

Transactional Delights

FEBRUARY 14, 2021

Today’s topic broadly covers the current shareholder landscape. There are many things happening right now in the shareholder landscape, including a growing focus on ESG from institutional investors like BlackRock and TCI, and the rising collective consciousness of the retail shareholder. and $2,000 in Canada”.

Retail 40

Retail M&A S&P IT 40

Cooley M&A

JANUARY 23, 2024

Sponsor-led take-private transactions – and hostile takeovers – come to life sciences So-called take-private transactions led by a private equity sponsor have become a hot topic in healthcare. billion, while EQT acquired Dechra Pharma, a veterinary products business, in an all-cash acquisition for $6.1

M&A 52

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 52

M&A Leadership Council

OCTOBER 30, 2023

We emphasized our belief that it is every employee’s responsibility to personally make decisions that will benefit the company and shareholders, along with our confidence that the Holson Burnes team was uniquely qualified to make these decisions. In the previous year, the Burnes of Boston brand had lost $13.7

Profitability 52

Profitability M&A Acquisitions Manufacturing 52

Wall Street Mojo

JANUARY 4, 2024

When managers prioritize expanding the company excessively to bolster their own power or status rather than focusing on shareholder value, it can create conflicts of interest between management and shareholders. We explain the topic in detail, including its elements, examples, strategies, advantages, & disadvantages.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Mergers and Inquisitions

JULY 19, 2023

Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company. So, if you’re thinking about this topic, you should probably reframe your questions: Is there any reason to target long-only hedge funds rather than long/short equity or other strategies?

Funds 52

Funds Asset Management Management Equities 52

GillAgency

FEBRUARY 10, 2022

The challenges and successes that we have seen, puts us at a vantage point to cover this very important topic. If you do not want to read all the sections, we have listed the topics in a table of contents here as well. We have five decades of combined experience in buying, selling, operating and exiting businesses at GillAgency.

Business 52

Business Sale Broker IT 52

The TRADE

DECEMBER 21, 2023

Outsourced trading is no longer a taboo topic. It is not, however, a service loved and/or to be adopted by all and remains a contentious topic among trading desks around the world. It’s no longer relinquishing control. It’s no longer just a defensive play. Why are firms outsourcing?

Trading 62

Trading Management Asset Management Funds 62