Mckinsey and Company

MARCH 1, 2024

A new wave of software investing is on the horizon as private equity looks to create value through software portfolio companies.

Equity 131

Equity Corporate Finance Finance 131

Harvard Corporate Governance

JANUARY 13, 2024

Sobolewski, Wachtell, Lipton, Rosen & Katz, on Saturday, January 13, 2024 Editor's Note: Steven A. In our memo early last year, we noted that private equity investors and dealmakers faced considerable uncertainty heading into 2023 following a challenging 2022. economy, and 2024 is similarly unpredictable. Cohen , Karessa L.

Equity 163

Equity Finance Marketability 163

Harvard Corporate Governance

FEBRUARY 6, 2024

Posted by Martin Lipton, Karessa Cain, and Carmen Lu, Wachtell, Lipton, Rosen & Katz, on Tuesday, February 6, 2024 Editor's Note: Martin Lipton is a Founding Partner, Karessa Cain is a Partner, and Carmen Lu is Counsel at Wachtell, Lipton, Rosen & Katz. This post is based on a Wachtell memorandum by Mr. Lipton, Ms. more…)

Equity 222

Equity 222

Harvard Corporate Governance

JULY 15, 2024

Reddy (University of Cambridge), on Monday, July 15, 2024 Editor's Note: Bobby V. The Rules of Private Equity Leveraged Buyout Funds The private equity leveraged buyout (LBO) is, unsurprisingly given the name, characterized by high levels of debt. Posted by Bobby V. This post is based on his working paper. more…)

Equity 129

Equity 129

Harvard Corporate Governance

MAY 10, 2024

Posted by Juliane Begenau (Stanford University), and Emil Siriwardane (Harvard Business School), on Friday, May 10, 2024 Editor's Note: Juliane Begenau is an Associate Professor of Finance at Stanford Graduate School of Business, and Emil Siriwardane is an Associate Professor of Business Administration at Harvard Business School.

Equity 129

Equity Finance Marketability 129

Harvard Corporate Governance

SEPTEMBER 19, 2024

Rabinowitz, Sullivan & Cromwell LLP, on Thursday, September 19, 2024 Editor's Note: June M. Posted by June M. Hu, Brittney G. Kidwell, and Rebecca M. Hu is a Special Counsel, and Brittney G. Kidwell and Rebecca M. Rabinowitz are Associates at Sullivan & Cromwell LLP. This post is based on a Sullivan & Cromwell memorandum by Ms.

Total Shareholder Return 144

Total Shareholder Return Equity 144

Harvard Corporate Governance

OCTOBER 22, 2024

Posted by Blake Davidson, FW Cook, on Tuesday, October 22, 2024 Editor's Note: Blake Davidson is a Consultant at FW Cook. This post is based on an FW Cook memorandum by Mr. Davidson, Becca Jordan , and Austin Lee. We are pleased to present our fifth study of aggregate share-based compensation.

Market Capitalization 144

Market Capitalization Equity Marketability 144

Harvard Corporate Governance

AUGUST 20, 2024

Posted by Danielle Fortier, Alexis Bortniker, and Sonny Allison, Cooley LLP, on Tuesday, August 20, 2024 Editor's Note: Danielle Fortier , Alexis Bortniker , and Sonny Allison are Partners at at Cooley LLP. This post is based on their Cooley memorandum.

Equity 120

Equity Marketability 120

Harvard Corporate Governance

FEBRUARY 23, 2024

Posted by Justin Danhof, Strive Asset Management, on Friday, February 23, 2024 Editor's Note: Justin Danhof is Executive Vice President, Head of Corporate Governance at Strive Asset Management. As a result, the 2024 proxy voting season will likely provide a test case for shareholder activists, asset managers, and companies alike.

Equity 149

Equity 149

Harvard Corporate Governance

OCTOBER 9, 2023

According to C&DI 120.26, companies, including SRCs, with a December 31 fiscal year-end do not need to provide these annual disclosures until their Form 10-K or 20-F for the fiscal year ending December 31, 2024. Quarterly Disclosures.

Total Shareholder Return 188

Total Shareholder Return Equity Compliance Marketability 188

Harvard Corporate Governance

AUGUST 8, 2024

Ellias (Harvard Law School) and Elisabeth de Fontenay (Duke University School of Law), on Thursday, August 8, 2024 Editor's Note: Jared A. Posted by Jared A. Ellias is the Scott C. Collins Professor of Law at Harvard Law School, and Elisabeth de Fontenay is Karl W. Leo Distinguished Professor of Law at Duke University. more…)

Marketability 236

Marketability Corporate Finance Equity Finance 236

Financial Times M&A

JANUARY 11, 2025

Total value of large private equity deals in Europe increased at twice the rate of the rest of world in 2024

Equity 111

Equity 111

Harvard Corporate Governance

OCTOBER 6, 2024

Posted by Leah Malone and Emily Holland, Simpson Thacher & Bartlett LLP, on Sunday, October 6, 2024 Editor's Note: Leah Malone is a Partner and Emily Holland is a Counsel at Simpson Thacher & Bartlett LLP. and multinational corporations, financial institutions and private equity sponsors. Malone, Ms.

Equity 247

Equity 247

Financial Times M&A

DECEMBER 24, 2024

Value of investments cashed out lingers well below historic average for third consecutive year

Equity 111

Equity 111

Harvard Corporate Governance

JUNE 26, 2024

Posted by Umesh Chandra Tiwari, ESGAUGE, on Wednesday, June 26, 2024 Editor's Note: Paul Hodgson is a Senior Advisor at ESG data analytics firm ESGAUGE. This post relates to a report authored by Mr. Hodgson based on data published by The Conference Board and ESGAUGE. Harvard , which eliminated affirmative action in college admissions.

Equity 269

Equity 269

Harvard Corporate Governance

JANUARY 19, 2024

Posted by Victor Goldfeld, Mark Stagliano, and Mark Andriola, Wachtell, Lipton, Rosen & Katz, on Friday, January 19, 2024 Editor's Note: Victor Goldfeld and Mark Stagliano are Partners, and Mark Andriola is an Associate at Wachtell, Lipton, Rosen & Katz.

Finance 157

Finance Marketability Technology Equity 157

Harvard Corporate Governance

FEBRUARY 21, 2024

Posted by Sean Feller, Krista Hanvey, and Christina Andersen, Gibson, Dunn & Crutcher LLP, on Wednesday, February 21, 2024 Editor's Note: Sean Feller and Krista Hanvey are Partners, and Christina Andersen is Of Counsel at Gibson, Dunn & Crutcher LLP.

Equity 225

Equity EBITDA Market Capitalization Marketability 225

Harvard Corporate Governance

FEBRUARY 2, 2024

Consequently, fund families managing both equity and bond funds are more likely to hold stocks and bonds from the same company simultaneously (“dual holdings”). Using detailed holding data of mutual funds, our paper first documents a rising trend in mutual fund dual holdings of U.S. publicly traded firms.

Corporate Finance 284

Corporate Finance Finance Equity Marketability 284

Harvard Corporate Governance

AUGUST 23, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, August 23, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of August 16-22, 2024 Firm Boundaries and Voluntary Disclosure Posted by John D. Jarkesy , SEC v.

Equity 100

Equity 100

Harvard Corporate Governance

JUNE 18, 2024

Posted by Kobi Kastiel (Tel Aviv University) and Yaron Nili (University of Wisconsin), on Tuesday, June 18, 2024 Editor's Note: Kobi Kastiel is a Professor of Law at Tel Aviv University and Yaron Nili is a Professor of Law and Smith-Rowe Faculty Fellow in Business Law at the University of Wisconsin Law School.

Equity 111

Equity Marketability 111

Harvard Corporate Governance

JULY 19, 2024

McGrath and Neal Ross Marder, Akin Gump Strauss Hauer & Feld LLP, on Wednesday, July 17, 2024 Tags: Cryptocurrency , NVIDIA , PSLRA , U.S. Hu and Katherine C. Supreme Court The origins of modern corporate governance: New findings Posted by Stephen M.

Equity 100

Equity Finance Technology 100

Harvard Corporate Governance

JUNE 21, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, June 21, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of June 14-20, 2024 Developments and Trends in Delaware Officer Exculpation Charter Amendments Posted by Andrew J. Noreuil and Andrew J.

Finance 100

Finance Equity Marketability 100

Mckinsey and Company

FEBRUARY 13, 2025

Global uncertainties remained in 2024, but the path forward for private equity became clearer, with a rebound in dealmaking and distributions.

Equity 103

Equity Marketability Corporate Finance Finance 103

Harvard Corporate Governance

JUNE 14, 2024

Riely, Jenner & Block LLP, on Sunday, June 9, 2024 Tags: CISO , cyber disclosure , Cybersecurity , SEC , SEC v. SolarWinds Motion to Dismiss Hearing Posted by Jennifer Lee, Shoba Pillay, and Charles D. 122 , moelis , S.B. 313 Did Tesla Directors Take a Big Accounting Bet without any Independent Accounting Advice? 122 , moelis , S.B.

Equity 100

Equity Marketability 100

Harvard Corporate Governance

AUGUST 13, 2024

Introduction Publicly traded firms face pressure from equity market investors with short investment horizons. This post is based on their recent article published in the Journal of Financial Economics. This forces companies to make decisions that favor immediate gains over long-term value creation.

Finance 273

Finance Equity Marketability 273

Mckinsey and Company

JANUARY 22, 2025

The year ends with political shifts and mixed markets: European equities are flat; US stocks are down. Global interest rates are normalizing, with the Fed and ECB each cutting rates by 25 basis points.

Equity 131

Equity Marketability Corporate Finance Finance 131

Harvard Corporate Governance

MAY 17, 2024

Regner, Debevoise & Plimpton LLP, on Monday, May 13, 2024 Tags: Court of Chancery , delaware , Delaware Chancery , Delaware Supreme Court , Disclosure , Inovalon , Nordic Capital Seven Questions about Proxy Advisors Posted by David F.

Compliance 100

Compliance Banking Equity Marketability 100

Harvard Corporate Governance

FEBRUARY 1, 2024

Posted by Anna Restuccia (Harvard Law School), on Thursday, February 1, 2024 Editor's Note: This post provides the text of the post-trial opinion regarding the case between Richard J. against Elon Musk, decided by the Delaware Court of Chancery on January 30, 2024. Tornetta on behalf of Tesla, Inc. Varallo, Glenn R.

EBITDA 337

EBITDA Market Capitalization Equity Marketability 337

Harvard Corporate Governance

AUGUST 16, 2024

Rawcliffe, Skadden, Arps, Slate, Meagher & Flom LLP, on Tuesday, August 13, 2024 Tags: Department of Justice , Disclosure , SEC , Whistleblowers Do Investors Care about Biodiversity? Good, and Bora P.

Finance 100

Finance Equity 100

Mckinsey and Company

SEPTEMBER 30, 2024

A look at how 2024 is unfolding in private markets can help companies plan ahead and find new growth avenues.

Marketability 124

Marketability Equity 124

Harvard Corporate Governance

SEPTEMBER 20, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, September 20, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of September 13-19, 2024 Lying in Corporate Elections Posted by Kai H. Jarkesy , Supreme Court Is 2024 past peak ESG?

Compliance 100

Compliance Equity Marketability 100

Harvard Corporate Governance

JANUARY 21, 2024

Posted by Colin Wittmer and John Potter, PricewaterhouseCoopers LLP, on Sunday, January 21, 2024 Editor's Note: Colin Wittmer is Deals Leader and John Potter is Deals Clients & Markets Leader at PricewaterhouseCoopers LLP. This post is based on their PwC memorandum.

Marketability 129

Marketability Technology Equity 129

Harvard Corporate Governance

JANUARY 19, 2024

Cohen, Karessa L. Cain, and John R. Hong and Edward P. Micheletti and Arthur R.

Compliance 100

Compliance Finance Equity 100

Harvard Corporate Governance

APRIL 8, 2024

Gubler (Arizona State University), on Monday, April 8, 2024 Editor's Note: Zachary J. The argument is that the point of saying that fiduciary duties are owed to the corporate entity is to fix those duties on the one thing that is essential about that entity, which is to say, the permanent equity capital. Posted by Zachary J.

Equity 230

Equity 230

Harvard Corporate Governance

JUNE 7, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, June 7, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of May 31-June 6, 2024 Midyear observations on the board agenda Posted by John Rodi, David A. Brown and Patrick A.

Equity 100

Equity 100

Harvard Corporate Governance

FEBRUARY 23, 2024

Supreme Court A Theory of the REIT Posted by Jason Oh and Andrew Verstein, UCLA School of Law, on Monday, February 19, 2024 Tags: governance , Real Estate , REITs , Takeover , tax CCEOs Should Address 7 Questions When Considering a Human Rights Policy Posted by Dian Zhang and Kate Jordan, Gartner, Inc.,

Equity 100

Equity Compliance Finance 100

Harvard Corporate Governance

DECEMBER 23, 2024

on Monday, December 23, 2024 Editor's Note: Steven Hyland is an ESG Engagement Manager at Glass, Lewis & Co. Posted by Steven Hyland, Glass, Lewis & Co., This post is based on a Glass Lewis memorandum by Dr. Hyland, Shane Carroll, and Stephanie Radcliffe.

Equity 144

Equity 144