Musings on Markets

DECEMBER 11, 2024

Note that the links for the spring 2025 classes will lead you to webcast pages, where there are no sessions listed yet, since the classes start in late January 2025. The data is updated once a year, at the start of the year, and the 2025 data update will be available around January 10, 2025.

Corporate Finance 120

Corporate Finance Finance Start-ups Appraisal 120

Harvard Corporate Governance

MARCH 12, 2025

Posted by Jeff Mahoney, Council of Institutional Investors, on Wednesday, March 12, 2025 Editor's Note: Jeffrey P. Mahoney is General Counsel at the Council of Institutional Investors. This post is based on a recent CII letter. 1] CII is a nonprofit, nonpartisan association of U.S.

Marketability 227

Marketability 227

Mckinsey and Company

MARCH 11, 2025

Despite ongoing geopolitical uncertainty, the future of operations in 2025 is promising. Companies that lean into tech, cross-functional collaboration, and curiosity can power up productivity.

114

114

Harvard Corporate Governance

JANUARY 25, 2025

Posted by Scott Levi, Maia Gez, and Michelle Rutta, White & Case LLP, on Saturday, January 25, 2025 Editor's Note: Scott Levi , Maia Gez , and Michelle Rutta are Partners at White & Case LLP. This post is based on a White & Case memorandum by Mr. Levi, Ms. Rutta, Danielle Herrick , Melinda Anderson , and Tami Stark.

157

157

Harvard Corporate Governance

MARCH 12, 2025

Posted by Antoinette Giblin, Diligent Market Intelligence, on Wednesday, March 12, 2025 Editor's Note: Antoinette Giblin is Editorial Manager at Diligent Market Intelligence (DMI). This post is based on a Diligent memorandum by Ms. Giblin, and Josh Black.

Marketability 167

Marketability 167

Harvard Corporate Governance

MARCH 8, 2025

Securities and Exchange Commission, on Saturday, March 8, 2025 Editor's Note: Mark T. Posted by Mark T. Uyeda, U.S. Uyeda is the Acting Chairman of the U.S. Securities and Exchange Commission. This post is based on his recent statement.

Marketability 209

Marketability 209

IT Valuations

DECEMBER 29, 2024

Thursday, January 23, 2025 2:00 PM – 2:45 PM CST The first step to growing your value is knowing it. Join the discussion with Greg Northrop and Aaron Mahl and they discuss how IT owners are utilizing the tool to grow their company’s valuation in 2025.

52

52

IVSC

SEPTEMBER 3, 2024

The event will take place in week commencing 27th October 2025, marking the first time the IVSC has held its AGM in India. IVSC, AARVF and RICS would like to extend an open invitation to any other organisations that would like to join us and help host and sponsor the AGM in 2025, to make contact to discuss options.

Intangible Assets 130

Intangible Assets Marketability Business Valuation 130

Law 360 M&A

MARCH 19, 2025

Law360 is pleased to announce the formation of its 2025 Editorial Advisory Boards.

98

98

Harvard Corporate Governance

FEBRUARY 19, 2025

Gordon (Columbia Law School), on Wednesday, February 19, 2025 Editor's Note: Jeffrey N. Posted by Jeffrey N. Gordon is Richard Paul Richman Professor of Law at Columbia Law School. This post is based on his recent paper.

Marketability 175

Marketability 175

LaPorte

OCTOBER 9, 2024

(authored by RSM US LLP) The 2024-2025 Priority Guidance Plan identifies projects that the Treasury Department and IRS intend to prioritize during the July 1, 2024, through June 30, 2025, plan year, including items affecting exempt organizations.

Treasury 98

Treasury 98

Machen McChesney

OCTOBER 23, 2024

As we approach 2025, changes are coming to the Social Security wage base. The Social Security Administration recently announced that the wage base for computing Social Security tax will increase to $176,100 for 2025 (up from $168,600 for 2024). Wages and self-employment income above this amount aren’t subject to Social Security tax.

105

105

Harvard Corporate Governance

FEBRUARY 18, 2025

Posted by Leeor Ofer (Harvard Law School), on Tuesday, February 18, 2025 Editor's Note: Leeor Ofer is a fellow at the Harvard Law School Program on Corporate Governance and an S.J.D. candidate at Harvard Law School. This post is based on her recent article , forthcoming in the Ohio State Law Journal.

157

157

Class VI Partner

JANUARY 20, 2025

That was still the case as 2025 opened. Therein we highlighted the flight to quality we noticed among private equity and corporate buyers: they were generally more conservative on valuations but bidding aggressively on companies with the strongest business fundamentals. The GF Data Third… Source

Marketability 52

Marketability Equity 52

Class VI Partner

JANUARY 20, 2025

That was still the case as 2025 opened. Therein we highlighted the flight to quality we noticed among private equity and corporate buyers: they were generally more conservative on valuations but bidding aggressively on companies with the strongest business fundamentals. The GF Data Third… Source

Marketability 52

Marketability Equity 52

Harvard Corporate Governance

FEBRUARY 19, 2025

Chandler III, Amy Simmerman, and Brad Sorrels, Wilson Sonsini Goodrich & Rosati, on Wednesday, February 19, 2025 Editor's Note: William B. Chandler III , Amy Simmerman , and Brad Sorrels are Partners at Wilson Sonsini Goodrich & Rosati.

120

120

Class VI Partner

JANUARY 20, 2025

That was still the case as 2024 came to a close and 2025… Source Therein we highlighted the flight to quality we noticed among private equity and corporate buyers: they were generally more conservative on valuations but bidding aggressively on companies with the strongest business fundamentals.

Marketability 52

Marketability Equity 52

Law 360 M&A

JANUARY 31, 2025

Law360 is looking for avid readers of our publications to serve as members of our 2025 editorial advisory boards.

97

97

Law 360 M&A

JANUARY 22, 2025

Lawyers and their clients must be prepared to navigate an evolving litigation funding market in 2025, made more complicated by a new administration and the increasing overall cost of litigation, says Jeffery Lula at GLS Capital.

Marketability 98

Marketability 98

Harvard Corporate Governance

AUGUST 27, 2024

Consistent with the relatively minor policy amendments from ISS and Glass Lewis in 2024, these surveys suggest that 2025 amendments also may be relatively low impact.

Equity 120

Equity 120

Global Finance

DECEMBER 6, 2024

Looking ahead into 2025, as interest rates are expected to continue moving lower, these banks now face the challenge of expanding their offerings, further consolidating their position as the one-stop shop for wealthy clients seeking the perfect mix of specialized local knowledge and global positioning. trillion by the third quarter of 2024.

Banking 52

Banking Marketability Technology Finance 52

Machen McChesney

FEBRUARY 7, 2025

Many have increased for 2025, but with inflation cooling, the increases arent as great as they have been in the last few years. A variety of tax-related limits that affect businesses are indexed annually based on inflation. Here are some amounts that may affect you and your business.

95

95

Benzinga

FEBRUARY 19, 2025

The acquisition price is around $900 million, which corresponds to an estimated transaction multiple of 11 times, based on Kontoor’s projected adjusted EBITDA for Helly Hansen in 2025, excluding any synergies. Full story available on Benzinga.com

EBITDA 97

EBITDA Equity 97

Harvard Corporate Governance

FEBRUARY 9, 2025

Posted by Jason Halper, Peter Marshall, and Sara Brauerman, Vinson & Elkins LLP, on Sunday, February 9, 2025 Editor's Note: Jason Halper , Peter Marshall , and Sara Brauerman are Partners at Vinson & Elkins LLP. On January 7, 2025, Vice Chancellor Glasscock issued a 68-page post-trial decision in Manti Holdings, LLC v.

Equity 111

Equity Private Equity Firm 111

IT Valuations

DECEMBER 29, 2024

Thursday, March 20, 2025 2:00 PM – 2:45 PM CST Join us for an insightful webinar as Greg Northrop, Reed Warren, and Aaron Mahl from iTValuations review the valuation trends from the industry as well as from the users the iTValuations business transformation tool, Valuations as a Service (VaaS).

52

52

Harvard Corporate Governance

NOVEMBER 3, 2023

Reporting companies formed before January 1, 2024, will have until January 1, 2025, to file their initial report with FinCEN. Reporting companies formed on or after January 1, 2025, must file an initial report within 30 days of the company’s formation. more…)

Treasury 231

Treasury 231

Machen McChesney

NOVEMBER 13, 2024

In Notice 2024-80, the IRS recently announced cost-of-living adjustments that apply to the dollar limitations for retirement plans, as well as other qualified plans, for 2025. How much can you and your employees contribute to your 401(k)s or other retirement plans next year?

105

105

Mckinsey and Company

FEBRUARY 25, 2025

A flurry of activity and new ideas leads to a period of interpretation. In the meantime, growth expectations remain unchanged, while central banks begin to diverge in their policy rate decisions.

Banking 129

Banking Corporate Finance Finance 129

Mckinsey and Company

JANUARY 6, 2025

Beauty brands and retailers have already begun testing gen AI. To scale these experiments quickly, beauty players should focus on high-value use cases and customize gen AI tools to meet their needs.

140

140

Harvard Corporate Governance

JANUARY 17, 2025

Posted by Brad Goldberg, Alessandra Murata, and Michael Mencher, Cooley LLP, on Friday, January 17, 2025 Editor's Note: Brad Goldberg and Alessandra Murata are Partners, and Michael Mencher is a Special Counsel, at Cooley LLP. This post is based on their Cooley memorandum.

111

111

Mckinsey and Company

DECEMBER 18, 2024

The World Economic Forums Young Global Leaders, current and alumni, share their thoughts on issues they believe should get much more attention in Davos but might not amid a plethora of business topics.

116

116

IVSC

FEBRUARY 27, 2025

The MoU was signed on 26 February 2025 in London, in the presence of representatives from FIG, IVSC, and RICS. Effective from 25 February 2025, the MoU will be reviewed annually and remains valid for five years.

Banking 130

Banking Marketability Intangible Assets Business Valuation 130

IVSC

MARCH 31, 2025

Recent regulatory reviews, including the FCAs 2025 private market valuation review and the ECBs assessment of private credit exposures , emphasise the need for robustvaluation practices to support investor protection and financial stability. All of which increases valuation risk when investors need more transparency.

Marketability 100

Marketability Equity Intangible Assets Compliance 100

Financial Times M&A

JANUARY 5, 2025

Boutiques counting on M&A rebound to support elevated valuations and star hires

Banking 110

Banking 110

Appraisers Blog

FEBRUARY 19, 2025

I really don’t think it is going to change much of anything. Honestly private work should be done without a form and in a narrative format to remove the unnecessary data points that don’t impact what the market is doing and why. If you insist on using a form, create your own through word, or adobe acrobat.

Appraisal 69

Appraisal Marketability 69

Auto Dealer Valuation Insights

DECEMBER 4, 2024

Family business owners don’t stay on top by having all the answers but by having the ability to ask the right questions. A natural question our family business clients want to know is what their business is worth today.

52

52

Harvard Corporate Governance

FEBRUARY 18, 2025

Blass, Sullivan & Cromwell LLP, on Tuesday, February 18, 2025 Editor's Note: Amy R. Posted by Amy R. Dreisiger, Joseph A. Hearn, and Dalia O. Dreisiger , Joseph A. Hearn , and Dalia O. Blass are Partners at Sullivan & Cromwell LLP. This post is based on a Sullivan & Cromwell memorandum by Ms. Dreisiger, Mr. Hearn, Ms.

Corporate Finance 111

Corporate Finance Compliance Finance 111