Law 360 M&A

MARCH 28, 2024

shareholder Blackwells Capital on Thursday asked Delaware's Court of the Chancery to force Disney to open its books and records as the investor looks into potential wrongdoing and mismanagement stemming from the entertainment giant's dealings with ValueAct Capital. An affiliate of Walt Disney Co.

94

94

Mckinsey and Company

AUGUST 20, 2024

Sharpen your problem-solving skills the McKinsey way, with our weekly crossword. Each puzzle is created with the McKinsey audience in mind, and includes a subtle (and sometimes not-so-subtle) business theme for you to find. Answers that are directionally correct may not cut it if you’re looking for a quick win.

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124

Harvard Corporate Governance

JULY 9, 2024

The S&P 500 currently trades at a price to book value of 4.2, suggesting that book value accounts for less than 20% of the S&P 500’s market value. The remaining 80%, appears nowhere in these firms’ balance sheets—it is invisible to contemporary accounting techniques and constitutes “dark accounting matter.” more…)

Intangible Assets 212

Intangible Assets Book Value Price to Book Marketability 212

BVR

MARCH 28, 2022

Now in its 31st year, the book contains the latest industry-related information including pricing tips, benchmarking information with comparison data, industry resources, and general industry data on over 600 types of businesses, including franchises.

Business Valuation 246

Business Valuation 246

Norman Marks

JULY 15, 2024

I have written a lot of blog posts and books over the years. Earlier this year, my blog passed two lifetime milestones: over a million individual readers and two million page views[1]. Join in my celebration! I don’t write to make money. While WordPress may add ads, I have neither control over nor get any […]

75

75

Harvard Corporate Governance

APRIL 25, 2023

This post is based on the authors’ book. Our new book, A History of Securities Law in the Supreme Court , explores how the Supreme Court has made (and remade) securities law. Thompson is Peter P. Weidenbruch, Jr. Professor of Business Law at Georgetown University Law Center.

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254

Financial Times M&A

SEPTEMBER 22, 2023

US online travel site says Brussels has not shown €1.63bn acquisition of Swedish group will force rivals to close

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135

Harvard Corporate Governance

APRIL 12, 2022

This post is based on his recent book. My new book, The Capitalist and the Activist , explores this complicated new reality of contemporary corporate social activism—its driving forces, promises and perils, and implications for our laws, public policies, and businesses.

Equity 237

Equity Technology Marketability 237

Law 360 M&A

JULY 3, 2024

The Walt Disney Co. does not have to give activist shareholder Blackwells Capital more information about an agreement that Disney made with ValueAct Capital, a Delaware Chancery Court judge ruled Wednesday, finding that Blackwells had "failed to meet its burden to prove a credible basis to suspect wrongdoing."

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98

Harvard Corporate Governance

AUGUST 9, 2022

In those and other cases, the increasing use of books and records demands by plaintiffs to plead their claims has been illustrated.

Compliance 211

Compliance 211

Harvard Corporate Governance

OCTOBER 25, 2023

This post is based on his book. Posted by Jordi Canals (IESE Business School), on Wednesday, October 25, 2023 Editor's Note: Jordi Canals is Professor of Strategic Management and the holder of Fundación IESE Chair in Corporate Governance at IESE Business School. Disney’s board of directors fired CEO Bob Chapek on November 20, 2022.

Compliance 312

Compliance Technology Equity Marketability 312

Financial Times M&A

JANUARY 30, 2024

German group Viridium cites considerations over its ‘ownership structure’ in halting deal with insurance company

100

100

Mckinsey and Company

NOVEMBER 20, 2023

In her new book, Lisa Sun shares the playbook for unlocking your strengths and explains why confidence isn’t “one size fits all.”

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138

Harvard Corporate Governance

NOVEMBER 28, 2023

This post is based on her book, Law and Political Economy in China. In my newly released book, “Law and Political Economy in China: the Role of Law in Corporate Governance and Market Growth” (Cambridge University Press, 2023), I call to reevaluate this approach.

Marketability 189

Marketability 189

Harvard Corporate Governance

JULY 17, 2024

The history of finance is a field fertile with research, papers, books, and conferences. Two books resulted: Origins of Shareholder Advocacy , edited by Jonathan Koppell, and Shareholder Rights at 400 : Commemorating Isaac Le Maire and the First Recorded Expression of Investor Advocacy.

Finance 150

Finance 150

Law 360 M&A

NOVEMBER 4, 2024

An early investor in a sports collectibles seller sued the company in Delaware's Chancery Court demanding access to its books and records, saying that its failure to comply with U.S. Securities and Exchange Commission reporting requirements in the wake of struggles following its 2023 acquisition "raises performance concerns."

52

52

Harvard Corporate Governance

JULY 18, 2022

This post is based on his recent paper , forthcoming in the Journal of Law, Finance, and Accounting , and also draws from his recent book, Missing the Target: Why Stock Market Short-Termism Is Not the Problem (Oxford University Press, 2022). Roe is David Berg Professor of Business Law at Harvard Law School.

Marketability 203

Marketability Finance 203

Harvard Corporate Governance

MAY 27, 2023

Below, we summarize the key provisions of HB 3 and offer a comparison against some of the anti-ESG laws on the books in other states. [3] 3] (more…)

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240

Harvard Corporate Governance

JULY 18, 2023

The case involved a books-and-records demand from a stockholder asserting a potential breach of fiduciary duty by Disney’s directors and officers in their determination to publicly oppose Florida’s so-called “Don’t Say Gay” bill. The Walt Disney Company.

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189

Mckinsey and Company

SEPTEMBER 12, 2024

The authors of a new book on the journey of leadership explain why this era of unprecedented global change demands a new style of leadership—one that reflects the inner world of the CEO along with the needs of organizations and employees.

136

136

Harvard Corporate Governance

JULY 25, 2022

They have also increasingly turned to books-and-records demands, seeking company documents and other information. Despite recent dismissals of securities claims challenging ESG-related disclosures, plaintiffs remain undeterred, filing amended complaints alleging fraud and breach of fiduciary duty claims.

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Harvard Corporate Governance

SEPTEMBER 24, 2023

The New Rules also add books and records requirements to document compliance. The Mandatory Audits provision for private funds and the Written Annual Review requirement to document annual compliance reviews under Rule 206(4)-7. more…)

Compliance 214

Compliance 214

Mckinsey and Company

MARCH 15, 2024

Three McKinsey senior partners—and, now, international best-selling authors—reflect on the far-reaching impact of their book, CEO Excellence, two years after its release.

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111

Harvard Corporate Governance

MARCH 15, 2023

But we know that the names of so many of our giants didn’t make it into the history books. It is an exercise in making the unseen, seen. Indeed, every one of you here today knows that we stand on the shoulders of giants. Black history’s giants aren’t just the Douglasses, the Dubois’s, the Oprahs, the Sojourners and the Adam Clayton Powells.

Technology 252

Technology Banking Marketability 252

Mckinsey and Company

MAY 23, 2023

McKinsey senior partners outline their new book designed to help companies harness the power of digital transformation.

119

119

Norman Marks

AUGUST 9, 2024

This is an unusual post for me, but the topic is important. I was privileged to receive a pre-release copy of “No Address”. This is what the press release says: Sacramento, California – In a continuation of the mission to bring awareness and solutions to homelessness in America, Robert Craig Films, is announcing the upcoming release […]

80

80

Mckinsey and Company

APRIL 4, 2024

In this final retrospective, McKinsey senior partners and best-selling authors share insights from their book, discuss the “life cycle of a CEO,” and talk about developments in their ongoing research.

104

104

NYT M&A

NOVEMBER 18, 2024

Flights will still take off and travelers can keep booking tickets, the low-cost carrier said, as the company enters Chapter 11 bankruptcy.

Mergers & Acquisitions 115

Mergers & Acquisitions 115

Viking Mergers

MARCH 12, 2023

Good Books & Records One of the most important things you can do to increase the value of your business is to maintain good books and records and operate on an accrual (versus cash) accounting basis to match revenue with expenses. You could add intellectual property, patents, etc.,

EBITDA 130

EBITDA Business Valuation Marketability 130

Appraisers Blog

MAY 13, 2024

AI editing and blurring books on shelves? Like appraisers are zooming in on photos of book shelves; Dammit, they are not allowed to have that book. Bifurcated appraisals are harmful to home owners, as the appraiser knows far less about the home than having been there in person. Guilty until proven innocent; Lawyers win again.

Appraisal 98

Appraisal 98

Harvard Corporate Governance

JANUARY 15, 2023

Well-drafted board minutes can help contain the scope of stockholders’ books and records requests and make it easier to win early dismissal of lawsuits. To protect against claims that a company’s disclosures were misleading, a company’s public statements and filings should be consistent with the board minutes.

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229

Mckinsey and Company

JUNE 17, 2024

In a new book, four McKinsey senior partners show why leaders must connect with themselves first before they can inspire and empower their organizations.

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107

Harvard Corporate Governance

APRIL 4, 2024

More than ever, plaintiffs are using requests for books and records to attempt to state breach of fiduciary duty and securities law claims. This post is based on his article forthcoming in the Fordham Journal of Corporate and Financial Law. Regulators also demand these records when investigating potential compliance concerns.

Compliance 154

Compliance 154

Harvard Corporate Governance

JULY 16, 2022

This reminder is especially important when a sale of the company or other material determination by the board may be in the company’s future.

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189

Harvard Corporate Governance

SEPTEMBER 14, 2022

To understand the proposal in more depth, see the Top 10 questions in our talk book, Understanding the SEC’s climate proposal. For a brief recap on the proposal, see our Defining Issues, SEC proposes climate reporting and assurance rules. Toward a final rule.

Compliance 189

Compliance 189

Harvard Corporate Governance

SEPTEMBER 22, 2024

This post is based on his book, The New Power Brokers. Posted by Sahand Moarefy , on Sunday, September 22, 2024 Editor's Note: Sahand Moarefy is a corporate attorney and writer. On June 2, 2021, after a grueling six month proxy battle with the investment firm Engine No.

150

150

Mckinsey and Company

SEPTEMBER 17, 2024

How can the travel industry make it easier to discover and book the magical experiences that travelers crave? Travelers increasingly plan trips around activities.

102

102