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.

124

124

NYT M&A

FEBRUARY 16, 2024

Two new books about the platform chronicle its leadership under first Jack Dorsey and now Elon Musk, portraying a site reeling from user disaffection and gross mismanagement.

Mergers & Acquisitions 93

Mergers & Acquisitions 93

Musings on Markets

DECEMBER 11, 2024

My Book (and Written) Content Let me begin by emphasizing that you do not need any of my books to take my classes. At almost 1000 pages, it is overkill but it is also the most comprehensive of the books in terms of coverage. In fact, I don't even require them, when I teach my MBA and undergraduate classes at NYU.

Corporate Finance 120

Corporate Finance Finance Start-ups Appraisal 120

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 208

Intangible Assets Book Value Price to Book Marketability 208

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

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

Harvard Corporate Governance

FEBRUARY 19, 2025

The legislation and initiatives address critical topics, including director independence, controlling stockholders, stockholders books and records inspection rights, and plaintiffs attorney fee awards.

120

120

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.

252

252

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 233

Equity Technology Marketability 233

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."

98

98

Global Finance

JANUARY 2, 2025

Global Finance: Why did you write this book now? I know its boringdefinitely for the CEO and maybe even the CFObut a good analysis of the targets books is essential. In the case of Hewlett-Packards buying of Autonomy, a forensic accountant has shown that you could have seen easily that their books were manipulated for 10 years prior.

Finance 124

Finance Start-ups Technology Corporate Finance 124

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 207

Compliance 207

Machen McChesney

DECEMBER 24, 2024

How often do you reconcile your companys internal financial records against your bank statements? Bank reconciliations are an essential internal control procedure that busy owners and managers sometimes overlook or neglect. Heres why it pays to perform them regularly.

Banking 105

Banking 105

Law 360 M&A

MARCH 7, 2025

Insignia Financial on Friday said that it agreed to open its books to Bain Capital and CC Capital after the two bidders increased their respective takeover offers to $3.34 billion Australian (US$2.11 billion) amid a bidding war.

52

52

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.”

138

138

Law 360 M&A

FEBRUARY 12, 2025

My collection of rare books includes several written or owned by prominent lawyers from early U.S. history, and immersing myself in their stories helps me feel a deeper connection to my legal practice and its purpose, says Douglas Brown at Manatt Health.

52

52

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 184

Marketability 184

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 201

Marketability Finance 201

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 146

Finance 146

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.

189

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.

137

137

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…)

236

236

BV Specialists

JANUARY 13, 2025

Ensure the Company's Books are Current and In Order It will be crucial that accurate financial records are available for the appraiser and that the most recent statements have been prepared. Engaging a certified appraiser with experience in divorce cases ensures an unbiased and thorough assessment.

Appraisal 83

Appraisal Asset-based Approach Business Valuation Marketability 83

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.

229

229

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

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 250

Technology Banking Marketability 250

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 210

Compliance 210

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

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.

111

111

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

Financial Times M&A

MARCH 31, 2025

Combined group will service a loan book worth more than $2.1tn

90

90

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.

225

225

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.

107

107

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.

189

189

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 104

Mergers & Acquisitions 104

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 150

Compliance 150