Law 360 M&A

JULY 7, 2023

shareholders who sued in January for corporate documents about the cybersecurity platform's then-pending merger with private equity firm Vista Equity Partners say they are now in discussions to resolve their Delaware Chancery Court dispute and have put a trial in the matter on hold. KnowBe4 Inc.

Private Equity Firm 40

Private Equity Firm Equity 40

Law 360 M&A

AUGUST 11, 2022

stockholder sued the health care technology company in Delaware's Chancery Court on Wednesday, seeking corporate documents to investigate "potential mismanagement and/or breaches of fiduciary duty" in connection with its pending $1.1 billion buyout by private equity firm TPG Inc. A Convey Health Solutions Holdings Inc.

Private Equity Firm 40

Private Equity Firm Equity Technology 40

Value Scope

JULY 23, 2023

Clients include middle market business owners, corporate executives, major corporations, government agencies, private equity firms, attorneys, accountants and other professional advisers. engineering drawings and technical documentation) *ValueScope is not a licensed CPA firm.

Intangible Assets 130

Intangible Assets Going Concern Value Private Equity Firm Technology 130

Sun Acquisitions

SEPTEMBER 16, 2024

Document Processes and Systems: Documenting your business’s processes, systems, and intellectual property is essential for a smooth transition during an exit. Create comprehensive operational manuals, employee handbooks, and proprietary technology documentation to ensure the continuity and transferability of critical assets.

Marketability 59

Marketability Private Equity Firm Equity Technology 59

Peak Business Valuation

JANUARY 25, 2025

Dental Practice Valuation Methods While analyzing the financial documents of a dental practice, valuation experts use various valuation methods to determine the fair market value. Consolidation: Dental Service Organizations (DSOs) and private equity firms are contributing to ongoing consolidation in the industry.

Business Valuation 52

Business Valuation Fair Market Value Appraisal Private Equity Firm 52

Benzinga

SEPTEMBER 2, 2024

per share in cash represents an attractive premium of approximately 52 percent to the closing price of the STEMMER IMAGING AG share on July 19, 2024 Management and Supervisory Boards of STEMMER IMAGING AG welcome and support the transaction, subject to review of the offer document. LEXINGTON, Ky., LEXINGTON, Ky.,

Private Equity Firm 40

Private Equity Firm Start-ups Equity Marketability 40

Brian DeChesare

JANUARY 24, 2024

It’s an excerpt from our Venture Capital & Growth Equity Modeling course , so it’s not a step-by-step walkthrough – but it should still be quite helpful: Types of Growth Equity Case Studies Growth equity firms are “in-between” venture capital and private equity firms. forward revenue multiple.

Equity 105

Equity Private Equity Firm Start-ups Comps 105

Reynolds Holding

AUGUST 14, 2023

It is de rigueur to label everything as sustainable – including in private equity. In a new working paper, we examine the claims of the top 100 private equity firms in the United States as to their committment to ESG. These firms represent more than $1.5

Equity 40

Equity Private Equity Firm Marketability 40

Sun Acquisitions

SEPTEMBER 18, 2023

Depending on your industry, you may approach competitors, strategic investors, private equity firms, or individual buyers. This process involves comprehensively examining your business’s financial records, legal documents, contracts, operations, and other relevant aspects.

Private Equity Firm 59

Private Equity Firm Fair Market Value Compliance Equity 59

Reynolds Holding

FEBRUARY 25, 2025

The proposed changes restrict the scope of documents that shareholders can inspect, in ways that hinder the markets ability to discipline corporate insiders. Berry , Ray Berry the founder of The Fresh Market joined forces with a private equity firm to bid for the company. The proposed amendment reverses this trend.

Private Equity Firm 49

Private Equity Firm Start-ups Marketability Equity 49

Appraiser Newsroom

MAY 1, 2024

Hiring a reputable valuation firm and establishing proper internal controls, including data management and review and sign-off procedures, can enhance the accuracy and credibility of valuations. Michael is part of the Industrial Products industry group of the firm and Co-Head of U.S. Looking for a deeper dive into this specialty?

Intangible Assets 52

Intangible Assets Fair Market Value Compliance Private Equity Firm 52

Brian DeChesare

MAY 11, 2022

“You really want to work on deals” means that you treat deals like football fans treat football: you read about them constantly, examine the legal documents for fun, and form strong views about M&A deals , IPOs , and more. Would you do something like this for fun? Would you do something like this for fun?

Banking 98

Banking Start-ups Finance Private Equity Firm 98

Sun Acquisitions

OCTOBER 21, 2024

Additionally, the application process can be lengthy and rigorous, requiring detailed financial documentation and due diligence. Private Equity Investment: Private equity firms can be strategic partners for mid-sized businesses looking to finance M&A transactions.

Finance 59

Finance Banking Equity Private Equity Firm 59

Reynolds Holding

APRIL 23, 2024

Board Approval of Agreements, Instruments and Documents in ‘Substantially Final’ Form (§§147, 262 and 268) In Sjunde AP-Fonden v. The proposed amendments also clarify that a corporation may take any of the actions specified in Section 122 regardless of whether they are set forth in the certificate of incorporation. 2022-1001-KSJM (Del.

Private Equity Firm 45

Private Equity Firm Marketability Compliance Equity 45

Sun Acquisitions

SEPTEMBER 9, 2022

However, because of his disastrously generous equity offer at the onset, his two employees walked away with nearly half the money – a cool $80 million – when the company was eventually sold to New York-based private equity firm CIP Capital. How to Sell a Business Privately? When to Sell a Business.

Equity 52

Equity Start-ups Private Equity Firm Business Valuation 52

IBG Business

JANUARY 31, 2023

For someone considering a merger or the purchase of a business, document review and the answers to due-diligence questions are critical. Such reports are increasingly common in larger transactions, especially where the buyer is a private equity firm. “A

Start-ups 52

Start-ups EBITDA Private Equity Firm Compliance 52

FE International

APRIL 13, 2022

At the lower end of the market, individuals are still leaving their jobs to buy businesses and, at the higher end, institutional investors and private equity firms have more capital available than ever before. When your SaaS is effectively implemented and protected, your risk for disruption becomes much more minimal.

Private Equity Firm 52

Private Equity Firm Equity B2C Start-ups 52

Brian DeChesare

AUGUST 16, 2023

Here’s a good summary from this BDA report on Private Equity in China : Tech still accounts for a huge percentage of deal volume in the U.S., but private equity activity is more diversified because growth deals represent a smaller percentage of the total.

Equity 94

Equity Banking Start-ups Private Equity Firm 94

Appraiser Newsroom

OCTOBER 22, 2023

ASA advocates IVS for members outside of the US, and in the US where there is also USPAP there is a bridging document on how to comply with USPAP and IVS which is particularly helpful for work being done by US appraisers for international clients based in the US or elsewhere.

Appraisal 52

Appraisal Compliance Private Equity Firm Banking 52

Cooley M&A

MAY 21, 2021

On March 6, 2020, DecoPac, a portfolio company of private equity firm Snow Phipps, entered into an agreement to be acquired by an affiliate of private equity firm Kohlberg & Company for $550 million. However, target’s industry is rarely defined in the deal documents.

Debt Financing 40

Debt Financing Finance Equity Private Equity Firm 40

Reynolds Holding

JANUARY 9, 2023

market will be documented in the ISS Securities Class Action Services “Top 100 U.S. settlement within this report to resolve in a state court, this breach of fiduciary duty action is related to allegations Clayton Dubilier & Rice LLC, a private equity firm, secured a $2.6 A substantive year in review for the U.S.

Banking 81

Banking Private Equity Firm Marketability Compliance 81

Brian DeChesare

JULY 27, 2022

Credit hedge funds share some traits with direct lenders , mezzanine funds , and distressed private equity firms , but they also differ in important ways: Primary vs. Secondary Issuances – Direct lenders and mezzanine firms fund companies directly , i.e., they purchase their debt when the company issues it at the issuance price.

Equity 52

Equity Start-ups Private Equity Firm Beta 52

ThomsonReuters

JULY 6, 2023

M&A advisory services are a professional service designed to help corporations, private equity firms, and other entities execute mergers and acquisitions. This includes gaining an understanding of the legal aspects related to mergers and acquisitions, such as due diligence, closing documents, post-closing adjustments, etc.,

Discounted Cash Flow 52

Discounted Cash Flow Start-ups Private Equity Firm Accounting Firms 52

Shephard Mullin M&A

JUNE 2, 2021

And with private equity firms sitting on a large amount of cash that needs to be deployed and strong corporate balance sheets for strategic buyers, 2021 looks like it should be a banner year for food & beverage M&A. Sellers should also be able to produce documents and records demonstrating compliance.

Compliance 52

Compliance Private Equity Firm Equity Marketability 52

Brian DeChesare

JULY 26, 2023

You can think of a search fund as a private equity firm meets a SPAC , minus the celebrity sponsor who’s there to swindle retail investors. Like a PE firm, a search fund raises capital from outside investors and aims to multiply that capital by investing it – but like a SPAC, it makes only one acquisition.

Banking 52

Banking Equity Start-ups Private Equity Firm 52

Reynolds Holding

JANUARY 23, 2024

A substantive year in review will be documented in ISS SCAS’ forthcoming “Top 100 U.S. In the offering documents, Micro Focus allegedly failed to disclose problems undermining Micro Focus’ business, including inherent compatibility issues with the merger of the two companies. per ADS merger closing price.

Banking 59

Banking Private Equity Firm Alpha Compliance 59

Cooley M&A

SEPTEMBER 25, 2020

Vice Chancellor McCormick similarly denied Snow Phipps’ request for an expedited proceeding in its dispute [3] with affiliates of private equity firm Kohlberg & Co. The types of claims that were prohibited by the transaction documents are commonly referred to as “non-retained claims.”

Debt Financing 40

Debt Financing Finance Equity Private Equity Firm 40

Brian DeChesare

JULY 17, 2024

So, while many pitch books and documents are written in English, bankers use the spoken language their clients are most comfortable with, whether it’s Hindi, Bengali, Marathi, Urdu, or something else. These differences in team structure also explain why the hours may be slightly better at the domestic firms (e.g., ~70

Banking 59

Banking Start-ups Equity Finance 59

Brian DeChesare

DECEMBER 7, 2022

Pitches to Chinese companies are presented in Chinese, documents and memos are written in Chinese, and most client companies have no English speakers, so it’s impossible to do the job without knowing the language. As a major financial center, Hong Kong has plenty of private equity firms and hedge funds.

Banking 52

Banking Equity Start-ups Venture Capital Fund 52

Reynolds Holding

NOVEMBER 14, 2023

Actions against investment professionals in fiscal year 2023 included: Charges against private equity firm Prime Group Holdings LLC for failing to adequately disclose millions of dollars of real estate brokerage fees that were paid to a firm that was owned by its CEO. Prime Group agreed to pay a $6.5

Marketability 45

Marketability Finance Private Equity Firm Compliance 45

Brian DeChesare

DECEMBER 4, 2024

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. For a long time, sports teams and franchises were not worth that much, so banks rarely put their “A-Teams” on these deals.

Banking 105

Banking Finance Technology Equity 105

Brian DeChesare

JUNE 19, 2024

I noticed the other day that we had articles about how to start a private equity firm and how to start a hedge fund but nothing on venture capital. But just like superhero movies, career advice works best when it’s a trilogy – so we’ll complete this trilogy with how to start a venture capital firm.

Start-ups 105

Start-ups Private Equity Firm Finance Equity 105

Sun Acquisitions

OCTOBER 5, 2022

The document generated by the appraiser can be used to lend credibility to the seller’s asking price as well as justify the listing price. It can be tough to sell a private business fast without assistance from an experienced business broker. Step 5: Get business documents in order. Step 4: Hire a qualified business broker.

Business Valuation 52

Business Valuation Earnings Multiplier Private Equity Firm Book Value 52

Reynolds Holding

OCTOBER 4, 2022

The analysis should consider the parties’ documents and the expected reactions of customers, suppliers, employees, industry groups and competitors, because those could factor into regulators’ decisions. Control of Strategy and Documenting Disagreements. Conclusion.

Start-ups 45

Start-ups Private Equity Firm Marketability Banking 45

Reynolds Holding

DECEMBER 19, 2023

Private equity firms may consider conducting a similar survey with their portfolio companies. Similarly, parent entities of group companies may also want to consider extending this review to any subsidiaries, especially if they have a large European footprint.

Compliance 45

Compliance Private Equity Firm Start-ups Technology 45

Class VI Partner

JULY 28, 2021

Due Diligence will involve a review of the company’s financials and key documents and contracts, interviews with management and other key employees, customer and supplier reference checks, market research, and other processes designed to help the buyer understand and evaluate the seller’s business.

Book Value 52

Book Value Equity Enterprise Value Fair Market Value 52

Brian DeChesare

SEPTEMBER 6, 2023

In short: Quarterly Financial Statements: All “private funds” must now issue quarterly statements to investors with the fund’s performance, fees, and expenses. The changes above may sound small, but they are the most significant new rules for the industry in 10+ years, and they will affect firms’ operations.

Equity 105

Equity Finance Private Equity Firm Start-ups 105