Harvard Corporate Governance

SEPTEMBER 29, 2024

Posted by Arnaud Cavé, Niamh O’Brien, and Andrea Hearon, FTI Consulting, on Sunday, September 29, 2024 Editor's Note: Arnaud Cavé and Andrea Hearon are Directors and Niamh O’Brien is a Senior Consultant at FTI Consulting. This post is based on their FTI memorandum. Overview AI is the hot topic of 2024. Companies see the opportunity to gain efficiency and drive growth through the adoption of AI, while not ignoring upcoming regulatory obligations and rising investor expectations.

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290

Mckinsey and Company

OCTOBER 3, 2024

A new McKinsey analysis quantifies the impact that digital and AI can have on consumer goods businesses and where consumer-packaged-goods executives should focus their efforts.

145

145

NYT M&A

SEPTEMBER 29, 2024

The companies are in talks to create one of the largest pay-TV providers in the country. In 2002, the U.S. government blocked a similar deal.

Mergers & Acquisitions 139

Mergers & Acquisitions 139

Musings on Markets

OCTOBER 1, 2024

I have spent the last week reading " Shoe Dog ", Phil Knight's memoir of how a runner on the Oregon University track team built one of the great shoe companies in the world, in Nike. In addition to its entertainment value, and it is a fun book to read, I read it for two storylines. The first is the time, effort and grit that it took to build a business, in a world where risk capital was more difficult to access than it has been in this century, and in a business where scaling up posed significan

Start-ups 112

Start-ups Marketability Equity 112

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Harvard Corporate Governance

OCTOBER 2, 2024

Posted by Attila Balogh (University of Melbourne) and Scott E. Yonker (Cornell University), on Wednesday, October 2, 2024 Editor's Note: Attila Balogh is an Assistant Professor of Finance at the University of Melbourne and Scott E. Yonker is a Professor of Finance at the Cornell University SC Johnson College of Business. This post is based on their recent paper.

Finance 167

Finance Equity 167

Mckinsey and Company

OCTOBER 4, 2024

Our latest research examines how a new take on operational excellence can help rekindle productivity—and reveals five practices that matter in jump-starting performance.

138

138

Financial Times M&A

OCTOBER 1, 2024

The deal struck this week marks the end of years of infighting among band members over the sale

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111

Harvard Corporate Governance

OCTOBER 2, 2024

Posted by Tahmid Ali, FW Cook, on Wednesday, October 2, 2024 Editor's Note: Tahmid Ali is a Consultant at FW Cook. This post is based on a FW Cook memorandum by Mr. Ali, Matt Lum , and Zachary Clarke. EXECUTIVE SUMMARY FW Cook’s 2024 Director Compensation Report studies non-employee director compensation at 300 companies of various sizes and industries to analyze market practices in pay levels and program structure.

Marketability 162

Marketability 162

Mckinsey and Company

OCTOBER 2, 2024

Optimists, pessimists—who’s right? New research breaks down the physical realities slowing our progress toward net zero: what’s simpler, what’s tough, and what’s vital to transforming our energy system successfully.

134

134

NYT M&A

SEPTEMBER 29, 2024

The automaker, created by a 2021 merger, is dealing with labor unrest, slumping sales and a revolt from its dealers.

Mergers & Acquisitions 131

Mergers & Acquisitions 131

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Financial Times M&A

OCTOBER 1, 2024

Bloc’s officials say opposition to UniCredit’s move on German lender at odds with Berlin’s pro-EU stance

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Harvard Corporate Governance

OCTOBER 1, 2024

Posted by Jason Frankl, Brian G. Kushner, and Ryan Chiang, FTI Consulting, on Tuesday, October 1, 2024 Editor's Note: Jason Frankl and Brian G. Kushner are Senior Managing Directors and Ryan Chiang is a Managing Director at FTI Consulting. This post is based on a FTI Consulting memorandum by Mr. Frankl, Mr. Kushner, Mr. Chiang, Carl Jenkins , Tom Kim , and Kurt Moeller.

Marketability 162

Marketability 162

Mckinsey and Company

SEPTEMBER 30, 2024

Our September obituaries also include a legal trailblazer, an innovative ophthalmologist, and a publishing pioneer who forged a path for women authors.

130

130

NYT M&A

SEPTEMBER 28, 2024

Ms. Khan’s term as the chair of the Federal Trade Commission ended Wednesday. In a wide-ranging interview, she discussed her aggressive approach to antitrust and its critics.

Mergers & Acquisitions 130

Mergers & Acquisitions 130

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

Financial Times M&A

SEPTEMBER 30, 2024

Fashion label to be acquired by New York-based Bluestar Alliance

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109

Harvard Corporate Governance

SEPTEMBER 30, 2024

Posted by Subodh Mishra, ISS STOXX, on Monday, September 30, 2024 Editor's Note: Subodh Mishra is Global Head of Communications at ISS STOXX. This post is based on an ISS-Corporate memorandum by Hernando Cortina. Key Takeaways Reflecting their strong contribution to major indices, the so-called Magnificent 7 U.S. stocks have been a major focus of investor attention.

Specific Risk 162

Specific Risk Equity 162

Mckinsey and Company

OCTOBER 4, 2024

The consumer goods industry, once an investor darling, has underperformed in recent years. Companies can prioritize six actions to simultaneously revive revenue growth and reduce costs.

126

126

NYT M&A

SEPTEMBER 30, 2024

The Federal Trade Commission said the oil giant can acquire the smaller company as long as the chief executive of Hess does not join its board.

Mergers & Acquisitions 123

Mergers & Acquisitions 123

Financial Times M&A

SEPTEMBER 29, 2024

Head of $1.

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108

Harvard Corporate Governance

OCTOBER 4, 2024

Posted by Lindsey Stewart, Morningstar, Inc., on Friday, October 4, 2024 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. This post is based on a Morningstar memorandum by Mr. Stewart and River Meng. Key Observations Average support for ESG-focused shareholder resolutions in the US stabilized at 23% in the 2024 proxy year, after a steep decline in 2023.

147

147

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

NYT M&A

OCTOBER 3, 2024

Neither Benjamin Clymer, its founder, nor the Watches of Switzerland Group would disclose terms, but they stressed that coverage would continue to be independent.

Mergers & Acquisitions 114

Mergers & Acquisitions 114

Financial Times M&A

OCTOBER 1, 2024

Madrid blocked sale of Spanish trainmaker Talgo for political reasons, says Ganz-MáVag chief

107

107

Harvard Corporate Governance

OCTOBER 3, 2024

Posted by Benjamin Finzi, Brett Weinberg, and Elizabeth Molacek, Deloitte LLP, on Thursday, October 3, 2024 Editor's Note: Benjamin Finzi and Brett Weinberg are Managing Directors, and Elizabeth Molacek is a Manager at Deloitte LLP. This post is based on their Deloitte memorandum. Survey methodology Over 80 CEOs representing more than 15 industries participated in this Fortune/Deloitte CEO Survey. 88% of respondents are from organizations based in the United States, and the remainder are from or

Equity 147

Equity Marketability 147

Mckinsey and Company

OCTOBER 4, 2024

An often neglected concept, spiritual health can have significant knock-on benefits for a person’s well-being, and its importance at work needs to be recognized.

122

122

Benzinga

SEPTEMBER 30, 2024

On Monday, Chevron Corp (NYSE: CVX ) announced that the Federal Trade Commission (FTC) completed an antitrust review of its merger with Hess Corp (NYSE: HES ), satisfying a critical closing condition for the transaction. To facilitate the merger’s completion, Hess and Chevron have agreed that Hess CEO John Hess will not be on the Chevron board.

105

105

Financial Times M&A

SEPTEMBER 29, 2024

Union’s opposition to Kroger’s $25bn purchase of Albertsons sparks doubts in local affiliate

107

107

Harvard Corporate Governance

OCTOBER 3, 2024

Posted by Pauline Lam (New York University Stern School of Business) and Jeffrey Wurgler (New York University Stern School of Business), on Thursday, October 3, 2024 Editor's Note: Pauline Lam is a Visiting Scholar at New York University Stern School of Business , and Jeffrey Wurgler is the Nomura Professor of Finance at New York University Stern School of Business.

Finance 133

Finance Marketability 133

Mckinsey and Company

OCTOBER 1, 2024

More sophisticated retailing could deliver substantial value to the airline industry—if technology, processes, and mindsets can be changed.

Technology 120

Technology 120

Benzinga

SEPTEMBER 30, 2024

DirecTV has finalized a deal to merge with Dish Network , marking a significant shift in the pay-TV landscape. This would allow AT&T Inc. (NYSE: T ) to walk out of DirecTV. What Happened: The merger concludes decades of intermittent discussions, creating a combined entity with 20 million subscribers. This move comes as both companies face declining market shares due to competition from streaming services like Netflix and Amazon Prime Video.

Marketability 105

Marketability 105

Financial Times M&A

OCTOBER 1, 2024

Italian lender sidestepped bank ownership rules to build 21% position in German rival

Banking 106

Banking 106

Harvard Corporate Governance

OCTOBER 3, 2024

Posted by Jamie McGinnis, Amy Roy, and George Raine, Ropes & Gray LLP, on Thursday, October 3, 2024 Editor's Note: Jamie D. McGinnis , Amy D. Roy , and George B. Raine are Partners at Ropes & Gray LLP. This post is based on their Ropes & Gray memorandum. News sources recently reported that the SEC has quietly disbanded its Climate and ESG Task Force for in its Division of Enforcement (the “ESG Task Force”), which had formed in early 2021 under then-Acting Chair Allison Lee and cont

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124

Mckinsey and Company

SEPTEMBER 30, 2024

Inbal Shani, chief product officer at Twilio, shares how she thinks about incorporating AI into products to maximize customer outcomes and product value.

115

115

The Guardian M&A

SEPTEMBER 30, 2024

Sports Direct owner looks to up 37% stake to 100% amid concerns for future of cash-strapped fashion firm Mike Ashley’s Frasers Group has filed a possible £83m offer to buy the luxury brand Mulberry as it expressed concerns about the future of the British handbag maker. Frasers – the owner of Sports Direct, Evans Cycles, the House of Fraser department store, luxury streetwear chain Flannels and multiple brands from Slazenger to Jack Wills – already owns a 37% stake.

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