IVSC

FEBRUARY 29, 2024

IVSC has published a new Perspectives Paper on the topic of Data and Valuation , as part of our ongoing series on Intangible Assets. This paper addresses the complex nature of data valuation, emphasising its critical role as an intangible asset within the modern economy. The paper explores themes including the economic significance of data, the challenges in its valuation, the impact of data on financial reporting, and the practical considerations for valuation professionals.

Intangible Assets 147

Intangible Assets 147

Harvard Corporate Governance

FEBRUARY 27, 2024

Posted by Georgia Stewart, Tumelo, on Tuesday, February 27, 2024 Editor's Note: Georgia Stewart is CEO of Tumelo. This post was prepared for the Forum by Ms. Stewart. Related research from the Program on Corporate Governance includes Social Responsibility Resolutions (discussed on the Forum here ) by Scott Hirst and Stockholder Politics by Roberto Tallarita.

218

218

Mckinsey and Company

MARCH 1, 2024

In the next five years, generative AI could fundamentally change financial institutions’ risk management by automating, accelerating, and enhancing everything from compliance to climate risk control.

Compliance 145

Compliance Banking 145

NYT M&A

FEBRUARY 26, 2024

The regulator is trying to stop the largest supermarket merger in history, arguing that the deal would eliminate competition and raise prices for consumers.

Mergers & Acquisitions 142

Mergers & Acquisitions Equity 142

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

Law 360 M&A

FEBRUARY 27, 2024

Higher consumer prices and reduced choice are no longer the only reasons the Federal Trade Commission will challenge mergers after the agency contested Kroger's planned $24.6 billion purchase of Albertsons based in part, for the first time ever, on allegations the deal will reduce competition for employees.

105

105

Harvard Corporate Governance

MARCH 1, 2024

Posted by Neil McCarthy, James Palmiter, and G. Michael Weiksner, DragonGC, on Friday, March 1, 2024 Editor's Note: James Palmiter is CEO and Co-Founder of DragonGC. This post is based on a DragonGC memorandum by Neil McCarthy, Mr. Palmiter, G. Michael Weiksner, Natalie Richardson, and Evan Quille. DragonGC is a legal intelligence platform leveraging comprehensive ‘Authoritative Intelligence’ to offer curated, verified, and original sources.

Compliance 215

Compliance 215

NYT M&A

FEBRUARY 25, 2024

The man made $1.7 million in profits after buying and selling stocks in a company that his wife’s employer, BP, acquired, prosecutors said.

Mergers & Acquisitions 125

Mergers & Acquisitions 125

Benzinga

FEBRUARY 26, 2024

Lower production among the world's largest nickel miners in response to a price slump for the metal end up supporting the market. That’s according to Russian metals giant Nornickel. London Metal Exchange nickel prices are down around 30% in the year through Friday, primarily driven by burgeoning supply from Indonesia — the world's largest producer of the metal.

Marketability 105

Marketability 105

Harvard Corporate Governance

FEBRUARY 27, 2024

Posted by Merel Spierings, The Conference Board, on Tuesday, February 27, 2024 Editor's Note: Merel Spierings is Senior Researcher for the ESG Center at The Conference Board. This post is based on an upcoming Conference Board report, which was developed using data from ESG analytics firm ESGAUGE and produced in collaboration with Russell Reynolds Associates and Rutgers Center for Corporate Law and Governance.

Finance 167

Finance 167

Mckinsey and Company

FEBRUARY 28, 2024

The build-out of renewables could lead to a variable supply of electricity—any oversupply could be used to accelerate the energy transition. Unlocking this potential requires action from all involved.

Marketability 118

Marketability 118

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

BV Specialists

FEBRUARY 26, 2024

It seems not that long ago (although it was!) when running a small business or even working in a larger corporate environment involved a ton of phone calls, writing, typing, and mailing hard copies of letters and documents, while advertising in local trade journals or yellow pages. Over the past couple of decades, advances in technology have allowed companies to operate faster and much more effectively, providing additional opportunities to develop and grow a small business successfully.

Technology 101

Technology 101

N Contracts

FEBRUARY 28, 2024

Financial institutions spend a fortune on vendors and expect a return on their investment – yet it’s not always easy to calculate ROI. How do you know which vendors are delivering value and which ones are underperforming?

99

99

Harvard Corporate Governance

FEBRUARY 29, 2024

Posted by Tiffany Fobes Campion, Christopher R. Drewry, and Joshua M. Dubofsky, Latham & Watkins LLP, on Thursday, February 29, 2024 Editor's Note: Tiffany F. Campion is a Senior Attorney, and Christopher R. Drewry and Joshua M. Dubofsky are Global Co-Chairs of the Shareholder Activism & Takeover Defense Practice at Latham & Watkins LLP.

146

146

Mckinsey and Company

FEBRUARY 28, 2024

Recent disruptions in global supply chains have exposed national vulnerabilities—adopting an end-to-end approach to reinforce supply chain resilience can be vital to national security.

123

123

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

ThomsonReuters

FEBRUARY 28, 2024

Alicia Shaul ’s path to accounting was less than traditional. As an undergrad, she majored in political science and pre-law. She decided to skip law school and instead took a job as a bookkeeper, finding her chosen profession and going back to school to earn her CPA. Once, one of Shaul’s professors spoke about the importance of business development, saying that if you ever want to become a partner in a firm, you need to become a rainmaker and start bringing in your own work.

Start-ups 98

Start-ups Accounting Firms Compliance 98

Benzinga

FEBRUARY 28, 2024

Digital investment platform Webull Corporation is going public via a SPAC merger announced Wednesday. The news comes years after reports that Webull was nearing an IPO to go public. What Happened: The digital investment company will merge with publicly listed SPAC SK Growth Opportunities Corporation (NASDAQ: SKGR ). The deal values the digital investment platform company at an enterprise value of $7.3 billion.

Enterprise Value 98

Enterprise Value 98

Harvard Corporate Governance

FEBRUARY 28, 2024

Posted by Arthur B. Crozier, Gabrielle E. Wolf, and Jonathan L. Kovacs, Innisfree M&A Inc., on Wednesday, February 28, 2024 Editor's Note: Arthur B. Crozier is Executive Chair, and Gabrielle E. Wolf and Jonathan L. Kovacs are Directors at Innisfree M&A Inc. This post was prepared for the Forum by Mr. Crozier, Ms. Wolf, and Mr. Kovacs. The 2023 proxy season represented a notable departure from recent trends in prior proxy seasons, particularly with respect to proxy fights and voting on en

141

141

Mckinsey and Company

FEBRUARY 26, 2024

Our latest Pulse survey of tech and telecommunications B2B decision makers reveals a generally optimistic investment outlook. But shifting market dynamics could turn different groups of vendors into new winners or losers.

B2B 125

B2B Technology Marketability 125

Law 360 M&A

FEBRUARY 28, 2024

The co-founder of cell tower operator Crown Castle Inc. sued the Texas company Wednesday in Delaware's Court of Chancery, seeking to invalidate a cooperation agreement between its board and activist investor Elliott Investment Management LP.

98

98

ThomsonReuters

FEBRUARY 26, 2024

There are many paths to accountancy, but this is one we don’t hear of often:  Erin Heath   grew up on a cattle ranch in South Dakota, where many of her “ranch-hand” duties sparked her interest in numbers. But it was an introduction to accounting class in high school that paved the way. “It was love at first sight,” she recalls. “I enjoyed it more than chasing cows.

Start-ups 98

Start-ups Accounting Firms Marketability Technology 98

LaPorte

FEBRUARY 26, 2024

(authored by RSM US LLP) IRS urges employers to review ERC claims before the Voluntary Disclosure Program deadline of March 22, 2024. The agency warns of 7 common signs that their claims may be incorrect. The post The IRS urges businesses to review ERC claims for 7 common red flags first appeared on LaPorte.

98

98

Mckinsey and Company

FEBRUARY 28, 2024

Next-generation technology could spark innovation, attract investment, grow adoption, and revitalize telecommunications. But to fully benefit from 6G, the industry must overcome legacy challenges.

Technology 113

Technology 113

Law 360 M&A

FEBRUARY 26, 2024

Simpson Thacher & Bartlett LLP-advised KKR said Monday it has agreed to acquire Broadcom Inc.'s end-user computing division in a transaction valued at approximately $4 billion, with Wachtell Lipton Rosen & Katz representing Broadcom on the deal.

98

98

ThomsonReuters

FEBRUARY 29, 2024

Following high school and an internship at a small business where her role included accounting work, Brittany Lanphier determined that she would definitely not study accounting in college. After being accepted at Texas A&M University Mays Business School — ranked one the most competitive business schools in the region — she progressed through her introductory business classes and then her first accounting class.

Start-ups 97

Start-ups Accounting Firms Technology Marketability 97

Valutico

FEBRUARY 27, 2024

Uber Technologies, Inc. & Lyft, Inc. Weekly Valuation – Valutico | February 27, 2024 Links to the valuation: Uber , Lyft Shifting gears to profit Uber has marked a significant milestone by reporting its first-ever operating profit in the second quarter of 2023, setting a new pace in the race to profitability within the ride-sharing domain.

EBITDA 96

EBITDA Technology Marketability 96

Mckinsey and Company

FEBRUARY 27, 2024

The automotive ecosystem will become more competitive. Micromarket insights that allow automotive players in Europe to sharpen and tailor their strategies can be a competitive advantage.

Marketability 124

Marketability 124

Law 360 M&A

FEBRUARY 26, 2024

The Federal Trade Commission announced a new, national front Monday against Kroger's heavily-criticized $24.6 billion purchase of fellow grocery store giant Albertsons, challenging a deal it said threatens both shoppers and workers and cannot be saved by the planned divestiture of a "hodgepodge" of hundreds of stores.

97

97

Trout CPA

FEBRUARY 28, 2024

Written by Dustin Peck, CPA In the dynamic world of real estate investment, strategic decisions can significantly impact your financial success. One such strategy that seasoned investors often leverage is the 1031 exchange. Understanding the basics of this powerful tool can open new avenues for growth and optimization in your investment portfolio.

105

105

Appraisers Blog

FEBRUARY 25, 2024

In reply to Maria. Do not worry about the AMC fee is not available. The group collecting the information has what is being charged and can fill in the gaps.

98

98

Mckinsey and Company

FEBRUARY 29, 2024

The huge impact of culture on M&A performance means that culture should be factored into integration planning from the start. We recommend focusing on five cultural attributes.

Mergers & Acquisitions 115

Mergers & Acquisitions 115

Law 360 M&A

FEBRUARY 29, 2024

As lateral recruiting remains a key factor for law firm growth, partners considering a lateral move should be aware of a few commonly held myths — some of which contain a kernel of truth, and some of which are flat out wrong, says Dave Maurer at Major Lindsey.

97

97

NYT M&A

FEBRUARY 28, 2024

The nonprofit had a budget shortfall of roughly $2.5 million last year amid a difficult market for fund-raising.

Marketability 114

Marketability Mergers & Acquisitions Finance 114

Appraisers Blog

FEBRUARY 26, 2024

The damage caused by Appraisal Management Companies violating TILA & the Customary & Reasonable fee clauses goes beyond just financial losses.

Appraisal 98

Appraisal 98

Mckinsey and Company

FEBRUARY 27, 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.

109

109