The Harvard Law School Forum

MAY 2, 2023

Introduction and Market Update With proxy season underway, FTI Consulting’s Activism and M&A Solutions team welcomes readers to our quarterly Activism Vulnerability Report, which highlights the findings of our Activism Vulnerability Screener for 4Q22 and discusses other notable themes and trends in the world of shareholder activism.

Consulting 83

Consulting S&P Economics Government 83

Focus Investment Banking

JULY 2, 2024

This was despite a generally favorable market that pushed the S&P 500 up 3.6% However, the sector still lagged both the S&P 500 and NASDAQ by a wide margin over the past year. The S&P 500 is up 26.3% and the NASDAQ up 4.0%. over this time frame, while the NASDAQ gained 29.4%. revenue and 24.9x

S&P 52

S&P M&A Acquisitions 52

The Deal

JUNE 22, 2023

Reed and Michael P. Chief legal officer Joshua S. Goldman Sachs Bank USA and JPMorgan Chase Bank NA are providing Nasdaq with bridge financing for the deal. Lam and Veblen counseled Nasdaq on its $2.75 billion purchase of Verafin Inc. Lam has done several other deals for Nasdaq, including its purchases of Solovis Inc. billion in 2016.

Private Equity 98

Private Equity S&P Equities Finance 98

How2Exit

OCTOBER 10, 2023

Ron rn rn rn About The Guest(s): Juan Braschi is the CEO of Boopos, a company that helps talented buyers acquire businesses and provides flexible financing for buying e-commerce and software-as-a-service (SaaS) businesses. Juan has a background in finance and technology, and he has experience in investment banking and private equity.

Funds 130

Funds Business Mergers and Acquisitions Finance 130

The Deal

JULY 19, 2023

DEN) turned to Stephen M. Cox, Andrew P. Denbury chief administrative officer and general counsel James S. Denbury joined The Deal’s Watch List and Crosshairs of possible activist targets in June 2021, given its potential appeal to supermajors such as Exxon or Chevron Corp. Also in 2021, ESG activist Engine No.

Sale 52

Sale Mergers and Acquisitions M&A S&P 52

The TRADE

OCTOBER 9, 2024

She joined Ninety One in 2021 from Royal London Asset Management where she had been head of dealing for three years. Markets are constantly challenging and that’s the key aspect to our role.” The London-based trading team at Ninety One has a very particular set of skills. Markets have been tricky.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

Transactional Delights

FEBRUARY 14, 2021

The burden in 2021 will continue to fall on the marketplace, as we struggle toward ‘generally accepted ESG reporting principles.’ Today’s topic broadly covers the current shareholder landscape. Here are some connections on things that are interesting to me: John Coates was named Acting Director of the SEC’s Division of Corporate Finance.

Retail 40

Retail M&A S&P IT 40

Mergers and Inquisitions

DECEMBER 4, 2024

No matter the economic climate, you can always bet on sports fans to show up for their favorite teams. This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. Sir Jim Ratcliffe and Manchester United or Mark Cuban and the Mavericks).

Investment Banking 105

Investment Banking Banking Bank Investment 105

InvestmentBank.com

MAY 26, 2021

As vaccine distributions bring us ever closer to putting COVID-19 firmly in our rearview mirror, the past year will become remembered as a period of cancelled plans, mask mandates, and bizarre events unlike anything most of us had seen in modern history. As we have been reminded throughout history, growth isn’t perpetual.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] billion leading the pack.

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Cooley M&A

JANUARY 20, 2022

General trends in life sciences M&A. Although the COVID-19 pandemic that defined 2020 continued to shape much of the life sciences industry in 2021, the way that it did was markedly different. 2] Examples of this strategy coming to bear in 2021 included Thermo Fisher Scientific’s acquisition of PPD for $17.4 driven assets.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

The TRADE

APRIL 14, 2025

S&P Global and CME Group today have signed a definitive agreement to sell post-trade solutions provider OSTTRA to investment funds managed by KKR. billion and is set to be divided evenly between S&P Global and CME Group as each hold a 50% interest. The post CME and S&P offload OSTTRA in $3.1

S&P 59

S&P Trading Asset Management Financial Services 59

Cooley M&A

JANUARY 30, 2025

43% of 2024 activist campaigns were M&A focused, in line with the three-year average. 2024 was a prolific year for activists, with 243 campaigns launched globally the highest number since 2018. US activity was up modestly, and a busy year in Asia offset a quieter year in Europe.

Investors 93

Investors M&A S&P Management 93

Focus Investment Banking

JANUARY 14, 2025

This significantly underperformed the returns of both the S&P 500 (up 2.1%) and the NASDAQ (up 6.2%) over the corresponding time frame.When viewed over the past 12-months, the TBSI is down 3.1%. The S&P 500 is up 23.3% Once again, this compares unfavorably to the broader indices. revenue and 10.5x revenue and 11.6x

Business 52

Business S&P Engineering Acquisitions 52

Focus Investment Banking

MARCH 17, 2025

David Dart: Well, well, there’s a couple of really important elements that we’re driving here at Caliber Number one, our technician apprentice program. So that’s a really critically important talent development function that we have. Cole Strandberg: Let’s do both. David Dart: Yeah, I think it was pretty.

S&P 52

S&P IT Management M&A 52

InvestmentBank.com

MAY 18, 2021

Government funded programs include Medicare, Medicaid, Children’s Health Insurance Program, and the Veterans Health Administration. Over the last year, the biotech industry has seen considerable growth compared to the S&P 500. The healthcare sector in the United States is a large driver of economic output.

Healthcare 40

Healthcare M&A Valuation Hospitality 40