Cooley M&A

JANUARY 19, 2023

The Inflation Reduction Act imposes a 1% excise tax on certain repurchases of stock of publicly traded US corporations (“Covered Corporations”) effected after December 31, 2022 (the “Excise Tax”). [1] This post highlights key guidance from the Notice as it relates to common M&A and capital market transactions.

M&A 52

M&A Capital Market Stock Mergers and Acquisitions 52

Wizenius

APRIL 8, 2023

The discounting factor would be typically more compared to the one used in publicly traded firms. This discounting factor is targeted rate of return of the VC investor and is set high enough to capture the foreseen/perceived risk of operating the business and chances of its survival.

DCF 52

DCF Valuation Equities Public Trading 52

How2Exit

FEBRUARY 26, 2023

-Ron Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit crude, you're reading our notes, so. Concept 1: Maximize business value when exiting. Concept 6: Help others in need.

Book-building 130

Book-building M&A Business Sale 130

OfficeHours

JULY 18, 2023

For example, whereas 10 independent veterinary clinics might each have their own human resources and accounting functions, a roll-up platform will have centralized functions that can be shared across multiple clinics. To illustrate this point, let us consider the landscaping industry.

Private Equity 130

Private Equity Equities Investment Mergers and Acquisitions 130

How2Exit

OCTOBER 16, 2023

b' E149: Bill Snow: From Sales to Mergers and Acquisitions Expert - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Sale 130

Global Newswire by Notified: M&A

SEPTEMBER 28, 2023

(NASDAQ: JVA) (“Coffee Holding”), a publicly traded integrated wholesale coffee roaster and dealer located in the United States, and Delta Corp Holdings Limited (“Delta”), a privately held holding company engaged in logistics, fuel supply and asset management related services, primarily servicing the international supply chains of commodity, energy (..)

Asset Management 40

Asset Management Public Trading Mergers Shares 40

Cooley M&A

OCTOBER 19, 2022

The rise of founder-led, venture capital-backed companies in recent years has coincided with a surge of companies implementing dual-class share structures in connection with their initial public offerings. Notable public deals. Transfer Traps: Considerations for Dual-Class Companies Contemplating M&A Transactions.

M&A 69

M&A Initial Public Offering Pharmaceutical Medical 69

Focus Investment Banking

FEBRUARY 25, 2024

I still recall the metric that was drilled into me back then: hit $50 million in revenue and a few back-to-back years of profitability and you, too, can go public. The benefits of going public are significant. Lastly, going public is a liquidity event for the founders and early investors, allowing them to cash in on their success.

Private Equity 52

Private Equity IPO Equities Public Trading 52

Intrepid Banker Insights

MARCH 28, 2023

As an owner, having an ear to the ground and watching for certain patterns — including widespread relocation to lower cost markets, well-capitalized competitors aggressively recruiting, the “quiet quitting” phenomena and employees retooling their skills for different industries — may provide clues on what’s to come.

Capital 52

Capital Advisory Bank Banking 52

Focus Investment Banking

JANUARY 18, 2024

There are only a few publicly traded companies in specialty consulting. But those companies have been public for more than 20 years. While the company generated over $260 million in revenues through the first three quarters of 2023, its stock price is trading under a dollar a share, as the company is burdened with substantial debt.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

The Deal

JULY 21, 2023

Soon after, the activist, Blackwells Capital LLC, settled with the combining REITs. And as Blackwells pulled back, Orange Capital Venture LP on June 15 rushed in , arguing that the activist fund was “complicit in this value destroying merger,” by receiving a large share position as part of its settlement.

Retail 52

Retail Management Government Investors 52

Razorpay

JULY 27, 2023

Investment Banking Services Initial Public Offering (IPO) When a privately-owned business wants to become a publicly traded company, it goes through an IPO , or Initial Public Offering. ABC conducts intensive research and study into the market and informs Meena that the value of her business is Rs 2 per share.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Cooley M&A

SEPTEMBER 16, 2022

The rise of founder-led, venture capital-backed companies in recent years has coincided with a surge of companies implementing dual-class share structures in connection with their initial public offerings. In a small number of cases, a class of common stock is offered to the public that has no voting rights at all.

M&A 59

M&A IPO Shares Mergers and Acquisitions 59

OfficeHours

OCTOBER 16, 2023

The shares of the company are bought out and delisted from the public stock exchange that the company trades on. First, private equity identifies the publicly traded company they believe is undervalued or could perform better as a private entity without the pressures of being a public entity (e.g.

Investors 100

Investors Private Equity Equities Debt 100

The Deal

JULY 20, 2023

The proposal was intended as part of a broader push to protect the markets following the collapse of Archegos Capital Management LP, but activist fund managers complain that if approved it would have the unintended consequence of hurting their ability to drive needed change at targeted companies. The fund wants to remove the company’s CEO.

Funds 52

Funds Investors Shares Investment 52

Deal Law Wire

FEBRUARY 9, 2021

Retail investors are becoming an increasingly significant source of capital on public markets, and dealmakers should be aware of how this development can impact M&A transactions and the decision to go public. Conclusion.

Retail 40

Retail Investors M&A Negotiation 40

MergersCorp M&A International

AUGUST 9, 2024

These funds typically invest in publicly traded securities and derivatives, allowing for a wide range of investment tactics that can include long and short positions, derivatives trading, and leveraging. Hedge funds also focus on maximizing returns in any market condition, whether bullish or bearish.

Private Equity 52

Private Equity Equities Funds Investment 52

Software Equity Group

JANUARY 29, 2024

M&A transactions are “ smart money ,” meaning the capital involved comes from institutional investors and experienced financial professionals. Strategic Buyers These types of buyers run the gamut; they can be publicly traded or privately owned software companies. It’s a multi-step, multi-stakeholder process.

Investors 52

Investors M&A Private Equity Equities 52

Software Equity Group

JANUARY 31, 2023

M&A transactions are smart money , meaning the capital involved comes from institutional investors and experienced financial professionals. Strategic Buyers These types of buyers run the gamut; they can be publicly traded or privately owned software companies. You don’t want to share every detail of your company too early on.

M&A 52

M&A Private Equity Mergers and Acquisitions Investment 52

OfficeHours

OCTOBER 23, 2023

The shares of the company are bought out and delisted from the public stock exchange that the company trades on. First, private equity identifies the publicly traded company they believe is undervalued or could perform better as a private entity without the pressures of being a public entity (e.g.

Investors 130

Investors Private Equity Equities Investment 130

Deal Law Wire

FEBRUARY 12, 2021

How enterprise value will be determined will depend on the nature of the transaction: Publicly traded entity (acquisition of shares): Market capitalization plus total liabilities (excluding operating liabilities), minus cash and cash equivalents.

Investment 40

Investment Mergers Mergers and Acquisitions Investors 40

Cooley M&A

JULY 9, 2021

share, which represented the portion of the deal price attributable to projected synergies. share to reflect the change in value of the target between signing and closing. share, a 2.67% increase over the deal price. share for changes in Regal’s value between signing and closing, which was less than the $7.32/share

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Cooley M&A

JANUARY 22, 2020

And, in general, we saw large pharmaceutical companies deploy substantial amounts of capital in 2019 to acquire innovative biotech companies that are advancing the development of novel therapies for oncology, orphan diseases and other unmet medical needs. Year of the Life Sciences Mega-Deals. billion; and Synthorx’s sale to Sanofi $2.5

M&A 40

M&A Pharmaceutical Acquisitions Capital 40

Cooley M&A

OCTOBER 29, 2020

On September 24, Cooley M&A partner, Garth Osterman, moderated a webinar on the current trend in going public: SPACs! as it relates to both warrants and the sponsors’ promote shares, with such deviations generally resulting in less dilution to the target’s shareholders. Competition / Variation. Another feature of SPAC 3.0

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Software Equity Group

DECEMBER 26, 2022

With record amounts of deployable capital behind them, private equity (PE) investors account for nearly 60% of mergers and acquisitions (M&A) deals in tech today. Strategic buyers These types of buyers run the gamut; they can be publicly traded or privately owned software companies. It’s called dry powder.

M&A 52

M&A Mergers and Acquisitions Private Equity Acquisitions 52

Focus Investment Banking

JANUARY 10, 2025

About 3 years ago, I joined the team at Focus Investment Banking, where I spend my time on mergers and acquisitions and capital raising within the collision repair industry. Because they’re publicly traded, we get access to their financials and see how they do quarter in and quarter out and annually for 2023. down, it happens.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Software Equity Group

APRIL 4, 2023

With extremely strong financial metrics, an excellent Rule of 40 ratio , and solid EBITDA , SEG agreed we were on the right track and guided us wisely through a process culminating in the transaction to Waud Capital in 2017. In my new role, I can share my marketing expertise with hundreds of SaaS organizations.

Sale 52

Sale Book-building Business M&A 52

Software Equity Group

OCTOBER 22, 2024

In this article, we will explore NRR in depth, examining its role in public software companies and sharing takeaways for leaders and executives. All the charts below are representative of companies that have shared their NRR. What is Net Revenue Retention Rate?

Valuation 52

Valuation Investors IT Management 52

Mergers and Inquisitions

DECEMBER 4, 2024

However, one common point across all the verticals is that IPOs are not common because there aren’t that many publicly traded sports teams, stadiums, or arenas. A few smaller European football clubs also happen to be publicly traded (Ajax, Celtic, etc.). BofA is also strong, and you’ll see Citi, DB, and MS on many deals as well.

Investment Banking 105

Investment Banking Bank Banking Investment 105

The Harvard Law School Forum

OCTOBER 1, 2022

Related research from the Program on Corporate Governance includes Short-Termism and Capital Flows by Jesse M. Wang (discussed on the Forum here ); and Share Repurchases, Equity Issuances, and the Optimal Design of Executive Pay by Jesse M. Corporations subject to the Buyback Tax (“covered corporations”) include publicly traded U.S.

Stock 94

Stock Corporation Public Trading M&A 94

Transactional Delights

OCTOBER 21, 2020

In September, Aimco announced that it was planning a spin that would lead to two publicly traded companies: a pure play apartment investment company and a company focused on developing apartment communities. Well, Jonathan Litt said a couple of weeks ago that “ Blackstone, KKR & Starwood are all on the hunt to buy apartments.”

Government 40

Government IT Corporation Shares 40

Cooley M&A

JANUARY 25, 2023

Some sponsors, while unable to present compelling take-private proposals to targets, have deployed capital in private investments in public equity (PIPEs) of public targets, marketing these investments as both a vote of confidence for the incumbent board and much-needed liquidity to help the target weather the downturn.

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Cooley M&A

JANUARY 20, 2022

Midsize pharmaceutical buyers pursuing opportunistic acquisition strategies, with robust capital markets and high valuations having limited the pool of attractive assets available in recent years. These players have looked further afield to add new capabilities and pipeline assets. DeSPAC transactions also hit an all?

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Mergers 40

Global Newswire by Notified: M&A

MARCH 10, 2025

CBDS), a publicly traded leader in blockchain innovation, is excited to announce its strategic expansion into the rapidly growing meme coin market. Issuing Preferred Shares MEME COINS Inc. will raise funds through preferred shares rather than issuing common stock, ensuring that CBDS shareholders maintain their equity positions.

Investors 45

Investors Utilities Equities Trading 45