How2Exit

DECEMBER 30, 2022

Kongō Gumi is the oldest company still in existence, having been founded in 578 AD in Japan. Founded as a temple construction company, it has survived the centuries, surviving a number of wars and changes in the country’s political and economic systems. Today, Kongō Gumi remains an important part of Japan's corporate culture and economy. The founder of Kongō Gumi was Tajima no Masakado, who began his business by producing temple sculptures for nearby Buddhist shrines.

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Business Architecture Economics IT 130

Life on the Buy Side

DECEMBER 24, 2022

I have a confession: I failed the CFA Level II exam the first time I sat for it. It sucked. Like, really bad. Really, really bad. Back then, they only gave the CFA Level II exam once per year, so I had to wait until the next June to retake it. Today, more dates are available to take the exams, but the painful lessons I learned from my journey through the CFA program are still applicable today if you want to pass the CFA exams.

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Midaxo

DECEMBER 1, 2022

Introduction: Playbooks, virtual data rooms, and project management platforms all address the never ending quest to ease the overwhelming and disjointed nature of due diligence. Undoubtedly, advancements in technology have allowed for the largest improvements. More specifically, platforms designed for M&A deal management eliminate siloed teams and disjointed communications that have long plagued deal flow.

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M&A Collaboration Mergers and Acquisitions Management 130

Banker on FIRE

NOVEMBER 12, 2022

Eight effective strategies for building wealth in middle age The post Never Too Late: How To Build Wealth In Your 50s appeared first on Banker on FIRE.

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Large enterprises face unique challenges in optimizing their Business Intelligence (BI) output due to the sheer scale and complexity of their operations. Unlike smaller organizations, where basic BI features and simple dashboards might suffice, enterprises must manage vast amounts of data from diverse sources. What are the top modern BI use cases for enterprise businesses to help you get a leg up on the competition?

Business

Bronte Capital

OCTOBER 23, 2022

One of the stories of the financial crisis is that the bankers that ran big institutions, who had billions entrusted to them, and who projected the air of masters of the universe were in fact buffoons incompetent at anything other than organising their own bonus. The air came out of financial markets when you realised you just can't trust anything they say.

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Synopsys: M&A

OCTOBER 13, 2022

Get the most out of your Black Duck open source audit by understanding the report components and next steps you need to take. The post I have my Black Duck audit reports; What’s next? appeared first on Application Security Blog.

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The Harvard Law School Forum

NOVEMBER 14, 2022

Posted by Lucian A. Bebchuk, Kobi Kastiel, Anna Toniolo (Harvard Law School), on Monday, November 14, 2022 Editor's Note: Lucian Bebchuk is the James Barr Ames Professor of Law, Economics, and Finance and Director of the Program on Corporate Governance at Harvard Law School; Kobi Kastiel is Associate Professor of Law at Tel Aviv University, and Senior Fellow of the Harvard Law School Program on Corporate Governance; and Anna Toniolo is Postdoctoral Fellow at the Program on Corporate Governan

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Sun Acquisitions

NOVEMBER 7, 2022

Perhaps you’ve asked, “Can I sell my business if I got a PPP loan?”. The long and short is yes, it’s possible, however, there’s a series of considerations from the Small Business Administration (SBA), the holder of your PPP loan debt that you need to comply with. In this post, we explore what those terms are and how you can satisfy each one to sell your company.

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Business Mergers and Acquisitions Sale Debt 98

Accenture Capital Markets

OCTOBER 5, 2022

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry. In our view, the wealth management industry is built and will continue to evolve around human relationships, clients’ personal values and their most meaningful choices.

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Management Investment Advice Investors Capital Market 98

Speaker: Brian Muse-McKenney, Chief Revenue Officer & Matt Simester, Cards and Payments Expert

In today’s world of social media, dating apps, and remote work, businesses risk becoming irrelevant (or getting "ghosted") if they fail to meet the evolving needs of Gen Z consumers. Credit cards with flexible payment options, especially for young adults with little-to-no credit history, are a particularly important and valuable solution for this generation.

Bank

Truelytics: M&A

JUNE 2, 2022

Modern Financial Advisor Podcast ·. Episode 82 - How To Secure Financing For Your RIA Or Multi-Advisor Wealth Management Firm. Securing financing for your RIA or multi-advisor wealth management firm can be complex. First, if you are like most financial advisors you have likely never sought a commercial loan for your business. And second, it's not as simple as rolling down to your local bank and filling out a quick application.

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Finance Finance Securities Management 98

How2Exit

NOVEMBER 1, 2022

Micro M&A Strategies To Grow Your Business: 4 Strategies Bio: Mushfiq is a prolific investor who buys, grows, and sells online businesses, and specializes in content websites. He has done 215+ website flips to date and several have resulted in multiple 6-figure exits. He manages WebAcquisition.com , an M&A company that provides due diligence, growth strategies, mergers, and more services for acquisition entrepreneurs.

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M&A Business Mergers and Acquisitions Media 130

Accenture: M&A

MARCH 7, 2022

In our previous post, we discussed effective M&A cloud integration and how cloud can help in two specific scenarios: acquisition of a small target and a merger of equals. Continuing this train of thought, we’re looking here at where cloud can help with data integration in M&A, to go a step beyond and solve consolidation…. The post How cloud can solve your data challenges in M&A appeared first on Accenture Banking Blog.

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M&A Mergers and Acquisitions Mergers Bank 98

Midaxo

NOVEMBER 9, 2022

Introduction: Streamlining and assessing your pipeline management is non-negotiable if you are a serial acquirer or serious about leveraging M&A for growth or value creation. The data you can capture from your pipeline is critical to extracting value from the deal. In addition, it provides an opportunity for the M&A team to learn and continue to hone its processes.

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M&A Management Corporation Acquisitions 130

Speaker: Robbie Bhathal, Founder & CEO, and Matthew Acalin, Head of Credit Intelligence

In today's volatile financial environment, how confident are you in your company’s financial forecasting? To get the most accurate cash predictions that will lead to long-term financial survival, real-time data is critical. Innovative cash management strategies can lead to better credit opportunities, more sustainable growth, and long-term financial prosperity.

Finance

Banker on FIRE

NOVEMBER 9, 2022

On things you can and cannot do when you fall behind The post Running Late appeared first on Banker on FIRE.

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Bronte Capital

MAY 9, 2022

There are confirmed rumours that Swedish Match, a Swedish company focussed on oral nicotine delivery (snus, chewing tobacco and most importantly "modern oral") is in advanced merger talks with Philip Morris. I am furious. Swedish Match is about a ten percent position for my fund - and a core holding. We own about 1 percent of the company. The management lucked-in when they came up with what is in my opinion the best nicotine product ever invented and hence founded the whole category of "modern o

Management 130

Management Business Utilities Capital 130

M&A Leadership Council

FEBRUARY 7, 2022

. Part 1: Integration Management Office (IMO) Playbook: Your Coach’s Handbook to M&A. Adapted from The Art of M&A Integration for Maximum Results. Famed basketball coach Bobby Knight wrote a defense playbook called “Let’s Play Defense” in 1968 that is still a prized possession and guide for many coaches over 50 years later. The following year he published “Let’s Get a Good Shot” – initially available for $1.50 and $2.00 respectively, a first edition will cost you almost $1,500 today.

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M&A IT Accountant Government 83

Synopsys: M&A

JULY 8, 2022

Find out what our audit services team unearthed in the 2,400+ codebases we reviewed in 2021. The post The M&A Open Source Risk Number appeared first on Application Security Blog.

M&A 87

M&A Securities Mergers and Acquisitions Acquisitions 87

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The complexity of financial data, the need for real-time insight, and the demand for user-friendly visualizations can seem daunting when it comes to analytics - but there is an easier way. With Logi Symphony, we aim to turn these challenges into opportunities. Our platform empowers you to seamlessly integrate advanced data analytics, generative AI, data visualization, and pixel-perfect reporting into your applications, transforming raw data into actionable insights.

IT

The Harvard Law School Forum

OCTOBER 19, 2022

Posted by Ian Nussbaum, Bill Roegge, and Meredith Klionsky, Cooley LLP , on Wednesday, October 19, 2022 Editor's Note: Ian A. Nussbaum is a partner, Bill Roegge and Meredith Klionsky are associates at Cooley LLP. This post is based on a memorandum by Mr. Nussbaum, Mr. Roegge, Ms. Klionsky, and Mr. Nimetz. Related research from the Program on Corporate Governance includes The Untenable Case for Perpetual Dual-Class Stock (discussed on the forum here ) and The Perils of Small-Minority Controllers

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M&A IPO Shares Stock 101

Sun Acquisitions

AUGUST 12, 2022

Can you sell your business during a lawsuit? While it is certainly not impossible, it’s going to be an uphill battle trying to convince your buyers otherwise. In this post, we take a look at the issues you need to address if you’re facing litigation but are still intent on going ahead with the sale. Issue #1 Disclosure of litigation details to your buyers.

Business 98

Business Broker M&A Valuation 98

Cooley M&A

APRIL 1, 2022

Yesterday, the SEC voted, three to one, to propose new rules and amendments regarding SPACs, shell companies, the use of projections in SEC filings and a rule addressing the status of SPACs under the Investment Company Act of 1940. The proposal arrives in the context of calls from various corners, including from SEC Chair Gary Gensler and former Acting Corp Fin Director John Coates, to treat SPACs as an alternative method of conducting an IPO under the SEC’s policy framework.

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IPO Investors Advisory Investment 72

Mergerware

JANUARY 28, 2022

Traditionally M&A deals are known to be explored for either growing a company’s market share or because the company believes it can capitalize on cost savings. When it comes to M&A integration, speed of the integration is considered a mantra of deal rationale success. The first 100 days are considered crucial for acquisition success. The […].

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M&A Capital Shares Acquisitions 66

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In the fast-moving manufacturing sector, delivering mission-critical data insights to empower your end users or customers can be a challenge. Traditional BI tools can be cumbersome and difficult to integrate - but it doesn't have to be this way. Logi Symphony offers a powerful and user-friendly solution, allowing you to seamlessly embed self-service analytics, generative AI, data visualization, and pixel-perfect reporting directly into your applications.

Manufacturing

How2Exit

OCTOBER 26, 2022

Many times we know what we want to do, yet have difficulty figuring out where to start. If you are looking to acquire a company here is a simple template to get some ideas captured about starting the deal-sourcing process. --> Google doc version Make a copy - Simple But Highly Effective Deal Sourcing Marketing Plan Template Simple But Highly Effective Deal Sourcing Marketing Plan Template Goal or Objective: When we define goals we are talking about “S.M.A.R.T” goals.

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M&A Business Valuation Acquisitions 130

Software Equity Group

DECEMBER 26, 2022

Making the decision to sell a company is a big one. It’s a bit like a marriage – from initially meeting potential partners to making the decision to commit to just one, it can be a complex and emotional process. Selecting a partner is a big milestone that marks the beginning of a lot of planning, communication, and organization to make sure the marriage will help you both get what you want and need.

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M&A Mergers and Acquisitions Private Equity Acquisitions 52

Periculum Capital

DECEMBER 23, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Interactions Incorporated dba Hoosier Refreshment Company (“Hoosier Refreshment” or the “Company”), an Indiana-based beverage distributor, to WP Beverages, LLC, a subsidiary of Wis-Pak, Inc. (“Wis-Pak”). The transaction provides Wis-Pak with distribution rights to key beverage brands including Pepsi, Mountain Dew, and Crush across an exclusive territory spanning 7.5 counties in the northcentral porti

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Sale IT Advisory Negotiation 52

Banker on FIRE

NOVEMBER 5, 2022

Agony, ecstasy, and sabotaging your early retirement. Also, is working harder in a recession a good idea? Finally, a simple test to figure out how much money you really need. The post Greatest Hits: Volume 42 appeared first on Banker on FIRE.

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In the rapidly evolving healthcare industry, delivering data insights to end users or customers can be a significant challenge for product managers, product owners, and application team developers. The complexity of healthcare data, the need for real-time analytics, and the demand for user-friendly interfaces can often seem overwhelming. But with Logi Symphony, these challenges become opportunities.

Healthcare

Bronte Capital

NOVEMBER 12, 2022

A long time ago I wrote a blog post about rehypothecation with brokers. It is - unsurprisingly - relevant again. In some sense crypto provides fast-track learning as to why we have banking and broker regulation in the first place. The 1934 Securities Exchange Act and all that When you sign up to a margin account in almost all cases you pledge your securities to the broker with the ability for them to repledge.

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Broker Accountant Finance Finance 100

TM Capital

DECEMBER 21, 2022

Happy Holidays from TM Capital! We hope you enjoy our holiday video below. [link] The post Happy Holidays from TM Capital appeared first on TM Capital. Success. Realized.

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Capital 52

Synopsys: M&A

JULY 20, 2022

Many acquirers perform interview-based due diligence, but adding a software audit can provide an in-depth assessment of software risks in a target’s code. The post Interview-based due diligence or software audits? appeared first on Application Security Blog.

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Securities Mergers and Acquisitions M&A Management 86