The M&A Lawyer

AUGUST 25, 2015

financial statements. absence of certain changes and events. Here’s a long list of subjects that may be addressed by seller representations and warranties: organization and good standing. authority and enforceability. absence of conflicts. capitalization and ownership. subsidiaries. books and records. inventories.

Stock 130

Stock M&A Government Mergers and Acquisitions 130

Peak Frameworks

SEPTEMBER 19, 2023

Many argue that the unethical decisions made by banks, such as offering subprime mortgages without due diligence, were a violation of these natural principles, leading to widespread financial turmoil. For finance professionals , this translates to developing an ethical intuition.

Business 52

Business Finance Finance Investment Banking 52

The M&A Lawyer

AUGUST 31, 2015

financial statements. absence of certain changes and events. preparation of interim financial statements. seller cooperation with financing. Here’s a long list of subjects that may be addressed by seller representations and warranties: organization and good standing. authority and enforceability.

M&A 130

M&A Government Business Sale 130

Cooley M&A

MARCH 22, 2023

Financing Consider your run rate for the years after closing of the transaction. What will the cash balance of the combined group be, and do you need to consider a private investment in public equity (PIPE) financing alongside the transaction? US public company readiness Consider whether you are ready to be a US public company.

Mergers 52

Mergers IT Mergers and Acquisitions IPO 52

Devensoft

JUNE 1, 2023

Here are ten areas that should be given extra attention during due diligence: Financial statements : closely review financial statements to assess the company’s financial health and identify any potential red flags. Investors must closely review financial statements to identify any potential red flags.

Economics 98

Economics M&A Management Financial Statement 98

Peak Frameworks

JULY 20, 2023

A stock market crash is an event that can have a significant impact on investors and financial markets. Global economic events and trends, including trade wars and recessions, can also have a profound impact on the stock market. Analyzing financial statements and company fundamentals can help identify solid investment prospects.

Stock 40

Stock Economics Risk Management Investors 40

Midaxo

APRIL 25, 2023

This team should consist of representatives from key departments, such as finance, legal, HR, IT and operations. Professional networks and industry events: Leverage your professional networks and attend industry events to gather insights and identify potential targets.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

How2Exit

FEBRUARY 23, 2023

In addition, it is important to be prepared for unexpected events or developments that could have a significant impact on the negotiation. Chris Voss, a former FBI hostage negotiator, refers to these events as “Black Swan” events, as they can be difficult to anticipate or prepare for.

Business 130

Business Negotiation DCF Acquisitions 130

SDR Ventures

AUGUST 24, 2022

The questions and discussion framework were provided by a curated group of business owners and operators participating in a variety of industries including Media, IT, Technology, Industrials, Biomedical and Events & Catering. Have you been considering a sale, recapitalization, or financing to grow your business?

M&A 52

M&A Capital Raising Investment Banking Business 52

How2Exit

AUGUST 22, 2023

Networking, attending industry events, and leveraging personal connections can help identify potential acquisition opportunities. Financial planning and funding: Sweet mentions that his company does not have its own fund, so they raise funds for each acquisition.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

Wall Street Mojo

JANUARY 15, 2024

CDOs are considered highly astute financial instruments Financial Instruments Financial instruments are certain contracts or documents that act as financial assets such as debentures and bonds, receivables, cash deposits, bank balances, swaps, cap, futures, shares, bills of exchange, forwards, FRA or forward rate agreement, etc.

Debt 52

Debt Bank Banking Investors 52

Mergers and Inquisitions

FEBRUARY 28, 2024

Fixed Income Research Definition: In fixed income research, finance professionals analyze companies’ debt issuances and make pricing and investment recommendations based on their outlook for each one. However, many fundamental roles within FI research still relate to the financial statements, debt analysis, and company-specific factors.

Equities 59

Equities Debt Asset Management Recruitment 59

Wall Street Mojo

JANUARY 16, 2024

The purpose behind preparing these statements is to detect the differences between the entries of the two statements and work on rectifying them. Preparing reconciliation statements is a significant task for any company as it helps them manage the business finances well.

Accountant 52

Accountant Bank Banking Financial Modeling 52

How2Exit

MAY 8, 2023

This additional information may include financial statements, customer lists, and other relevant information. Concept 5: SBA Loans Require Caution When it comes to acquiring a business, one of the most popular financing options is an SBA loan. Due diligence is an essential step in the process and should not be overlooked.

Mergers and Acquisitions 130

Mergers and Acquisitions Profitability Mergers Business 130

M&A Leadership Council

JUNE 18, 2024

Assemble a cross-functional team with expertise in finance, operations, legal, HR, and strategy: Identify and recruit team members with relevant experience and skills. Create contingency plans for high-impact risks: Develop detailed action plans for responding to risk events. Establish communication protocols and reporting structures.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Lake Country Advisors

AUGUST 7, 2023

Furthermore, the global events of the last couple of years have undeniably influenced the market. For example, low-interest rates can make financing more accessible for buyers, potentially increasing your business’s pool of interested parties.

Business 96

Business Sale Negotiation Broker 96

RKJ Partners

AUGUST 6, 2017

It may be the final step prior to closing, perhaps after contracts are signed and all other contingencies have been satisfied, including any required financing. If a seller notices any inaccuracies during this preparation phase it is preferable to bring it to the prospective buyer’s attention in advance to preserve credibility.

M&A 40

M&A Sale Business Financial Statement 40

Mergers and Inquisitions

JULY 19, 2023

Investment Style – Long/short strategies depend more on timing and getting individual quarters and events right, while long-only strategies often use longer holding periods and require deeper dives into companies. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations.

Funds 52

Funds Asset Management Management Equities 52

Wall Street Mojo

JANUARY 15, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling 52

Financial Modeling Financial Models Stock Valuation 52

M&A Leadership Council

JUNE 18, 2024

Assemble a cross-functional team with expertise in finance, operations, legal, HR, and strategy: Identify and recruit team members with relevant experience and skills. Create contingency plans for high-impact risks: Develop detailed action plans for responding to risk events. Establish communication protocols and reporting structures.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Lake Country Advisors

FEBRUARY 18, 2024

Mergers and Acquisitions (M&A) are meaningful events that can redefine the market standing of the entities involved. Advisors can delve deep into financial statements, operational metrics, and strategic business models to uncover value drivers that could bolster a company’s valuation.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Cooley M&A

MARCH 1, 2019

It is also important to consider the implications of any change of control provisions in material contracts in the M&A scenario, which may require consent from strategic or financial counterparties. Is the objective to achieve a partial or complete exit? What’s the time frame?

IPO 52

IPO Valuation M&A Business 52

Cleary M&A and Corporate Governance Watch

OCTOBER 4, 2023

In the event of an accounting restatement, companies are required to recover any erroneously awarded compensation “reasonably promptly.” [5] Incentive-based compensation” for purposes of the Clawback Rules is any compensation that is granted, earned, or vested based wholly or in part upon the attainment of any financial reporting measure. [14]

IT 59

IT Accountant Stock Equities 59

Cleary M&A and Corporate Governance Watch

AUGUST 2, 2023

2] , [3] The rules build on the 2011 guidance issued by the SEC’s Division of Corporation Finance (“2011 Staff Guidance”) and the 2018 Commission Statement and Guidance on Public Company Cybersecurity Disclosures issued by the Commission itself (“2018 Interpretive Release”). [4] The Commission acknowledges that the Item 1.05

Government 52

Government S&P Risk Management Management 52

The TRADE

APRIL 30, 2024

A key aspect of Mifid II, is the expansion of transparency requirements, namely in the trading of financial instruments. It mandates increased pre- and post-trade transparency for a wide range of asset classes, including equities, fixed income, derivatives, and structured finance products.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Software Equity Group

NOVEMBER 12, 2024

The Profit and Loss (P&L) Statement is a universal fixture of business finance, but it takes on special significance for companies in the Software industry. For example, incorrectly labeling all revenue as recurring—without distinguishing non-recurring revenue—can create misleading financial statements.

M&A 52

M&A S&P Valuation Accountant 52

Lake Country Advisors

MAY 27, 2020

Generally accepted accounting principles do not address how a for-profit company should account for a loan that can be forgiven when, or if, certain conditions are met; however, they do indicate an entity shall first consider accounting principles for similar transactions or events within a source of authoritative U.S.

Accountant 52

Accountant Business Government Debt 52

How2Exit

FEBRUARY 17, 2025

With a background in auditing, forensic valuation, and advisory work for global firms like BDO, she helps business owners understand the true worth of their companies and prepare for growth, financing, and eventual exit. Rivera is also a strong advocate for using business valuation as a proactive tool rather than just a transaction necessity.

Business 130

Business IT Valuation Economics 130