The Harvard Law School Forum

APRIL 25, 2023

and Paul S. Scrivano, Davis Polk & Wardell LLP, on Tuesday, April 25, 2023 Editor's Note: George Bason is partner and Chair of the Mergers and Acquisitions practice, and Andrew Ditchfield and Paul S. Posted by Andrew Ditchfield, George R. Scrivano are partners at Davis Polk & Wardwell LLP. Dougherty , Louis L.

Sale 96

Sale Mergers and Acquisitions S&P Private Equity 96

Shearman & Sterling

JANUARY 18, 2023

Zurn of the Delaware Court of Chancery substantially granted plaintiff's motion for summary judgment in an action seeking attorneys' fees. Plaintiff, a stockholder of defendant Seven Oaks Acquisition Corp., Plaintiff, a stockholder of defendant Seven Oaks Acquisition Corp., Garfield v. Boxed, Inc., 2022-0132-MTZ (Del.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers S&P Corporation 52

Lake Country Advisors

AUGUST 8, 2024

It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences. However, company valuation isn’t as simple as slapping a price on your business.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

Street of Walls

SEPTEMBER 10, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. in the week and the Russell 2000 growth index rose by 3.7% in the week.

Mergers and Acquisitions 40

Mergers and Acquisitions Underwriting Mergers Acquisitions 40

Street of Walls

SEPTEMBER 24, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets pulled back modestly on lighter trading volume The S&P 500 declined by 0.4% In 3Q12, the S&P 500 has risen by 7.2% s $102 million offering highlighting the week, returning over 40% on its first day of trading. in the week. Average daily U.S.

Mergers 40

Mergers Underwriting Acquisitions M&A 40

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. He shares his background in finance and technology and explains how his experiences led him to create Boopos.

Funds 130

Funds Business Mergers and Acquisitions Finance 130

How2Exit

MARCH 13, 2023

After the acquisition of the agency, Johnston has been consulting on operations and systems for digital marketing agencies all over the world. Concept 2: Prepare For Acquisition Carefully Johnston's story also serves as a warning to those looking to be acquired.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Acquisitions IT 130

Shearman & Sterling

JANUARY 18, 2023

Zurn of the Delaware Court of Chancery substantially granted plaintiff's motion for summary judgment in an action seeking attorneys' fees. Plaintiff, a stockholder of defendant Seven Oaks Acquisition Corp., Plaintiff, a stockholder of defendant Seven Oaks Acquisition Corp., Garfield v. Boxed, Inc., 2022-0132-MTZ (Del.

Mergers and Acquisitions 40

Mergers and Acquisitions Mergers S&P Corporation 40

The New York Times: Mergers, Acquisitions and Dive

AUGUST 6, 2024

Nearly a quarter-century after Microsoft lost a similar case, a judge’s decision that Google abused a monopoly in internet search is likely to have major ripple effects.

S&P 140

S&P Mergers and Acquisitions Engineering Acquisitions 140

Successful Acquisitions

SEPTEMBER 11, 2023

The Verdict is In on the Sell Side: Business Valuation Basics By Brian Goodhart Valuation is a fundamental aspect of the complex and intricate world of mergers and acquisitions. It’s a balance where numbers meet intuition, and neither aspect should be ignored.

Valuation 64

Valuation Business Discounted Cash Flow Mergers and Acquisitions 64

Solganick & Co.

DECEMBER 21, 2023

While overall deal volume dipped slightly compared to the record-breaking highs of 2022, falling by around 5%, the total value of transactions remained surprisingly resilient, hovering near the $400 billion mark, according to data from S&P Global Market Intelligence.

M&A 52

M&A Mergers and Acquisitions IT Investment Banking 52

The Deal

AUGUST 15, 2023

’s Competition and Markets Authority continued review of its Activision Blizzard Inc. ATVI) acquisition, gaming M&A will likely jump to the next level. “Sony is probably the most likely company to go looking for a big publisher,” Neil Barbour of S&P Global Inc. If Microsoft Corp.

S&P 52

S&P Bulge Bracket Entertainment Mergers and Acquisitions 52

Sica Fletcher

MAY 13, 2024

Investors continue to be more selective when evaluating acquisition opportunities, with many well-funded buyers in the market still mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

How2Exit

MARCH 20, 2023

This strategy has worked out well for the five acquisitions they have made so far. With the right approach, buying small, reasonable deals can be a smart way to enter the world of small to medium-business acquisitions and mergers. It offers the potential for growth while minimizing the risk of failure.

M&A 130

M&A Mergers and Acquisitions Business Profitability 130

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

InvestmentBank.com

OCTOBER 24, 2019

In fact, acquisitions by hospitals and private equity in provider services broke records last year according to Bain & Co’s 2019 global healthcare report. According to a study by Avalere Health and the Physician Advocacy Institute, hospital acquisition of physician practices in the U.S. In 2009 healthcare costs consumed 17.3%

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

The Deal

JUNE 22, 2023

Reed and Michael P. Chief legal officer Joshua S. Keeley of longtime counsel Kirkland & Ellis LLP for counsel on the deal. Qatalyst Partners LP is the lead financial adviser to the target and the seller, while Barclays, Citigroup Inc., Evercore Inc., HSBC Securities (USA) Inc., Jefferies LLC and Piper Sandler Cos.

Private Equity 98

Private Equity S&P Equities Finance 98

Focus Investment Banking

OCTOBER 23, 2024

gain in the S&P 500 and the 2.6% gains in the S&P 500 and NASDAQ, respectively. In the Engineering and Construction sub sector, Dycom’s acquisition of the public carrier wireless business of Black & Veatch had a multiple of 0.6x This outperformed both the 5.5% addition, Quanta Services’ $1.7

Business 52

Business S&P Engineering M&A 52

The Harvard Law School Forum

MAY 2, 2023

Persistently high inflation, coupled with the fastest Fed tightening cycle seen since 1988, contributed to making 2022 the worst performing year for the S&P 500 Index since 2008, thrashing growth and technology stocks in particular. [1] stock market in 2022 experienced increased volatility relative to 2021. 6] (more…)

Consulting 83

Consulting S&P Economics Government 83

How2Exit

MARCH 12, 2023

Buyers and acquisitions and mergers professionals should also be aware of the legal documents that the seller has in place. This includes examining the company’s financials, contracts, and other documents that will help them to determine the value of the business.

M&A 130

M&A Business Insurance Mergers and Acquisitions 130

The Harvard Law School Forum

OCTOBER 6, 2022

year-to-date for 2022, the S&P 500 was lower by 16.8% While the market has gained some ground from the lows of summer, as of September 1, 2022, the Dow Jones Industrial Average (“DJIA”) was down 12.9% and the Nasdaq Composite fell by 24.7%. Over the same period, the CBOE Volatility Index (“VIX”) was up over 30.2%. [4].

Consulting 75

Consulting S&P Investors Corporation 75

The Deal

JULY 19, 2023

Cox, Andrew P. Denbury chief administrative officer and general counsel James S. The deal is Exxon’s largest acquisition of a public company since its 2010 purchase of XTO Energy Inc. Davis Polk advised Exxon on those two deals as well as the 1999 merger that created ExxonMobil. McDonough at TPH&Co.

Sale 52

Sale Mergers and Acquisitions M&A S&P 52

Sica Fletcher

FEBRUARY 6, 2024

The Sica | Fletcher Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 in terms of total deals advised. Learn more at SicaFletcher.com.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Mergers and Inquisitions

MAY 24, 2023

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. Event-driven hedge funds differ from other funds because they rely on specific “hard catalysts,” such as acquisitions and divestitures.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Focus Investment Banking

SEPTEMBER 4, 2024

McGregor advises multi-location tire dealerships on mergers and acquisitions. According to S&P Global, the monetary value of dry powder reached $2.59 Incidentally, S&P Global estimates that Leonard Green & Partners alone was sitting on $15.3 He has worked with many private equity firms.

Private Equity 52

Private Equity Equities S&P Mergers and Acquisitions 52

Focus Investment Banking

JANUARY 18, 2024

The S&P 500 has recently traded near 4800, close to its record at the end of 2021. About the only new entrant to the public markets has been KLDiscovery, a provider of e-discovery, information governance and data recovery services, which went public via a special purpose acquisition company (SPAC) transaction in 2020.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Sica Fletcher

NOVEMBER 9, 2023

The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on. Learn more at SicaFletcher.com.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

The Harvard Law School Forum

JUNE 27, 2023

7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% This news, coupled with First Republic having a high percentage of uninsured deposits, triggered a run on the bank, causing a liquidity crisis that the bank could not quell. [1] 3] [4] The U.S.

Financial Institution 83

Financial Institution Banking Bank Consulting 83

The Harvard Law School Forum

JULY 18, 2023

Majority Action, As You Sow) (more…)

Advisory 52

Advisory S&P Government Funds 52

The Harvard Law School Forum

JULY 18, 2023

Majority Action, As You Sow) (more…)

Advisory 52

Advisory S&P Government Funds 52

Focus Investment Banking

OCTOBER 23, 2023

One of the most prudent investment strategies for long-term wealth building is to invest in index funds, specifically those tracking broad market benchmarks, like the Vanguard, Schwab or Fidelity S&P 500 index fund. This approach has several advantages: Diversification. Lower costs.

Funds 52

Funds S&P Investment Business 52

Sica Fletcher

OCTOBER 16, 2024

HNW vs. Mass Affluent: Pros & Cons An RIA’s acquisition strategy can also affect their value in the eyes of a prospective buyer. growth from acquisitions, mergers, or partnerships with other RIAs). growth from relationships with existing and new customers) and inorganic growth (e.g.,

Valuation 52

Valuation Mergers and Acquisitions M&A Insurance 52

Sica Fletcher

MARCH 28, 2024

Federal Interest Rates vs. EBITDA Multiples, Q1 2022 - Q1 2024 That being said, many buyers have reportedly held off on prospective acquisitions until the market conditions improve, resulting in a historically high amount of dry powder waiting in the wings. However, volume and value in the insurance sector remained remarkably stable.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Mergers and Inquisitions

JULY 31, 2024

Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. billion acquisition of Veritiv , a B2B provider of packaging products and services and print-based products: The deal was done at a 4.7x appeared first on Mergers & Inquisitions. How Do Industrials Private Equity Deals Work?

Private Equity 66

Private Equity Equities Middle Market Debt 66

The Harvard Law School Forum

JUNE 27, 2023

7] A pause may be more beneficial to investors than a direct rate cut would be; the S&P 500 has historically climbed 16.9% This news, coupled with First Republic having a high percentage of uninsured deposits, triggered a run on the bank, causing a liquidity crisis that the bank could not quell. [1] 3] [4] The U.S.

Financial Institution 52

Financial Institution Banking Bank Consulting 52

Mergers and Inquisitions

AUGUST 14, 2024

Following the subprime crisis and bank bailouts, one knew exactly what was happening in the broader economy, and companies like Apple, Google, Microsoft, and Amazon kept investing but focused on smaller deals and IP acquisitions. They were not completely revamping their business models.

Investment 59

Investment Business Consulting Mergers and Acquisitions 59