Stock - Investment Banking Today

The Power of Preferred Stock: A Primer for VC, PE, and Founders

JD Supra: Mergers

OCTOBER 10, 2024

Preferred stock is a key financing instrument in the world of private equity (PE) and venture capital (VC), frequently used to balance the interests of investors and founders. By: DarrowEverett LLP

Stock

Stock Private Equity Finance Finance

Nigerian digital bank FairMoney in talks to buy Umba in $20M all-stock deal, sources say

TechCrunch: M&A

FEBRUARY 20, 2024

FairMoney, a digital bank based in Lagos and headquartered in Paris, is in discussions to acquire Umba, a credit-led digital bank providing payroll and financial services to customers in Nigeria and Kenya, in a $20 million all-stock deal, sources tell TechCrunch. All rights reserved. For personal use only.

Banking

Banking Bank Stock Financial Services

Getty Images and Shutterstock to merge to form $3.7B stock photo giant

TechCrunch: M&A

JANUARY 7, 2025

Stock

Stock Shares Mergers and Acquisitions Entertainment

Palantir is one stock to own in hopes of its growing to a trillion dollar market cap, investor says

CNBC: Investing

MAY 9, 2025

Will McGough, Prime Capital Financial director of investments, said Palantir is a buy even though the stock has rallied 55% this year.

Stock

Stock Investors Capital IT

New Texas Stock Exchange Aims at Nasdaq and NYSE

JD Supra: Mergers

APRIL 9, 2025

On April 4, the Texas Stock Exchange's (TXSE) Form 1 application for registration as a national securities exchange was publicly released by the U.S. Securities and Exchange Commission (SEC). The application contains a wealth of information about the proposed new exchange, including its proposed listing rules. By: Troutman Pepper Locke

Stock

Stock Securities IT

IRS Proposes to Limit Application of Funding Rule on Stock Buyback Excise Tax

JD Supra: Mergers

JUNE 24, 2024

In prior bulletins from February 2023 and December 2022, we described a notice from the Internal Revenue Service (IRS) that outlined the rules that the IRS intended to issue with respect to the 1% stock buyback excise tax. This tax generally applies to the repurchase of stock of a public U.S. affiliates of the non-U.S.

Stock

Stock Funds Corporation IT

[Video] M&A Considerations for Serial Acquirers

JD Supra: Mergers

NOVEMBER 27, 2024

Get up to speed on: The structure and tax implications (1:42) How to value the stock and the deal (3:27) Considerations based on the stage of the business (7:20). Justin Yi and Josh Pollick cover those points and also explore the complexities of earnouts and integration post-acquisition. By: Orrick, Herrington & Sutcliffe LLP

M&A

M&A Stock Acquisitions Business

UK Capital Markets: London Stock Exchange launches market discussion on the future of AIM

JD Supra: Mergers

MAY 1, 2025

On 7 April 2025, the London Stock Exchange (LSE) published a discussion paper Shaping the Future of AIM (Discussion Paper) inviting feedback on proposals to develop the overall AIM market framework and update the AIM Rules for Companies (AIM Rules) to ensure the UKs most prominent growth market remains fit for purpose.

Capital Market

Capital Market Stock Capital

China Stocks Surge After Government Measures to Boost Economy

The New York Times: Banking

OCTOBER 7, 2024

The government has fired up investors by encouraging banks to lend more to buyers of stock and real estate, but economists say more stimulus is needed.

Government

Government Stock Banking Bank

Japan’s PE market is thriving, with potential for exits to follow

JD Supra: Mergers

JUNE 3, 2024

Stronger stock market performance bodes well for exit conditions in Japan’s rapidly maturing PE space - Interested observers have long anticipated the “arrival” of Japan’s private equity market. As the world’s fourth-largest economy after the US, China and Germany, the country has no shortage of companies. By: White & Case LLP

Private Equity

Private Equity Stock Equities Business

The Luxembourg Stock Exchange launches new segment on Euro MTF market EM3S

JD Supra: Mergers

MARCH 24, 2025

The Luxembourg Stock Exchange has announced the launch of a new segment on its Euro MTF market, called EM3S, which stands for Euro MTF Specialist Securities Segment.

Stock

Stock Investors Trading Securities

Proposed Treasury Regulations Provide Guidance on Stock Buyback Excise Tax for Redemptions and M&A Transactions

JD Supra: Mergers

MAY 24, 2024

On April 12, 2024, the Treasury Department and Internal Revenue Service (IRS) issued proposed Treasury Regulations (REG-115710-22) providing comprehensive guidance for applying the one-percent excise tax owed on corporate stock repurchasesoccurring on or after January 1, 2023 (Stock Buyback Excise Tax).

Stock

Stock M&A Capital Market Corporation

Stock Slide as Investors Wrestle With Shifting Bets on Rate Cuts

The New York Times: Banking

SEPTEMBER 6, 2024

The stock market “can’t win” at the moment, said Andrew Brenner, head of international fixed income at National Alliance Securities. Heads I lose, tails I lose.”

Stock

Stock Investors Securities Financial Institution

Bernstein predicts which Chinese stocks can survive delisting and tariff worries

CNBC: Investing

APRIL 20, 2025

Bernstein is looking at Chinese internet tech stocks like it's the downtrodden days of Covid-19.

Stock

Stock IT

Robinhood acquires global crypto exchange Bitstamp for $200M

TechCrunch: M&A

JUNE 6, 2024

Acquisitions

Acquisitions Stock Trading Mergers and Acquisitions

HSR Considerations for Secondary Sales of Private Company Stock

JD Supra: Mergers

AUGUST 26, 2024

Such filings are more likely for secondary sales involving large, late-stage private companies whose stock has become valuable. Further, while the HSR Act is a US law, its requirements may apply to sales of shares. By: Cooley LLP

Sale

Sale Stock Mergers and Acquisitions Mergers

Tax Considerations for Mergers and Acquisitions: Qualified Small Business Stock and its Tax Benefits

JD Supra: Mergers

AUGUST 15, 2024

For an active business in the post-Tax Cuts and Jobs Act (TCJA) world of lower corporate tax rates, buyers and shareholders considering a future exit should always consider C corporations and the availability of potential “qualified small business stock” tax savings under Section 1202. By: Lippes Mathias LLP

Mergers and Acquisitions

Mergers and Acquisitions Business Stock Mergers

Buy these five stocks with upside ahead of earnings, Bank of America says

CNBC: Investing

APRIL 19, 2025

Bank of America named five stocks to buy before quarterly earnings.

Banking

Banking Bank Stock

Oil & Gas Valuation: 5 Questions to Ask When Stock Is Used As Consideration

JD Supra: Mergers

MARCH 22, 2024

Over the last several years, an acquiring company’s stock has become a more commonly used currency in upstream oil & gas merger and acquisition transactions. This trend can be attributed to its benefits, such as providing flexibility and potential upside for both the acquiring and…. By: Opportune LLP

Mergers and Acquisitions

Mergers and Acquisitions Valuation Stock Mergers

SentinelOne acquires Peak XV-backed PingSafe for over $100 million

TechCrunch: M&A

JANUARY 7, 2024

The New York Stock Exchange-listed AI security firm disclosed the cash and stock deal last week, but didn’t reveal the financial […] © 2023 TechCrunch. All rights reserved. For personal use only.

Stock

Stock Securities M&A

Delaware Court of Chancery Confirms Enforceability of Identity-Based Voting Stock

JD Supra: Mergers

JANUARY 11, 2024

Bumble), which contemplated that each share of stock carried either one vote or 10 votes depending upon the identity of the holder, were valid and consistent with the Delaware General Corporation Law (DGCL). Recently, in Colon v. Bumble, the Delaware Court of Chancery held that certain provisions in the charter of Bumble, Inc.

Stock

Stock Corporation Shares IT

ThoughtSpot acquires Mode Analytics, a BI platform, for $200M in cash and stock

TechCrunch: M&A

JUNE 26, 2023

billion, today announced that it’s entered into a definitive agreement to acquire Mode Analytics, a business intelligence startup, for $200 million in cash and stock. ThoughtSpot acquires Mode Analytics, a BI platform, for $200M in cash and stock by Kyle Wiggers originally published on TechCrunch

Stock

Stock Acquisitions Engineering Business

China's 'Fab Four' tech stocks are stealing the spotlight from the U.S.

CNBC: Investing

MARCH 16, 2025

stocks is only getting clearer. The contrast between Chinese and U.S.

Stock

Canva acquires Leonardo.ai to boost its generative AI efforts

TechCrunch: M&A

JULY 29, 2024

The financial terms of the deal weren’t disclosed, but Canva co-founder and chief product officer Cameron Adams said it’s a mix of cash and stock. Canva has acquired Leonardo.ai, a generative AI content and research startup, as the company looks to broaden the scope of its AI tech stack. All rights reserved.

IT

IT Stock Mergers and Acquisitions Mergers

Proposed Regulations for Buyback Tax Hit LBOs, Preferred Stock but Spare Tier 1 Capital

JD Supra: Mergers

APRIL 24, 2024

The government released proposed regulations this month implementing the excise tax imposed on repurchases of corporate stock that was enacted in 2022.

Stock

Stock Capital Government Corporation

Question of the Week: What is the next frontier in AI mergers and acquisitions, and how will it shape the future landscape of the industry?

JD Supra: Mergers

SEPTEMBER 5, 2024

For example, sponsors are making incremental investments into portfolio companies or using portco balance sheet cash and/or stock to finance acquisitions of minority investments in or joint venture transactions with AI-focused companies. "We’re currently seeing a lot of follow-on investments into AI. By: Proskauer Rose LLP

Mergers and Acquisitions

Mergers and Acquisitions Acquisitions Portfolio Finance

Josh Brown says the Tesla stock trend is so broken that any bounce won't last

CNBC: Investing

MARCH 11, 2025

The widely followed trader believes the technical trend in Tesla's stock chart has collapsed, making any rebound unsustainable.

Stock

How much do stocks have to drop before trading is halted? The details on market 'circuit breakers'

CNBC: Investing

APRIL 6, 2025

Stock futures were down so much on Sunday that trading needed to be halted momentarily.

Trading

Trading Stock

Eligibility for Significant Savings From the Sale of Qualified Small Business Stock Under Internal Revenue Code Section 1202

JD Supra: Mergers

OCTOBER 14, 2024

Owners or investors of certain C corporations (C corps) may be eligible to exclude up to 100 percent of gains from a sale of qualifying stock held for five years. If you own a small business, you may qualify for significant tax savings under section 1202 of the Internal Revenue Code of 1986, as amended (Section 1202).

Sale

Sale Business Stock Corporation

Algo advances create overlap between US equities’ single-stock and program trading

The TRADE

APRIL 29, 2025

Single-stock trading and program trading in US equities are becoming increasingly interlinked, as advances in algorithmic trading blur the lines between the two. The firm has said that buy-siders leveraging existing single-stock algorithms instead of implementing program-specific strategies has also contributed to this increase.

Equities

Equities Trading Stock Electronics

Oppenheimer's best stock picks heading into April

CNBC: Investing

MARCH 23, 2025

Costco and AppLovin are some of the firm's favorite stocks in the current market.

Stock

Traders are confident Nvidia stock will rise after earnings, according to options market

CNBC: Investing

AUGUST 23, 2024

28, and the numbers could serve as a gut check not only for the chipmaker, but also for the entire stock market. Nvidia is set to report its latest results Aug.

Stock

Stock IT

Quantum stocks like Rigetti plunge after Nvidia's Huang says the computers are 15 to 30 years away

CNBC: Investing

JANUARY 8, 2025

Quantum computing stocks dropped Wednesday after Nvidia CEO Jensen Huang declared that useful quantum computers are likely decades in the future.

Stock

Goldman Sachs says this ride-hailing stock is a buy after a strong earnings report

CNBC: Investing

MAY 9, 2025

Analyst Eric Sheridan upgraded the ride-hailing stock to buy from neutral.

Stock

The crazy ride in quantum computing stocks continues as shares rip higher on Microsoft's 'quantum ready' directive

CNBC: Investing

JANUARY 15, 2025

Quantum computing stocks rallied Wednesday after Microsoft urged businesses to get "quantum-ready" in 2025.

Stock

Stock Shares Business

Correction risks: CBOE's volatility expert warns stock market is underpricing tariff impact

CNBC: Investing

MARCH 3, 2025

CBOE Global Markets' Mandy Xu contends the bond market has been more sensitive to economic uncertainty than stocks. But now, that gap may be starting to close.

Stock

Stock Economics

GrubMarket has acquired Good Eggs

TechCrunch: M&A

AUGUST 6, 2024

Sources with knowledge of the deal said it was an all-stock transaction that valued Good Eggs slightly above its previous valuation of $22 million. © 2024 TechCrunch. All rights reserved. For personal use only.

Valuation

Valuation Stock IT Mergers and Acquisitions

Permira completes Squarespace acquisition after upping bid to $7.2B

TechCrunch: M&A

OCTOBER 17, 2024

Website builder Squarespace is no longer a publicly traded company, after private equity firm Permira procured all remaining common stock in the firm. Permira first revealed plans to acquire Squarespace back in May, offering shareholders in the NYSE-traded company $44 per share — this equated to an equity valuation of $6.6

Private Equity

Private Equity Acquisitions Public Trading Valuation

Tom Lee is a buyer of stocks and says a lot of bad news is already priced in

CNBC: Investing

MARCH 5, 2025

The head of research at Fundstrat Global Advisors said stocks are set up for 'huge rally months' in March, April and May.

Stock

UBS believes the trade battle with China will get worse. Beware these tariff-sensitive stocks

CNBC: Investing

FEBRUARY 6, 2025

These stocks in particular face downside risk if the U.S. and China ramp up their tit-for-tat conflict, according to the Wall Street bank.

Stock

Stock Trading Banking Bank

Nvidia's CEO sought to help the quantum companies and ended up causing another sell-off in the stocks

CNBC: Investing

MARCH 21, 2025

Several quantum stocks ended Thursday in the red.

Stock

Lack of Due Diligence During a Business Acquisition

JD Supra: Mergers

DECEMBER 30, 2024

What risks are associated with a lack of due diligence during a business acquisition, asset purchase, stock purchase, or merger? How can due diligence make or break the success of any mergers and acquisitions transaction?

Mergers and Acquisitions

Mergers and Acquisitions Acquisitions Business Mergers

SEC Brings Suit Against Elon Musk for Failure to Report Twitter Ownership

JD Supra: Mergers

JANUARY 31, 2025

stock and alleged failure to timely disclose a 5% ownership stake in Twitter, as required by federal securities laws. On January 14, 2025, the U.S. Securities and Exchange Commission (the SEC) sued Elon Musk over his 2022 acquisition of Twitter, Inc. By: Cadwalader, Wickersham & Taft LLP

Stock

Stock Acquisitions Securities

Analysts' top stock picks for playing China's 2025 consumer stimulus plan

CNBC: Investing

JANUARY 12, 2025

China kicked off 2025 on the economic policy front with an expanded consumer stimulus program that analysts expect it will benefit a few specific stocks.

Stock

Stock Economics IT

The Power of Preferred Stock: A Primer for VC, PE, and Founders

Nigerian digital bank FairMoney in talks to buy Umba in $20M all-stock deal, sources say

Trending Sources

Getty Images and Shutterstock to merge to form $3.7B stock photo giant

Palantir is one stock to own in hopes of its growing to a trillion dollar market cap, investor says

New Texas Stock Exchange Aims at Nasdaq and NYSE

IRS Proposes to Limit Application of Funding Rule on Stock Buyback Excise Tax

[Video] M&A Considerations for Serial Acquirers

UK Capital Markets: London Stock Exchange launches market discussion on the future of AIM

China Stocks Surge After Government Measures to Boost Economy

Japan’s PE market is thriving, with potential for exits to follow

The Luxembourg Stock Exchange launches new segment on Euro MTF market EM3S

Proposed Treasury Regulations Provide Guidance on Stock Buyback Excise Tax for Redemptions and M&A Transactions

Stock Slide as Investors Wrestle With Shifting Bets on Rate Cuts

Bernstein predicts which Chinese stocks can survive delisting and tariff worries

Robinhood acquires global crypto exchange Bitstamp for $200M

HSR Considerations for Secondary Sales of Private Company Stock

Tax Considerations for Mergers and Acquisitions: Qualified Small Business Stock and its Tax Benefits

Buy these five stocks with upside ahead of earnings, Bank of America says

Oil & Gas Valuation: 5 Questions to Ask When Stock Is Used As Consideration

SentinelOne acquires Peak XV-backed PingSafe for over $100 million

Delaware Court of Chancery Confirms Enforceability of Identity-Based Voting Stock

ThoughtSpot acquires Mode Analytics, a BI platform, for $200M in cash and stock

China's 'Fab Four' tech stocks are stealing the spotlight from the U.S.

Canva acquires Leonardo.ai to boost its generative AI efforts

Proposed Regulations for Buyback Tax Hit LBOs, Preferred Stock but Spare Tier 1 Capital

Question of the Week: What is the next frontier in AI mergers and acquisitions, and how will it shape the future landscape of the industry?

Josh Brown says the Tesla stock trend is so broken that any bounce won't last

How much do stocks have to drop before trading is halted? The details on market 'circuit breakers'

Eligibility for Significant Savings From the Sale of Qualified Small Business Stock Under Internal Revenue Code Section 1202

Algo advances create overlap between US equities’ single-stock and program trading

Oppenheimer's best stock picks heading into April

Traders are confident Nvidia stock will rise after earnings, according to options market

Quantum stocks like Rigetti plunge after Nvidia's Huang says the computers are 15 to 30 years away

Goldman Sachs says this ride-hailing stock is a buy after a strong earnings report

The crazy ride in quantum computing stocks continues as shares rip higher on Microsoft's 'quantum ready' directive

Correction risks: CBOE's volatility expert warns stock market is underpricing tariff impact

GrubMarket has acquired Good Eggs

Permira completes Squarespace acquisition after upping bid to $7.2B

Tom Lee is a buyer of stocks and says a lot of bad news is already priced in

UBS believes the trade battle with China will get worse. Beware these tariff-sensitive stocks

Nvidia's CEO sought to help the quantum companies and ended up causing another sell-off in the stocks

Lack of Due Diligence During a Business Acquisition

SEC Brings Suit Against Elon Musk for Failure to Report Twitter Ownership

Analysts' top stock picks for playing China's 2025 consumer stimulus plan

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