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The Financial Industry Regulatory Authority (FINRA) is the government-authorized agency for overseeing U.S. broker-dealers to ensure that investors are protected and that their needs are served fairly. As a part of its mandate, FINRA has adopted a set of rules and standards for the proper use, storage and retrieval of financial documents. These rules are … Read more
A limited partnership investment is a common agreement in the business world, particularly in the real estate industry. While the name seems fairly straightforward, certain parts of it need further clarification. Knowing all the nuances is an important step in determining whether it is an appropriate strategy for your company. What Is a Partnership? Simply … Read more
When it comes to closing a round of investments, how you present your company — specifically, how you present the documents that measure your company’s strengths and performance — is key. The goal, of course, is to present the most accurate and compelling picture of your company to a group of prospective investors who see … Read more
The practice of combining (or merging) two different companies certainly sounds easy enough in theory; however, in virtually every instance there is much more to the transaction than is visible on the surface. Every occurrence of a merger and acquisition (commonly abbreviated as M&A) has its own unique nuances, and their success depends on a … Read more
Planning a major business deal or transaction? Learn to craft effective representations and warranties in our useful guide
From common financial due diligence questions to how to make the process more efficient, here’s a complete guide to financial due diligence for M&A.
Learn everything you need to know about conducting IT due diligence for M&A.
The M&A field is constantly evolving, influenced by a variety of factors like economic shifts, technological advancements, and changing global dynamics. As we head into 2024, it’s essential to be aware of what’s in store so that you can plan accordingly. In this article, we’ll explore three key M&A trends that are likely to be … Read more
Understanding M&A deal fees (or private equity fees) is vital for anybody who plans on participating in any type of merger or acquisition. Knowing who (and how much) to pay will save time, stress and, most importantly, money at the end of the day.
Considering a demerger? Learn the advantages, types, and key factors to assess if a demerger is the right move for your business.
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