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A pitch book, also called a Confidential Information Memorandum, is a marketing presentation (information layout) used by investment banks, entrepreneurs, corporate finance firms, business brokers and other M&A intermediaries advising on the sale or disposal of the shares or assets of a business. It consists of a careful arrangement and ...
A pitch book, also called a confidential information memorandum (CIM), is a document that highlights the relevant financial information, past transaction experience, and background of the deal team to market the bank to a potential M&A client; if the pitch is successful, the bank arranges the deal for the client. [13]
A fairness opinion is a professional evaluation by an investment bank or other third party as to whether the terms of a merger, acquisition, buyback, spin-off, or privatization are fair. [1] It is rendered for a fee. [2] [3] They are typically issued when a public company is being sold, merged or divested of all or a substantial division of ...
William Blair & Company ("William Blair") is an American multinational independent investment bank and financial services company focusing on investment banking, investment management, and private wealth management. [3] The firm currently reports $17 billion of reportable assets and 1,700 open positions. [4]
Although investigation is conducted on a confidential basis, this notice, as well as its response, is public information that can be used in later public hearings among other things. [ 2 ] [ 3 ] Regulators are not legally required to provide a notice; however, it is the practice of the SEC and the Financial Industry Regulatory Authority (FINRA ...
A prospectus from the US. A prospectus, in finance, is a disclosure document that describes a financial security for potential buyers. It commonly provides investors with material information about mutual funds, stocks, bonds and other investments, such as a description of the company's business, financial statements, biographies of officers and directors, detailed information about their ...
A six-page memorandum on banking reform was given limited and confidential distribution to about forty individuals on 16 March 1933. [20] The plan was supported by such notable economists as Frank H. Knight, Paul H. Douglas, and Henry C. Simons, [21] as well as by Lloyd Mints, Henry Schultz, Garfield V. Cox, Aaron Director, and Albert G. Hart.
Blum Capital Partners, L.P., also known as Blum Capital, [2] is an American private equity firm founded in 1975 by Richard C. Blum. The firm is headquartered in San Francisco, California . It is focused on leveraged buyout , growth capital and PIPE investments in small cap and middle-market companies .