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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]
Moelis was founded in July 2007 by Ken Moelis and partners including Navid Mahmoodzadegan and Jeffrey Raich. [2] The firm opened in New York and Los Angeles, and became a top 10 ranked M&A advisor in the US in its first full year of operations, [2] advising on transactions such as Anheuser-Busch's $61.2 billion sale to InBev, Yahoo's defense from Microsoft's $44.6 billion unsolicited proposal ...
The repeal of the 1933 Glass-Steagall Act that kept investment banks and commercial banks separate led to significant consolidation. The FT wrote that in the 1990s, "the 'financial supermarket' model was ascendant." [5] Sandy Weill rolled up various commercial banks, investment banks, brokerages and insurance companies to form Citigroup.
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 ...
Many banking institutions maintain client privacy through confidentiality agreements. Some, akin to attorney–client privilege, offer banker–client privilege.. A non-disclosure agreement (NDA), also known as a confidentiality agreement (CA), confidential disclosure agreement (CDA), proprietary information agreement (PIA), or secrecy agreement (SA), is a legal contract or part of a contract ...
Actor shares memories of making the Oscar-winning neo-noir classic, which turns 25 this month.
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 ...