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  2. Pitch book - Wikipedia

    en.wikipedia.org/wiki/Pitch_book

    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 ...

  3. Investment banking - Wikipedia

    en.wikipedia.org/wiki/Investment_banking

    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]

  4. File:Office of information memorandum (IA ...

    en.wikipedia.org/wiki/File:Office_of_information...

    Main page; Contents; Current events; Random article; About Wikipedia; Contact us; Pages for logged out editors learn more

  5. Wells notice - Wikipedia

    en.wikipedia.org/wiki/Wells_notice

    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 ...

  6. Fairness opinion - Wikipedia

    en.wikipedia.org/wiki/Fairness_opinion

    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 ...

  7. Prospectus (finance) - Wikipedia

    en.wikipedia.org/wiki/Prospectus_(finance)

    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 ...

  8. White House rescinds memo on federal aid freeze that caused ...

    www.aol.com/white-house-rescinds-federal-aid...

    “OMB Memorandum M-25-13 is rescinded. If you have questions about implementing the President’s Executive Orders, please contact your agency General Counsel,” a new memo obtained by CNN reads.

  9. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    In the United States, mutual fund prices are set once daily at 4:00 p.m. Eastern time. "Late trading" occurs when traders are allowed to purchase fund shares after 4:00 p.m. at that day's closing price. Under law, most mutual fund trades received after 4:00 p.m. must be executed at the following day's closing price, but because some orders ...