Finance Blogs and Articles
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Every morning
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Ethisphere’s 2026 “Most Ethical Companies” list expands to 138 honorees, up from 92 in its 2007 debut. The roster includes 16 firms that have settled Foreign Corrupt Practices Act (FCPA) enforcement actions and two companies currently under FCPA scrutiny. The inclusion of these firms highlights a tension between the award’s ethics criteria and the reality of past or ongoing corruption investigations. The list’s growth raises questions about the dilution of its prestige.
Everest Group has agreed to sell its Canadian Retail Insurance business, Everest Canada, to mutual insurer Wawanesa, with the transaction slated to close in the second half of 2026 pending regulatory approval. The deal will transfer an estimated CAD305 million (about...
Cencora, Inc. announced a definitive agreement to acquire EyeSouth Partners’ retina business for $1.1 billion, integrating the physicians into its Retina Consultants of America (RCA) network. The acquisition is expected to be slightly accretive to adjusted diluted EPS within the first...
Fund managers are increasingly treating cyber risk as a core operational concern, not just an IT issue. A stolen password or phishing scam can halt trading, delay reporting, and erode investor trust, prompting regulators like the SEC to tie cybersecurity...
FinEx Metals Ltd. completed an oversubscribed non‑brokered private placement, issuing 13,930,000 units at $0.12 each and raising $1,671,600 in gross proceeds. Each unit comprises one common share and half of a warrant exercisable at $0.18 for 24 months. Insiders purchased...
The piece argues that AI will erode traditional competitive moats, making five‑year cash‑flow forecasts unreliable and forcing a shift from discounted‑cash‑flow models to valuations based on current cash flow multiples. Drawing on Elon Musk’s first‑principles thinking, it challenges the century‑old...
Excel remains the default tool for corporate development teams to track M&A pipelines because it requires no onboarding and offers immediate flexibility. However, as deal volume and team size grow, spreadsheets suffer from version‑control chaos, fragmented deal context, and collaboration...
The article highlights a trust gap in compliance automation where control owners and auditors distrust system‑generated evidence, leading to parallel manual processes. Even though technology works, resistance stems from loss of professional identity and lack of auditor‑friendly documentation. Successful programs...
The wave of 2023‑2024 tech layoffs is being framed as an "AI‑driven" restructuring, but SEC filings reveal the true catalysts are declining revenue, missed earnings targets, and investor pressure. Studies show AI mentions in layoff announcements lift stock prices 7‑12%...
High‑yield bonds are trading at historically tight spreads, curbing any further price appreciation and leaving carry as the main source of return. Portfolio managers, like Veritas' Ville Iso‑Mustajärvi, warn that while the asset class still offers modest diversification, its downside...
L'Oréal agreed to buy Kering's entire beauty portfolio for roughly $4.7 billion, securing the coveted Gucci fragrance license that expires in 2028. The deal marks Kering's swift exit from cosmetics, allowing it to shed debt and refocus on fashion, jewelry and...
The ATAC Credit Rotation ETF ($JOJO) challenges the common belief that bond exposure should stay static, proposing a dynamic credit‑rotation framework. Portfolio manager Michael Gayed will detail this approach in a CE‑credit approved webinar on March 24, covering credit‑vs‑duration risk, utilities...
UBS Group AG reported a strong 2025 performance, with invested assets climbing 15% to over $7 trillion, reinforcing its status among the world’s largest wealth managers. Net profit rose to $7.7 billion, driven by a 56% jump in fourth‑quarter earnings to $1.2 billion...
The Iran‑related war in the Middle East has effectively halted new sovereign bond issuance in Francophone Sub‑Saharan Africa, leaving the region with only $6 billion of fresh issuance—half of last year’s pace. Credit spreads have surged to 375 basis points, and...
Exasol AG reported FY2025 results that confirm its cost‑structure turnaround, delivering $4.5 million EBITDA, $3.3 million net income and $4.3 million free cash flow. Annual recurring revenue in its focus verticals reached $29 million, but growth slowed to 10 % year‑over‑year, down from 24 % the...
GE HealthCare completed a $2.3 billion all‑cash acquisition of Intelerad, the largest recent enterprise‑imaging deal. The platform serves 1,500 health systems, processes 230 million exams annually and generates roughly $270 million in recurring revenue. The transaction underscores a strategic shift from hardware‑centric OEM...
The weekly Fabbaloo leaderboard shows Farsoon retaining the top spot with a $4.6 billion market cap, though it slipped 12% amid profit‑taking. Xometry bucked the sector trend, rising 6% while the broader 3D‑printing market fell about 6% due to energy‑supply concerns....
Russell Napier warns that investors face a "great portfolio reset" as bond markets lose appeal, U.S. equities become riskier, and financial repression intensifies. He argues that prolonged low‑interest rates will erode fixed‑income returns, prompting a shift toward real assets and...
Merchant financing, also called merchant cash advances, lets ecommerce and retail businesses obtain capital by selling a portion of future card sales. Lenders use factor rates, often resulting in effective APRs around 30%, considerably higher than typical 7‑8% term loans....
Chenmark’s founders reflect on why they never took a $20 million external fund between 2015 and 2019, opting instead to bootstrap their hold‑co model. The lack of capital forced disciplined cash‑flow reinvestment, lean talent acquisition and a culture of shared risk....
Smart financial record management is becoming a critical capability for Indian ecommerce firms, especially Shopify merchants under $5 M GMV who still rely on spreadsheets. Disorganized books not only create compliance headaches but also restrict access to capital, obscure cash‑flow visibility,...
Forescout Technologies reported robust FY2025 results, adding over 230 net new customers and closing 58 deals worth $1 million or more, a 26% increase year‑over‑year. Revenue growth was strong across financial services (up 25%) and healthcare (up 24%), while gross dollar...
Marvell Technology reported record fiscal 2026 results, posting $8.195 billion in net revenue, a 42 percent year‑over‑year increase, and a Q4 revenue record of $2.219 billion. GAAP earnings per share rose to $3.07, up 81 percent, while non‑GAAP EPS reached $2.84. The growth was...
The Harvard Law School Forum’s March 13‑19 roundup highlights a wave of governance developments, from SEC Chair Paul Atkins’ push for modernized disclosure rules to Delaware Supreme Court rulings affirming SB21 safe‑harbor provisions and ADR guidance for earnout disputes. Articles...
Large‑cap institutions are quietly deleveraging by selling core positions while spot indices rise, creating a "basis divergence" where spot and futures move in opposite directions. The March 20, 2026 KOSPI case showed spot gains (+0.31 %) alongside futures losses (‑0.07 %) as foreign investors...
The U.S. Securities and Exchange Commission announced a new enforcement unit, dubbed the “SOX Group,” to pursue misconduct among auditors. The move follows a recent budget reduction for the independent board that traditionally monitors audit quality. A federal job posting...
Microsoft Dynamics 365 Business Central version 28 introduces a Permissions Overview page, giving administrators a single pane to audit and manage user and group rights across all apps and extensions. The same release also launches an AI‑driven Payables Agent that captures invoices...
Analysts applied a discounted cash flow model to The Coca‑Cola Company, estimating an intrinsic share value of roughly $18‑19. The model uses an 8% discount rate, 2.5% terminal growth, and projects free cash flow reaching $6.7 billion by 2029, yielding a...
Blue Water Acquisition Corp. IV priced its $125 million initial public offering and will begin trading on the NYSE under the ticker BWIV.U on March 20, 2026. The SPAC’s mandate is to seek a target in the biotechnology, healthcare, or technology sectors. Led...
AuditBoard announced it has rebranded as Optro, positioning the company as an AI‑powered governance, risk, and compliance (GRC) platform. The new identity highlights a shift toward proactive, agentic AI that offers continuous risk foresight across audit, risk, infosec, and compliance...
The Atlanta Federal Reserve’s Market Probability Tracker released a revised three‑month average SOFR outlook covering June 2026 through December 2028. The new projection lifts the expected rate path relative to the February 27 forecast, placing the current target range at 350‑375 basis points....
In the post‑Basel III era, interest‑rate risk in the banking book (IRRBB) has become a primary source of earnings and capital volatility for banks. The Basel framework mandates independent audit of IRRBB measurement processes, placing internal audit as the third line...
Pigment, the Paris‑born AI‑driven business planning platform, is transforming legacy spreadsheet‑based finance with AI agents that automate modeling, analysis, and planning. Co‑CEOs Eléonore Crespo and Romain Niccoli have raised nearly $400 million, driving the company toward $100 million in annual recurring revenue...
Chief audit executives now face heightened board expectations for assurance that delivers strategic clarity. The Global Internal Audit Standards mandate a Quality Assurance and Improvement Program, yet fewer than half of CAEs trust their current QAIP to boost audit quality....
The Institute of Internal Auditors (IIA) has issued a policy paper urging Congress to modernize the Sarbanes‑Oxley Act. It recommends formally defining internal audit within the law, updating compliance expectations for Sections 302 and 404, and strengthening coordination between internal...
The Treasury announced a reopening of the 10‑year TIPS auction, delivering a real yield of 1.896%. The yield jumped noticeably, signaling heightened market sensitivity ahead of the weekend. Investors appeared reluctant to hold positions, prompting some traders to sit out...
Investors often believe the spin‑off record date is the final deadline to secure shares of the new entity. In reality, shareholders can purchase the parent company up to the day before the spun‑off’s regular‑way trading begins and still receive the...
US federal regulatory penalties plunged 83% in 2025, falling to $654 million in the second half after a $4 billion first‑half peak, while the number of violations stayed roughly steady. Wolters Kluwer warns that weaker deterrence shifts risk toward fragmented state enforcement and...
Rollover equity lets sellers reinvest part of their sale proceeds into the acquiring entity, giving them a minority stake and a potential "second bite of the apple" when the business is later sold. Private equity firms use it to reduce...
The article explains how physicians must balance financial risk by distinguishing between risk capacity—their ability to absorb setbacks—and risk tolerance—their personal comfort with uncertainty. It outlines four common physician profiles and offers targeted strategies such as debt reduction, reserve building,...
The private credit market, long a fast‑growing source of financing for mid‑size companies, is now showing signs of a broader crisis. A fund in a previously untouched sector has begun gating redemptions as liquidity pressures mount. Credit spreads are widening,...
Moody's Ratings has launched the Token Integration Engine (TIE), becoming the first major rating agency to deliver credit opinions on‑chain via a permissioned blockchain. The network‑agnostic TIE ingests Moody's existing analytical data and publishes ratings and risk insights to the...
Bayport Financial Services Mozambique issued a MZN 600 million dual‑tranche bond in October 2025, earning the Best Local Currency Bond – Financial Institutions award from Global Banking & Markets. Standard Bank acted as co‑arranger and bookrunner, guiding the structure and securing regulatory approvals....
The U.S. producer price index (PPI) posted a 0.7% headline increase, with core and core‑core measures both rising 0.5%, outpacing market forecasts. The stronger‑than‑expected numbers underscore lingering inflationary pressure despite recent easing in consumer price trends. The post uses the...
Recent research on coercive, non‑pro rata liability management exercises (LMEs) shows they provide only a brief, fragile runway for distressed firms. Within a year, fewer than half avoid a second default, and after two years just 22 % remain out of...
John Jenkins highlights key considerations for sellers contemplating equity rollovers in M&A transactions. The blog stresses that call options embedded in buyer agreements can allow the acquirer to repurchase the seller’s rolled‑over stake, often at below‑market prices and over extended...
BHAV Acquisition Corp. priced a $100 million IPO, with units trading on Nasdaq as BHAVU on March 19, 2026. The SPAC aims to merge with a company in industrial robotics, electric vehicles, drones, or fintech. Led by CEO Giri Devanur and CFO...
AmperCap Acquisition Company (ticker APMCU) filed its S‑1 to launch a $125 million special purpose acquisition company IPO. The filing, submitted on March 18, 2026, positions AmperCap among the latest wave of SPACs seeking to capitalize on renewed investor appetite. The...
