News & Resources
Maintaining confidentiality in an M&A (Merger and Acquisition) deal is crucial to preventing leaks that could impact negotiations, employee morale, customer relationships, and the overall success of the transaction.
Mergers and acquisitions, despite being strategic moves, can sometimes result in failure, consuming significant time, resources, and capital for both buyers and sellers.
An Expression of Interest (EOI) and a Letter of Intent (LOI) differ in purpose, detail, and commitment level. EOIs are non-binding, broad expressions of preliminary interest suitable for early exploratory discussions, while LOIs signify more advanced negotiations with detailed terms, reflecting a stronger intent to proceed toward a formal agreement.
In Canada, the status of an accredited investor are specific regulations that ensure only qualified individuals and entities can participate in offerings that are not issued by prospectus. This section delves into the definition and criteria of accredited investors, the regulatory framework, comparisons with other jurisdictions, and the importance and purpose of this designation.
Analyzing the impact and reverberations of the COVID-19 pandemic on SaaS M&A deals. PitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find data for professionals doing business in the private markets.
The federal Budget was presented on April 16, 2024 and among a number of proposed tax changes, included an increase in the capital gains inclusion rate from ½ to 2/3 for corporations, as well as for individuals in respect of any capital gains in excess of $250,000 in a given year. This change is to apply for capital gains realized after June 24, 2024 and will effectively increase the tax rate applicable to capital gains realized by corporations to 33.45% (from the current 25.1%) and to 35.69% for affected individuals (from the current 26.77%). However, in addition to directly increasing the tax rate, this change will have many other indirect implications for taxpayers, as discussed below.
