Perspectives

Jun 2020

M&A in Lockdown

Apr 2021 M&A Markets Remain Soft in the Wake of the Pandemic
Headlines about the Strength of U.S. M&A are Plain Wrong
Apr 2020 Business Forecasting in Uncertain Times: The Importance of Scenario Planning
18 Months On, Revisiting Foros Perspectives on Distribution of Potential Financial Outcomes
Sep 2019 Trump Era U.S. Stock Market Appreciation is all about MAGA, but not the Trump MAGA
Review of S&P 500 Performance Indicates the Bulk of the Appreciation Since Trump Became President is Attributable to the Return of Four Stocks: Microsoft, Apple, Google and Amazon.
Oct 2018 Equity Return Expectations
Heads-Up to CEOs – Producing a Stock Price Total Return that Tracks Your Cost of Equity is a Coin Toss
Oct 2017 Leveraged Recap: Too good to be true?
A Leveraged Recap enhances returns to continuing shareholders, but it also increases financial risks for them and its benefits are less compelling when evaluated through the lens of all shareholders.