Earlier today, Ocean Tomo, a part of J.S. Held, announced our role as financial advisor to the Special Committee of the Board of Directors of Ares Acquisition Corporation (AAR). “Understanding the strengths and weakness of X-energy’s technology and the related market risks and opportunities was central to this engagement,” said Ocean Tomo Managing Director Greg […]
Impact of Emerging ESG Regulations on Valuation
Last month, I had the privilege of joining my colleagues Karyl Van Tassel, CPA/CFF, Richard Donohoe, and Nicole McTernan for a fireside chat regarding the expected impacts of looming Securities and Exchange Commission (SEC) regulations on Environmental, Social, and Governance (ESG) disclosures from multiple perspectives – accounting, technical, intellectual property (IP), and valuation. In a […]
Impact of Emerging ESG Regulations on Intellectual Property
Last month, I had the privilege of joining my colleagues Karyl Van Tassel, CPA, CFF, Richard Donohoe, and Nicole McTernan for a fireside chat regarding the expected impacts of looming Securities and Exchange Commission (SEC) regulations on Environmental, Social, and Governance (ESG) disclosures from multiple perspectives – accounting, technical, IP, and valuation. From an Intellectual […]
SEC ESG Task Force Fines Bank of New York Mellon Advisory Unit
The SEC’s ESG Task Force, created only one year ago to proactively identify ESG-related misconduct, has fined a Bank of New York (“BNY”) Mellon advisory unit for $1.5 million over alleged ESG disclosure failures. According to the ESG Task Force, BNY Mellon Investment Advisory Inc. provided clients with false assurance that certain fund investments had […]
Impact as an Intangible Asset
As global economies, governments, and businesses continue to face the environmental and social challenges present in our world, greater focus is being paid to how Environmental, Social, and Governance (ESG) factors impact our daily lives and how we conduct business. Increasingly, corporate investors, stakeholders, and companies are interested in understanding how ESG factors impact their […]
The Beach Boys’ Masterclass in IP Monetization
The surviving members of the Beach Boys are feeling good vibrations after the group sold a controlling interest in the band’s intellectual property (IP) to Iconic Artist Group (IAG), a brand development and marketing company run by music industry magnate Irving Azoff. The sale included not only the band’s master recordings and publishing rights, but […]