Purpose: This paper profiles the leadership and Financial Strategy principles of Henry E. Singleton, Ph.D., the late founder, Chairman and CEO of Teledyne Corporation. Design/methodology/approach: The main sources of this paper are a private study prepared by Leon G. Cooperman, founder, Chairman...

Today's executive faces a number of potential threats and opportunities which, in many ways, will help to determine who the corporate winners and losers will be in the coming years. Sixteen years ago, the United States government faced a number of threats following the tragic September 11th...

During the course and scope of our work as corporate finance advisors and researchers we have encountered a number of executives who struggle with their current methods of estimating business unit hurdle rates, and their methods of evaluating business unit portfolios. A number of these...

Purpose: Many firms did not have mechanisms in place prior to 2007 to identify and track the weak signals of an impending financial crisis, and as a result they were not prepared for the stresses and opportunities the crisis generated. This paper offers a solution for identifying the weak...

During the course and scope of our work as corporate finance advisors and researchers we have encountered a number of executives who struggle with their current methods of estimating business unit hurdle rates, and their methods of evaluating business unit portfolios. A number of these...

Purpose – This paper profiles the leadership and Financial Strategy principles of Dr. Henry E. Singleton, the late founder of Teledyne Corporation. Design/methodology/approach – The main sources of this paper are a private study prepared by Leon G. Cooperman, Chairman and CEO of Omega...

Purpose – This paper seeks to propose a definition of strategic mergers and acquisitions (M&A) that is illustrated by way of case study. It also aims to introduce the strategic concept of “nascent franchise.” Design/methodology/approach – The proposed definition is based on existing...

Purpose: Assess the value and risks of Disney's 2009 $4 billion acquisition of the Marvel Entertainment Group (Marvel) in a case study utilizing the modern Graham and Dodd valuation approach.Design/methodology/approach: Presents a detailed valuation of Marvel in 2009 drawing on previously...

Purpose: This paper illustrates the viability of distressed M&A by way of case study utilizing the modern Graham and Dodd valuation approach.Design/methodology/approach: The paper presents a distressed acquisition case study of the 1996 Marvel Entertainment Group (Marvel) bankruptcy. It draws on...

Private Equity acquirers often purchase under-performing businesses and then cut costs, and otherwise turn those businesses around for later sale. This approach has worked incredibly well, so much so that it has attracted a great deal of competition thereby making similar deals increasingly...