Category: Corporate Governance

CEORater 2021 Technology CEOs of the Year. Part 3 of 3: Information Services

CEORater 2021 Technology CEOs of the Year. Part 3 of 3: Information Services

Today we announce the winner of the "Information Services" category: Information Services: Doug Peterson, President and CEO, S&P Global Inc. (ticker: SPGI). SPGI shares have performed well but the primary reason why we choose SPGI CEO Doug Peterson over Gartner (ticker: IT), CEO Gene Hall or MSCI (ticker: MSCI), CEO Henry Fernandez was Peterson's pursuit … Continue reading CEORater 2021 Technology CEOs of the Year. Part 3 of 3: Information Services

CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies

CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies

We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies

CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 1 of 3: FinTech

Share Buybacks Accelerate

Share Buybacks Accelerate

Share buybacks are back above pre-COVID levels. Frequent readers of these pages know that we are generally not in favor of share buybacks. Buyback activity has exploded since 2009 when the Fed began its low interest rate and QE monetary policy to artificially prop up equity and credit markets during the financial crisis. Public companies … Continue reading Share Buybacks Accelerate

“G” Is The Most Important Letter In “ESG”

“G” Is The Most Important Letter In “ESG”

We have stated and written on a number of occasions that Corporate Governance - the "G" in "ESG" - is far and away the most important element of that acronym. Weak corporate Boards fail to hold management teams accountable. Sometimes Boards are weak because members don't know the company they serve well and are therefore … Continue reading “G” Is The Most Important Letter In “ESG”

The FTC Is Making M&A More Difficult

The FTC Is Making M&A More Difficult

As we predicted new FTC Chair Lina Khan is making it increasingly difficult for firms to execute M&A transactions. Recently the FTC rolled out new policy changes that provide the agency with veto power over a given company’s future M&A transactions once that company attempts an anticompetitive (as defined by the FTC) merger or acquisition. … Continue reading The FTC Is Making M&A More Difficult

CEO Compensation: What Happened To “Pay For Performance”?

CEO Compensation: What Happened To “Pay For Performance”?

CEORater has published a number of CEO compensation studies over the years. The truth is we probably do not allocate sufficient weighting to compensation in our CEOs of The Year awards. The Wall Street Journal published an insightful piece on Technology Founder/CEO compensation, which we have previously written about. Our view is that public company … Continue reading CEO Compensation: What Happened To “Pay For Performance”?