Providing Transparency and Improving Outcomes in ASRs with Matthews South

Corporate interest in share repurchases continues to grow, and Accelerated Share Repurchases (ASRs) have become a core tool in many companies’ capital return strategies. Yet for many corporates, limited transparency around pricing and execution dynamics has been a barrier to utilizing this approach. Gaining independent insight into an otherwise opaque product, has helped some members evaluate ASRs with confidence and unlock many of its benefits.

Join us in this session as we explore the following topics:

1. What are the core structural components of an ASR?
2. How is the guaranteed discount generated?
3. How can companies evaluate upfront terms and estimate realized economics?
4. Under what market conditions do ASRs outperform traditional open-market repurchase strategies?
5. What best practices have been learned in structuring and executing ASRs?

Matthews South is a long-time NeuGroup partner and an independent capital markets advisor, having advised major corporates for 12 years and will be helping lead this discussion. Matthews South has advised on over $120 billion of share buybacks, $85 billion of which is ASR-related

Panelists:

1. Vijay Culas, Founder & CEO, Matthews South
2. Kevin Castellano, Co-Founder and Client Advisor, Matthews South
3. Steve Maire, Treasurer & Deputy Head of Investor Relations, Verisk Analytics