CFO Thought Leader

OCTOBER 29, 2024

At the time, Gronen was vice president of finance, responsible for assessing acquisitions and analyzing their outcomes. In just a few days, he and the leadership team developed a plan to reduce overlapping costs and improve operational efficiency. Gronen: Yooz is an AP (accounts payable) automation and payments company.

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VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. The M&A term sheet has been negotiated, due diligence has been completed and the valuation plus the timing has been agreed upon by both sides. Why Mergers & Acquisitions Fail. Lack of an acquisition integration strategy is a sure-fire way to fail.

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Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

CFO Talks

SEPTEMBER 10, 2024

Navigating Mergers and Acquisitions: A Strategic Guide for CFOs in South Africa Mergers and acquisitions (M&A) are powerful tools for growth, diversification, and innovation in today’s competitive business landscape. However, they come with inherent risks and complexities.

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PYMNTS

JULY 29, 2019

The big deal is now complete: Fiserv announced this morning (July 29) that it has completed its acquisition of First Data Corporation. The two massive firms first inked the deal earlier this year, which will see Fiserv purchase First Data for $22 billion in an all-stock transaction. He also noted that outside the U.S.,

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CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. For business leaders, this question is central to long-term success. Let’s take a look at 5 reasons to accelerate your financial learning curve.

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Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Future CFO

AUGUST 9, 2021

In Q1 2021, Mergers and Acquisitions (M&A) activity in APAC-ex Japan was up by 55%, the highest level since 2015. PwC ’s M&A 2020 Review and 2021 Outlook , reported a similar observation in China with M&A activities up 30% to US$733.8 The need for M&A insurance.

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Barry Ritholtz

JANUARY 27, 2025

Mike Freno : Well, originally started out in accounting, so I was an accounting major coming out of, out of Furman and worked with the legacy firm for the date myself a little bit. So my first four working years were spent in public accounting. What a fascinating guest. Mike Freno is chairman and CEO of Barings.

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Mergers and Acquisitions (M&A) Investments Leverage Marketing 59

Future CFO

SEPTEMBER 21, 2020

Accounting is the language of business. He acknowledged having taken “a lot of” accounting courses over the years and understanding the language has rewarded him well financially. As he puts it rightly, accountants must elevate their roles to that of strategic partners. Because it is expected of them.

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Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

Future CFO

JANUARY 15, 2020

M&A activity was surprisingly resilient in 2019 though volatile economic activity led many executives to adopt recession footing, said Bain & Company recently. . While the number of 2019 deals ended 2% lower than 2018 levels, final corporate M&A deal value last year reached $3.4

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Mergers and Acquisitions (M&A) Economics Healthcare Leadership 40

CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

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PYMNTS

OCTOBER 7, 2016

Reval offers treasury management solutions that have now become the target of an acquisition. “The acquisition of Reval substantially increases our footprint in treasury cloud services and enriches our product portfolio with leading functionality in risk and hedge accounting,” said ION CEO and Founder Andrea Pignataro.

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PYMNTS

FEBRUARY 19, 2019

Earlier this month, the Federal Reserve released new data that found the average merger review time for deals in the banking sector declined to 3.8 The average merger review time at the Office of the Comptroller of the Currency (OCC) declined between 2016 and 2018, too, reports in The Wall Street Journal said.

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Barry Ritholtz

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? Previously she was co-head of the bank’s Innovation Economy Group. It’s a pleasure to be here.

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Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

E78 Partners

MAY 23, 2023

As investor activity continues to increase, the demand for strong executive leadership, particularly Chief Financial Officers (CFOs), is on the rise. One is changing corporate structure: with mergers and acquisitions (M&A), public offerings, and transactions resulting in a shift from founder-led companies to alternative ownership models.

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The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

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Future CFO

SEPTEMBER 15, 2022

In March 2022, a University of Georgia’s Consumer Analytics program survey noted that burnout is an increasingly prevalent and impactful issue in the accounting sector. He opined that a lot of the companies are looking into strategic initiatives, looking into mergers and acquisition, and finance systems upgrade.

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PYMNTS

MARCH 30, 2018

Texas’ SpyCloud delivers protection against account takeover for its corporate clients. SpyCloud identifies exposed employee and customer accounts to safeguard them before any malicious activity can occur. PYMNTS breaks down the latest deals below. Cybersecurity. Singapore’s CardUp announced nearly $1.7 xtraCHEF.

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Barry Ritholtz

MAY 20, 2025

So I’m a happy camper. Where you have a, you know, a paycheck to go back to business school full time, which I did and thought while I’m here I’ll take a few investing courses and see if I can use those to earn back the opportunity cost of going to business school for two years. What was the career plan?

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Mergers and Acquisitions (M&A) Investments Transportation Numbers 52

CFO Talks

FEBRUARY 9, 2023

CFO Club Africa is a division of the Chartered Institute of Business Accountants, the professional body for business accountants, financial managers and chief financial officers. and join our community of accounting and finance executives. Go to www.cfoclub.co.za

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Barry Ritholtz

DECEMBER 5, 2023

But if I had a plan as to how to do that when I went to college, it was learn as much as I could, as fast as I could and get a ba and then become an accountant and a lawyer. They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. It’s a pleasure to be here.

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Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

CFO Thought Leader

APRIL 1, 2023

Machine Generated Transcript Jack: Hi It’s Jack Sweeney, and I’m here with Ben Murray. The hosts also discuss the role of finance in enabling sales, the challenges faced by sales teams, and the importance of financial discipline and visibility in a company’s financials, regardless of market conditions. Once again.

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Barry Ritholtz

APRIL 4, 2023

You start at Drexel in the M&A group, what was that, like? And I got the opportunity to work with some really interesting folks who continue today to be involved in private equity and private credit, and then see them all the time and I’m very proud of that time. This is really a fascinating story. It was a great time.

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Barry Ritholtz

JUNE 11, 2024

Peter is the guy I look to when I wanna learn things about how to build a firm, how to grow organically, how to think about acquisitions, how to structure your company, really to become an enterprise as opposed to merely being a business. I’m having fun. You get a JD MBA from the University of Kansas in 1996. What was that like?

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Planning Mergers and Acquisitions (M&A) Investments Entertainment 64

Future CFO

APRIL 13, 2023

M&As in times of crises On the topic of M&A, S&P reports suggest that overall APAC saw a decline of 11% in deal volume and 24% in transaction value in 2022. Globally, Morgan Stanley sees muted M&A activities in 2023. Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend.

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Mergers and Acquisitions (M&A) Communication CFO Leadership 52

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. This article is in collaboration with panelists from the May 2022 Houston TEI Presidents’ Forum Focused Breakfast. Moderator – Michael Landers, Partner, ABIP Advisors | mlanders@abipcpa.com.

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Barry Ritholtz

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. Jenny Johnson is CEO of investment giant Franklin Templeton. They run about a $1.5 RITHOLTZ: Right.

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Barry Ritholtz

FEBRUARY 13, 2023

RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments. I can keep babbling about how fascinating I found this discussion. You graduate Emory University with a degree in finance.

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Mergers and Acquisitions (M&A) Marketing Investments Education 59

E78 Partners

MARCH 12, 2025

Mergers and acquisitions (M&A) are high-stakes endeavors that can unlock significant value, but only if executed correctly. A well-defined M&A integration checklist serves as a critical roadmap, ensuring that organizations align people, processes, and technology for a seamless transition.

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Mergers and Acquisitions (M&A) Leadership Compliance Communication 59

CFO Talks

MAY 13, 2025

When M&A Dreams Meet Budget Reality Why the Real M&A Value Lies in Your Hands When the board signs off on a merger or acquisition, the room is filled with optimism. M&A is not a trophy strategy – its a technical, financial, and operational grind. And youre the one holding the spanner.

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Mergers and Acquisitions (M&A) Budgeting Leadership CFO 52

Barry Ritholtz

APRIL 8, 2025

00:01:58 [Speaker Changed] I’m just old. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week, really an extra, extra special guest. So she’s seen this industry from all sides. She’s directly responsible for a hundred billion dollars. Tell us what, what the career plans were.

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Barry Ritholtz

DECEMBER 24, 2024

In addition to covering Amazon, she is an award-winning reporter who has deep roots in both m and a and retail. I had no idea, as I’m reading the book, I’m just genuinely shocked. We’ve been ships in the night and I’m glad we finally did this. Her new book is really quite fascinating.

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