PYMNTS

JULY 27, 2020

Banking veteran Richard Davies is leaving his role as CEO of banking at digital-banking shop Revolut , one year after coming aboard to bring his seasoned skills to the startup, the Financial Times reported. Davies is leaving Revolut to take over the Allica Bank, which specializes in lending to businesses, according to the FT.

Valuation 56

Valuation Leadership Risk Management Compliance 56

PYMNTS

JULY 24, 2019

Enterprise payments and banking technology firm Zeta announced a Series C funding round this week propelling the firm’s valuation to $300 million. Zeta currently operates in Asia and Latin America, connecting banks to its banking platform so those institutions can offer their own retail and corporate financial services and products.

Valuation 43

Valuation Leadership Banking Technology 43

PYMNTS

JUNE 9, 2018

And while the Snap leadership team has been incredibly quiet about the firm, particularly regarding its long-term cash needs, they have, according to reports, kept their focus on new product offerings as they maintain that’s the best way to get Snapchat back on the right track. Just like a Snap message. Who said unicorns don’t have wings? .

Banking 51

Banking Valuation Startups Leadership 51

CFO News Room

DECEMBER 16, 2022

CFOs are some of the highest-paid finance professionals because they have experience and networks and excel at financial leadership. They may work in various industries, such as investment firms, accounting firms, banks, or the government. As per the name, investment banking is the industry that banks use to invest in other companies.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

Michigan CFO

NOVEMBER 7, 2022

A Chief Financial Officer (CFO) is an executive role within an organization that takes responsibility for finance, financial planning, mergers and acquisitions, valuation, financing and investors, and other important financial aspects of the business. Having an on-demand CFO can provide your business flexible expertise.

CFO 40

CFO Valuation Construction Leadership 40

Future CFO

APRIL 13, 2023

PwC says M&A tends to slow during times of uncertainty or market volatility—but those can be precisely the times when valuations become more attractive and opportunity knocks. Are CFOs and leadership being prudent or overly cautious? Globally, Morgan Stanley sees muted M&A activities in 2023.

Mergers and Acquisitions (M&A) 52

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

PYMNTS

SEPTEMBER 13, 2019

On $3B Valuation. The parent company of WeWork is planning to list its shares on Nasdaq as it mulls leadership changes to stimulate investor interest ahead of its initial public offering (IPO). Factors Driving Consumer Demand For Banking App Controls. Affirm Looks To Raise $1.5B Affirm is reportedly seeking to raise around $1.5

Profit and Loss 43

Profit and Loss B2B Valuation Leadership 43

PYMNTS

FEBRUARY 25, 2019

That reality was on display in payments and commerce this week as Apple attempted a reset in its leadership team, Etsy had to calm a legion of underpaid sellers and Lyft managed to pull out and toward the IPO finish line early in the race in 2019. Apple New Leadership Groove. Lyft Speeds Toward An IPO. What did we learn this week?

Leadership 49

Leadership Valuation Accounting Sales 49

PYMNTS

DECEMBER 13, 2019

At the same time, the New York Stock Exchange has submitted a proposal for a direct listing-style alternative to the IPO , while FinTech Uncapped recently spoke with PYMNTS about connecting small businesses to capital via revenue-based financing, described as a tool that sits somewhere between venture capital and a traditional bank loan.

B2B 52

B2B Finance Invoicing Manufacturing 52

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. Access to Capital If one doesn’t have their own well of capital to tap into, having solid banking or equity relationships is a must. The post Building Blocks of Business Valuation appeared first on vcfo.

Valuation 87

Valuation SAP Concentration Benchmarking 87

PYMNTS

DECEMBER 9, 2016

VCs used 2016 to manage costs, set priorities and valuations,” explained Rahul Khanna, managing partner at Trifecta Capital, in an interview with Business Standard published Wednesday (Dec. For startups, 2016 wasn’t the best year in venture capital. Analysts say that investors’ wallets could be opening up as we enter 2017, though.

B2B 76

B2B Startups Valuation Investments 76

VCFO

OCTOBER 10, 2023

The owner of this seasonally oriented service company builds up cash in peak periods to get through slower months and has ~$1M sitting stagnantly in a bank account as a result. Let’s look at a few anonymized but actual scenarios. They’d like to grow the business but don’t know where to start. |

Strategic Planning 81

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 81

Future CFO

DECEMBER 7, 2020

Editor’s note: For our Female Leadership in Finance Series, FutureCFO editor Teresa Leung recently had a chat with Sereen Teoh (pictured below), CFO at BIG Loyalty. An effective leadership team depends on the CEO and CFO being a great double act. FutureCFO: What are your responsibilities as the CFO at BIG Loyalty?

CFO 52

CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

Future CFO

FEBRUARY 28, 2020

The firm has already reached out to investment banks and would choose underwriters over the next few months, according to the report.

CFO 40

CFO Healthcare Valuation Startups 40

PYMNTS

MAY 16, 2018

.” And while they might care about those values, at this point investors are likely wondering more about SoFi’s mission, a product offering that justifies a valuation of $4.4 billion, particularly as the firm is likely considering an IPO.

Credit Risk 40

Credit Risk Valuation Leadership Finance 40

CFO News Room

JANUARY 12, 2023

A pull back in risk capital is often the catalyst for corrections, where price not only converges back on value, but often overshoots in the other direction (creating under valuations). The 2008 banking and market crisis caused a drop of almost 50% in 2009, and it took the market almost five years to return to pre-crisis levels.

Investments 130

Investments Profit and Loss Marketing Treasury 130

PYMNTS

SEPTEMBER 30, 2016

million funding round from British Business Bank Investments (BBBI). Kyriba plans to use the funding to focus on product innovation and to strengthen capabilities around risk management, supply chain and cash management and bank connectivity, it revealed. Praetura announced a $23.3 The asset financing company, based in the U.K.,

B2B 70

B2B Treasury Startups Cash Management 70

Musings on Markets

JULY 1, 2022

A pull back in risk capital is often the catalyst for corrections, where price not only converges back on value, but often overshoots in the other direction (creating under valuations). The 2008 banking and market crisis caused a drop of almost 50% in 2009, and it took the market almost five years to return to pre-crisis levels.

Marketing 88

Marketing Investments Profit and Loss Treasury 88

Barry Ritholtz

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. How, how are the higher rates affecting valuations amongst private companies?

Mergers and Acquisitions (M&A) 69

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

Barry Ritholtz

AUGUST 29, 2023

RITHOLTZ: We’ll talk a little bit about leadership and crew development a little later. So let’s discuss leadership and what you do to develop crew members and to identify and foster other people’s leadership skills. So, Ken ended up being one of the best bosses I’ve ever had in my career.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

DECEMBER 10, 2022

He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Team Kitces. Adam is an Associate Financial Planning Nerd at Kitces.com. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

CSC Advisors

SEPTEMBER 6, 2022

They will inform business leadership of deal structure and company value. M&A advisory firms are also known by another name: boutique investment banks. Company valuation. Investment banks have lots of resources at their disposal. They will also take an active role in negotiations between both parties.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Leadership 52

CFA Institute

DECEMBER 27, 2020

What Enterprising Investor articles most resonated with readers in 2020?

Performance Measuring 52

Performance Measuring Valuation Communication Leadership 52

Future CFO

FEBRUARY 7, 2024

The events such as the Silicon Valley Bank situation serve as reminders for companies to proactively address risks and strengthen risk management policies. Risk mitigation and strategic financial management The increasing complexity of risk factors requires companies to adopt a more strategic and analytical approach to risk policy.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

Barry Ritholtz

JULY 24, 2023

I started my career as a bank teller, but fell in love with markets. And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit. So I interviewed with a bunch of banks, got a number of job offers by the end of the week, and joined Goldman Sachs in October 1998.

Investments 113

Investments Banking Advertising Finance 113

Barry Ritholtz

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. So the banks now have the cash to make more loans, and then they sell it to Wall Street. You stop the company, you go on a a, b, C bank read ABC Bank’s annual report, 00:54:28 [Speaker Changed] 100%.

Advertising 56

Advertising Startups Technology Investments 56

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. And the ability to say, gosh, you know, there’s a lot of stuff in fixed income, that for a variety of reasons, central bank owns it, a pension fund owns it, insurance companies own it. RIEDER: Right. It has no value.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. One is our leadership in thematic investing.

Investments 60

Investments Marketing Numbers Risk Management 60

Barry Ritholtz

SEPTEMBER 26, 2023

And then very soon after, you know, bear Stearns fails, Lehman Brothers fails, the cracks were massive and there were so much for selling from the trading desks at the banks. And we, we feel that a lot of phone calls, I think the most nervous we became was when the banks started failing. That had mismatched assets.

Investments 52

Investments Banking Economics Construction 52

Barry Ritholtz

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 52

Sales Marketing Numbers Construction 52

PYMNTS

JUNE 5, 2020

The sources told CNBC that Bank of America is serving as advisor for Just Eat Takeaway.com. Bank of America and Just Eat Takeaway representatives turned down a request for comment, while Grubhub could not be reached immediately per CNBC. Grubhub brings in most of its sales domestically, with service to over 1,600 U.S.

Valuation 52

Valuation Leadership Sales Banking 52

Barry Ritholtz

MARCH 26, 2024

And then of course the exposure to commercial real estate, which is yes, down into the smaller regional banks, many of the same banks that that suffered the most from last year’s mini banking crisis. As we all learned in the 1990s, valuation can get stretched and sentiment can get stretched, and that can last for years.

Investments 56

Investments Marketing Concentration Economics 56

Barry Ritholtz

MAY 21, 2024

The transcript from this week’s, MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America , is below. They got bought by Bank America. And I think you will also, with no further ado, my discussion with Bank of America’s Savita. What can I say? Savita Sub Romanian, formerly of Merrill Lynch.

Finance 56

Finance Marketing Numbers Investments 56

Barry Ritholtz

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. Every bank had balance sheet.

Restructuring 60

Restructuring Investments Marketing Banking 60

Barry Ritholtz

FEBRUARY 20, 2024

There are few people in the world who understand the interrelationships between central banks, the economy, and markets like Bill Dudley does this, this is just a master class in, in understanding all the factors that affect everything from the economy to inflation, to the labor market, the housing market, and of course, federal Reserve policy.

Treasury 56

Treasury Marketing Economics Banking 56

CFO News Room

NOVEMBER 15, 2022

The bankruptcy filing of FTX has even more fundamentally damaged perceptions of the asset class, and sent valuations tumbling to lows not seen in several years. . The remarks are anti-banking and critical of government while acknowledging Bitcoin’s appeal to libertarians: • Anti-banking.

Economics 130

Economics Investments Finance Benchmarking 130