Future CFO

JUNE 1, 2025

Simultaneously, opportunities arise from increased M&A activity, sectoral shifts towards technology and infrastructure, and innovative financing methods such as green financing and alternative deal structures. Smart & Intelligent treasury solutions are available and getting more and more acceptability by the users."

Economics

Global Finance

APRIL 5, 2025

Bank of America Securities was in the thick of it, sponsoring several of the largest deals. Among the banks landmark deals, it acted as sole arranger of Ecuadors $1 billion sovereign debt conversion, targeted at preservation of the Amazons ecosystems, one of the largest of its kind completed to date. The US touted a 45% increase.

Investments

CFO Thought Leader

OCTOBER 29, 2024

At the time, Gronen was vice president of finance, responsible for assessing acquisitions and analyzing their outcomes. The merger cut $10 million in expenses, turning the combined business into a more profitable operation that was ultimately sold to a public company. Automation shortens this process to just a minute or two.

Mergers and Acquisitions (M&A)

CFA Institute

NOVEMBER 9, 2023

She was also a vice president in corporate finance and mergers and acquisitions at Drexel Burnham Lambert, focusing on structuring financings for leveraged acquisitions and leveraged buyouts. Jonathan M. Meredith Birdsall, CFA, is a senior vice president and client portfolio manager for the Amundi US Fixed Income team.

Mergers and Acquisitions (M&A)

Global Finance

OCTOBER 31, 2024

The People’s Bank of China (PBoC) conformed by cutting mortgage rates, injecting cash into the banking system, and easing reserve requirements. Meanwhile, banks across the country are responding to difficult times with an unprecedented wave of innovation. trillion) in assets. trillion) in assets.

Mergers and Acquisitions (M&A)

Global Finance

OCTOBER 29, 2024

An improving economic environment and subdued inflation allow banks to search for new growth avenues. The post-pandemic inflation that tormented consumers and politicians in many economies was an enormous gift to banks. Now the party is winding down as inflation recedes and central banks ease up, but not too fast.

Banking

Barry Ritholtz

MARCH 4, 2025

The transcript from this weeks, MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan , is below. Melissa Smith is co-head of commercial banking for JP Morgan. Previously she was co-head of the bank’s Innovation Economy Group. Barry Ritholtz : This week on the podcast I have yet another extra special guest.

Banking

Global Finance

MAY 1, 2025

M&A activity got off to a strong start in 2025, with global deal value surpassing $1.2 As of May 1, Dealogic shows US M&A value is at $575.6 For the numbers to be where they are, investment banks dont have many mega deals to boast about. billion investment from Chinas Ministry of Finance into four state-owned banks.

Mergers and Acquisitions (M&A)

Barry Ritholtz

JANUARY 27, 2025

Not really related to the Barings Bank of, of old, you know, if I think of Barings Bank, you think of the, the bank that blew up when you had an unauthorized trader acting out, as well as the first bank in China and Japan and finance. Most of what they do are, are real assets, credit debt, middle market banking.

Mergers and Acquisitions (M&A)

Global Finance

APRIL 3, 2025

Arab Banks Thrive The banking sector is likely to remain a pillar of the MENA economies, as governments remain strongly committed to driving development through local financial institutions, be they in mature markets or war-torn nations ( see interview on page 79 with Wissam Fattouh from the Union of Arab Banks ).

Mergers and Acquisitions (M&A)

The Big Picture

JUNE 23, 2025

He’s got a fascinating background at both Bank America, Merrill Lynch, and since 2009 at BGI and BlackRock. Steve Laipply : So I had a good friend who said, Hey, I’m taking finance. Yet another extra special guest, Steve Lightly is global co-head of Bond ETFs and investment giant BlackRock. I decided to try doctor.

Mergers and Acquisitions (M&A)

Global Finance

APRIL 5, 2025

Best Investment Bank: BofA Securities Against the backdrop of a thriving year for global stock markets and increased activity in the debt spectrum, Bank of America (BofA) Securities managed to catapult its global operations to capture an impressive 43% year-over-year jump in investment banking fees as of the fourth quarter of 2024.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)

The Big Picture

AUGUST 4, 2025

00:01:24 [Speaker Changed] I think I had no career plan because I originally studied philosophy, which I think is pretty much the definition of, I’m not sure what I’m gonna do with my life. Eric Hirsch has been with the firm Hamilton Lane for nearly 30 years, both as CIO and Head of Strategic Initiatives now.

Mergers and Acquisitions (M&A)

CFO Dive

JULY 10, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. Samuel Corum via Getty Images The recently-enacted “ One Big Beautiful Bill Act ” could help lift sagging merger-and-acquisition volume numbers by creating a more attractive environment for dealmaking on the U.S.

Mergers and Acquisitions (M&A)

Global Finance

DECEMBER 26, 2024

Banks and the broader financial industry hope to be prime beneficiaries. US banking laws tend to be written in broad terms, leaving an array of regulators ample scope to interpret and enforce the specifics. Christopher Wolfe, who oversees US banks for Fitch Ratings, asks rhetorically. Is anything clear yet?

Mergers and Acquisitions (M&A)

CFO Dive

JULY 17, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. billion acquisition of Neiman Marcus. Skip to main content CONTINUE TO SITE ➞ Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox.

CFO

Global Finance

FEBRUARY 4, 2023

While the decline of regional banks in Japan can be traced as far back as the mid-1980s and 1990s, led mainly by a series of bankruptcies up until around 2003, the precipitous drop since the mid-1990s has been mainly due to mergers and acquisitions.

Mergers and Acquisitions (M&A)

Global Finance

JULY 29, 2024

The Nordic financial sector is witnessing unprecedented bank-sector consolidation and fintech partnership-building activity. The heightened level of regional consolidation, especially among Danish and Norwegian savings banks, has produced more than 50 mergers and acquisitions (M&As) in the first half of 2024.

Mergers and Acquisitions (M&A)

Nerd's Eye View

SEPTEMBER 19, 2023

Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. My guest on today's podcast is Jessica Polito.

Mergers and Acquisitions (M&A)

Bramasol

JANUARY 31, 2022

This update provides a focused look on how Carbon Accounting and overall Environmental, Social and Governance (ESG) practices can significantly impact companies on both sides of Merger and Acquisition (M&A) deals. So, how does all of this play into impacting M&A activity? 1 stock holding for such funds".

Mergers and Acquisitions (M&A)

Global Finance

OCTOBER 7, 2024

The sports betting giant spent roughly $3 billion in total; both acquisitions are expected to close in the second quarter of 2025. Snaitech generated $285 million of adjusted EBITDA in 2023 and NSX is expected to report $34 million of adjusted EBITDA for 2024, according to New York-based investment bank Needham & Company.

Mergers and Acquisitions (M&A)

PYMNTS

JANUARY 7, 2021

In an environment in which connecting small- to medium-sized businesses (SMBs) to vital financial services and products is more imperative than ever, the world of SMB banking and FinTech is fostering an ecosystem of collaboration to expand availability. Orange Bank Acquires Anytime. Lloyds Pilots Satago Technology.

Mergers and Acquisitions (M&A)

PYMNTS

OCTOBER 16, 2020

billion all-stock merger deal between First Citizens and CIT Group will result in the creation of the 19 th biggest U.S. bank, with over $100 billion in assets, the companies announced on Friday (Oct. banks in July said they have seen a record increase in deposits, totaling over $2 trillion. An approximate $2.2

Banking

CSC Advisors

SEPTEMBER 6, 2022

There are a lot of things to consider, and merger and acquisition advisors are the perfect resources to help you as you decide. What Is M&A Advisory? M&A is a broad term that encompasses the work that intermediaries do during mergers and acquisitions.

Mergers and Acquisitions (M&A)

Nerd's Eye View

NOVEMBER 28, 2023

Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4 billion in assets under management for 1,377 client households.

Mergers and Acquisitions (M&A)

PYMNTS

AUGUST 10, 2020

I am pretty active on the mergers and acquisitions front,” CEO Hikmet Ersek told the newspaper. Ersek said he is not waiting for a vaccine to pursue acquisitions. “It The Financial Times (FT) reported Western Union (WU) is planning to use opportunities arising from the pandemic to gobble up its weaker rivals. “I

Mergers and Acquisitions (M&A)

PYMNTS

DECEMBER 3, 2020

The year-end acceleration of mergers and acquisitions (M&A) worldwide will keep bankers busy until the close of 2020, with deals emerging in most regions and industries, Bloomberg reported. . “It It clearly won’t be a long Christmas break for M&A bankers,” Dirk Albersmeier , co-head of M&A, J.P.

Mergers and Acquisitions (M&A)

PYMNTS

DECEMBER 20, 2020

Both companies make technology that helps to facilitate merchant payments and banking. In particular, Norcross has said he wants to continue to grow through acquisitions. billion in third quarter earnings reported in October, which was largely attributable to the acquisition of Worldpay. FIS' revenues increased 13 percent to $3.19

eCommerce

Global Finance

SEPTEMBER 4, 2024

Kuwait lenders Boubyan Bank and Gulf Bank—the emirate’s third- and fifth-largest banks—have disclosed they are in preliminary talks that may lead to a merger. Nonetheless, if consummated, the merger would create an Islamic banking major. stake in Burgan Bank Turkiye to Al Rawabi United Holding.

Mergers and Acquisitions (M&A)

PYMNTS

NOVEMBER 4, 2020

Today in B2B Payments, commercial payments technology firm FLEETCOR reveals $1 billion plans for M&A activity. FLEETCOR Looks To Invest $1B Despite Pandemic M&A Slowdown. FLEETCOR is looking to invest $1 billion this year, despite an M&A slowdown in the payments sector due to the ongoing pandemic. 3) announcement.

Mergers and Acquisitions (M&A)

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.,

Mergers and Acquisitions (M&A)

PYMNTS

DECEMBER 28, 2018

Though FinTech has, in many ways, heated up the competition with banks, traditional financial institutions (FIs) widely began to realize in 2018 that their best strategy to remain competitive in today’s financial services landscape is often to collaborate with (not against) those FinTech firms. Visa Acquires Longtime Partner Fraedom.

Mergers and Acquisitions (M&A)

PYMNTS

MARCH 25, 2020

Australian corporate card provider Archa announced a collaboration of payment and open banking technology firm i2c to debut a new corporate credit card program in the country designed to address key pain points for small and medium-sized businesses (SMBs). Payhawk Explores Open Banking’s Biz Card Opportunity.

Mergers and Acquisitions (M&A)

PYMNTS

DECEMBER 5, 2018

4) said Corcentric secured a $200 million credit facility in the form of an asset-based loan revolver from Bank of America and JPMorgan Chase , as well as a term loan from TCW Asset Management Company. and abroad,” though the company did not elaborate on its mergers and acquisitions (M&A) plans. .

Mergers and Acquisitions (M&A)

PYMNTS

DECEMBER 11, 2020

Sandberg said approved mergers shouldn’t later be revoked. . Some pundits have expressed concern that holding up mergers and acquisitions could stifle innovation. percent of proposed mergers from 2008 to 2016. The suit accuses Facebook of maintaining its monopoly by engaging in anticompetitive practices.

Mergers and Acquisitions (M&A)

Planful

MARCH 23, 2021

Keith has an interesting career, starting in investment banking and eventually moving into FP&A. During that time, he’s worked at some of the biggest names in technology and has been deeply involved in mergers and acquisitions. Keith Kim, our very own VP of Finance at Planful, recently joined me on the Being Planful podcast.

Mergers and Acquisitions (M&A)