Future CFO

SEPTEMBER 26, 2022

According to S&P Global , APAC M&A activity in Q1 2022 retreated from 2021’s highs, with deal value for the quarter ending at $73.8B, a decline of 44% quarter-on-quarter (QoQ) or 18% year-on-year (YoY). The financial services sector topped M&A activities in Q1 2022 with 14.6 ESG and the CFO.

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Future CFO

MAY 26, 2022

Automation in M&A. According to Reuters, global mergers and acquisitions (M&A) volumes hit a record high in 2021 , breaching the $5 trillion mark for the first time. Large companies typically have subsidiary businesses that sell to each other. Source: Dimensional Research, BlackLine 2022.

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Future CFO

APRIL 13, 2023

With continuing uncertainty in 2023, how are CFOs and treasurers calibrating their strategies in the years ahead to reflect desires for growth and profitability, a return to business as usual in the face of unpredictability and market volatility? 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

CFO News Room

NOVEMBER 5, 2022

Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.

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CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Once again. What’s he about?

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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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