E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

JANUARY 5, 2024

However, integration activities also can offer a tremendous amount of opportunity for growth, market and geographic expansion, product and service expansion, personal growth, and a host of other levers to improve market value and company performance. Mitigation Best Practices: Confirm integration scope as part of deal thesis (e.g.,

Marketing 59

Marketing Communication Prioritization Planning 59

CFO Thought Leader

OCTOBER 1, 2023

I was involved in some of the diligence, so I was aware of what was going down several months in advance,” explains Leet, who had joined ExactTarget in 2006, as he vividly recalls for us the company’s impressive climb upward—along with its disappointing 2007 decision to pull its IPO due to Wall Street’s economic collapse.

CFO 52

CFO Leadership Finance Leverage 52

PYMNTS

APRIL 24, 2017

“You work hard to lock up your front door against them,” Karen Webster noted in a recent Topic TBD conversation with MoneyGram’s CIO Wayne McGurk, “next thing you know, they are digging a tunnel up through your basement.”. No matter how much you already know — no matter how many locks are on the doors — there is always more work to be done.

Securities 46

Securities Compliance Concentration Auditing 46

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. And in recent years, there’s been this big growth of basically like lead generation services. Author: Michael Kitces. Team Kitces. How do they work?

Planning 130

Planning Math Numbers Investments 130