CFO Leadership

DECEMBER 15, 2022

As we reflect on 2022, TripActions’ team of experts—spanning customer service, travel, expense, Europe, and information systems and security—share their predictions for the coming year and their thoughts on how businesses can prepare for opportunities that could emerge. Whitnee Hawthorne, Chief Customer Officer. CX gets even more personal.

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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) Investments Marketing Education 56

PYMNTS

OCTOBER 14, 2019

Expansion via merger and acquisition (M&A) activity, for example, means businesses change hands and new entities are created, and such changes inevitably cause disruption among their corporate client bases. . The ongoing trade disputes between the U.S. ” Take the compliance risk, for example. ” Data Evolution.

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PYMNTS

JUNE 27, 2019

Moreover, CO-OP ensures that integration is seamless and secure, carefully vetting service partners through an enhanced security layer, and leveraging open application programming interfaces (APIs) and a proprietary developer portal. In its early years in the market, he noted, the business was largely a reseller of services.

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Mergers and Acquisitions (M&A) Communication Banking Leverage 40

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

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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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Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

FEBRUARY 7, 2023

RITHOLTZ: So, let’s talk a little bit about your career, which began as a reporter, went into M&A banking, and then went back to writing. He is one of the co-founders of Puck. He is a writer for Vanity Fair, for the New York Times, for Bloomberg. It’s deeply researched, deeply reported, and really a very enjoyable read.

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Barry Ritholtz

SEPTEMBER 26, 2022

He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing.

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Mergers and Acquisitions (M&A) Startups Investments Healthcare 63

CFO News Room

NOVEMBER 5, 2022

Pundits continue to expect “SECURE 2.0” 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. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

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Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. Enjoy the ‘light’ reading!

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Mergers and Acquisitions (M&A) Planning Securities Investments 130