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. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Pundits continue to expect “SECURE 2.0”

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today. I’m a big fan of multidisciplinary approaches. He eventually goes to a Forstmann Little where he’s one of the first five founding partners. They grew a business where they issued junk debt.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

DECEMBER 14, 2022

But she answers a question, I’m just sitting there dumbfounded by how she’s just like, oh my God, that’s just an absolutely comprehensive explanation about something I had no idea about, and now I feel like I really know. You started your career doing M&A at Goldman Sachs. What was that like?

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61