PYMNTS

JUNE 26, 2019

American Express Global Business Travel (GBT) is bolstering its corporate travel and expense management solutions through the acquisition of DER Business Travel. ” Financial terms of the acquisition were not reported. ” Financial terms of the acquisition were not reported.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Compliance Technology Marketing 40

PYMNTS

SEPTEMBER 24, 2019

s two biggest mobile POS device suppliers, was completed in September of last year, but triggered an inquiry by the regulator because of the size of both companies and the implications of the merger. s merger control regime and treated compliance with the IEO with the utmost importance throughout the merger review.”.

Compliance 55

Compliance Marketing Planning 55

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

PYMNTS

JULY 5, 2018

The tool helps businesses mitigate payroll compliance risk. Financial terms of the acquisition were not disclosed, but Asure said it has revised its 2018 financial outlook. payroll services market saw consolidation this week with Asure Software announcing Tuesday (July 3) that it acquired USA Payroll.

Marketing 43

Marketing Education Compliance Forecasting 43

PYMNTS

OCTOBER 16, 2018

One report from Bain and Company, released last week, highlighted how Chinese companies are deploying more strategic, sophisticated merger and acquisition (M&A) strategies in the wake of trade disputes with the U.S. It may result in fewer acquisitions, but those takeovers are more likely to be successful, analysts said.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Compliance Auditing Leadership 65

PYMNTS

DECEMBER 3, 2019

Big mergers have changed the landscape, instant and same-day payments are gaining ground, and integrated services and point-of-sale (POS) systems are reshaping transactions and even some business operations. Merger Wave. So, has the wave of mergers in merchant services and payments reached its height? Is it even worth the cost?

Mergers and Acquisitions (M&A) 55

Mergers and Acquisitions (M&A) Compliance Numbers Sales 55

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

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Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

PYMNTS

NOVEMBER 20, 2020

Whether that means establishing subsidiaries abroad, acquiring customers in new geographic markets, or stepping into a new space via mergers and acquisitions (M&A), even small companies are often global ones. The world is flattening for businesses of all sizes that now find it easier than ever to expand across borders.

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Mergers and Acquisitions (M&A) Foreign Exchange Reconciliations Currencies 61

CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 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

PYMNTS

NOVEMBER 19, 2019

No matter what, one of the biggest challenges in crafting a successful program is dealing with compliance and regulations, Geeslin said. Not only that, but these are indeed the days for mergers and acquisitions (M&A) in the world of payments, and that trend looks likely to hold into the 2020s.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Compliance Construction Credit Risk 56

PYMNTS

FEBRUARY 24, 2017

MYOB will buy up the company for just over $37 million, the firms revealed, and the merger is expected to be completed by April 1 of this year. ” He added that the acquisition positions MYOB as the first in the corporate accounting market that has an integrated payments solution.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Compliance Accounting Firms Accounting 40

Future CFO

SEPTEMBER 21, 2020

Accounting is the language of business. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon. He acknowledged having taken “a lot of” accounting courses over the years and understanding the language has rewarded him well financially. This shift will accelerate as more businesses jump to the cloud.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

Boston Startup CFO

OCTOBER 29, 2012

Depending on your needs, a consulting CFO may be able to help with financial projections, cash forecasts, operating budgets, financial plans, pricing, reporting, debt management, M&A, equity and debt negotiations and liquidations. If you’re running an early-stage startup, chances are there are some knowledge gaps in your core team.

Startups 52

Startups Mergers and Acquisitions (M&A) CFO GAAP 52

The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

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

PYMNTS

OCTOBER 14, 2019

Complex regulatory demands, for instance, are a major headache, leaving supply chains at risk for noncompliance when operating with suppliers and business partners in new markets — often with unfamiliar compliance requirements. ” Take the compliance risk, for example. The ongoing trade disputes between the U.S.

Mergers and Acquisitions (M&A) 53

Mergers and Acquisitions (M&A) Risk Analysis Risk Management Analyzing Data 53

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.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

PYMNTS

JANUARY 16, 2019

That interconnectivity is essential for organizations to maintain regulatory compliance, assess third-party risk, accelerate payments and reduce errors in trade. Digitization inevitably means technology adoption, a truth that extends into the realm of supply chain digitization.

Mergers and Acquisitions (M&A) 58

Mergers and Acquisitions (M&A) Technology Manufacturing Compliance 58

PYMNTS

FEBRUARY 26, 2018

With President Donald Trump’s White House relaxing financial regulations, it is expected to usher in a new wave of mergers and acquisitions among medium-sized banks in the U.S. At the same time, overall M&A activity was increasing. According to Reuters, the number of bank deals that took place in the U.S.

Mergers and Acquisitions (M&A) 43

Mergers and Acquisitions (M&A) Banking Compliance Numbers 43

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. 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.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Compliance Investments Finance 61