CFA Institute

DECEMBER 8, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

JULY 14, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

CFA Institute

AUGUST 30, 2023

He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Entertainment Financial Analyst Investments 52

The Finance Weekly

OCTOBER 29, 2024

Financial models are essential for organizations, helping forecast financial performance using historical data and future projections. Financial modeling involves creating a mathematical representation of a company's financial situation, typically using tools like Excel. A loss decreases equity.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

PYMNTS

NOVEMBER 16, 2020

As noted in this space , the entity fashioned by the merger would take its place as the fifth largest retail bank in the country, and with a presence that spans 24 states, and with a combined asset base of about $560 billion. And, generally speaking, the strategy that exists in M&A boils down to a binary choice: build vs. buy.

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

PYMNTS

NOVEMBER 20, 2020

Tech mergers have been in the crosshairs for lawmaker scrutiny – particularly over antitrust concerns. billion proposed merger between PNC and BBVA’s U.S. Separately, Senator Elizabeth Warren last month wrote a letter to the Department of Justice urging an examination and strengthening of bank merger review guidelines.

Mergers and Acquisitions (M&A) 113

Mergers and Acquisitions (M&A) Banking Financial Analyst Forecasting 113

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. 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.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59