The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.

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

CFA Institute

NOVEMBER 9, 2023

In that capacity, she meets with prospects and clients to discuss the firm’s economic and market outlook, as well as Amundi US’s fixed-income strategies. She has been involved in the investment industry for over 30 years. Jonathan M. He reports to Ken Taubes, chief investment officer, US.

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Mergers and Acquisitions (M&A) Corporate Finance Leverage Investments 52

CFO Share

SEPTEMBER 18, 2024

Strategic Business Investments Economists project a unique intersection between cheaper capital and a favorable economic outlook. That makes the next 12 months ideal for investing in small business growth. But, in general, you can consider the following three proven growth strategies: Invest in sales and marketing.

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Mergers and Acquisitions (M&A) Startups Investments Sales 95

CFA Institute

APRIL 30, 2025

Finance teams play a vital role in cross-border healthcare M&A. This blog offers a framework for driving integration success through strategic finance.

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Mergers and Acquisitions (M&A) Healthcare Finance Economics 52

E78 Partners

JULY 3, 2023

Over the past decade, the mergers and acquisitions (M&A) landscape has evolved significantly, driven by changing economic conditions, technological advancements, and evolving strategic objectives of companies.

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Mergers and Acquisitions (M&A) Compliance CFO Leverage 52

Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

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Mergers and Acquisitions (M&A) Economics Accounting Numbers 98

Corporate Finance Lab

APRIL 16, 2023

While Special Purpose Acquisition Companies (SPACs) made a comeback to the American stock markets in 2020, Euronext Amsterdam became the SPAC champion on the old continent, with 16 SPAC listings ( FT, 17 February 2021 ). One of these questions is whether European SPACs are subject to the Alternative Investment Fund Managers Directive (AIFMD)?

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Mergers and Acquisitions (M&A) Investments Retail Economics 65

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo? What Does a Portfolio Company Do?

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Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

PYMNTS

MAY 19, 2020

Treasury Department and the IRS are planning to send out around 4 million Economic Impact Payments (EIP) via Visa prepaid debit cards rather than paper checks this week. Roundtable: Should Tech M&A Be Locked Down During The Pandemic? Now, some lawmakers even want to ban M&A until the economy returns to normal.

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Mergers and Acquisitions (M&A) Treasury Retail eCommerce 84

Global Finance

JUNE 10, 2024

A generous fiscal policy, which has helped support the economic expansion, is expected to turn more restrictive soon. If banks are more solid today, private lending remains subdued, with limited demand in a climate of low private investment. “We and 2.1%, according to different estimates, versus a range of 0.8% to 1% for its peers.

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Mergers and Acquisitions (M&A) Restructuring Economics Investments 102

Future CFO

JANUARY 17, 2023

Global M&A has a positive start in 2023 as global dealmakers achieved a second consecutive quarter of market outperformance in the last three months of 2022, said WTW recently. Global M&A highlights. In Asia Pacific, deal volumes have been more stable with a marginal increase in M&A activity during the last 12 months.

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Mergers and Acquisitions (M&A) Economics Leverage Marketing 52

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. Ultimately, lack of financial know-how can leave you unprepared for shifting economic conditions that could undermine revenue and growth.

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Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Global Finance

SEPTEMBER 9, 2024

Corporate treasury professionals are reassessing investment strategies to stay agile and conserve cash amid interest rate shifts and geopolitical uncertainty. A sense of nervousness amid ongoing global disruption pervades strategic thinking across global treasury functions. It’s a predicament that started to emerge as far back as 2018.

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Mergers and Acquisitions (M&A) Treasury Currencies Finance 105

Future CFO

AUGUST 11, 2022

Asia Pacific M&A activity remains robust in 2022 despite major geopolitical and financial headwinds, said EY recently when releasing results of an analysis. Elevated deal volumes and values and an increased focus within the APAC region suggests that APAC companies are leveraging M&A as a vehicle to transform their businesses.

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Mergers and Acquisitions (M&A) Economics Education Technology 52

Global Finance

OCTOBER 31, 2024

The toolbox is open, and the fine-tuning is underway, as China’s policymakers and financial institutions respond to the thorny economic challenges of the post-pandemic era. In particular, banks are finding new ways to reach specific demographics in areas such as payment services and pension fund investment. trillion) in assets.

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Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

Future CFO

AUGUST 31, 2023

When it comes to the latest M&A trend, business leaders expect to see a rebound into 2024, according to EY. In addition, 59% of respondents look to M&A, while 47% look to divest and 63% look to enter strategic alliances or joint ventures, survey results indicated.

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Mergers and Acquisitions (M&A) Leverage Economics Technology 52

CFA Institute

FEBRUARY 3, 2025

Awais Dilawer is an investment professional with 17 years of experience in private markets, specializing in both debt and equity. Additionally, he previously wrote for Entrepreneur magazine. Dilawer is a Level III CFA Candidate.

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Mergers and Acquisitions (M&A) Investments Marketing Economics 40

Future CFO

JANUARY 9, 2022

Global M&A to remain strong in 2022 as valuations reach historic highs, said Willis Towers Watson (WTW) recently. Based on share-price performance, companies making M&A deals outperformed the World Index[1] by +1.4pp (percentage points) on average, the firm added. Highlights. Source: Willis Towers Watson.

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Mergers and Acquisitions (M&A) Valuation Numbers Economics 52

Future CFO

JULY 12, 2022

When it comes to strategic M&A deal value, 2022 could be on track to reach US$4.7 In the first quarter of 2022, M&A deal value totalled only $599 billion, a steep drop from fourth-quarter 2021’s $970 billion, Bain said. . While this would represent a 20% decline from 2021’s record-breaking $5.9

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Mergers and Acquisitions (M&A) Valuation Economics Marketing 52

Global Finance

JULY 29, 2024

Will Fed rate cuts and geopolitics fuel more M&A deals by GCC banks? billion compared to the same period in 2023, Kuwait-headquartered Kamco Invest said in a May report. billion compared to the same period in 2023, Kuwait-headquartered Kamco Invest said in a May report. Another year, another bumper crop of profits.

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Mergers and Acquisitions (M&A) Banking Profit and Loss Foreign Exchange 59

Future CFO

DECEMBER 21, 2020

The growth in year-over-year (YoY) value of M&A deals recorded since the beginning of Q3 is likely to continue into 2021, as companies position themselves for improved economic activity and reframe their future for the post-COVID-19 pandemic era, said EY recently. . With an overall value of US$2.9 With an overall value of US$2.9

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Mergers and Acquisitions (M&A) Entertainment Economics Investments 40

CFA Institute

MARCH 16, 2022

Sirower and Jeffery M. Weirens subject traditional analyses of M&A transactions to well-warranted scrutiny.

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Mergers and Acquisitions (M&A) Performance Measuring Economics Investments 119

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.

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

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

Future CFO

JANUARY 15, 2020

M&A activity was surprisingly resilient in 2019 though volatile economic activity led many executives to adopt recession footing, said Bain & Company recently. . While the number of 2019 deals ended 2% lower than 2018 levels, final corporate M&A deal value last year reached $3.4

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Mergers and Acquisitions (M&A) Economics Healthcare Leadership 40

PYMNTS

AUGUST 29, 2018

The executive noted that the pressure for banks to consolidate via mergers and acquisitions is only going to increase. He noted that even as Deutsche restructures , it still aims to be a global corporate and investment bank. Under my leadership, this aspiration won’t be questioned,” he said.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Banking Restructuring Leadership 40

Future CFO

DECEMBER 15, 2020

Uncertain times increase the risk of M&A transaction failure, warned Alvarez & Marsal recently. In uncertain times such as the current pandemic, businesses might struggle to meet projections made prior to or during the health crisis, resulting in a higher risk of M&A deals falling apart, said the professional services firm.

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Mergers and Acquisitions (M&A) Forecasting Sales Economics 40

Corporate Finance Lab

MARCH 27, 2023

On November 30 2022, the Belgian federal government and the governments of the federated entities adopted the cooperation agreement on the Belgian foreign direct investment screening mechanism. This adds Belgium to the list of EU Member States that have recently tightened their rules on foreign direct investment (FDI).

Economics 59

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

PYMNTS

JANUARY 15, 2019

” In its Corporate Finance Priorities report, published this month, Citi Global Perspectives & Solutions (GPS) dove into an array of macro- and microeconomic factors forcing changes in corporate finance practices, including ongoing trade disputes and economic uncertainty. .” ” The report stated that Citi estimates $10.6

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Mergers and Acquisitions (M&A) Corporate Finance Finance Economics 46

Future CFO

MAY 30, 2021

Executives across Asia Pacific are sending a clear signal that deal making will be integral to their renewal and growth strategies over the course of this year and into 2022 — 77% of respondents expect M&A in their industry to increase in the year ahead, including 42% that say there will a major uptick in transactions. Survey highlights.

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Mergers and Acquisitions (M&A) Healthcare Compliance Economics 40

PYMNTS

AUGUST 31, 2020

In addition to steering their organizations through the murky and rocky waters of an economic downturn, treasury departments are securing a place at the decision-makers' table to offer higher-level guidance. Seeking Investment Opportunities. Corporates' investment opportunities are shifting dramatically, however.

Treasury 74

Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74

Corporate Finance Associates

OCTOBER 29, 2021

The report below gives a good overview of the Fall 2021 M&A activity in the Metal Fabrication Industry Sector. The increasing investments in major end users of automotive, aerospace, and military industries, will propel the growth in the global sheet metal fabrication services market. Posted by Jim Zipursky. The author is jimz.

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Mergers and Acquisitions (M&A) Construction Transportation Manufacturing 40

Barry Ritholtz

MARCH 4, 2025

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

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.

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Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

PYMNTS

FEBRUARY 19, 2019

Earlier this month, the Federal Reserve released new data that found the average merger review time for deals in the banking sector declined to 3.8 The average merger review time at the Office of the Comptroller of the Currency (OCC) declined between 2016 and 2018, too, reports in The Wall Street Journal said.

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Mergers and Acquisitions (M&A) Banking Marketing Transportation 43

Barry Ritholtz

MAY 27, 2025

He began with a single restaurant, a single cookie store, and eventually parlayed that into a series of acquisitions, mergers, expansions, ultimately leading to the Panera Bread concept, which now has 2000 locations and does about six and a half billion dollars. Ron Shake is a legend in the fast casual dining space. It was a business.

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Mergers and Acquisitions (M&A) Investments Entertainment Numbers 52

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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