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Global M&A trends in 2023: Smaller deals and slower pace 

Future CFO

When it comes to global M&A trends in 2023, WTW said that deals will be smaller while pace will be slower. As we move into 2023, economic uncertainty will continue to define and challenge M&A activity, but there will also be opportunities, said Massimo Borghello, Head of Human Capital M&A Consulting, Asia Pacific at WTW. . “In

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Global M&A set for positive start in 2023

Future CFO

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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Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. He can be reached at [email protected].

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Transcript: Michael Fisch

Barry Ritholtz

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. ’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. They’re one of the older private equity firms around, been been in business since 1994. You get a Stanford MBA.

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Transcript: Steven Klinsky

Barry Ritholtz

STEVEN KLINSKY, FOUNDER, CEO AND MANAGING DIRECTOR, NEW MOUNTAIN CAPITAL: I come from the Detroit area of Michigan as a public school kid, went to University of Michigan and studied both economics and philosophy. 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.

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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

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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Weekend Reading For Financial Planners (Nov 26-27) 2022

CFO News Room

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!