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Bold moves in global M&A might appear in 2023

Future CFO

Bold moves in global M&A might appear in 2023 — a year full of uncertainties, said Bain & Company recently when releasing its 5th annual Global Mergers & Acquisitions Report. This can be measured in the superior shareholder return of M&A active companies, the firm said.

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Global M&A demonstrated surprising resilience in 2019

Future CFO

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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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: Jenny Johnson, Franklin Templeton

Barry Ritholtz

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. Jenny Johnson is CEO of investment giant Franklin Templeton. They run about a $1.5 RITHOLTZ: Right.

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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

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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Transcript: Ken Kencel

Barry Ritholtz

You start at Drexel in the M&A group, what was that, like? And I got the opportunity to work with some really interesting folks who continue today to be involved in private equity and private credit, and then see them all the time and I’m very proud of that time. This is really a fascinating story. It was a great time.

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Transcript: Steve Case

Barry Ritholtz

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. So with no further ado, my conversation with Steve Case.