E78 Partners

MARCH 28, 2025

trillion in global dry powder waiting to be deployed, and signs of an improving IPO market , PE firms are adapting to drive returns. Growth, Operational Efficiency and Margin Improvement: The Profitability Triad In 2025, with economic slowdowns tightening growth, private equity sponsors face extended holding periodsaveraging 6.7

Mergers and Acquisitions (M&A)

CFA Institute

AUGUST 30, 2023

He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He also sits on the Steering Committee for the Vancouver chapter of Women in Capital Markets. He earned his chartered financial analyst (CFA) designation in 2015.

Mergers and Acquisitions (M&A)

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. Jonathan M. Meredith Birdsall, CFA, is a senior vice president and client portfolio manager for the Amundi US Fixed Income team.

Mergers and Acquisitions (M&A)

E78 Partners

MARCH 21, 2025

Exit Strategy: Once a portfolio company reaches its target value, the private equity firm exits the investment through a sale, merger, or IPO, distributing returns to LPs and GPs. In private equity, the term PortCo is shorthand for portfolio company, referring to a business in which a private equity firm has made a strategic investment.

Mergers and Acquisitions (M&A)

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. This year’s Stars of China honorees have been getting creative as they navigate banking’s difficult post-pandemic era. trillion) in assets.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)

Global Finance

MAY 1, 2025

M&A activity got off to a strong start in 2025, with global deal value surpassing $1.2 I have been asking for updated 2025 projections but there is uncertainty in the markets and how the tariffs will play out, and a hesitation to provide those 2025 projections, says David Acharya, managing partner at Acharya Capital Partners.

Mergers and Acquisitions (M&A)

Global Finance

OCTOBER 29, 2024

An improving economic environment and subdued inflation allow banks to search for new growth avenues. It looks like some light is showing at the end of the commercial real estate tunnel,” says Johann Scholtz, who follows European banks for market analyst Morningstar. The market is rightsizing.” That seems a distant memory now.

Banking

The Big Picture

JUNE 23, 2025

There are a few people in the world of fixed income that understands the bond market, the ETF market, what the fed’s doing, what is driving both institutional and household investors on the fixed income side. Steve Laipply : So I had a good friend who said, Hey, I’m taking finance. I grew up in a small town in Ohio.

Mergers and Acquisitions (M&A)

Global Finance

APRIL 3, 2025

Conflict aside, the Middle East is anticipating a period of economic growth. The wars in Gaza and Lebanon sent shockwaves across the region: disrupting key trade routes, derailing normalization talks between Israel and Saudi Arabia, accelerating Egypts economic bailout, and precipitating the fall of the Assad regime in Syria.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MARCH 4, 2025

It’s really kind of fascinating ’cause if you remember back 20, 25 years ago, wall Street and the large investment banks and brokers were kind of accused of moving up market and abandoning that whole middle section and allowing private equity to get a a toehold there. Melissa Smith, Melissa Smith : Thank you so much for having me.

Banking

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.

Mergers and Acquisitions (M&A)

Global Finance

JUNE 23, 2025

“Commercial P&C carriers have benefited from a hard market [a period when premiums increase, coverage terms are restricted, and capacity for most types of insurance decreases] the past few years,” he notes, “and are now increasingly focused on managing through earnings volatility as the market softens.

Mergers and Acquisitions (M&A)

Global Finance

APRIL 5, 2025

Best Investment Bank: BofA Securities Against the backdrop of a thriving year for global stock markets and increased activity in the debt spectrum, Bank of America (BofA) Securities managed to catapult its global operations to capture an impressive 43% year-over-year jump in investment banking fees as of the fourth quarter of 2024.

Mergers and Acquisitions (M&A)

Barry Ritholtz

APRIL 8, 2025

00:01:58 [Speaker Changed] I’m just old. But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week, really an extra, extra special guest. Not offended at all.

Mergers and Acquisitions (M&A)

CFO Dive

JULY 10, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. Samuel Corum via Getty Images The recently-enacted “ One Big Beautiful Bill Act ” could help lift sagging merger-and-acquisition volume numbers by creating a more attractive environment for dealmaking on the U.S.

Mergers and Acquisitions (M&A)

Global Finance

DECEMBER 26, 2024

In his successful campaign for re-election, he promised to repeal 10 US federal regulations for every new one imposed, adding, Well be able to do that quite easily. He has recruited billionaire backers Elon Musk and Vivek Ramaswamy to head a new Department of Government Efficiency (DOGE).

Mergers and Acquisitions (M&A)

The Big Picture

JULY 31, 2025

As President Trump’s chaotic economic policies provoke questions about U.S. Institutional Investor ) • The Stock Market’s Most Unserious Season Is Back and Dorkier Than Before : A new generation of meme stocks are soaring and falling again. ( As President Trump’s chaotic economic policies provoke questions about U.S. Treasuries.

Mergers and Acquisitions (M&A)

CFO Dive

AUGUST 7, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. Skip to main content CONTINUE TO SITE ➞ Dont miss tomorrows CFO industry news Let CFO Dives free newsletter keep you informed, straight from your inbox. You can unsubscribe at anytime.

CFO

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.

Mergers and Acquisitions (M&A)

PYMNTS

NOVEMBER 16, 2020

M&A DOA? If allowed to proceed, the acquisition would deprive American merchants and consumers of this innovative alternative to Visa and increase entry barriers for future innovators.”. And in a nod to attempts on a grand scale to reign in mergers and acquisitions (M&A), Sen. Elizabeth Warren and Rep.

Mergers and Acquisitions (M&A)

PYMNTS

APRIL 28, 2020

Alexandria Ocasio-Cortez are the latest Democrats to call on the administration to place a moratorium on mergers and acquisitions (M&As) during the COVID-19 crisis. If approved, the measure would curb M&As during the coronavirus pandemic. This legislation is desperately needed,” said Ocasio-Cortez in a statement.

Mergers and Acquisitions (M&A)

CFO Talks

SEPTEMBER 10, 2024

Navigating Mergers and Acquisitions: A Strategic Guide for CFOs in South Africa Mergers and acquisitions (M&A) are powerful tools for growth, diversification, and innovation in today’s competitive business landscape. However, they come with inherent risks and complexities.

Mergers and Acquisitions (M&A)

Future CFO

FEBRUARY 5, 2023

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.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)

Nerd's Eye View

AUGUST 12, 2022

As RIA firms’ challenges in attracting and retaining talent have continued, firms have needed to reduce their business development activities to stay within their existing staff's capacity (compounding the challenges of growing firm revenue during a bear market that has reduced most firms’ assets under management).

Mergers and Acquisitions (M&A)

CFO Share

SEPTEMBER 18, 2024

During that time, I’ve seen startups turn to zombies as they failed to raise VC funding, growth stumble as digital marketing turned upside-down, and small businesses struggle to pass price increases onto customers. But, in general, you can consider the following three proven growth strategies: Invest in sales and marketing.

Mergers and Acquisitions (M&A)

Future CFO

NOVEMBER 19, 2023

There are several top M&A trends in 2004, according to advisory firm Gartner. The top M&A trends in 2024 identified by the research firm are as follow. The top M&A trends in 2024 identified by the research firm are as follow.

Mergers and Acquisitions (M&A)

Global Finance

SEPTEMBER 4, 2024

Kuwait lenders Boubyan Bank and Gulf Bank—the emirate’s third- and fifth-largest banks—have disclosed they are in preliminary talks that may lead to a merger. These hurdles may put a brake on the deal’s progress, says Mazen Salhab, chief market strategist for the MENA region at brokerage BDSwiss. This followed the sale of 52.2%

Mergers and Acquisitions (M&A)

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 (..)

Mergers and Acquisitions (M&A)

Future CFO

DECEMBER 18, 2022

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

Mergers and Acquisitions (M&A)

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. This follows a positive performance of +3.9pp in the previous quarter, WTW said.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)

Global Finance

JUNE 10, 2024

A generous fiscal policy, which has helped support the economic expansion, is expected to turn more restrictive soon. The year 2024 looks to be no different; Spanish GDP is expected to expand to double the average in the euro area: between 1.9% and 2.1%, according to different estimates, versus a range of 0.8% to 1% for its peers.

Mergers and Acquisitions (M&A)

Global Finance

SEPTEMBER 9, 2024

Huge interest rate shifts and geopolitical uncertainties have prompted a major rethink by corporate treasurers as they steer their companies through an economic landscape that exposes them to risk and opportunity in equal measure. While that represents a 15% decrease from 2023, it suggests that a fear of business interruption persists.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)