Corporate Finance Lab

MARCH 27, 2023

As many have pointed out, the practical implications of these new FDI rules for mergers and acquisitions (M&A) in the Benelux can hardly be overstated. As with merger control, the deal will not be able to close prior to the green light from the respective screening authorities (i.e.

Economics 57

Economics Mergers and Acquisitions (M&A) Investments Concentration 57

Nerd's Eye View

AUGUST 12, 2022

From there, we have several articles on Mergers & Acquisition (M&A) trends: M&A activity so far in 2022 is set to exceed 2021’s record pace despite economic headwinds, meaning there could simply be a ‘new normal’ of higher activity regardless of the economic environment.

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Mergers and Acquisitions (M&A) Healthcare Economics Numbers 66

PYMNTS

OCTOBER 2, 2020

The partnership marks the retail giant's foray into privately managed Medicare Advantage plans. India is reportedly planning to launch its own app store as an alternative to Google and Apple’s app stores, in a bid by the country to become more self-reliant. Why The Pandemic Is a ‘Black Swan’ That Will Spur Payments M&A.

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Mergers and Acquisitions (M&A) Healthcare Sales Startups 77

PYMNTS

DECEMBER 2, 2020

The merger between the two companies will expedite product innovation and help advance the analytics-driven commerce platform of Lightspeed. Upserve CEO Sheryl Hoskins said the two companies plan to help North American restaurateurs deliver improved guest experiences, according to the release.

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Mergers and Acquisitions (M&A) Leadership Economics Sales 75

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

PYMNTS

JANUARY 15, 2019

Citi ‘s latest report on how the corporate finance world plans to navigate volatility in 2019 suggests chief financial officers (CFOs) have a role model toward which to look: the so-called “tech titans.” Yet, Citi warned, “failure to appropriately execute on transformational M&A led to substantial underperformance.”

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

Future CFO

SEPTEMBER 6, 2023

A significant majority of CEOs (89%) are integrating AI into their capital allocation, of which, 37% are actively investing in the technology, while the other 52% said they are planning to make significant investments in AI in the next 12 months. Asia Pacific business leaders eye AI and dealmaking as fears of a severe recession fade.

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Mergers and Acquisitions (M&A) Investments Leverage Planning 52

PYMNTS

NOVEMBER 11, 2019

Germany’s Federal Minister for Economic Affairs Peter Altmaier wrote a letter to European Commissioner for Competition Margrethe Vestager, and asked for tighter regulations on Big Tech as part of a push to increase the region’s “digital sovereignty,” according to the Financial Times. but in Asia as well. The global competitive situation?…?should

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

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

Future CFO

APRIL 13, 2023

Amid the continuing uncertainties, including socio-economic and geo-political disagreements, businesses remain constant in their one agenda for 2023 – growth. M&As in times of crises On the topic of M&A, S&P reports suggest that overall APAC saw a decline of 11% in deal volume and 24% in transaction value in 2022.

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Mergers and Acquisitions (M&A) Communication CFO Leadership 52

Planful

APRIL 16, 2021

Mergers and acquisitions (M&A) can increase market share, but they require big upfront investments. Putting money toward M&A may not necessarily give a company an immediate competitive advantage or a worthwhile ROI. Talent Acquisition. But business debt isn’t always a bad thing.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Moderator – Michael Landers, Partner, ABIP Advisors | mlanders@abipcpa.com.

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Sales Mergers and Acquisitions (M&A) Planning Valuation 78

PYMNTS

MARCH 30, 2016

A small business never rests, even within a period of economic growth and stability. The bank’s latest Business Pulse Survey , released last week, found promising plans among the nation’s small and medium-sized businesses, with the vast majority of companies surveyed reporting confidence in the future of their businesses.

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Mergers and Acquisitions (M&A) Finance Economics Planning 40

Global Finance

MAY 10, 2024

The agency recorded a decline in international investment project announcements, particularly in project finance (21%) and mergers and acquisitions (16%). As recent history has consistently demonstrated, there is nothing more certain than uncertainty. At an estimated $1.37 At an estimated $1.37

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Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. What was the original career plan? Michael Fisch : 00:01:39 [Speaker Changed] The original career plan was to be employed and provide a safety net for my mother and my two sisters. They run over $27 billion in, in assets.

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Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

JANUARY 24, 2023

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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Mergers and Acquisitions (M&A) Investments Leverage Numbers 104

Barry Ritholtz

JULY 11, 2023

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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Mergers and Acquisitions (M&A) Investments Finance Technology 87

PYMNTS

NOVEMBER 19, 2019

The economic consensus is that we are not going to get much better than now,” Geeslin said, joining those voices that are predicting an economic slowdown. Not only that, but these are indeed the days for mergers and acquisitions (M&A) in the world of payments, and that trend looks likely to hold into the 2020s.

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Mergers and Acquisitions (M&A) Compliance Construction Credit Risk 56

Future CFO

APRIL 14, 2020

Business leaders are focussing on navigating the immediate impact that the global coronavirus outbreak has across supply chains, revenue and profitability, while rewriting capital strategies by reconfiguring capital allocation and M&A plans for the post-crisis world, said EY recently.

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Mergers and Acquisitions (M&A) Prioritization Economics Valuation 40

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Once again. What’s he about?

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

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

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

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

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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Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 10, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees. Adam is an Associate Financial Planning Nerd at Kitces.com.

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

CFO News Room

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Self-directed plans, meanwhile, offer more ability to tailor a plan’s features to an individual’s needs.

Planning 130

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

Barry Ritholtz

MARCH 5, 2024

I’m looking forward to our conversation. I 00:01:24 [Barry Ritholtz] Am also, I’m very familiar with Magnetar and, and its history. . ~~~ This is not an official transcript. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. They have an incredible track record. David Snyderman. Louis for college.

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Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Planful

SEPTEMBER 22, 2021

In this article, we dive into four areas of capital allocation, exploring why crises like the COVID-19 pandemic are the perfect time to take on certain types of risks (like investing in growth areas and pursuing M&A) and to limit or eliminate shareholder payouts (like dividends and buybacks). How’s cash flowing through the business?

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Mergers and Acquisitions (M&A) CFO Investments Planning 40

Barry Ritholtz

DECEMBER 14, 2022

But she answers a question, I’m just sitting there dumbfounded by how she’s just like, oh my God, that’s just an absolutely comprehensive explanation about something I had no idea about, and now I feel like I really know. You started your career doing M&A at Goldman Sachs. What was that like?

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Mergers and Acquisitions (M&A) Investments Construction Concentration 62

Barry Ritholtz

FEBRUARY 13, 2023

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. I can keep babbling about how fascinating I found this discussion. You graduate Emory University with a degree in finance.

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Mergers and Acquisitions (M&A) Investments Marketing Education 57

Future CFO

SEPTEMBER 21, 2020

Accountants are no longer just bookkeepers; they can now tackle tasks like business planning, controls, succession and more. The mass shift to remote work has left workplaces increasingly distributed, and the current economic downturn has not slowed investments in automation and artificial intelligence, among other technologies.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

PYMNTS

JUNE 24, 2019

Spending has been growing at double-digit percentages through the past few years, far outpacing economic growth. Over the past few months, we’ve seen announcements from marquee names in commerce, payments and financial services ( Amazon among them), linking up across mergers and acquisitions (M&A), and via consortiums.

Healthcare 53

Healthcare Mergers and Acquisitions (M&A) Startups Planning 53

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.

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Mergers and Acquisitions (M&A) Economics Startups Marketing 115

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

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Mergers and Acquisitions (M&A) Compliance Investments Finance 62

Barry Ritholtz

APRIL 4, 2023

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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Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

SEPTEMBER 26, 2022

He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing.

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Mergers and Acquisitions (M&A) Startups Investments Healthcare 67

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

Barry Ritholtz

NOVEMBER 28, 2023

The merger was tumultuous. And Jamie did a great job of sort of reminding people that the enemy was outside the business, but he quickly uncovered where the merger had not executed the way it meant to. . ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Peter Atwater, welcome to Bloomberg.

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