Remove Economics Remove Mergers and Acquisitions (M&A) Remove Planning Remove Profit and Loss
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Banks, Build Vs Buy And The Great Digital Shift

PYMNTS

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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When Is It OK to Prioritize Business Growth Over Business Debt?

Planful

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.

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

CFO News Room

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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Transcript: Kathleen McCarthy

Barry Ritholtz

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?