Wed.Mar 19, 2025

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2024 Private Equity Report: Key Takeaways for Operating Partners

E78 Partners

The 2024 U.S. Private Equity (PE) Middle-Market Annual Report highlights a year of recovery, strategic shifts, and emerging opportunities. For PE operating partners and board members navigating 2025s dynamic market conditions, several themes stand out. This analysis underscores critical takeaways for those leaders shaping investment strategies. Market Recovery and Deal Flow The middle-market PE space rebounded significantly in 2024 following the challenges of 2023.

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Confessions of an FP&A-holic: 7 Lessons I Wish I Knew Earlier

Fpanda Club

Hi everyone! My name is Anna, and I am an FP&A-holic. Yes, I said that, I am addicted to financial planning and analysis. I am excited when all the checks in my financial models are colored green, and I get thrilled out of digging into data and finding insights that lead to better business decisions. After 15+ years in Financial Planning & Analysis (FP&A), Ive learned some hard truths things I wish someone had told me earlier in my career.

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Trending Sources

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Deloitte, HPE team up to offer AI agents for finance teams

CFO Dive

“We're transforming financial operations together and will be able to bring that experience to our joint customers," HPE CFO Marie Myers said.

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If You Never Look Back, How Do You Know Where You Messed Up?

CFO Talks

If You Never Look Back, How Do You Know Where You Messed Up? Great leaders are not born; they are made through constant learning and reflection. Self-reflection is one of the most powerful tools a leader can use to improve their decision-making, communication, and overall effectiveness. But what does self-reflection actually mean for leaders, and how can it be practised in a meaningful way?

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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Fed holds main rate steady, forecasts higher inflation, slower growth

CFO Dive

Policymakers said in a statement that inflation remains “elevated” while “uncertainty around the economic outlook has increased.

More Trending

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Etsy grants new CFO inducement stock award

CFO Dive

The approved inducement grant comes as Etsy targets a stickier app experience as part of a strategy to reverse an ongoing trend of declining sales.

CFO 164
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Four Questions To Discover ‘Actual’ Risk Tolerance Differences In Couples

Nerd's Eye View

Measuring a client's risk tolerance is both an art and a science. Beyond assessing how a client feels in the moment, advisors must evaluate a client's long-term behavioral tendencies, actual risk capacity, and financial goals – all of which require considerable time and skill. These dynamic complexities multiply when working with couples, where each partner has unique preferences and traits and may influence the other's risk-taking behaviors.

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Corpay CAO steps up as CFO exits for nonprofit

CFO Dive

Alissa Vickery is taking over as interim CFO as Tom Panther has left the company to become CFO of the National Christian Foundation.

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Morningstar: How Not to Invest

Barry Ritholtz

I chatted with Morningstar’s Christine Benz and Amy C. Arnott about the new book — they ask a lot of great questions. We discussed conceptual frameworks, how investing canbe like physics or law, and what made me write the book. It was a really good convo… Full transcript here. Source : Barry Ritholtz: How Not to Invest Christine Benz and Amy C.

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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CIOs, CFOs clash over tech ROI, innovation budgets

CFO Dive

More CFOs describe tech spending as “excessive” than CIOs, one sign of friction between technology and finance leaders.

Budgeting 152
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Business insolvencies in APAC set to rise in next two years, report says

Future CFO

Business insolvencies in the Asia-Pacific region are expected to keep rising in the coming two years, according to a report by trade credit insurer Allianz Trade. In its Global Insolvency Report, Allianz Trade is forecasting a 5% and 6% rise in 2025 and 2026, respectively, with the region ending 2024 with higher-than-expected increases in most markets.

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NFRA may investigate IndusInd's derivative crisis, monitoring the situation

CFO News

Amid growing concerns over IndusInd Banks derivatives portfolio discrepancies, NFRA and ICAI are at odds over regulatory jurisdiction. While ICAI's president stated last week that they may review the bank's financial statements suo motu, a senior official told ETCFO that NFRA is also monitoring the issue and will take action at the right time. Whats at stake as both bodies scrutinize the banks financial health?

Banking 49
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Corpay Cross-Border Continues its European Expansion

Trade Credit & Liquidity Management

From a Press Release Dated March 18, 2025, Toronto, Canada (Photo by Çağlar Oskay on Unsplash ) Corpay, Inc. has announced the opening of a new office in Luxembourg for its Cross-Border business, marking a significant step in its European expansion. This move aligns with Corpay's strategy to strengthen its presence in key financial markets and support growth in the institutional investor and private funds sector.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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Fitch Retains India's GDP Forecast at 6.5% for FY26

CFO News

Fitch Ratings has maintained India's GDP forecast for FY26 at 6.5%, with anticipated growth driven by increased consumer spending and government expenditure. Business confidence remains strong, and inflation is expected to decline to 4% by the end of December. The agency also projects a pickup in capital spending in FY26 and FY27.

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Fiserv Strengthens European Market Position with CCV Acquisition

Trade Credit & Liquidity Management

From a Press Release Dated March 19, 2025, Milwaukee & Arnhem Fiserv has acquired CCV, a payment solutions provider operating in the Netherlands, Belgium, and Germany. The acquisition will allow Fiserv to deploy its Clover platform and operating system across Europe and provide enhanced capabilities to a broader merchant and partner base. CCV was founded in 1958 and has grown into a prominent player in omnichannel payment solutions.

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Economy resilient amid global uncertainties: RBI report

CFO News

India's economy shows strong resilience amid global uncertainty, driven by robust agricultural output and recovering consumption. Inflation has moderated, and key sectors remain buoyant. However, risks such as trade tensions and potential global slowdown pose threats to sustainability.

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Bectran Introduces Next-Gen Bank Verification with Embedded Risk Scoring

Trade Credit & Liquidity Management

From a Press Release Dated March 6, 2025, Schaumburg, Illinois (Photo by Çağlar Oskay on Unsplash ) Bectran, a SaaS platform for credit departments, has launched a faster bank verification method with built-in risk scoring. The company's platform helps businesses of all sizes reduce the time it takes to process and approve credit by over 90 percent while also lowering the risk of credit defaults and collection costs.

Banking 40
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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Hargreaves Lansdown CFO Amy Stirling to step down amid acquisition developments

CFO News

Hargreaves Lansdown CFO Amy Stirling is stepping down after three years, staying on during the transition. Meanwhile, the company will delist from the London Stock Exchange in March 2025 amid its acquisition by Harp Bidco Limited.

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Creditors take 99% haircut in Reliance Infrastructure Consulting and Engineers

CFO News

The NCLT has approved the resolution plan for Reliance Infrastructure Consulting and Engineers, marking an end to its insolvency process. Investors will recover only 0.09% of their claims. ACME Cleantech Solutions Private Limited will merge with the debt-ridden entity, and creditors are expected to be paid within 30 days.

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Fintech sees early green shoots as growth-stage deals pick up

CFO News

The fintech investment landscape is reviving, with growth-stage deals attracting over $550 million in 2025. Regulatory clarity, emerging wealth-tech opportunities, and major IPOs from firms like PhonePe and Groww are boosting investor confidence in the sector.

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Prologis to invest $1 billion in India, doubling its logistics real estate footprint

CFO News

The global logistics giant plans to develop 6 million sq ft of warehousing space in five major cities, eyeing India's booming logistics and data centre markets.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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IT industry faces sluggish growth: Analysts

CFO News

Growth in India's IT sector is projected to remain modest due to macro-economic challenges and technology transitions. Analysts at Morgan Stanley and Jeffries have downgraded their outlook on the sector, citing lower revenue growth forecasts and potential devaluation risks despite emerging tech opportunities.

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Foreign selling in Indian stocks continues unabated in first half of March

CFO News

Foreign investors continued to offload Indian stocks, with the IT and consumer goods sectors experiencing significant selling in March. Concerns over the U.S. and Indian economies led to $3.5 billion in net sales, causing substantial declines in key indices. Recent policy measures failed to attract investors.

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Household savings flow to financial market could pose risks, says finance ministry

CFO News

The finance ministry has informed the Parliament about the risks households face when shifting deposits from banks to market-linked products in search of higher returns. The committee also discussed liquidity concerns, FDI in insurance, grievance redressal, and the activation of Jan Dhan accounts.

Finance 40
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ICICI Securities shareholders could face a tax jolt

CFO News

The brokerage's shares will trade on domestic bourses for the last time on Friday. As part of the scheme of arrangement, ICICI Bank will issue 67 shares for every 100 equity shares of ICICI Securities held by shareholders.

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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.