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)

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. Develop an integrated due diligence team involving finance, tax, legal, IT, and operations.

Mergers and Acquisitions (M&A)

Global Finance

SEPTEMBER 9, 2024

Access to finance was a huge concern at the start of the pandemic [in 2020] as thoughts turned to the global financial crisis and a potential repeat of bank insolvency,” notes Kristen Roberts, partner and head of the London corporate debt practice at HSF. “So It’s a predicament that started to emerge as far back as 2018.

Mergers and Acquisitions (M&A)

Global Finance

OCTOBER 7, 2024

True to his reputation as a consummate dealmaker, Unicredit CEO Andrea Orcel is orchestrating one of the largest cross-border bank mergers ever in Europe. A Merrill Lynch mergers and acquisitions veteran, Orcel has a history—not always successful—in large buyouts. It never materialized. The markets are watching.

Mergers and Acquisitions (M&A)

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

Mergers and Acquisitions (M&A)

Planful

APRIL 16, 2021

If you’re in finance, your instinct likely tells you to always protect the money—and your gut’s not completely wrong. It’s not uncommon for high-growth companies to use debt financing to achieve positive cash-flow status and fund business expansion. Talent Acquisition. The employees you hire matter—a lot.

Prioritization

PYMNTS

AUGUST 31, 2020

As companies adjust their business models and prioritize risk mitigation, the corporate treasury offers a valuable, forward-looking view into financial futures. Data can identify merger and acquisition opportunities, for example, which may be key to helping organizations achieve their financial goals in a low-yield environment.

Treasury

CFO Thought Leader

MAY 2, 2024

He champions AI’s role in augmenting the capabilities of finance professionals, through tools like the AI-driven ‘report insights’ feature in Prophix’ platform. Levine emphasizes the critical importance of system and team integration from day one during mergers and acquisitions.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)

Global Finance

JUNE 4, 2024

Chris Hagedorn, senior partner at McKinsey’s Transformation practice and leader of the firm’s transformational M&A work, speaks to Global Finance about how his firm works with clients at a time of high debt costs, tight labor markets, and a scarcity of available talent. There are three parts to how we think about transformation.

Mergers and Acquisitions (M&A)

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

Mergers and Acquisitions (M&A)

Future CFO

MARCH 13, 2024

The role of chief financial officers continues to evolve beyond the finance function, according to a survey by leadership advisory firm Egon Zehnder. The findings demonstrate a major evolution that has “Super CFOs” tackling new challenges, addressing new priorities, and aspiring even more for the CEO role.

CFO

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. He can be reached at [email protected].

Mergers and Acquisitions (M&A)

CFO News Room

NOVEMBER 5, 2022

Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.

Mergers and Acquisitions (M&A)

Corporate Finance Associates

NOVEMBER 9, 2021

The report below gives a good overview of the Fall 2021 M&A activity in the Food and Beverage Industry Sector. The post Fall 2021 | M&A Report In The Food and Beverage Industry Sector appeared first on CFA. The global functional foods and beverage market was valued at $281.14 Posted by Jurgen van Dijk.

Mergers and Acquisitions (M&A)

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. I, I’m so glad I finally got, got you here.

Mergers and Acquisitions (M&A)