Nerd's Eye View

SEPTEMBER 19, 2023

Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. My guest on today's podcast is Jessica Polito.

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Mergers and Acquisitions (M&A) Leadership Sales Education 62

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.

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Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

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.

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Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

Future CFO

SEPTEMBER 15, 2022

The report titled, Controller’s Guidebook: Burnout in Accounting - Understanding the Problem , Leveraging Solutions, revealed that m% of accountants had at least one month in the past year where the Close disrupted their personal life. This state of work has set an expectation of speed with executives and the business.

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Barry Ritholtz

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. Then I think you’re gonna find this to be a fascinating conversation. 00:01:24 [Michael Fisch] Thank you Barry. It’s a pleasure to be here. You get a Stanford MBA. What was the original career plan?

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

PYMNTS

OCTOBER 7, 2016

Reval offers treasury management solutions that have now become the target of an acquisition. 6) said Reval has entered into an agreement to be acquired by ION Investment Group , run by workflow automation solution provider ION. Reports on Thursday (Oct.

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Treasury Mergers and Acquisitions (M&A) Analyzing Data Leadership 49

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. An experienced investment banker is needed to carry out such a process. This article is in collaboration with panelists from the May 2022 Houston TEI Presidents’ Forum Focused Breakfast.

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Sales Mergers and Acquisitions (M&A) Planning Valuation 79