Fpanda Club

JANUARY 23, 2025

As FP&A professional, how often do you feel that you do something you shouldnt? FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. So, the scope of FP&A: what is in and what is out?

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Global Finance

APRIL 5, 2025

trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. It also played a significant role in boosting the mergers and acquisitions market from the debt side, arranging a $1.8 The US touted a 45% increase. trillion, including $2.7

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

E78 Partners

MAY 14, 2025

As firms navigate rising interest rates and extended holding periods, Chief Information Officers (CIOs) are transitioning from traditional IT roles to strategic leaders who address challenges like legacy systems, cost pressures, and M&A complexities.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

CFA Institute

NOVEMBER 9, 2023

She has been involved in the investment industry for over 30 years. Before joining Amundi US in 2007, Birdsall was a fixed-income product engineer and portfolio manager at State Street Global Advisors (SSGA) specializing in credit products, including high yield and investment grade debt. Jonathan M.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Corporate Finance Leverage Investments 52

Future CFO

JUNE 1, 2025

Simultaneously, opportunities arise from increased M&A activity, sectoral shifts towards technology and infrastructure, and innovative financing methods such as green financing and alternative deal structures. In terms of scalability, he opines that there are big shoes to fill, and Asia has a long way to go.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo? What Does a Portfolio Company Do?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

E78 Partners

JULY 3, 2023

Over the past decade, the mergers and acquisitions (M&A) landscape has evolved significantly, driven by changing economic conditions, technological advancements, and evolving strategic objectives of companies. In terms of rapid growth, M&A can provide immediate access to new markets, technologies, and customer bases.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Compliance CFO Leverage 52

Barry Ritholtz

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. What a fascinating guest. Mike Freno is chairman and CEO of Barings.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Leverage Marketing 59

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

Future CFO

AUGUST 31, 2023

When it comes to the latest M&A trend, business leaders expect to see a rebound into 2024, according to EY. In addition, 59% of respondents look to M&A, while 47% look to divest and 63% look to enter strategic alliances or joint ventures, survey results indicated.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Leverage Economics Technology 52

Future CFO

JANUARY 17, 2023

Global M&A has a positive start in 2023 as global dealmakers achieved a second consecutive quarter of market outperformance in the last three months of 2022, said WTW recently. Global M&A highlights. In Asia Pacific, deal volumes have been more stable with a marginal increase in M&A activity during the last 12 months.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Leverage Marketing 52

Future CFO

AUGUST 11, 2022

Asia Pacific M&A activity remains robust in 2022 despite major geopolitical and financial headwinds, said EY recently when releasing results of an analysis. Elevated deal volumes and values and an increased focus within the APAC region suggests that APAC companies are leveraging M&A as a vehicle to transform their businesses.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Education Technology 52

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector. trillion) in assets.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

Global Finance

OCTOBER 9, 2024

To get there, they’re leveraging their respective strengths and forging partnerships to create new and innovative payment solutions that can move money across borders at any minute of the day with unprecedented speed. Big banks, like Citi, are jockeying to be their clients’ single “port of call” when it comes to transacting.

Mergers and Acquisitions (M&A) 100

Mergers and Acquisitions (M&A) Startups Banking Treasury 100

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) 97

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

Global Finance

JULY 29, 2024

Will Fed rate cuts and geopolitics fuel more M&A deals by GCC banks? billion compared to the same period in 2023, Kuwait-headquartered Kamco Invest said in a May report. billion compared to the same period in 2023, Kuwait-headquartered Kamco Invest said in a May report. Another year, another bumper crop of profits.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Banking Profit and Loss Foreign Exchange 59

Barry Ritholtz

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor. class nine times.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Valuation Corporate Finance Finance 69

Future CFO

JULY 22, 2021

Global deal values was in excess of US$1 trillion per quarter over the past 12 months as the first six months of 2021 saw record levels of dealmaking both in terms of deal volumes and values, said PwC recently when releasing its Global M&A Industry Trends: 2021 mid-year outlook. The pursuit of strategic advantage is powering deals.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Manufacturing Leverage 52

Barry Ritholtz

MARCH 4, 2025

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

CFO News Room

DECEMBER 27, 2022

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) 130

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

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.

Treasury 49

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

Future CFO

JULY 9, 2023

The first quarter of 2023 saw global mergers and acquisitions (M&A) activity continue to shrink as rising interest rates, high inflation and recession fears dampened deal-making. Despite dwindling deal numbers, lucrative M&A opportunities continue to be available for those with the appetite and eye for lower valuations.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Leverage Valuation 52

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?

Mergers and Acquisitions (M&A) 69

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

Finvisage

DECEMBER 31, 2019

Finvisage operates in Treasury Management System (TMS) industry which has become a great investment space from the last few years. Firms usually engage in inorganic growth to tap new markets but in TMS industry we witnessed merger and acquisitions in similar market.

Marketing 52

Marketing Mergers and Acquisitions (M&A) Treasury Investments 52

Future CFO

SEPTEMBER 6, 2023

This is according to the findings of the latest EY CEO Outlook Pulse survey, which captured the views of 1,200 CEOs across the globe on the macro environment, and their capital allocation, investment, and transformation strategies. Asia Pacific business leaders eye AI and dealmaking as fears of a severe recession fade.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Leverage Technology 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.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Auditing Accounting 52

PYMNTS

MARCH 30, 2018

The company saw Bessemer Venture Partners lead the investment, while US Venture Partners, Costonoa Ventures, PeakSpan Capital, Hyde Park Angels and OurCrowd also participated, according to reports. Chertoff Capital made a “significant” equity investment in the round, the company said. PYMNTS breaks down the latest deals below.

Startups 46

Startups B2B Mergers and Acquisitions (M&A) Accounts Payable 46

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) 52

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

PYMNTS

JUNE 27, 2019

However, CO-OP has invested in reinventing its business toward a wholly different end, becoming a platform ecosystem into which credit unions can integrate, and gain access to a wide variety of products and services that help them meet their members’ needs. It is easy to fall into, ‘Hey, this is getting a lot of buzz.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Communication Banking Accounting 40

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.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

CFO News Room

NOVEMBER 5, 2022

From there, we have several articles on investment planning: While I Bonds have received significant attention during the past year, TIPS could be an attractive alternative for many client situations. 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) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 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.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 59

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.

Sales 76

Sales Mergers and Acquisitions (M&A) Planning Valuation 76

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. I’m a big fan of multidisciplinary approaches.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. You started your career doing M&A at Goldman Sachs. MCCARTHY: — and end up in M&A on Wall Street. That’s really an astonishing return. Kathleen has been with Blackstone since 2010.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. He helps to oversee $2.5 RITHOLTZ: Really?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Marketing Investments Education 59