CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. As a result, if your business is in financial trouble, you probably feel an unusual mix of hope and desperation, anxiety and optimism.

CFO 52

CFO Forecasting Restructuring Prioritization 52

Future CFO

JULY 25, 2023

For instance, CFOs’ second top strategic business priority is corporate action such as M&A and restructuring (41%), which ranks fourth for CEOs (27%), the firm added. Customers continue to leverage generative AI in their daily life, moving their expectations for user experience.

CFO 52

CFO Education Restructuring Leverage 52

PYMNTS

AUGUST 4, 2017

While the firm said it is closing one of its companies “as part of a planned restructure,” and assured that customers wouldn’t be affected, the news did raise concerns over its financial health. PYMNTS breaks down the major AltFin investment rounds below, plus covers the other B2B FinTechs that were able to secure new funding.

Investments 43

Investments B2B Finance Restructuring 43

Fpanda Club

MARCH 28, 2021

That is the reason why many finance and FP&A leaders are taking the steps to transform their functions: restructure processes, upgrade systems and tools, develop teams. Progressive FP&A is characterized by using best practices in key processes of the function and tends to leverage technologies to bring value.

Budgeting 130

Budgeting Forecasting General Ledger Finance 130

Future CFO

OCTOBER 2, 2023

Bottom-quartile companies tended to be stuck in lower-growth industries, whereas leaders actively rebalanced their portfolios through investments, divestitures, and strategic alliances. In the other approach, the centre acts solely as an investment manager.

Leadership 52

Leadership Restructuring Investments Leverage 52

CFO News Room

DECEMBER 25, 2022

Investing in understanding others’ different points of view creates common knowledge, which is the cornerstone of effective collaboration: It gives a group a frame of reference, allows them to interpret situations and decisions correctly, helps people understand one another better, and greatly increases efficiency.

Restructuring 130

Restructuring Leverage Education Budgeting 130

Future CFO

JULY 9, 2023

They become transformational by leveraging new technology, processes or operating models from one business into the combined business. According to EY's latest CEO Outlook study , 96% of CEOs are considering restructuring opportunities, such as divestments, in the next six months.

Mergers and Acquisitions (M&A) 52

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

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” Cean: Yeah. We met at an insurance agency.

Restructuring 130

Restructuring Planning Accounting Marketing 130

PYMNTS

NOVEMBER 22, 2019

As the Journal notes, the credit cycle may be turning – during a time when, as Morgan Stanley has contended, 57 percent of companies that were purchased in leveraged buyout transactions have debt loads that are at least six times that of EBITDA, a rough measure of cash flow. This means future investments could be curtailed.

Benchmarking 43

Benchmarking Restructuring Leverage Currencies 43

PYMNTS

MARCH 9, 2018

The plans come as the company has yet — and the emphasis may be on “yet” — to find a buyer for those operations or finalize its debt restructuring plans. As online sales grew, Toys R Us was forced to grapple with the fact that investment dollars — funding that could have been slated for online onslaughts of its own — were scarce.

Restructuring 42

Restructuring Leverage Investments Planning 42

Future CFO

DECEMBER 8, 2021

While we’re usually not quite centre-stage with the CEO, we must do much more than just provide behind-the-scenes counsel; we must be a partner in identifying strategic growth opportunities, guiding the evolution of the business model and making measured, value-accretive investment decisions. Digital transformation the only way forward.

Numbers 52

Numbers CFO Management Consulting Treasury 52

PYMNTS

MAY 19, 2020

Areas where the company showed strength and invested the most energy to change offer clue as to how U.S. That means that while Amazon and other eCommerce players were forcing customers to wait weeks, Walmart was more or less able to honor delivery windows measured in days by leveraging its store network. Net income totaled $3.99

Retail 88

Retail Restructuring CFO eCommerce 88

VCFO

JANUARY 27, 2022

Restructuring a company in terms of the debt capital stack, takes time. A discussion about debt restructuring is an excellent lead in conversation item with prospective bankers. Leverage Your Relationships. When making decisions in this area, think in terms of time and money invested in your workforce. Fix Your Debt.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

PYMNTS

MARCH 22, 2018

after failing to restructure its debt or find a buyer, Reuters reported. Since a leveraged buyout, Toys R Us has been burdened with over $5 billion in debt. Nearly 1 in 5 sales of the company’s products are made in a Toys R Us store. The retailer has over 700 remaining locations in the U.S.,

Restructuring 52

Restructuring Entertainment Leverage Retail 52

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

PYMNTS

JANUARY 18, 2017

General Mills is investing in kale to sprout growth , Mattel tapped a Google executive for its new CEO and handbag companies like Fendi are leaning on a pompom add-on to spur sales. In the new year, it seems very fashionable for retailers to re-think global growth.

Planning 40

Planning Restructuring Communication Leverage 40

PYMNTS

FEBRUARY 7, 2020

Things were a bit more active on the Amazon front, with a big infrastructure investment pushing its market cap back over the $1 trillion line, a new B2B financing partnership with Goldman Sachs potentially in the offing and its expanding stores and services menu. Market Cap Watch: Back to the Trillionaire Club With Logistic Investments.

eCommerce 52

eCommerce Benchmarking Restructuring Credit Risk 52

PYMNTS

AUGUST 16, 2018

“We’re pleased with how customers are responding to the way we’re leveraging stores and eCommerce to make shopping faster and more convenient. Paradoxically, even if it looks bad, the net loss is forgivable, as it is related to essential restructuring as Walmart moves its attention away from peripheral parts of its business.

Profit and Loss 40

Profit and Loss Restructuring Forecasting eCommerce 40

PYMNTS

OCTOBER 21, 2016

billion leveraged buyout in 2013. A restructuring pact has been established with lenders. This restructuring results in a 12 percent interest rate that would mature in three years. Golfsmith must receive court confirmation for its restructuring plan on or before Dec. Rue21 was acquired by Apax Partners in a $1.1

Retail 55

Retail Marketing Profit and Loss Restructuring 55

PYMNTS

MARCH 23, 2018

Lazarus leveraged computer technology for inventory before most, which enabled him to discover trends faster than his competitors in the 1980s. billion leveraged buyout deal in 2005, aiming to position the company for a stock offering a few years down the road to let investors cash out. Slow Decline Sets in.

Leverage 49

Leverage Restructuring Sales Planning 49

Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Restructuring 52

Restructuring Planning Communication Leverage 52

PYMNTS

DECEMBER 1, 2017

All of this [bad] news is expected to impact the rather complex investment deal that Uber and a SoftBank-led consortium are trying to close in order to add $7 billion to the $10 billion flow into Uber’s coffers. It also had a lot of people asking what’s next for a company presently valued at nearly $70 billion that has raised over $11.5

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

Musings on Markets

FEBRUARY 27, 2023

Debt's place in business To understand debt's role in a business, I will start with a big picture perspective, where you break a business down into assets-in-place, i.e., the value of investments it has already made and growth assets, the value of investments you expect it to make in the future.

Corporate Finance 52

Corporate Finance Finance Marketing Leverage 52

Barry Ritholtz

MARCH 5, 2024

00:06:01 [Speaker Changed] So you end up as head of global credit and senior managing director at Citadel Investment Group, was that right? So the, the first one that I think about is the investing business itself is an operating business. Did they seed you, did they invest you? When are you gonna start investing?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

Barry Ritholtz

MARCH 7, 2023

So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy. And so I had the — RITHOLTZ: Undecided (ph). VASSALOU: Yeah.

Investments 65

Investments Marketing Economics Risk Management 65

Planful

JUNE 8, 2016

When asked what factors would be most critical for CFOs’ relationship with finance, 39 percent said supporting growth initiatives, 25 percent said aligning finance and operating plans, and 24 percent said leveraging data and analytics. Restructuring FP&A Models.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Restructuring Forecasting Budgeting 40

PYMNTS

NOVEMBER 15, 2018

The platform connects banks’ core legacy systems to the cloud, where they can collaborate with third parties and invest in new services. One of the Open Banking Platform’s primary goals, he said, is to help banks restructure and transform themselves into market platforms.

Banking 76

Banking Restructuring Leverage Technology 76

Barry Ritholtz

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. RITHOLTZ: You describe what we now call junk bonds, we used to call high yield, what we now call distressed investing, we used to call vulture investing. But it was very tiny. RITHOLTZ: Right.

Investments 110

Investments Restructuring Profit and Loss Finance 110

Barry Ritholtz

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Investments 57

Investments Banking Entertainment Valuation 57

Barry Ritholtz

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Investments 52

Investments Economics Banking Construction 52

CFO News Room

FEBRUARY 5, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Marketing 130

Marketing Investments Auditing Restructuring 130

Musings on Markets

FEBRUARY 4, 2023

The India Rising story hit some turbulence last week, as one of its biggest corporate success stories, the Adani Group, was hit with a report from Hindenburg Research, an investing group that specializes in targeting and shorting companies that it believes have dubious accounting and business practices.

Investments 100

Investments Valuation Auditing Restructuring 100

Barry Ritholtz

SEPTEMBER 5, 2023

MILLER: Don’t want to hear, and they’re invested in the old way, and in fact, when I started going negative on the market, I remember being in a “New York Times” front page story about prices dropping X percent, and I remember a real estate brokerage CEO to remain nameless called me and said, “What are you doing?

Sales 52

Sales Marketing Numbers Construction 52

CFO News Room

NOVEMBER 27, 2022

licensing decisions, are likely to face “significant costs linked to the restructuring of their supply chains.”. From Tech Monitor: Japan is rapidly ramping up its domestic chipmaking production capabilities, with more than 600 billion yen worth of investments announced so far.

Manufacturing 100

Manufacturing Economics Investments Securities 100

Barry Ritholtz

JUNE 20, 2023

This wasn’t a mom-and-pop investment. That’s a real estate investment trust that is a Blackstone entity. Now, They have seized on healthcare as a huge industry to really dive into, to invest in. Today, that’s changed. It’s really attracting a lot of retail dollars. How is that working out?

Healthcare 57

Healthcare Finance Marketing Retail 57

Barry Ritholtz

FEBRUARY 7, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Bill Cohan is a fixture on Wall Street for a long time, both as an investment banker at Lazard Freres and eventually Merrill and JPMorgan Chase, as well as an author. RITHOLTZ: So, you ended up becoming an investment banker.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101