Future CFO

JANUARY 9, 2022

Global M&A to remain strong in 2022 as valuations reach historic highs, said Willis Towers Watson (WTW) recently. Based on share-price performance, companies making M&A deals outperformed the World Index[1] by +1.4pp (percentage points) on average, the firm added. Highlights. Source: Willis Towers Watson.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Numbers Economics 52

Future CFO

JULY 12, 2021

In a February 2021 report , Morgan Stanley ’s global head of M&A, Rob Kindler said: “All the elements are there for an active M&A market in 2021, from corporations looking for scale and growth to private equity firms and special-purpose acquisition companies (SPACs) looking to invest capital.”.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) CFO Valuation Healthcare 40

Future CFO

JUNE 4, 2020

If you happen to read the Asia Pacific M&A Review 2020 by Herbert Smith Freehills you will easily conclude that the report while earmarked 2020 was written much earlier as there was no mention of any major macroeconomic disruption other than the percolating US-China Trade war. Describe the M&A landscape in 2019.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Problem Solving Securities Investments 52

Future CFO

OCTOBER 30, 2023

Businesses are betting big on generative AI to gain an edge despite hurdles to adoption and M&A challenge, said EY recently. According to an EY quarterly survey of 1,200 global CEOs, a significant number of respondents anticipate higher levels of growth (66%) and profitability (65%) in 2024 compared with 2023.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Investments Planning 52

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. GF: At what point in the acquisition process do you become involved?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) CFO Finance Prioritization 59

Nerd's Eye View

JULY 7, 2023

Read More.

Mergers and Acquisitions (M&A) 98

Mergers and Acquisitions (M&A) Tax Planning Valuation Sales 98

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 Valuation 130

Future CFO

JANUARY 15, 2020

M&A activity was surprisingly resilient in 2019 though volatile economic activity led many executives to adopt recession footing, said Bain & Company recently. . While the number of 2019 deals ended 2% lower than 2018 levels, final corporate M&A deal value last year reached $3.4

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Economics Healthcare Leadership 40

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

PYMNTS

JANUARY 9, 2020

Mergers and acquisitions (M&A) advisory firm Equiteq announced that it advised The Shelby Group , an eProcurement transformation and optimization consulting firm, on a recent growth investment from Boston-based private equity firm WestView Capital Partners , according to a press release.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Investments SAP Invoicing 40

Global Finance

MAY 10, 2024

After years of lackluster growth, foreign direct investment is growing. As recent history has consistently demonstrated, there is nothing more certain than uncertainty. But the top-line numbers obfuscate an enormously mixed picture beneath the surface. At an estimated $1.37

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

PYMNTS

JANUARY 7, 2021

As it reportedly readies for an initial public offering (IPO) led by Goldman Sachs, Instacart named a veteran of the investment bank as its new chief financial officer. 7) announcement. The news comes as it was reported in November that an IPO could value Instacart at approximately $30 billion and could be announced early this year.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) CFO Finance Investments 56

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

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. 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.

Mergers and Acquisitions (M&A) 69

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

Future CFO

AUGUST 5, 2020

China's outbound investment continued to decline amid the coronavirus pandemic, said EY recently. The country’s overall outbound direct investment (ODI) of US$54.9 year-on-year in the first six months of the year, according to EY’s Overiew of China Outbound Investment in H1 2020. billion dropped 4.4% YOY, the report states.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Investments Construction Valuation 40

PYMNTS

FEBRUARY 25, 2019

According to Reuters , long-term debt from major mergers and acquisitions ( M&A ), as well as slow repayment of that debt, has led to a number of downgrades — with some companies reaching the lowest investment grade ratings or even meeting junk status. companies are opting for term loans.

Mergers and Acquisitions (M&A) 43

Mergers and Acquisitions (M&A) Banking Investments Numbers 43

PYMNTS

NOVEMBER 11, 2019

Despite opposition from some shareholders, the London-based Just Eat wants to move forward with an all-share combination merger with Amsterdam rival Takeaway. A Takeaway and Just Eat merger would produce one of the largest food delivery operations outside of China. Just Eat has turned down a hostile £4.9 billion ($6.3

Investments 40

Investments Numbers Retail 40

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) 104

Mergers and Acquisitions (M&A) Investments Leverage Numbers 104

PYMNTS

MAY 8, 2020

As the number of retail bankruptcies start to pile up from companies whose final destruction was caused by the coronavirus pandemic, we are about to see a massive round of close-out, going-out-of-business, liquidation sales,” says Forbes. Even before the effects of the COVID crisis, those companies have struggled to meet their numbers.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Sales Restructuring Entertainment 63

Barry Ritholtz

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. They run about a $1.5

Mergers and Acquisitions (M&A) 87

Mergers and Acquisitions (M&A) Investments Finance Technology 87

CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

PYMNTS

AUGUST 31, 2020

And while the enterprise has troves of sources of data from which to collect — from their various bank accounts to the growing number of platforms in operation — they lack the IT resources that can help them manage this information. Seeking Investment Opportunities.

Treasury 74

Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74

Barry Ritholtz

JANUARY 9, 2024

He brings an unusual background as both an m and a attorney and a derivative specialist at two of the best firms in the world for those spaces. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg. Matt has become this fascinating character in the world of Wall Street research and analysis and commentary. I, I won a prize for.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 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

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) 130

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

CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

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

PYMNTS

JANUARY 6, 2020

However, the number of banks has steadily declined over the years, partly driven by merger and acquisition (M&A) activity — with much of that consolidation occurring in the community bank market. According to data from the Conference of State Bank Supervisors, the number of community banks in the U.S.

Mergers and Acquisitions (M&A) 49

Mergers and Acquisitions (M&A) Banking Technology Treasury 49

Corporate Finance Lab

MARCH 27, 2023

On November 30 2022, the Belgian federal government and the governments of the federated entities adopted the cooperation agreement on the Belgian foreign direct investment screening mechanism. This adds Belgium to the list of EU Member States that have recently tightened their rules on foreign direct investment (FDI).

Economics 57

Economics Mergers and Acquisitions (M&A) Investments Concentration 57

PYMNTS

JULY 29, 2019

The merger is a triumph for hedge fund investor Cat Rock Capital , who is invested in both companies and has asked for a deal. Just Eat has undergone a number of changes in recent months , including the acquisition of restaurant tech companies City Pantry , Flyt and Practi. and Ireland to get rid of redundancies.

Mergers and Acquisitions (M&A) 46

Mergers and Acquisitions (M&A) Investments Numbers Marketing 46

PYMNTS

APRIL 24, 2020

In terms of the mechanics, the sports betting company has come public through a merger with Diamond Eagle Acquisition Corp. We’ve seen any number of “ busted IPOs ” through the past few quarters, where companies promised to disrupt, say, food delivery or ride-hailing. Beyond the mechanics, one asks: Why now, and what’s next?

Mergers and Acquisitions (M&A) 71

Mergers and Acquisitions (M&A) Numbers Marketing Investments 71

PYMNTS

JANUARY 16, 2020

To that end, Far Point Acquisition – which operates as a “blank check” company that focuses on financial technology deals – said on Thursday (Jan. Other investors include Alibaba affiliate Ant Financial Services Group, which will invest $125 million and will “accelerate strategic collaboration with the company.”. billion euros.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Currencies Investments eCommerce 40

PYMNTS

SEPTEMBER 8, 2017

Another $100 million will be used to invest in technology, with the rest funneled to “general corporate purposes” and mergers and acquisitions (M&A), according to reports. Chinese logistics company Best is hoping to raise $930 million through a U.S. They mainly aim to list in the U.S.,

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Startups Economics Securities 40

CFO News Room

NOVEMBER 23, 2022

And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments. But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to the complexity of setting up and maintaining a plan.

Planning 130

Planning Mergers and Acquisitions (M&A) Investments Accounting 130

CFO Thought Leader

APRIL 1, 2023

Machine Generated Transcript Jack: Hi It’s Jack Sweeney, and I’m here with Ben Murray. The hosts also discuss the role of finance in enabling sales, the challenges faced by sales teams, and the importance of financial discipline and visibility in a company’s financials, regardless of market conditions. Once again.

Sales 52

Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Future CFO

SEPTEMBER 21, 2020

The mass shift to remote work has left workplaces increasingly distributed, and the current economic downturn has not slowed investments in automation and artificial intelligence, among other technologies. Accounting is the language of business. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon.

Accounting 52

Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

PYMNTS

AUGUST 13, 2018

As small businesses embrace a strengthening economy, there is another reason for entrepreneurs to be optimistic: Some advisors say it’s the best M&A market they have ever seen, certainly in recent years, and even small business owners who aren’t yet ready to retire are looking to take advantage.

Marketing 40

Marketing B2B Concentration Sales 40

The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52