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#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito

Nerd's Eye View

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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How Can Carbon Accounting Impact the Value of M&A Deals?

Bramasol

This update provides a focused look on how Carbon Accounting and overall Environmental, Social and Governance (ESG) practices can significantly impact companies on both sides of Merger and Acquisition (M&A) deals. So, how does all of this play into impacting M&A activity? 1 stock holding for such funds".

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From M&A to FP&A: Keith Kim, Planful’s VP of Finance, on the Being Planful Podcast

Planful

Keith Kim, our very own VP of Finance at Planful, recently joined me on the Being Planful podcast. Keith has an interesting career, starting in investment banking and eventually moving into FP&A. During that time, he’s worked at some of the biggest names in technology and has been deeply involved in mergers and acquisitions.

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M&A trend: Business leaders expect rebound into 2024

Future CFO

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.

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Global M&A activity might rise in 2H 2023

Future CFO

Global M&A activity will likely rise in the second half of 2023 as investors and executives look to balance short-term risks with their long-term business transformation strategies, said PwC recently when releasing its PwC’s 2023 Global M&A Industry Trends Outlook.

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Convenience Store M&A Deals Rev Up Despite COVID-19

PYMNTS

billion of consolidation deals announced in just the past four months, as a pandemic-related M&A lull ends and COVID-19 reshapes consumer demand. This acquisition is the largest in our company’s history and will allow us to continue to grow and diversify our presence in the U.S., That’s the biggest C-store deal on record.

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M&A Emerges As Key Strategy To Drive SMB Finserv Collaboration

PYMNTS

This week's look at the latest in partnerships finds players in the SMB financial services landscape embracing a range of avenues to collaboration — including mergers and acquisitions (M&A) — to connect SMBs to financing, digital banking services and more. Lloyds Pilots Satago Technology. Orange Bank Acquires Anytime.