CFO Dive

AUGUST 7, 2025

Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. The bulk of his previous experience is in investing, and he has been involved in multiple companies, according to Shift4s 2024 proxy statement. You can unsubscribe at anytime.

CFO

PYMNTS

AUGUST 31, 2020

In addition to steering their organizations through the murky and rocky waters of an economic downturn, treasury departments are securing a place at the decision-makers' table to offer higher-level guidance. Seeking Investment Opportunities. Corporates' investment opportunities are shifting dramatically, however.

Treasury

Global Finance

SEPTEMBER 9, 2024

Corporate treasury professionals are reassessing investment strategies to stay agile and conserve cash amid interest rate shifts and geopolitical uncertainty. A sense of nervousness amid ongoing global disruption pervades strategic thinking across global treasury functions.

Mergers and Acquisitions (M&A)

PYMNTS

MAY 19, 2020

Treasury: 4 Million Stimulus Payments To Be Sent Via Visa Prepaid Debit Card. Treasury Department and the IRS are planning to send out around 4 million Economic Impact Payments (EIP) via Visa prepaid debit cards rather than paper checks this week. Roundtable: Should Tech M&A Be Locked Down During The Pandemic?

Mergers and Acquisitions (M&A)

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. Financial terms of the deal were not disclosed by the companies.

Treasury

Global Finance

OCTOBER 9, 2024

When it comes to processing payments, it’s better for a bank to be “always on,” says Debopama Sen, Citi Services’ head of Payments in the Treasury and Trade Solutions business. Bank partnerships proliferate as the quest to deliver real-time payments intensifies. But with added speed comes added risk. Why settle for slow?

Mergers and Acquisitions (M&A)

PYMNTS

JUNE 5, 2020

Bloomberg News reported that the French Ministry for the Economy and Finance allocated 150 million euro ($170 million) through its government-backed lender, Bpifrance Financement SA, to invest in French companies if they are targeted by an unsolicited foreign investor. In April, Sen. No action has been taken on the bill.

Mergers and Acquisitions (M&A)

PYMNTS

NOVEMBER 16, 2020

As noted in this space , the entity fashioned by the merger would take its place as the fifth largest retail bank in the country, and with a presence that spans 24 states, and with a combined asset base of about $560 billion. And, generally speaking, the strategy that exists in M&A boils down to a binary choice: build vs. buy.

Mergers and Acquisitions (M&A)

PYMNTS

NOVEMBER 24, 2020

Plus, Sleek raises $4 million, JAGGAER upgrades its treasury management tool and AWS teams with Orange Business Services to accelerate corporates' digital cloud migrations. Third-quarter mergers and acquisitions reportedly rang up $1 trillion worth of deals globally. Corporate Buyers Take On COVID World With Pandemic Technology.

Mergers and Acquisitions (M&A)

PYMNTS

OCTOBER 24, 2019

Financial institutions are investing significantly in embracing online banking and supporting a positive digital experience for their end-users. Some treasury analysts still spend fully half their time working with massive spreadsheets,” he said. The Regulatory Impact.

Treasury

Finvisage

DECEMBER 31, 2019

Finvisage operates in Treasury Management System (TMS) industry which has become a great investment space from the last few years. According to 2018 AFP Treasury Management System Survey, more than 63% of european companies use TMS than compared to 40% in North America and 60% in Asia-Pacific.

Marketing

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. Community banks are pushing for a stronger role with their small business (SMB) customers. A Consolidating Industry.

Mergers and Acquisitions (M&A)

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. Geopolitical risks, trade wars and armed conflict have also played a part in creating friction for foreign investment. At an estimated $1.37

Mergers and Acquisitions (M&A)

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

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)

Future CFO

APRIL 13, 2023

Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend. M&As in times of crises On the topic of M&A, S&P reports suggest that overall APAC saw a decline of 11% in deal volume and 24% in transaction value in 2022. Globally, Morgan Stanley sees muted M&A activities in 2023.

Mergers and Acquisitions (M&A)

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)

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)

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)

PYMNTS

DECEMBER 19, 2016

After all, a lot of the appointments have business and investment banking backgrounds and are well-versed with high-risk transactions. Reuters pointed to the appointments of former Goldman Sachs Partner Steve Mnuchin as Treasury Secretary and Wilbur Ross as Commerce Secretary as examples of pro-business appointments.

Leverage