Future CFO

APRIL 28, 2025

In the evolving financial landscape of Asia, managing Days Sales Outstanding (DSO) has become a critical focus for finance leaders aiming to optimise cash flow and sustain business growth. Credit risk assessment and adaptive sales terms In managing DSO, assessing credit risk accurately is paramount.

Sales 52

Sales Invoicing Credit Risk Finance 52

Trade Credit & Liquidity Management

MAY 28, 2025

The Return on Investment from a Customer Visit Credit executives often find themselves having to convince their boss that a customer visit serves a valid business purpose. Investing time and resources is often rewarded with valuable insights and strengthened relationships. Meet the management team and support staff.

Investments 52

Investments Communication Problem Solving Sales 52

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. billion sale of Mexico-based Terrafina, a REIT, to Fibra Prologis, for which the bank served as lead financial adviser on the sell side. In the $18.25

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

CFA Institute

MARCH 27, 2025

Marc Ross, CFA, is an experienced investment professional with a varied skill set that encompasses third party manager research and due diligence, securities compliance, investment advisory, and ERISA qualified plan design, sales, and implementation. In addition to the CFA charter, Ross holds the CFP® and CLU designations.

Investments 52

Investments Compliance Sales Securities 52

Global Finance

APRIL 5, 2025

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. In October, the firm partnered with the European Investment Bank (EIB) to create a portfolio of bank guarantees of up to 1 billion (about $1.1

Investments 52

Investments Banking Finance Economics 52

Global Finance

APRIL 5, 2025

It also had a key role as exclusive financial adviser to International Flavors & Fragrances in the sale of its pharma-solutions business to the huge French food-ingredient maker Roquette for $2.85 billion in 121 projects across six countries, nearly double the amount it invested in 2023. In the landmark $16.5 billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Global Finance

APRIL 5, 2025

Until more information becomes available, lets celebrate the investment banks that brightened up the M&A landscape in 2024. billion sale to Mars, one of the largest US mergers of the year, earning $92 million in advisory fees. As a top Asian investment bank, UBS completed 30 transactions last year with a total deal value of $14.4

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Leverage 52

CFO News Room

NOVEMBER 17, 2022

Real estate investing can be intimidating to new investors – you must search for the right property, obtain financing, purchase the property, and then find tenants. Real estate investing takes work and can be risky, and many don’t have the time or risk tolerance to commit. You can also find tenant-occupied investment properties here.

Investments 130

Investments Valuation Finance Marketing 130

Global Finance

OCTOBER 31, 2024

The sale is part of an ongoing initiative to stabilize finances and protect Boeing’s investment-grade credit rating while minimizing shareholder dilution. A failure to maintain its investment-grade credit rating “could significantly impact its borrowing costs,” he says.

Finance 111

Finance Investments Sales Marketing 111

CFO News Room

DECEMBER 14, 2022

The very thought of getting into real estate investing can be overwhelming. You can avoid the hassle and the expense by joining one or more real estate investment apps. Just download the app on your phone and invest a few dollars(or more). Just download the app on your phone and invest a few dollars(or more).

Investments 130

Investments Accounting Securities Marketing 130

Accountancy Today

JUNE 2, 2025

FRP Corporate Finance has helped support technology firm, Tradeteq, on its sale to working capital structuring and advisory firm, Silver Birch Finance. Since its launch in 2016, the business has attracted significant backing, allowing it to invest more than $40m (29.5m) in building its technology platform.

Corporate Finance 40

Corporate Finance Finance Sales Securities 40

CFO News Room

DECEMBER 21, 2022

Is it possible to invest in real estate with no money? You can invest in real estate with little to no money upfront, but it’s more complicated than the promoters make it seem, and you’ll need to be patient. Physical Real Estate Investing: Four Things to Consider. How to Invest in Physical Real Estate with No Money.

Investments 130

Investments Finance Construction Budgeting 130

Nerd's Eye View

MAY 29, 2024

And while many businesses can build up substantial value over the years, the downside is that, when that value is realized upon the sale of the business, a large amount of it is treated as taxable income. One way to reduce the tax impact of selling a small business is by using an installment sale. Under IRC Sec. Under IRC Sec.

Sales 98

Sales Credit Risk Investments Accounting 98

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. If you are concerned that you are going to be hit with a sales pitch for that book, far from it!

Corporate Finance 123

Corporate Finance Valuation Investments Finance 123

CFO News Room

DECEMBER 12, 2022

M1 Finance is a personal finance company that offers a variety of financial services, including investment management, portfolio analysis, and stock trading. But does that mean they are safe for you to invest your money? While M1 Finance is a safe and legitimate company, it’s important to remember that all investments come with risk.

Finance 130

Finance Investments Securities Accounting 130

Global Finance

FEBRUARY 5, 2025

That goal will depend partly on the success of an associated Foreign Direct Investment Strategy aimed at significantly boosting FDI across the board. EVs are expected to account for 30% of total auto sales by the end of this year. The goal is for Turkey to account for 1.5% of global FDI and 12% of regional FDI by 2028.

Foreign Exchange 117

Foreign Exchange Economics Investments Prioritization 117

Global Finance

JULY 23, 2024

Significantly, Mizuho CEO Masahiro Kihara said the bank will either pass on the proceeds from its sales of equity holdings to investors as dividends or invest them in growth-directed activities, and Sumitomo Mitsui aims to reduce the market value of its equity holdings to less than 20% of the value of its consolidated net assets.

Sales 111

Sales Banking Investments Planning 111

CFO News

MAY 12, 2025

Motilal Oswal and Raamdeo Agrawal invested $100 million in Zepto through a secondary transaction, valuing the company at $5 billion. The founders' investment is part of a larger $350 million secondary share sale, attracting interest from other investors like Edelweiss and Hero Fincorp.

Investments 40

Investments Sales 40

Global Finance

NOVEMBER 4, 2024

Fitch Analyst Hebbertt Soares notes that Tesla’s integrated business model, which bypasses traditional sales channels, may establish a blueprint for achieving top-tier credit ratings in a sector often limited by data and regulatory scrutiny. Tesla’s sterling borrower pool also supports the top investment grade rating.

Finance 106

Finance Benchmarking Prioritization Sales 106

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create?

Investments 110

Investments Marketing Accounting Numbers 110

Future CFO

SEPTEMBER 23, 2024

As the business world's thirst for mastering technological advancements properly intensifies, with the seemingly never-ending developments in artificial intelligence, automation, and machine learning, it is expected that organisations steer their priorities towards investments on the IT side.

Investments 97

Investments CFO Leverage Leadership 97

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 118

Investments Valuation Construction Marketing 118

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. One is that the failure rate of acquisitions is 70% to 75%, where those acquisitions dont increase sales or decrease costs or create shareholder value. What is it about the current M&A environment that prompted you?

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Barry Ritholtz

MAY 21, 2025

This pronouncement motivated subsequent blog posts (notably in 2005 and 2021 ) and a full chapter in “ How Not to Invest.” A fallible human being publishing their uninformed opinion in print should never be the basis for making any intelligent investment decision. and the Nasdaq 100 of -15.9%.

Forecasting 82

Forecasting Retail Investments Sales 82

Accountancy Today

MAY 14, 2025

FRP Corporate Finance has revealed it has advised GEV Wind Power, a global specialist services provider to the wind energy industry, on its sale to Certek. The team completed a thorough marketing and sales process which attracted the attention of numerous potential industry buyers as well as private equity acquirers.

Corporate Finance 40

Corporate Finance Finance Sales Compliance 40

Global Finance

OCTOBER 28, 2024

None of which, however has thus far discouraged foreign direct investment. A leading foreign company operating in Togo is Heidelberg Material, which is planning new investments in environmental and industrial sectors and funding sustainable solutions in cement production using alternative materials. GRP growth (2023): 5.4%

Economics 98

Economics Manufacturing Investments Currencies 98

Nerd's Eye View

NOVEMBER 14, 2024

As the financial advice industry began shifting from a sales-based model to a more sustainable asset management approach, advisors found their roles shifting along with it.

Communication 98

Communication Leverage Sales Investments 98

CFO News

JUNE 6, 2025

This investment, part of Goldman Sachs' private credit strategy, helps Jubilant avoid excessive debt while limiting equity dilution. Goldman Sachs Asset Management has provided $600 million to Jubilant Bhartia Group through convertible preference shares, aiding their $1.5 billion acquisition of a 40% stake in Coca-Cola's Indian bottling unit.

Sales 40

Sales Investments 40

Bramasol

JANUARY 28, 2025

SAP S/4HANA Cloud Private Edition also introduced new features, including AI-assisted master data governance, AI-assisted sales order fulfillment monitoring, AI-assisted conversational planning, and more. During the same timeframe, 60% of S/4HANA sales were to new clients, with 41% opting for RISE and 45% selecting GROW.

SAP 77

SAP Data Analysis Leverage Manufacturing 77

CFO Talks

MARCH 18, 2025

Its calculated as: (Revenue – Cost of Goods Sold) Revenue 100 A higher percentage means youre keeping more money from each sale. Return on Equity (ROE) This shows how much profit a company makes with the money shareholders have invested. Debt-to-Equity Ratio This compares total debt to shareholder investment.

Numbers 52

Numbers Sales Investments Accounting 52

Global Finance

DECEMBER 16, 2024

To date, we have been using an AI algorithm to try to achieve two things: first, to enhance our sales efficiency, by better predicting the next products for our markets; and second, to personalize the service for our customers. AI can be expensive, so how does the cost impact return on investment?

Banking 106

Banking Finance Leverage Technology 106

Nerd's Eye View

NOVEMBER 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Advisor sales enablement platform Nitrogen has announced its own feature for extracting information from prospects' investment statements that can be automatically fed into Nitrogen's analysis and proposal generation tools, which (..)

Planning 97

Planning Communication Technology Sales 97

CFO Thought Leader

JANUARY 5, 2025

In our latest Planning Aces episode, Jack Sweeney teams with performance management guru Brett Knowles to spotlight three finance leaders tackling one of businesss most critical challenges: aligning sales, operations, and finance around a common goal.

CFO 52

CFO Strategic Planning Finance Corporate Finance 52

CFO Thought Leader

FEBRUARY 27, 2025

He discusses how Extreme Networks leverages AI to improve sales enablement, optimize network management, and drive ROI. His insights reveal how finance leaders must evaluate AI investments not just by cost savings, but by long-term strategic impact.

CFO 52

CFO Leverage Sales Investments 52

Musings on Markets

NOVEMBER 14, 2024

Earlier this year, I looked at impact investing , as a subset of ESG investing, and chronicled the trillions put into fighting climate change, and the absence of impact from that spending. In critiquing sustainability, I may be swimming against the tide, but less so than I was five years ago, when I first wrote about these issues.

Economics 99

Economics Investments Banking Sales 99

CFA Institute

DECEMBER 4, 2024

Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. During his career, Ennis received lifetime achievement awards from CFA Institute and Investment Management Consultants Association. Becker & Co.

Management Consulting 52

Management Consulting Financial Analyst Investments Sales 52

Barry Ritholtz

JANUARY 24, 2025

The firm is owned by Mass Mutual, and half of its $431 billion in invested assets are from the insurance giant, with the rest coming from institutional investors. He also spent 5 years as the company’s President, overseeing a majority of Barings business sectors, including investments, sales, operations and tech.

Leadership 78

Leadership Investments Sales Banking 78