CSC Advisors

SEPTEMBER 6, 2022

There are a lot of things to consider, and merger and acquisition advisors are the perfect resources to help you as you decide. What Is M&A Advisory? M&A is a broad term that encompasses the work that intermediaries do during mergers and acquisitions.

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

CFO Strategic Partners

APRIL 14, 2025

5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. For business leaders, this question is central to long-term success. Let’s take a look at 5 reasons to accelerate your financial learning curve.

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E78 Partners

MARCH 21, 2025

Exit Strategy: Once a portfolio company reaches its target value, the private equity firm exits the investment through a sale, merger, or IPO, distributing returns to LPs and GPs. In private equity, the term PortCo is shorthand for portfolio company, referring to a business in which a private equity firm has made a strategic investment.

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

Barry Ritholtz

JANUARY 27, 2025

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast. What a fascinating guest. Mike Freno is chairman and CEO of Barings. They run over $431 billion in global assets.

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Mergers and Acquisitions (M&A) Investments Leverage Marketing 59

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.

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Barry Ritholtz

MAY 27, 2025

He began with a single restaurant, a single cookie store, and eventually parlayed that into a series of acquisitions, mergers, expansions, ultimately leading to the Panera Bread concept, which now has 2000 locations and does about six and a half billion dollars. Ron Shake is a legend in the fast casual dining space. It was a business.

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Mergers and Acquisitions (M&A) Investments Entertainment Numbers 52

Future CFO

MARCH 13, 2024

The role of chief financial officers continues to evolve beyond the finance function, according to a survey by leadership advisory firm Egon Zehnder. The findings demonstrate a major evolution that has “Super CFOs” tackling new challenges, addressing new priorities, and aspiring even more for the CEO role.

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CFO Mergers and Acquisitions (M&A) Leadership Auditing 52

Barry Ritholtz

DECEMBER 5, 2023

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. 00:01:24 [Michael Fisch] Thank you Barry. It’s a pleasure to be here. You get a Stanford MBA. What was the original career plan?

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Barry Ritholtz

MAY 20, 2025

So I’m a happy camper. Where you have a, you know, a paycheck to go back to business school full time, which I did and thought while I’m here I’ll take a few investing courses and see if I can use those to earn back the opportunity cost of going to business school for two years. What was the career plan?

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Mergers and Acquisitions (M&A) Investments Transportation Numbers 52

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. Unless it is a simple, small business, the valuation of the business can be complicated. Engaging valuation expertise is a good way to pave the path to success. Personal Transition Planning.

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Future CFO

APRIL 13, 2023

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. Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend.

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Mergers and Acquisitions (M&A) Communication CFO Leadership 52

Barry Ritholtz

FEBRUARY 13, 2023

RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments. I can keep babbling about how fascinating I found this discussion. You graduate Emory University with a degree in finance.

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Mergers and Acquisitions (M&A) Marketing Investments Education 59

CFO Talks

MAY 13, 2025

When M&A Dreams Meet Budget Reality Why the Real M&A Value Lies in Your Hands When the board signs off on a merger or acquisition, the room is filled with optimism. M&A is not a trophy strategy – its a technical, financial, and operational grind. And youre the one holding the spanner.

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Mergers and Acquisitions (M&A) Budgeting Leadership CFO 52

Barry Ritholtz

APRIL 8, 2025

00:01:58 [Speaker Changed] I’m just old. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week, really an extra, extra special guest. So she’s seen this industry from all sides. She’s directly responsible for a hundred billion dollars. Tell us what, what the career plans were.

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59