E78 Partners

MAY 23, 2023

Very often, PE backed companies have found the best approach is to leverage an Interim CFO who can address time-sensitive key initiatives that the company can’t afford to wait on while also laying a strong foundation for a future permanent hire. Several factors contribute to this high turnover rate.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Strategic Planning 52

PYMNTS

OCTOBER 8, 2018

billion acquisition of GitHub , the coding website. Marking its largest acquisition since it acquired LinkedIn in 2016 for $26 billion, Microsoft is acquiring GitHub to increase its cloud computing business so it can better take on rival Amazon with its Amazon Web Services. The deal will be decided by the EU by Oct.

Leverage 68

Leverage Technology Retail Planning 68

Barry Ritholtz

DECEMBER 5, 2023

What was the original career plan? Michael Fisch : 00:01:39 [Speaker Changed] The original career plan was to be employed and provide a safety net for my mother and my two sisters. They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets.

Mergers and Acquisitions (M&A) 69

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

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Moderator – Michael Landers, Partner, ABIP Advisors | mlanders@abipcpa.com.

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

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. He warned about potential FP&A burnout as we move from the pandemic to annual planning cycles.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Auditing Accounting 52

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today. I’m a big fan of multidisciplinary approaches. He eventually goes to a Forstmann Little where he’s one of the first five founding partners. They grew a business where they issued junk debt.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

PYMNTS

MARCH 30, 2018

Kenna said it plans to use the funds to expand its team, focus on sales and continue innovation efforts. The investment will be used to expand its API platform as well as its connector ecosystem, while Kloudless also plans to roll out new solutions to automate the integration process. PYMNTS breaks down the latest deals below.

Startups 46

Startups B2B Mergers and Acquisitions (M&A) Accounts Payable 46

CFO News Room

DECEMBER 27, 2022

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

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

MARCH 5, 2024

I’m looking forward to our conversation. I 00:01:24 [Barry Ritholtz] Am also, I’m very familiar with Magnetar and, and its history. . ~~~ This is not an official transcript. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. They have an incredible track record. David Snyderman. Louis for college.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 57

PYMNTS

JULY 1, 2019

And this week, the theme wasn’t just working hard – it was working together, as the major news mostly came from the world of mergers and acquisitions. The assets gained in the acquisition help banks control or suspend tokenized bank account numbers, limit token use to specific channels and even set spending limits.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Accounting Construction Securities 40

Barry Ritholtz

DECEMBER 14, 2022

But she answers a question, I’m just sitting there dumbfounded by how she’s just like, oh my God, that’s just an absolutely comprehensive explanation about something I had no idea about, and now I feel like I really know. You started your career doing M&A at Goldman Sachs. What was that like?

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Investments Construction Concentration 61

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.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

APRIL 4, 2023

You start at Drexel in the M&A group, what was that, like? And I got the opportunity to work with some really interesting folks who continue today to be involved in private equity and private credit, and then see them all the time and I’m very proud of that time. This is really a fascinating story. It was a great time.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57

Barry Ritholtz

FEBRUARY 7, 2023

RITHOLTZ: So, let’s talk a little bit about your career, which began as a reporter, went into M&A banking, and then went back to writing. He is one of the co-founders of Puck. He is a writer for Vanity Fair, for the New York Times, for Bloomberg. It’s deeply researched, deeply reported, and really a very enjoyable read.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 26, 2022

Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan. Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment.

Mergers and Acquisitions (M&A) 130

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