CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. 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.

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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. So, so those numbers are astonishing. What can I tell you?

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

Barry Ritholtz

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? Previously she was co-head of the bank’s Innovation Economy Group. It’s a pleasure to be here.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Future CFO

JULY 22, 2021

Global deal values was in excess of US$1 trillion per quarter over the past 12 months as the first six months of 2021 saw record levels of dealmaking both in terms of deal volumes and values, said PwC recently when releasing its Global M&A Industry Trends: 2021 mid-year outlook. The pursuit of strategic advantage is powering deals.

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Mergers and Acquisitions (M&A) Valuation Manufacturing Leverage 52

Global Finance

MAY 10, 2024

Manufacturing shows promising signs of recovery while nearshoring and friendshoring in new markets are becoming stronger trends. But the top-line numbers obfuscate an enormously mixed picture beneath the surface. As recent history has consistently demonstrated, there is nothing more certain than uncertainty. At an estimated $1.37

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Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

Barry Ritholtz

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. 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.

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

Barry Ritholtz

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. So I’m a happy camper. This is Masters in business with Barry Ritholtz on Bloomberg Radio. 00:01:17 [Speaker Changed] Thanks Mary.

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

CFO Talks

FEBRUARY 9, 2023

and join our community of accounting and finance executives. She also held executive positions at Galaxy Jewellers, ADT, Shoprite, M&L Distributors and LPA Distributors. 1X ‘ I am basically your CFO on call’ Welcome to the CFO Club Africa podcast, where we interview leading CFOs from Africa and beyond. Go to www.cfoclub.co.za

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Mergers and Acquisitions (M&A) CFO Manufacturing Accounting 52

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.

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Mergers and Acquisitions (M&A) Investments Finance Banking 59

Barry Ritholtz

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. Jenny Johnson is CEO of investment giant Franklin Templeton. They run about a $1.5 RITHOLTZ: Right.

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Mergers and Acquisitions (M&A) Investments Technology Finance 88

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. So with no further ado, my conversation with Steve Case.

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Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

Global Finance

APRIL 5, 2025

The numbers were buoyed mainly by the banks three main areas of operations: North America, Latin America, and Europe, where the bank controlled a commanding 8.3%, 9%, and 4.4% BofA also scored big on M&A despite the somewhat subdued activity, serving as the lead financial adviser for the buy side in the $1.9 billion).

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

Global Finance

APRIL 3, 2025

Surge In IPO And M&A Activity Opportunities are also opening up in the regions capital markets. Last year saw a strong rebound in MENAs investment banking sector, with 701 mergers and acquisitions, up from 679 in 2023, totaling more than $92 billion in value, up 7%. Last year was a sadly eventful one for the Arab world.

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Mergers and Acquisitions (M&A) Economics Pharmaceutical Banking 59

Barry Ritholtz

NOVEMBER 28, 2023

The merger was tumultuous. And Jamie did a great job of sort of reminding people that the enemy was outside the business, but he quickly uncovered where the merger had not executed the way it meant to. . ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Peter Atwater, welcome to Bloomberg.

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Mergers and Acquisitions (M&A) Banking Economics Investments 103

Barry Ritholtz

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. He is one of the co-founders of Puck.

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Mergers and Acquisitions (M&A) Banking Investments Restructuring 103