E78 Partners

MAY 14, 2025

As firms navigate rising interest rates and extended holding periods, Chief Information Officers (CIOs) are transitioning from traditional IT roles to strategic leaders who address challenges like legacy systems, cost pressures, and M&A complexities. Firms that empower CIOs to lead strategically will gain a competitive edge.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MARCH 4, 2025

It’s really kind of fascinating ’cause if you remember back 20, 25 years ago, wall Street and the large investment banks and brokers were kind of accused of moving up market and abandoning that whole middle section and allowing private equity to get a a toehold there. Melissa Smith, Melissa Smith : Thank you so much for having me.

Banking

CFO Dive

JULY 10, 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. Samuel Corum via Getty Images The recently-enacted “ One Big Beautiful Bill Act ” could help lift sagging merger-and-acquisition volume numbers by creating a more attractive environment for dealmaking on the U.S.

Mergers and Acquisitions (M&A)

CFO Talks

SEPTEMBER 10, 2024

Navigating Mergers and Acquisitions: A Strategic Guide for CFOs in South Africa Mergers and acquisitions (M&A) are powerful tools for growth, diversification, and innovation in today’s competitive business landscape. However, they come with inherent risks and complexities.

Mergers and Acquisitions (M&A)

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. ” Checklist-driven integrations typically fail to prioritize key objectives, lack proper focus, and are inefficient to manage. .”

Mergers and Acquisitions (M&A)

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. ” Checklist-driven integrations typically fail to prioritize key objectives, lack proper focus, and are inefficient to manage. .”

Mergers and Acquisitions (M&A)

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. It’s a predicament that started to emerge as far back as 2018.

Mergers and Acquisitions (M&A)

Global Finance

OCTOBER 7, 2024

True to his reputation as a consummate dealmaker, Unicredit CEO Andrea Orcel is orchestrating one of the largest cross-border bank mergers ever in Europe. A Merrill Lynch mergers and acquisitions veteran, Orcel has a history—not always successful—in large buyouts. The markets are watching. It never materialized.

Mergers and Acquisitions (M&A)

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

Mergers and Acquisitions (M&A)

Planful

APRIL 16, 2021

While there’s no magic formula to define what’s “healthy” debt, you can answer these questions to decide if your company is ready to prioritize growth over business debt. Mergers and acquisitions (M&A) can increase market share, but they require big upfront investments.

Prioritization

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.

Mergers and Acquisitions (M&A)

Global Finance

JUNE 4, 2024

Chris Hagedorn, senior partner at McKinsey’s Transformation practice and leader of the firm’s transformational M&A work, speaks to Global Finance about how his firm works with clients at a time of high debt costs, tight labor markets, and a scarcity of available talent. There are three parts to how we think about transformation.

Mergers and Acquisitions (M&A)

Future CFO

MARCH 13, 2024

Arun Dhingra Of those surveyed, 82% reported that their role has grown significantly, with the vast majority of CFOs citing how new complexities across environmental, social, and governance matters , mergers and acquisitions , and corporate strategy are driving sweeping change - and opportunity - within their role.

CFO

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

Mergers and Acquisitions (M&A)

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. He can be reached at [email protected].

Mergers and Acquisitions (M&A)

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Pundits continue to expect “SECURE 2.0”

Mergers and Acquisitions (M&A)

Corporate Finance Associates

NOVEMBER 9, 2021

The report below gives a good overview of the Fall 2021 M&A activity in the Food and Beverage Industry Sector. The global functional foods and beverage market was valued at $281.14 The market is predicted to grow at a CAGR of about 9.5 % between the forecast period 2021 and 2028. Posted by Jurgen van Dijk.

Mergers and Acquisitions (M&A)

The Big Picture

JULY 8, 2025

She’s had, you know, just about every job on the buy side and sell side, including portfolio manager, consultant to LBOs and m and as she’s just done so much stuff, it’s so interesting that she really brings just this unique set of experiences to Citi. I, I’m so glad I finally got, got you here.

Mergers and Acquisitions (M&A)