Global Finance

APRIL 4, 2025

Fintech giant Klarna has filed a registration statement to the SEC to propose an IPO, potentially transforming the dynamics of the global payments market. Its valuation has also fluctuated, peaking at $46 billion in 2021 before rapidly declining to $6.7 This IPO has the potential to significantly impact the payments market.

Marketing 52

Marketing Valuation Finance Planning 52

Global Finance

DECEMBER 26, 2024

With FX risk management, adaptability is critical because every company has its own risk profile shaped by its market, currencies, and business model. GTreasurys modular architecture allows treasurers to focus on what matters most: building a strategy that adapts to market changes without unnecessary complexity.

Treasury 59

Treasury Risk Management Currencies SAP 59

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Business Valuation - Determining the value of assets or entire companies. Forecasting - Estimating future financial outcomes based on historical data.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

E78 Partners

MAY 29, 2025

How middle-market PE firms are redefining the CFO role to maximize returns in an increasingly complex investment environment The private equity playbook is shifting. years a decade agoand deal multiples remaining elevated despite market volatility, the pressure on portfolio companies to deliver sustained value creation has intensified.

CFO 52

CFO Valuation Investments Technology 52

Barry Ritholtz

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Market Mayhem : As investors, we often rely on rules of thumb that fail us. The vast majority of market gains come from ~1% of all stocks. We prefer narratives over data.

Investments 125

Investments Math Concentration Numbers 125

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

CFO News

MAY 27, 2025

Anticipation of an upcoming IPO has propelled the National Stock Exchange of India's valuation to $58 billion in private markets, fueled by aggressive buying from wealthy investors. This surge coincides with efforts to resolve a longstanding legal dispute hindering listing plans.

Valuation 40

Valuation Planning Marketing 40

E78 Partners

NOVEMBER 25, 2024

This guide explores why transaction services are vital, the roles within transaction teams, and the advantages of embracing digital payments with E78 to stay ahead in an ever-changing market. The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

CFO Talks

FEBRUARY 26, 2025

A successful deal can lead to business growth, cost savings, and stronger market control. Companies consider M&A deals for many reasons, such as: Growing the Business Buying a company can help expand into new markets, add more customers, or introduce new products.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Valuation Compliance 52

Nerd's Eye View

JANUARY 28, 2025

We also talk Kay Lynn's current role managing her firm's mergers and acquisitions activity (including how she and her business partner decided to sell their previous firm to Merit rather than go through their own internal succession), why Kay Lynn sees more value in selling firms when their G2 advisors are also equity owners, even if the founder is (..)

Leadership 59

Leadership Valuation Planning Sales 59

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Valuation 98

Valuation Compliance Communication Planning 98

Barry Ritholtz

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investments 105

Investments Profit and Loss Math Accounting 105

Global Finance

DECEMBER 6, 2024

Despite these challenges, our overall outlook remains optimistic, with a strong economy providing a solid foundation for global markets. As the Federal Reserve embarks on a rate-cutting cycle, we anticipate a gradual decline in US Treasury rates, which could support equity valuations and enhance the appeal of income-oriented strategies.

Banking 52

Banking Communication Strategic Planning Leverage 52

Global Finance

JUNE 9, 2025

A dedicated incubator is planned for this program, along with a physical space to test prototype bank solutions. More recently, the lab launched its “beyondbanking” initiative, an effort to identify nonfinancial markets that OTP Group could penetrate. The coworking space will also host debates, workshops, and pitch days.

Startups 52

Startups Banking Compliance Investments 52

CFO Thought Leader

OCTOBER 28, 2024

Every Vantin (Vanta employee) wakes up each day with the opportunity to create a category, win market share, and delight our customers. Our recent growth highlights the impact: within just five years of entering the market, we surpassed $100 million ARR, raised a $150 million Series C at a $2.45 David Eckstein: Absolutely.

Leadership 64

Leadership CFO Finance Compliance 64

Musings on Markets

FEBRUARY 18, 2025

The second was a comment that I made on a LinkedIn post that had built on my implied equity premium approach to the Indian market but had run into a roadblock because of an assumption that, in an efficient market, the return on equity would equate to the cost of equity.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

E78 Partners

MARCH 28, 2025

trillion in global dry powder waiting to be deployed, and signs of an improving IPO market , PE firms are adapting to drive returns. Enhanced supply planning can cut inventory levels by 5% to 20%, reducing write-offs and improving margins by an additional 25 to 50 basis points. trillion in US dry powder and $2.1

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Healthcare 59

E78 Partners

MARCH 21, 2025

Approaches to Investing in Portfolio Companies Private equity firms use different strategies when investing in PortCos, depending on their risk tolerance, market conditions, and value-creation opportunities. Frequently used in fragmented industries where consolidation can drive efficiency and market dominance.

Mergers and Acquisitions (M&A) 52

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

CFO Thought Leader

APRIL 22, 2025

A swift minority IPO abroad raised capital at a premium valuation, cut leverage, strengthened Genworths balance sheetand put Uptons strategic acumen squarely on the CEOs radar. He champions AI pilots, rigorous downside planning, and a culture where selfdirected teams own decisions for nationwide agingcare solutions.

CFO 52

CFO Leadership Valuation Leverage 52

Future CFO

FEBRUARY 9, 2025

CFOs, with their unique understanding of financial risk and strategic planning, must champion cybersecurity initiatives and weave them into the core of their business strategy. s Kalyanpur noted that reputational risk, which can severely impact market capitalisation, is a major security concern, more so than the actual fines.

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO Talks

JUNE 20, 2025

Known for his cross-functional expertise and analytical mindset, Rajesh is passionate about empowering finance teams, scaling infrastructure businesses, and fostering innovation in emerging markets. I review financial news, plan key objectives for the day, and enjoy a quiet coffee to set my focus.

Mergers and Acquisitions (M&A) 52

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

CFA Institute

MAY 25, 2023

He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU. She is interested in valuation and data analysis and plans to study for a master's degree and pursue the CFA charter.

Concentration 52

Concentration Marketing Data Analysis Valuation 52

The Big Picture

JULY 1, 2025

What were the original career plans? So I arrived at Wellesley with the plan to do pre-med. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. And ultimately the decision was to focus more on developed markets. Velina Peneva : And then after five years, you can practice.

Investments 57

Investments Economics Valuation Marketing 57

E78 Partners

JUNE 12, 2025

In today’s market, private equity firms recognize that acquisition alone no longer drives sufficient growth. In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit. In 2025, top-performing firms go beyond sourcing deals.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 52

CFO News

MAY 5, 2025

LG Electronics is delaying its planned 15,000-crore IPO for its Indian entity due to volatile market conditions and macroeconomic uncertainty. The company prioritizes ensuring proper valuation and optimal timing for maximum synergy.

Prioritization 40

Prioritization Valuation Sales Planning 40

Global Finance

APRIL 5, 2025

The global mergers and acquistions (M&A) market might not have fulfilled every dealmakers fantasy of a roaring comeback in 2024. The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 The listed bond market is one place where RMB dominates, having arranged $1.9 IPOs, however, are enjoying a surge.

Mergers and Acquisitions (M&A) 52

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

Musings on Markets

NOVEMBER 7, 2024

The focus of my writing has always been on markets and companies, more micro than macro, and I am sure that you will find my spouting off about who I voted for, and why, off-putting, much as I did in his cycle, when celebrities and sports stars told me their voting plans.

Marketing 116

Marketing Forecasting Profit and Loss Finance 116

E78 Partners

MAY 14, 2025

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. Developing seamless integration plans, including data migration and system harmonization, ensure operational continuity and scalability, which are vital for commanding premium valuations.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

Global Finance

APRIL 5, 2025

In the TMT sector, the UKs Competition and Markets Authority approved a $19 billion merger between telecommunication companies Vodafone UK and Three UK, creating a mobile network provider with more than 27 million customers. It then served as the M&A and capital markets adviser to Diamondback. Lyndsey Zhang Healthcare: J.P.

Mergers and Acquisitions (M&A) 52

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

CFO Talks

JANUARY 30, 2025

Whether its breaking into new markets, attaining cash flow positivity, or preparing for an exit strategy, the vision must be clear and measurable. His approach involves working backward from desired outcomes, such as an EBITDA goal or exit valuation, and breaking these down into actionable steps and KPIs.

Communication 52

Communication CFO Valuation Construction 52

E78 Partners

JUNE 27, 2025

Many were acquired at peak valuations during a low-rate era and now face limited exit options. Scenario planning and stress testing, once quarterly exercises, are becoming weekly imperatives. Interim CFOs, sales leaders, and transformation experts can inject necessary momentum, especially when paired with a focused value-creation plan.

Benchmarking 52

Benchmarking Prioritization Valuation Leadership 52

Global Finance

DECEMBER 26, 2024

Citi Velocity is the winner of three awardsBest End-to-End Processing, Best Data and Analytics Platform, and Best Big Picture View of Positionsand provides extensive data coverage including a wide range of market data, including equities, fixed income, currencies, commodities, and derivatives.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Practice Management 98

Practice Management Valuation Compliance Planning 98

Global Finance

MAY 1, 2025

Mounting recession fears, renewed trade tensions, and shifting political winds are weighing heavily on corporate dealmakers and private equity firmsparticularly in the US, where valuations remain flat. Deals got done in Q1 but it has been slow and will probably get slower as the year progresses.

Mergers and Acquisitions (M&A) 52

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

CFO Strategic Partners

APRIL 14, 2025

Whether you’re a CEO or a department manager, a good grasp of financial principles helps you advocate for your goals, plan strategically, and stay on course when the unexpected happens. A well-planned budget should support your long-term goals as well as zeroing in on granular details.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40

CFO News

MAY 22, 2025

After a three-month lull, India's primary equity market is rebounding, with seven companies launching IPOs in May and more planned for June. This resurgence is fueled by a stabilizing secondary market, easing geopolitical tensions, and successful block deals.

Marketing 40

Marketing Valuation Planning 40