CFO Dive

SEPTEMBER 12, 2023

This year’s slow mergers and acquisitions market is having a knock-on effect on certain commercial real estate deals.

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Mergers and Acquisitions (M&A) Sales Marketing 223

CFO Selections

JUNE 3, 2024

Originally published: 8/14/17 Updated: 5/24/24 Preparation and expert guidance are key for successful middle-market business acquisitions, sales, and mergers. Owners and CEOs of middle-market companies may encounter a business acquisition or divestiture opportunity without the benefit of prior transaction experience.

Finance 98

Finance Accounting Sales Investments 98

Nerd's Eye View

NOVEMBER 22, 2023

However, given that all advisory firm owners will inevitably face the transfer (or dissolution) of their ownership stake, it’s important to consider what a future sale or merger might look like, as it’s far better for potential sellers to understand the steps involved well in advance rather than trying to figure it out on the fly!

Sales 82

Sales Compliance Economics Investments 82

CFO News

NOVEMBER 21, 2023

The chairman of a leading conglomerate said that while GST, introduced in 2017, sought to simplify the tax system and encourage compliance, there was no clarity on why and how the tax is being levied on transactions. "Today, "Today, so many resources are wasted on understanding demands and clarifying with concerned officials.

Compliance 95

Compliance 95

CFO News

MARCH 18, 2024

Vaibhav Choukse, Partner & Head - Competition Law at JSA Advocates & Solicitors, said the draft rules enlist certain kinds of M&A (Merger & Acquisition) transactions which will not require approval from the CCI.

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CFO News

JUNE 6, 2024

Mergers and acquisitions fell by 58%, but private equity deals rose by 49%. Largest deals include Google's $350 million investment in Flipkart and Manipal Health's majority acquisition of Medica Synergie. Deal activity in May dropped by 3% to $5.023 billion.

Investments 40

Investments 40

CFO Thought Leader

JUNE 5, 2024

At Goldman Sachs, he gained exposure to mergers and acquisitions, financial planning, and board-level responsibilities. His tenure at Prudential further solidified his strategic thinking capabilities, working on mergers and acquisitions across Latin America, Europe, and Africa.

CFO 52

CFO Finance Healthcare Education 52

Global Finance

FEBRUARY 4, 2023

While the decline of regional banks in Japan can be traced as far back as the mid-1980s and 1990s, led mainly by a series of bankruptcies up until around 2003, the precipitous drop since the mid-1990s has been mainly due to mergers and acquisitions.

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Mergers and Acquisitions (M&A) Banking 116

CFO Thought Leader

MAY 2, 2024

Levine emphasizes the critical importance of system and team integration from day one during mergers and acquisitions. His experience with cumbersome system integrations at Blackboard led him to prioritize seamless integration to maintain data integrity and operational efficiency in new acquisitions.

Mergers and Acquisitions (M&A) 52

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

CFO News

FEBRUARY 20, 2024

According to a recent report by Growthpal, there has been a marginal decline in mergers and acquisitions in the fintech space in 2023, with lending leading the acquisitions with about 30 per cent, followed by payments and wealthtech. Here's what the report revealed:

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Mergers and Acquisitions (M&A) 52

Future CFO

OCTOBER 3, 2023

The Association of Chartered Certified Accountants (ACCA) and the Institute for Mergers, Acquisitions, and Alliances (IMAA) signed a strategic cooperation deal to enhance their members’ corporate finance expertise.

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Mergers and Acquisitions (M&A) Corporate Finance Finance Education 52

E78 Partners

SEPTEMBER 5, 2023

When it comes to mergers and acquisitions (M&A), the path to success is often illuminated by a clear understanding of a company’s financial health. The Importance of Quality of Earnings Why is Quality of Earnings a crucial cornerstone of the due diligence process in mergers and acquisitions?

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Mergers and Acquisitions (M&A) Prioritization Numbers Accounting 59

PYMNTS

DECEMBER 6, 2020

Online payments firm Paysafe is nearing a deal with billionaire Bill Foley for a special purpose acquisition company (SPAC) merger, according to a Bloomberg report, intending for Paysafe to go public. Foley's Foley Trasimene Acquisition Corp. In addition, Foley launched another SPAC, Foley Trasimene Acquisition Corp.,

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Mergers and Acquisitions (M&A) Finance Accounting Planning 90

Focus CFO

FEBRUARY 27, 2024

Tune in to the latest Ignite Your Business® Podcast episode featuring Mike Derringer, Area President and Director of regional Support for FocusCFO, and discover valuable insight into important business topics such as mergers and acquisitions, preparing for accelerated growth and taking accountability in business.

Accounting 52

Accounting 52

Nerd's Eye View

DECEMBER 19, 2023

What's unique about Ted, though, is how his journey to facilitate financial advisor mergers and acquisitions started from selling his own $2.2-billion

Marketing 78

Marketing Manufacturing Planning Sales 78

PYMNTS

NOVEMBER 2, 2020

European payments rivals Nets of Denmark and Nexi of Italy have negotiated an “all-share” merger deal that would establish a large payments platform for the pan-European market, the companies said in a statement on Monday (Nov. Recent mergers and acquisitions (M&A) include Concardis Payment Group, Dotpay/eCard, P24 and PeP. .

Mergers and Acquisitions (M&A) 86

Mergers and Acquisitions (M&A) eCommerce Accounting Planning 86

PYMNTS

JUNE 29, 2020

revved a little higher Monday (June 29) as online car sales platform Shift announced it will go public in the third quarter via a complicated reverse merger arrangement. The company announced that it will merge with Insurance Acquisition Corp. IAC) in exchange for approximately $380 million in Insurance Acquisition Corp.

Planning 98

Planning Sales Leverage Marketing 98

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

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Mergers and Acquisitions (M&A) Tax Planning Valuation Sales 97

CFO News

SEPTEMBER 29, 2023

These include amendments to the competition law to introduce a threshold for merger and acquisition deals. India has taken a series of steps in recent years to bolster its competition regime.

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CFO News

DECEMBER 4, 2023

This move is intended to expedite the resolution of appeals in cases related to insolvency, mergers and acquisitions, and antitrust matters, reflecting the need for a robust dispute resolution system as the economy expands rapidly.

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Mergers and Acquisitions (M&A) Numbers 52

Embark With Us

FEBRUARY 17, 2022

No matter if it's a merger, acquisition, or straightforward investment, it's time to put your best foot forward, shine your company's metaphorical shoes, and give that external party an accurate but compelling reason to proceed with the transaction. When a transaction is on the horizon, you have to be on your A-game.

Investments 98

Investments 98

CFO News

SEPTEMBER 14, 2023

Gauri possesses twenty-seven years of experience in shareholder value creation, ESG, corporate governance, business partnering, mergers and acquisitions, treasury and funding, investor relations, cost management, taxation, financial accounting, and reporting.

CFO 52

CFO Treasury Cost Management Accounting 52

Nerd's Eye View

MAY 28, 2024

In this episode, we talk in-depth about how Jenny and her partner grew their firm from $19 million to $250 million of assets under management in just 7 years, thanks in large part to investing in a professionally designed website that highlighted their status as a women-run fee-only financial planning firm, how Jenny felt an increasing burden of operational (..)

Communication 52

Communication Compliance Planning Sales 52

CFO News

OCTOBER 16, 2023

India has experienced strong merger and acquisition (M&A) activities and a flourishing IPO market in 2023, making it a shining star in Asia, according to Tyler Dickson, head of investment banking at Citi.

Mergers and Acquisitions (M&A) 52

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

Global Finance

JUNE 10, 2024

Strong Bank, Weak Lending The reforms that followed the financial 2008-2009 crisis fixed the banking system, spurring a multitude of acquisitions that has sharply reduced the number of institutions and made the industry more stable, says Juan Dolado, professor of economics at Carlos III University in the Madrid’s greater metropolitan area.

Mergers and Acquisitions (M&A) 52

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

Nerd's Eye View

MAY 28, 2024

In this episode, we talk in-depth about how Jenny and her partner grew their firm from $19 million to $250 million of assets under management in just 7 years, thanks in large part to investing in a professionally designed website that highlighted their status as a women-run fee-only financial planning firm, how Jenny felt an increasing burden of operational (..)

Communication 52

Communication Compliance Planning Sales 52

Beacon CFO Plus

JANUARY 30, 2024

Mergers, Acquisitions, or Restructuring An outsourced CFO can play a pivotal role during any period of significant change—such as a merger, acquisition, or internal reorganization. Outsourced CFO services are cost-effective, providing access to high-level financial expertise without the long-term financial burden.

CFO 52

CFO Restructuring Leadership Strategic Planning 52

CFO News

SEPTEMBER 27, 2023

The Ministry of Corporate Affairs (MCA) is aiming for faster approvals of merger and acquisition (M&A) deals and quicker resolution of insolvency cases by the National Company Law Tribunal (NCLT). The MCA has filled most of the vacancies at the NCLT, bringing the total strength to 57 out of the sanctioned 63 members.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization 52

Beacon CFO Plus

NOVEMBER 15, 2023

No matter your industry, you must keep up with ever-changing market competition, regulatory requirements, talent acquisition needs, and new technology adoption. .” – Warren Bennis There is no shortage of challenges for new business owners, from startups to family-owned businesses or independently owned enterprises.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

Nerd's Eye View

NOVEMBER 28, 2023

What's unique about Peter, though, is how he and his business partner have built up their firm through a combination of organic growth, and a series of mergers and acquisitions all conducted within the Northwestern Mutual ecosystem, where Park Avenue Capital's size as one of the largest Northwestern Mutual offices in the country, and their ability (..)

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Mergers and Acquisitions (M&A) Finance Startups Numbers 79

CFO News

APRIL 21, 2023

The layoffs at the auditing firm will be higher in areas such as the financial advisory business, which has been affected by a slump in merger and acquisition activity, the newspaper said.

Auditing 52

Auditing 52

E78 Partners

APRIL 12, 2024

Step 1: Define & model the acquisition archetypes for planned M&A transactions There are various types of acquisitions that can be made, each with their unique purposes and overall integration strategies aimed at fueling growth through acquisition in a platform organization.

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Mergers and Acquisitions (M&A) Concentration Restructuring Planning 59

PYMNTS

JANUARY 8, 2021

8) that it has attained the needed green light from its shareholders, including the go-ahead from a supermajority of minority shareholders, to finish a proposed merger with blank-check company Acamar Partners Acquisition Corp., Acamar Partners Acquisition Corp. CarLotz, Inc. said on Friday (Jan. according to an announcement.

Retail 80

Retail Securities Sales 80

Future CFO

MAY 12, 2024

Sophie Fischer (SF): I first became passionate about merger and acquisition transactions in my teenage years in high school. There’s nothing more satisfying than seeing an acquisition you’ve worked on successfully grow and scale within your organisation, although in my role, you spend most of the time looking to the future!

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Mergers and Acquisitions (M&A) Leadership SAP Securities 52

Future CFO

NOVEMBER 26, 2023

According David Dean, Managing Director, Mergers & Acquisitions, at WTW, the five key M&A trends for 2024 are as follows. In the fast-paced M&A world, AI is also rapidly emerging as a game-changer and has the potential to significantly speed up M&A deals, from due diligence to post-merger integration.

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

Barry Ritholtz

DECEMBER 2, 2023

and worked in the mergers and acquisitions department of Goldman Sachs. He is a managing member of the general partners of the American Securities Partners’ series of private equity funds and a member of the investment committee of AS Birch Grove.

Securities 99

Securities Benchmarking Retail Investments 99

Focus CFO

MAY 31, 2023

His experience also encompasses public and private debt placement, mergers and acquisitions, and operations turnaround. Mike has over 40 years of experience in global finance and manufacturing operations, including working directly with entrepreneurs, high net worth family businesses, and private equity firms.

Manufacturing 52

Manufacturing Finance 52