E78 Partners

MAY 15, 2025

In mergers and acquisitions (M&A) , success is often measured by financial performance, operational efficiencies, and strategic growth. Cultural integration is not a soft issue – its a critical component of M&A success. What Is Cultural Integration in Mergers and Acquisitions?

Mergers and Acquisitions (M&A)

E78 Partners

JUNE 17, 2025

Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. The experts at E78 share the types of M&A synergies that matter most in private equity add-ons and explain how to evaluate, capture, and scale them effectively. What Are Synergies in M&A?

Mergers and Acquisitions (M&A)

Global Finance

APRIL 5, 2025

Persistent inflation and volatile interest rates defined much of the M&A landscape in 2024, dampening buy-side confidence even as activity gained momentum. Since the beginning of this year, global M&A activity has totaled $418.9 billion (about $7 billion) acquisition of British financial services company Hargreaves Lansdown.

Mergers and Acquisitions (M&A)

Future CFO

JULY 15, 2025

Asia Pacific posted the strongest growth in M&A volume for the first half of 2025, recording a 97% year-on-year rise to US$572 billion, according to a research by Mergermarket. The post H1 M&A volume in APAC posts strong growth appeared first on FutureCFO. Buyouts in the Asia Pacific region also surged 168% to US$84.4

Mergers and Acquisitions (M&A)

Fpanda Club

JANUARY 23, 2025

As FP&A professional, how often do you feel that you do something you shouldnt? FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. So, the scope of FP&A: what is in and what is out?

Financial Planning and Analysis (FP&A)

Future CFO

JUNE 6, 2025

M&A activity in Southeast Asia surges in the first quarter of 2025, as deal value grew by 296.1% The report highlights that the broader Southeast Asian M&A market still recorded a 12.3% The post Report: M&A activity in Southeast Asia surges in Q1 appeared first on FutureCFO. quarter on quarter. of total deal value.

Mergers and Acquisitions (M&A)

Global Finance

JUNE 27, 2025

In Italy, it was triggered by Intesa’s merger with UBI in 2020, which widened the market share gap with smaller players. Earlier this year, Monte dei Paschi, Italy’s oldest bank, took the country by surprise when it proposed a $14 billion all-share merger offer for private investment bank Mediobanca.

Mergers and Acquisitions (M&A)

The Finance Weekly

OCTOBER 29, 2024

Financial modeling can also help in performing sensitivity analysis, preparing budgets for capital expenditures, and evaluating the potential value of mergers or acquisitions. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.

Financial Modeling

CFA Institute

DECEMBER 8, 2023

He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He earned his chartered financial analyst (CFA) designation in 2015.

Mergers and Acquisitions (M&A)

CFA Institute

JULY 14, 2023

He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He earned his chartered financial analyst (CFA) designation in 2015.

Mergers and Acquisitions (M&A)

Global Finance

APRIL 5, 2025

You saw some big [TMT] deals in the US, but also here in Europe, McKinseys Mieke Van Oostende, a senior partner in Brussels and co-leader of the consultancys global M&A practice, tells Global Finance. The GEM sectors wave of M&A was driven by the race for resource security. Mineral resources also took center stage. billion ($3.3

Mergers and Acquisitions (M&A)

CFA Institute

NOVEMBER 11, 2024

In 2000, Fridson became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. He has been a guest lecturer at the graduate business schools of Babson, Columbia, Dartmouth, Duke, Fordham, Georgetown, Harvard, MIT, New York University, Notre Dame, Rutgers, and Wharton, as well as the Amsterdam Institute of Finance.

Mergers and Acquisitions (M&A)

CFA Institute

AUGUST 30, 2023

He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He earned his chartered financial analyst (CFA) designation in 2015.

Mergers and Acquisitions (M&A)

Future CFO

JANUARY 6, 2025

Key recommendations include clarifying and amending tax rules, such as the deductibility of costs for carbon offsets and conditions for tax allowances for mergers and acquisitions (M&A), which have been viewed as limiting for businesses," says Rohan Solapurkar , business tax leader at Deloitte Singapore. "A

Mergers and Acquisitions (M&A)

E78 Partners

MARCH 28, 2025

For PE operating partners, five key areas stand out as essential drivers of value creation: operational efficiency and margin improvement, digital transformation and AI integration, add-on acquisitions and consolidation, exit readiness, and talent optimization. While PE-backed exit value increased 7.6%

Mergers and Acquisitions (M&A)

Future CFO

JUNE 1, 2025

Simultaneously, opportunities arise from increased M&A activity, sectoral shifts towards technology and infrastructure, and innovative financing methods such as green financing and alternative deal structures. Smart & Intelligent treasury solutions are available and getting more and more acceptability by the users."

Economics

Global Finance

APRIL 5, 2025

Advisers enjoy an uptick in M&As and IPOs despite geopolitical uncertainty; whether 2025 maintains the energy remains to be seen. The global mergers and acquistions (M&A) market might not have fulfilled every dealmakers fantasy of a roaring comeback in 2024. billion acquisition of Kellanova.

Mergers and Acquisitions (M&A)

CFO Thought Leader

OCTOBER 29, 2024

At the time, Gronen was vice president of finance, responsible for assessing acquisitions and analyzing their outcomes. The merger cut $10 million in expenses, turning the combined business into a more profitable operation that was ultimately sold to a public company. Automation shortens this process to just a minute or two.

Mergers and Acquisitions (M&A)

CFO News

DECEMBER 20, 2024

Large private equity (PE) deals, high-profile corporate mergers such as RelianceDisney, AdaniACC and Ambuja, and Mankinds acquisition of Bharat Serums, along with a surge in IPO activity, have fuelled the M&A boom.

Mergers and Acquisitions (M&A)

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 Talks

JUNE 20, 2025

Currently serving as Group Chief Financial and Risk Officer at Link Africa and Interim CEO at BitCo Telecoms, Rajesh plays a pivotal role in capital raising, risk governance, M&A strategy, and financial transformation. Playing a critical role in mergers and acquisitions at Neotel and Peresys.

Mergers and Acquisitions (M&A)

CFA Institute

NOVEMBER 9, 2023

She was also a vice president in corporate finance and mergers and acquisitions at Drexel Burnham Lambert, focusing on structuring financings for leveraged acquisitions and leveraged buyouts. Jonathan M. Meredith Birdsall, CFA, is a senior vice president and client portfolio manager for the Amundi US Fixed Income team.

Mergers and Acquisitions (M&A)

Global Finance

APRIL 5, 2025

It also played a significant role in boosting the mergers and acquisitions market from the debt side, arranging a $1.8 billion leveraged loan for Lone Star Funds as part of its acquisition of Carrier Globals commercial and residential fire unit. The US touted a 45% increase. Japan was the only major market to decline, by 3%.

Investments

E78 Partners

MARCH 21, 2025

Exit Strategy: Once a portfolio company reaches its target value, the private equity firm exits the investment through a sale, merger, or IPO, distributing returns to LPs and GPs. In private equity, the term PortCo is shorthand for portfolio company, referring to a business in which a private equity firm has made a strategic investment.

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)

Global Finance

OCTOBER 31, 2024

Meanwhile, banks across the country are responding to difficult times with an unprecedented wave of innovation. More than ever, Chinese banks are applying creative, expansive, and tech-savvy tools to strengthen innovation throughout their industry, a banking juggernaut with over 430 trillion renminbi ($60.7 trillion) in assets.

Mergers and Acquisitions (M&A)

Global Finance

MAY 1, 2025

M&A activity got off to a strong start in 2025, with global deal value surpassing $1.2 As of May 1, Dealogic shows US M&A value is at $575.6 In the US, M&A volume has decreased on a year-on-year basis, while most other markets in Asia and Europe have gone up, Takashi Toyokawa of Ignosi Partners, says. Not anymore.

Mergers and Acquisitions (M&A)

Global Finance

OCTOBER 29, 2024

The Fed deftly managed acquisitions by stronger partners, and competitors have quietly hedged the bond portfolio mismatches that started the trouble at SVB. Now the party is winding down as inflation recedes and central banks ease up, but not too fast. The Fed’s key interest rate is now at 5%, compared to 0.25% in early 2022.

Banking

Future CFO

JUNE 12, 2025

Digital transformation and innovation emerges as top deal drivers in Southeast Asia, making it a major motivator for M&A deals. According to Norton Rose Fulbright 's Global M&A trends and risks report, which is in collaboration with Mergermarket , the findings reflect the efforts to acquire new technologies and modernise businesses.

Mergers and Acquisitions (M&A)

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.

Mergers and Acquisitions (M&A)

The Big Picture

JUNE 23, 2025

Steve Laipply : So I had a good friend who said, Hey, I’m taking finance. Yet another extra special guest, Steve Lightly is global co-head of Bond ETFs and investment giant BlackRock. He helps to oversee over a trillion dollars in bond ETFs. I thought this conversation was really fascinating. Steve Laipply : Thanks for having me, Barry.

Mergers and Acquisitions (M&A)

Barry Ritholtz

JANUARY 27, 2025

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast. What a fascinating guest. Mike Freno is chairman and CEO of Barings. They run over $431 billion in global assets.

Mergers and Acquisitions (M&A)

Global Finance

APRIL 5, 2025

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 acquisition of Hawaiian Airlines by Alaska Air, completed in September 2024. billion acquisition of Hawaiian Airlines by Alaska Air, completed in September 2024. billion).

Mergers and Acquisitions (M&A)

Barry Ritholtz

APRIL 8, 2025

00:01:58 [Speaker Changed] I’m just old. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week, really an extra, extra special guest. So she’s seen this industry from all sides. She’s directly responsible for a hundred billion dollars. Tell us what, what the career plans were.

Mergers and Acquisitions (M&A)

Global Finance

JUNE 23, 2025

The insurance industry is undergoing a structural realignment in its approach to risk capitalization and transfer. Emerging threats, ranging from climate and cyber perils to evolving macroeconomic pressures, are forcing carriers to rethink how they provide for anticipated risks. “Heading into the mid-year renewals, we expect over $7.5

Mergers and Acquisitions (M&A)

CFA Institute

FEBRUARY 3, 2025

Awais Dilawer is an investment professional with 17 years of experience in private markets, specializing in both debt and equity. Additionally, he previously wrote for Entrepreneur magazine. Dilawer is a Level III CFA Candidate.

Mergers and Acquisitions (M&A)

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