Mergers and Acquisitions (M&A) Numbers Profit and Loss Valuation 
Future CFO
FEBRUARY 5, 2023
Bold moves in global M&A might appear in 2023 — a year full of uncertainties, said Bain & Company recently when releasing its 5th annual Global Mergers & Acquisitions Report. This can be measured in the superior shareholder return of M&A active companies, the firm said.
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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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. 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. Jeff Levine | Twitter).
Barry Ritholtz
DECEMBER 14, 2022
But she answers a question, I’m just sitting there dumbfounded by how she’s just like, oh my God, that’s just an absolutely comprehensive explanation about something I had no idea about, and now I feel like I really know. You started your career doing M&A at Goldman Sachs. What was that like?
CFO News Room
NOVEMBER 5, 2022
We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). While private valuations have soared in recent years, public markets continue to be less kind to RIAs.
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