Nerd's Eye View

AUGUST 12, 2022

Also in industry news this week: FINRA has submitted a revised proposal to reform the process for broker-dealers to request expungement of client disputes from their public record, which allows state securities regulators to be informed of and involved in the arbitration hearings that decide whether the expungement is granted.

Mergers and Acquisitions (M&A) 70

Mergers and Acquisitions (M&A) Healthcare Economics Numbers 70

Nerd's Eye View

AUGUST 12, 2022

Also in industry news this week: FINRA has submitted a revised proposal to reform the process for broker-dealers to request expungement of client disputes from their public record, which allows state securities regulators to be informed of and involved in the arbitration hearings that decide whether the expungement is granted.

Mergers and Acquisitions (M&A) 61

Mergers and Acquisitions (M&A) Healthcare Economics Numbers 61

Barry Ritholtz

DECEMBER 5, 2023

The transcript from this week’s, MiB: Michael Fisch, American Securities , is below. Michael Fish is co-founder and CEO of American Securities. I found this conversation to really be intriguing and I think you will also, with, with no further ado, my discussion with American Security, CEO, Michael Fish. You get a Stanford MBA.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

JANUARY 9, 2024

He brings an unusual background as both an m and a attorney and a derivative specialist at two of the best firms in the world for those spaces. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg. Matt has become this fascinating character in the world of Wall Street research and analysis and commentary. I, I won a prize for.

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

PYMNTS

AUGUST 31, 2020

In addition to steering their organizations through the murky and rocky waters of an economic downturn, treasury departments are securing a place at the decision-makers' table to offer higher-level guidance. Seeking Investment Opportunities. Corporates' investment opportunities are shifting dramatically, however.

Treasury 74

Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74

Corporate Finance Lab

MARCH 27, 2023

As many have pointed out, the practical implications of these new FDI rules for mergers and acquisitions (M&A) in the Benelux can hardly be overstated. As with merger control, the deal will not be able to close prior to the green light from the respective screening authorities (i.e.

Economics 57

Economics Mergers and Acquisitions (M&A) Investments Concentration 57

Barry Ritholtz

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. Jenny Johnson is CEO of investment giant Franklin Templeton. They run about a $1.5 RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

PYMNTS

SEPTEMBER 8, 2017

The company secured 8.6 Another $100 million will be used to invest in technology, with the rest funneled to “general corporate purposes” and mergers and acquisitions (M&A), according to reports. Chinese logistics company Best is hoping to raise $930 million through a U.S. trillion in revenue last year.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Startups Economics Securities 40

CFO Talks

FEBRUARY 9, 2023

and join our community of accounting and finance executives. She also held executive positions at Galaxy Jewellers, ADT, Shoprite, M&L Distributors and LPA Distributors. You’ve worked at many companies during your career, you’ve worked at Expert Mining Tools, Galaxy Jewellers, ADT in security, Shoprite in retail.

Mergers and Acquisitions (M&A) 52

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

Corporate Finance Lab

APRIL 16, 2023

While Special Purpose Acquisition Companies (SPACs) made a comeback to the American stock markets in 2020, Euronext Amsterdam became the SPAC champion on the old continent, with 16 SPAC listings ( FT, 17 February 2021 ). The structure of SPACs has a number of agency problems that were also present in previous generations of SPACs.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Investments Retail Economics 63

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Executive Summary. He can be reached at [email protected].

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Mergers and Acquisitions (M&A) Planning Valuation Securities 130

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.

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Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

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Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

PYMNTS

JULY 1, 2019

And this week, the theme wasn’t just working hard – it was working together, as the major news mostly came from the world of mergers and acquisitions. Tokenization, via Visa Token Service , has been an existing feature of Visa’s card security efforts for almost five years. Visa Beefs up Tokenization With a Rambus Buy.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Accounting Construction Securities 40

Barry Ritholtz

FEBRUARY 13, 2023

RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. And they took two of us, and I’m not sure how I made it through the strainer. He helps to oversee $2.5 trillion in various investments. I can keep babbling about how fascinating I found this discussion. You graduate Emory University with a degree in finance.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

PYMNTS

JULY 24, 2019

So far, 2019 has been a year of mergers, refashioning the roster of big (and getting bigger) payments solution providers, bringing myriad services under collectively fewer roofs, and perhaps leaving independent sales organizations (ISOs) and integrated software vendors (ISVs) wondering what’s next. Rewiring the Payments Ecosystem.

Sales 61

Sales Technology Numbers Marketing 61

PYMNTS

JULY 20, 2017

Data from the IT-Security Institute found 127.5 million malware samples last year, and while there is evidence that number may decline for 2017, researchers warned that these cyberattacks are becoming more sophisticated. Data from the IT-Security Institute found 127.5 In the first quarter of 2017, it reduced to every 4.2

Mergers and Acquisitions (M&A) 78

Mergers and Acquisitions (M&A) Math Technology Securities 78

Barry Ritholtz

APRIL 4, 2023

You start at Drexel in the M&A group, what was that, like? And I got the opportunity to work with some really interesting folks who continue today to be involved in private equity and private credit, and then see them all the time and I’m very proud of that time. This is really a fascinating story. It was a great time.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Finance Investments Banking 56

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

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Mergers and Acquisitions (M&A) Compliance Investments Finance 60

Barry Ritholtz

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. He is one of the co-founders of Puck.

Mergers and Acquisitions (M&A) 101

Mergers and Acquisitions (M&A) Banking Investments Restructuring 101

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. So with no further ado, my conversation with Steve Case.

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Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

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!). Pundits continue to expect “SECURE 2.0” Adam is an Associate Financial Planning Nerd at Kitces.com.

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Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. Enjoy the ‘light’ reading!

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

Barry Ritholtz

NOVEMBER 28, 2023

And what I was ended up doing though, was the beginning of what we call asset-backed securities today, pulling together credit card loans for Sears, for MBNA and first USA car loans. And, and commercial paper and asset-backed securities were the first securities that the Fed gave banks permission to underwrite.

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Mergers and Acquisitions (M&A) Banking Economics Investments 100