CFO Talks

SEPTEMBER 10, 2024

Navigating Mergers and Acquisitions: A Strategic Guide for CFOs in South Africa Mergers and acquisitions (M&A) are powerful tools for growth, diversification, and innovation in today’s competitive business landscape. Track synergy realization monthly, adjusting forecasts and action plans as needed.

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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.

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Nerd's Eye View

JULY 7, 2023

Read More.

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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.

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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. 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.

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Future CFO

JANUARY 31, 2023

Global M&A activity will likely rise in the second half of 2023 as investors and executives look to balance short-term risks with their long-term business transformation strategies, said PwC recently when releasing its PwC’s 2023 Global M&A Industry Trends Outlook.

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PYMNTS

FEBRUARY 25, 2020

Southeast Asia’s ride-hailing giants Gojek and Grab are holding discussions about a possible merger, The Information reported on Tuesday (Feb. A merger would create one of the world’s most highly valued startups, with Gojek valued at $9 billion and Grab valued at $14 billion. A merger between Grab and Gojek could make $16.7

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PYMNTS

JANUARY 27, 2017

It’s been rather quiet on the unicorn front in past weeks, but some activity of note more recently did extend across mergers, acquisitions and even a downround. In other possible M&A news, Airbnb is reported to be in talks to acquire Tilt, a startup that would help expand the booking service into actual payments.

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Future CFO

FEBRUARY 8, 2022

There are three M&A success factors that dealmaking executives must understand to thrive in the sizzling M&A market that saw a record high value of US$5.9 trillion in 2021, said Bain & Company recently when releasing its fourth annual M&A report based on a global survey of more than 280 executives.

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Future CFO

JULY 12, 2022

When it comes to strategic M&A deal value, 2022 could be on track to reach US$4.7 In the first quarter of 2022, M&A deal value totalled only $599 billion, a steep drop from fourth-quarter 2021’s $970 billion, Bain said. . The year 2021 saw record deal valuations, with median enterprise value/EBITDA multiples at 15.4

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PYMNTS

NOVEMBER 22, 2019

According to Iron Pillar’s report, B2B startups need 50 percent less capital than startups providing consumer-facing products and services if they wish to achieve a $1 billion valuation (unicorn status). Indeed, WeWork’s recent troubles have shaken confidence in the tech startup funding environment. Venture Capital Funding. Also in the U.K.,

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CFO News Room

DECEMBER 10, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees. Adam is an Associate Financial Planning Nerd at Kitces.com.

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PYMNTS

DECEMBER 7, 2020

One of 2020’s highest high-flyers has been the special purpose acquisition corporation, or SPAC. It might be hard in the midst of roaring markets and headlines trumpeting Dow 30,000 to remember that one of 2020’s highest high-flyers has been the special purpose acquisition corporation, or SPAC. And as reported by CNBC Monday (Dec.

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Barry Ritholtz

JANUARY 27, 2025

Was finance always the career plan. 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.

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PYMNTS

SEPTEMBER 19, 2019

It is also planning a launch in the U.S. Deposit Solutions is now Germany’s second-largest FinTech unicorn, CNBC reported, with a valuation exceeding €1 billion ($1.1 A combination of the two German banks via a merger has been under discussion since 2016, before either was forced to restructure. Deutsche Bank has acquired a 4.9

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PYMNTS

NOVEMBER 21, 2018

Supply chain payments company Tradeshift is reportedly vying for an acquisition of Finnish eInvoicing and B2B payments company Basware. The funding pushed the firm’s valuation to $1.1 The B2B payments space is likely to see continued increases in M&A activity. Bloomberg reported on Tuesday (Nov.

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Spreadym

JULY 14, 2023

Some common types of financial models include: Budgeting and forecasting models : These models are used to estimate and plan future financial performance by projecting revenues, expenses, and cash flows over a specific period. They help in setting financial targets and evaluating the feasibility of business plans.

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Global Finance

JULY 29, 2024

Will Fed rate cuts and geopolitics fuel more M&A deals by GCC banks? Despite the chances of an erosion in earnings, however, merger and acquisition activity among GCC banks has gone quiet since it reached a pre-pandemic peak in 2019 when 11 deals worth $118 billion were consummated, according to data from PitchBook.

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PYMNTS

SEPTEMBER 16, 2020

Real estate platform Opendoor is set to go public via a merger with blank-check company Social Capital Hedosophia II in a deal that will value the combined company at $4.8 investor Ian Osborne are co-founders of the blank-check company or special purpose acquisition company (SPAC), one of the many they run. Palihapitiya and U.K.

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PYMNTS

DECEMBER 19, 2018

Tradeshift , a company that provides supply chain payments and digitization solutions, announced the acquisition of partner Babelway on Tuesday (Dec. ” Tradeshift has been focusing on merger and acquisition (M&A) activity to fuel growth in recent months.

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Barry Ritholtz

MAY 27, 2025

He began with a single restaurant, a single cookie store, and eventually parlayed that into a series of acquisitions, mergers, expansions, ultimately leading to the Panera Bread concept, which now has 2000 locations and does about six and a half billion dollars. What, 00:02:38 [Speaker Changed] What was the career plan, by the way?

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Future CFO

JULY 9, 2023

The first quarter of 2023 saw global mergers and acquisitions (M&A) activity continue to shrink as rising interest rates, high inflation and recession fears dampened deal-making. Despite dwindling deal numbers, lucrative M&A opportunities continue to be available for those with the appetite and eye for lower valuations.

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PYMNTS

MARCH 2, 2016

Private cybersecurity companies are putting plans to go public on hold as some cybersecurity stocks are being hit hard in the market. Rather than seeing private companies prepare for IPOs, venture capitalists and investment bankers expect 2016 to be a year of mergers and acquisitions throughout the cybersecurity market , WSJ reported.

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PYMNTS

JULY 3, 2018

” Convincing a bank to not only use a third party’s valuation of a small business in the underwriting process, but to also trust the accuracy of that valuation, is a tall order – but BizEquity may have taken a step closer. .” They never ask what your business is worth.”

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Barry Ritholtz

DECEMBER 5, 2023

What was the original career plan? Michael Fisch : 00:01:39 [Speaker Changed] The original career plan was to be employed and provide a safety net for my mother and my two sisters. They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets.

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Future CFO

APRIL 14, 2020

Business leaders are focussing on navigating the immediate impact that the global coronavirus outbreak has across supply chains, revenue and profitability, while rewriting capital strategies by reconfiguring capital allocation and M&A plans for the post-crisis world, said EY recently.

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Barry Ritholtz

MAY 20, 2025

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So I’m a happy camper. This is Masters in business with Barry Ritholtz on Bloomberg Radio. John Montgomery, he’s the founder of Bridgeway Capital, established in 1993.

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PYMNTS

JULY 19, 2017

Reuters went on to report that Flipkart plans to absorb the employees of Snapdeal but hasn’t said how many of its workers it will keep. A merger between the two Indian eCommerce firms would please SoftBank, granting it a large stake in India’s biggest eCommerce player if an all-equity deal were realized.

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Global Finance

MAY 10, 2024

The agency recorded a decline in international investment project announcements, particularly in project finance (21%) and mergers and acquisitions (16%). As recent history has consistently demonstrated, there is nothing more certain than uncertainty. At an estimated $1.37 At an estimated $1.37

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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. Adam is an Associate Financial Planning Nerd at Kitces.com.

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CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

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VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Unless it is a simple, small business, the valuation of the business can be complicated.

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Barry Ritholtz

MARCH 5, 2024

I’m looking forward to our conversation. I 00:01:24 [Barry Ritholtz] Am also, I’m very familiar with Magnetar and, and its history. . ~~~ This is not an official transcript. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. They have an incredible track record. David Snyderman. Louis for college.

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Future CFO

APRIL 13, 2023

M&As in times of crises On the topic of M&A, S&P reports suggest that overall APAC saw a decline of 11% in deal volume and 24% in transaction value in 2022. Globally, Morgan Stanley sees muted M&A activities in 2023. Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend.

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Barry Ritholtz

SEPTEMBER 26, 2022

He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing.

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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?

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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.

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