Mergers and Acquisitions (M&A) Prioritization Treasury 
E78 Partners
JUNE 17, 2025
Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. Successful firms prioritize the right synergies from Day One. What Are Synergies in M&A? A well-known example of financial synergy is the merger between Exxon and Mobil in 1999.
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.
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CFO Dive
JULY 10, 2025
Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. Samuel Corum via Getty Images The recently-enacted “ One Big Beautiful Bill Act ” could help lift sagging merger-and-acquisition volume numbers by creating a more attractive environment for dealmaking on the U.S.
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. Some may say, 'data is the next oil,' but it can't be if the company doesn't have the platform to optimize its use.".
Global Finance
SEPTEMBER 9, 2024
Corporate treasury professionals are reassessing investment strategies to stay agile and conserve cash amid interest rate shifts and geopolitical uncertainty. A sense of nervousness amid ongoing global disruption pervades strategic thinking across global treasury functions. It’s a predicament that started to emerge as far back as 2018.
CFO News Room
NOVEMBER 5, 2022
Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.
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