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. Here are 5 recommendations to help you build a future-ready technology strategy. For business leaders, this question is central to long-term success.

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Global Finance

MAY 1, 2025

M&A activity got off to a strong start in 2025, with global deal value surpassing $1.2 Mounting recession fears, renewed trade tensions, and shifting political winds are weighing heavily on corporate dealmakers and private equity firmsparticularly in the US, where valuations remain flat. Consider the numbers. billion (7%).

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

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.

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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.

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 57

Global Finance

DECEMBER 27, 2024

Private equitys $2 trillion pile of cash is set to fuel M&A opportunities in 2025. Often referred to as dry powder, this cash pile has been accumulating since the last big global mergers-and-acquisitions blowout, in 2021, when volume reached a whopping $5.9 trillion, according to Dealogic. In 2025, its a different scenario.

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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.

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The CFI Group

APRIL 24, 2025

IN COOPERATION WITH INDUSTRY MAGAZINE EMERCE Following our in-depth analysis of the Dutch M&A market for digital agencies in 2024 , we continue to explore the evolving landscape of mergers and acquisitions in this dynamic sector. Q1 and Q3 were notably quiet, reflecting a cautious sentiment among investors and founders.

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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. Ron Shake is a legend in the fast casual dining space. It was a business.

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VCFO

NOVEMBER 18, 2021

Merger & Acquisition Integration Plans. The M&A term sheet has been negotiated, due diligence has been completed and the valuation plus the timing has been agreed upon by both sides. Why Mergers & Acquisitions Fail. Lack of an acquisition integration strategy is a sure-fire way to fail.

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Mergers and Acquisitions (M&A) Planning Strategic Planning Corporate Finance 54

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. However, they come with inherent risks and complexities.

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

Future CFO

NOVEMBER 26, 2023

There are five key M&A trends for 2024 while AI would reignite the global market, said WT W recently. However, the potential for disruption in 2024 remains considerable and the outlook for the M&A market hard to predict, with high borrowing costs, geopolitical conflict, and a packed election calendar around the world, WTW said.

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Future CFO

JANUARY 9, 2022

Global M&A to remain strong in 2022 as valuations reach historic highs, said Willis Towers Watson (WTW) recently. Based on share-price performance, companies making M&A deals outperformed the World Index[1] by +1.4pp (percentage points) on average, the firm added. Highlights. Source: Willis Towers Watson.

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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. The largest drops came among deals for Technology and Healthcare & Life Sciences assets, the firm pointed out.

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Mergers and Acquisitions (M&A) Profit and Loss Healthcare Valuation 52

Future CFO

NOVEMBER 19, 2023

There are several top M&A trends in 2004, according to advisory firm Gartner. The top M&A trends in 2024 identified by the research firm are as follow. The top M&A trends in 2024 identified by the research firm are as follow.

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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

JUNE 27, 2017

Companies and investment funds are adding an extra layer of scrutiny to mergers and acquisitions by hiring cybersecurity experts to screen targets for security risks. According to Bloomberg Technology , the need for cybersecurity expertise became clear after a 2014 Yahoo! It will become a pillar of M&A decisions.”.

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Global Finance

JUNE 10, 2024

Strong Bank, Weak Lending The reforms that followed the financial 2008-2009 crisis fixed the banking system, spurring a multitude of acquisitions that has sharply reduced the number of institutions and made the industry more stable, says Juan Dolado, professor of economics at Carlos III University in the Madrid’s greater metropolitan area.

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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). raised $10 million from SEB Bank and Seed Capital for its commercial card technology. Venture Capital Funding. Also in the U.K.,

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Global Finance

OCTOBER 9, 2024

Bank partnerships proliferate as the quest to deliver real-time payments intensifies. But with added speed comes added risk. Why settle for slow? When it comes to processing payments, it’s better for a bank to be “always on,” says Debopama Sen, Citi Services’ head of Payments in the Treasury and Trade Solutions business.

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PYMNTS

SEPTEMBER 19, 2019

Deposit Solutions provides open banking technology that allows more than 100 banks across 18 countries to offer their customers products from third-party banks. Deposit Solutions is now Germany’s second-largest FinTech unicorn, CNBC reported, with a valuation exceeding €1 billion ($1.1 Deutsche Bank has acquired a 4.9

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Banking Mergers and Acquisitions (M&A) Restructuring Valuation 75

Future CFO

JULY 12, 2021

In a February 2021 report , Morgan Stanley ’s global head of M&A, Rob Kindler said: “All the elements are there for an active M&A market in 2021, from corporations looking for scale and growth to private equity firms and special-purpose acquisition companies (SPACs) looking to invest capital.”. COVID-19 is no different.

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Mergers and Acquisitions (M&A) CFO Valuation Healthcare 40

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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PYMNTS

DECEMBER 19, 2018

Tradeshift , a company that provides supply chain payments and digitization solutions, announced the acquisition of partner Babelway on Tuesday (Dec. “We’ve been partnering with Babelway for over six years, and in that time have seen the massive value their technology provides for our users.

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Mergers and Acquisitions (M&A) B2B Valuation Investments 51

Future CFO

JULY 22, 2021

Global deal values was in excess of US$1 trillion per quarter over the past 12 months as the first six months of 2021 saw record levels of dealmaking both in terms of deal volumes and values, said PwC recently when releasing its Global M&A Industry Trends: 2021 mid-year outlook. The pursuit of strategic advantage is powering deals.

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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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PYMNTS

SEPTEMBER 13, 2020

The firm was founded last year to acquire businesses through mergers. The firm was founded last year to acquire businesses through mergers. Last year, Opendoor raised $300 million, giving it a valuation of $3.8 Last year, Opendoor raised $300 million, giving it a valuation of $3.8 II, according to Bloomberg sources.

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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

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. billion , representing a 4.7 percent spike in growth compared to 2014.

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PYMNTS

JANUARY 3, 2017

Le Moal said the game of acceleration of growth is no longer just for mature markets — with bigger mergers and acquisitions (M&A) taking place in emerging markets, he expects to also see truer valuations activities. Prediction #3: Funding and Valuations. Prediction #1: Disruption. Prediction #2: Consolidation.

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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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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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PYMNTS

OCTOBER 2, 2020

The mergers and acquisitions, the deal-making, the funding and IPOs among payments players may be just getting started. Western Union has been public about its desire for acquisitions. Special purpose acquisition companies (SPACs) have been all the rage, too. to go public.

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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).

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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. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Pundits continue to expect “SECURE 2.0” Enjoy the ‘light’ reading!

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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

And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also. 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.

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Future CFO

AUGUST 5, 2020

China's overseas M&A hit the lowest value Meanwhile, the announced overseas M&As of US$14.6 The country's overseas M&As in Europe continue to decline sharply, accounting for less than 20% of the total for the first time in the past seven years, the firm observed. Non-financial ODI amounted to US$51.5 YOY to US$107.2

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