Barry Ritholtz

SEPTEMBER 21, 2023

My morning train WFH reads: • Peek Inside America’s Largest Privately Owned Company : Cargill’s business model has worked for 158 years. Financial Times ) • The Geography of Working From Home Begins to Shift Again : Remote work was still most common in 2022 in neighborhoods strangely close to the office, but that could be changing.

Sales 103

Sales Securities Retail Investments 103

PYMNTS

DECEMBER 2, 2020

Payments giant Stripe is taking Stripe Capital , its push into online business finance and lending, to the next level. Stripe Capital first got off the ground in September 2019, offering customers and businesses financing options through its online platform. So we built Capital for platforms: [link]. On Tuesday (Dec.

Finance 120

Finance eCommerce Sales Retail 120

CFO Leadership

JANUARY 25, 2024

The current office market landscape is witnessing a pronounced downturn, primarily catalyzed by the pervasive adoption of hybrid work models, resulting in substantial disruptions across major central business districts (CBDs) in the United States. Some subleases may be enhanced risks based upon the viability of the sublandlord.

Marketing 52

Marketing Budgeting Restructuring Construction 52

VCFO

JANUARY 11, 2024

Make the details of due diligence work for you, not against you. Navigating the Future of Work Authored by Renee Randolph , Senior People Operations / HR Consultant – vcfo Just as no one could have predicted the disruptions of the past decade, no one can predict with absolute certainty what the future of work will look like.

Valuation 87

Valuation CFO Startups Leverage 87

Spreadym

OCTOBER 27, 2023

By excluding interest expenses, EBITDA provides a clearer picture of a company's core operating performance, regardless of its capital structure. Debt Servicing: EBITDA is a key factor for creditors and lenders. Interest: This represents the cost of borrowing money. Taxes: EBITDA excludes income tax expenses.

Financial Analysis 59

Financial Analysis Valuation GAAP Accounting Principles 59

VCFO

OCTOBER 10, 2023

Beyond the Income Statement – Why Capital Structure Matters The Income Statement is often a place of disproportionate focus for business owners. Effective strategic planning first requires owners, who tend to get heads down running their business, to pause and articulate what they want to work towards. Grow the business?

Strategic Planning 83

Strategic Planning Cash Flow Forecasting Profit and Loss CFO 83

CFO Leadership

JANUARY 5, 2024

The current office market landscape is witnessing a pronounced downturn, primarily catalyzed by the pervasive adoption of hybrid work models, resulting in substantial disruptions across major central business districts (CBDs) in the United States. Some subleases may be enhanced risks based upon the viability of the sublandlord.

Marketing 52

Marketing Leadership Budgeting Restructuring 52

Nerd's Eye View

AUGUST 22, 2023

Cary is the Senior Vice President & Director of Women and Wealth Services for Advisor Capital Management, an independent RIA with offices around the country and headquartered in Charlotte, North Carolina, that oversees more than $6 billion in assets under management for 1,700 client families.

Leadership 71

Leadership Budgeting Sales Marketing 71

Barry Ritholtz

JANUARY 14, 2023

Grancio has more than 25 years of experience scaling businesses across financial services; prior to joining Engine No. 1, she founded an advisory firm where she worked closely with CEOs to accelerate growth. Be sure to check out our Masters in Business next week with Steven Klinsky, Founder and CEO, New Mountain Capital.

Leadership 107

Leadership Leverage Investments Accounting 107

Nerd's Eye View

NOVEMBER 28, 2023

Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4 Welcome back to the 361st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Tiboris. billion in assets under management for 1,377 client households.

Mergers and Acquisitions (M&A) 70

Mergers and Acquisitions (M&A) Finance Startups Numbers 70

VCFO

NOVEMBER 7, 2023

It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers. EBITDA provides insight into possible future earnings without the burden of the current company’s capital structure or debt levels.

Valuation 86

Valuation Auditing Concentration CFO 86

CSC Advisors

OCTOBER 24, 2023

In this comprehensive guide, we delve into the essence of SBA loans, the diverse options available, and shed light on how Cornerstone Capital Advisors distinguishes itself in the realm of small business loan facilitation. Support your business by choosing Cornerstone Capital Advisors.

Prioritization 52

Prioritization Finance Startups Economics 52

Barry Ritholtz

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy. Currently, he is Vice Chairman of IBM.

Economics 67

Economics Banking 67

PYMNTS

AUGUST 31, 2020

Dignari Capital has agreed to provide $50 million to Sheng Ye (SY) Capital in a strategic collaboration to explore new supply chain finance options for small- to medium-sized businesses (SMBs), according to a press release. Tung Chi Fung , chairman of SY Capital, said there are already plans in the works.

Finance 94

Finance Risk Management Economics Technology 94

CFO Leadership

DECEMBER 12, 2022

While a company is growing, there are several considerations: hiring the right talent, expanding your operations and accessing additional capital. Working capital: The pandemic showed us how volatile our systems could be, with supply chain disruptions and labor shortages among other challenges. Maintenance and Expansion.

Accounts Payable 95

Accounts Payable Leadership CFO Strategic Planning 95

PYMNTS

AUGUST 2, 2020

Corsair Capital has agreed to acquire B2B credit and payments provider MSTS , purchasing the company from World Fuel Services Corp. MSTS will continue “to rapidly expand its technology platform and [Credit-as-a-Service] offering both organically through new customers and through strategic acquisitions.”

B2B 94

B2B B2C Planning Leadership 94

CSC Advisors

SEPTEMBER 29, 2023

In the dynamic world of finance, businesses often require flexible and innovative solutions to meet their capital needs. Asset-based lending, offered by Cornerstone Capital Advisors, emerges as a potent financial tool that empowers businesses to leverage their assets for growth and expansion.

Finance 40

Finance Prioritization Leverage Investments 40

PYMNTS

OCTOBER 20, 2020

Information technology services provider Mphasis is teaming with global enterprise services provider R3 to work on blockchain-based payment solutions, a press release says. It works through a variety of business fields including financial services, healthcare and oil and gas, according to the release.

Foreign Exchange 82

Foreign Exchange Healthcare B2B Finance 82

PYMNTS

MARCH 19, 2020

Square Financial Services will originate commercial loans to the retailers that use Square for payments. was formed in 2009 as a payment services provider to enable businesses to accept card payments. The platform has been expanded to include point-of-sale payments, financing and other services. Square, Inc.

Banking 110

Banking Financial Systems Finance Sales 110

Future CFO

DECEMBER 6, 2023

Focus and priorities in 2023 Globe Telecom is a provider of telecommunications services in the Philippines. The treasurer’s role gives her more concrete control and visibility of the company's capital movement, which is key to making sure Globe is operating as efficiently as possible. “As

CFO 98

CFO Finance Financial Analysis Transportation 98

Future CFO

MARCH 4, 2024

The bundled software and services offerings are designed to help companies get up and running quickly and realise immediate value on BlackLine’s market-leading financial close and invoice-to-cash solutions. Four years following its introduction, BlackLine, Inc. 's s Modern Accounting Playbook (MAP) marked its 1,000th customer.

Accounting 52

Accounting Invoicing Technology Marketing 52

Future CFO

FEBRUARY 13, 2023

Boo Hui Yee “The need to manage working capital was critical. Consing, Jr , who was formerly with International Container Terminal Services, Inc. He also suggested using digital signature platforms to make transactional work more efficient and sustainable for signing bank documents.

Treasury 98

Treasury Cash Management Restructuring Accounts Payable 98

CFO Share

JANUARY 31, 2024

Why would I hire fractional CFO services? You are raising outside equity capital, or You just closed an investment round and need to manage cash smartly. There are many more reasons to enlist fractional CFO services, so it’s best to discuss with an advisor, your board of directors, or a finance professional. Attend workshops.

CFO 52

CFO Forecasting Budgeting Construction 52

PYMNTS

SEPTEMBER 18, 2020

Venture capital appears to be picking back up in the B2B technology startup community. This week saw an impressive $324 million in combined funding for a range of B2B FinTechs and other solution providers, including alternative lenders looking to support small businesses as they manage working capital instability. eFileCabinet.

B2B 90

B2B Startups Investments Healthcare 90

The Charity CFO

APRIL 12, 2022

A few years ago, we were working with a fully-funded nonprofit. . Or you might bill a funder for services provided but have to wait 2 months to get paid. . They delivered the agreed-upon services and were entitled to payment by their funders. Decreasing Working Capital Ratio. Take this example….

Nonprofit 105

Nonprofit CFO Accounting Accounts Payable 105

Barry Ritholtz

AUGUST 22, 2022

My back-to-work morning train WFH reads: • How to Beat the Stock Market Without Even Lying : Stock funds have been pulling a switcheroo to make their returns look better: When they don’t measure up, they change how they measure. Wall Street Journal ). Liberty Street Economics ) see also Pizza? . Liberty Street Economics ) see also Pizza?

Auditing 117

Auditing Manufacturing Economics Investments 117

CSC Advisors

JULY 18, 2022

Businesses need working capital to stay afloat and do the things they need to keep running. If you run a small business, you might wonder about getting an SBA working capital loan for your business. How much working capital can you get? What Is Working Capital? What Is a Working Capital Loan?

Accounts Payable 52

Accounts Payable Manufacturing Finance Accounting 52

PYMNTS

OCTOBER 8, 2020

Enterprise blockchain service provider Ripple on Thursday (Oct. The service is not available to individuals. The service “lowers both the cost of holding trapped capital and operational costs associated with sending cross-border payments,” Ripple wrote in the announcement. Line of Credit works on the RippleNet platform.

Currencies 100

Currencies Leverage Technology Banking 100

PYMNTS

NOVEMBER 12, 2020

It specializes in offering banking services, expense tracking, tax and financial services in one place for freelance workers of all kinds — from accountants to models. workforce now does freelance work. unemployment and increased work-from-home duties. “I What Banking Services All Freelancers Need . The Future .

Banking 101

Banking eCommerce Accounting Planning 101

Future CFO

JANUARY 3, 2023

an electric vehicle charging service providers in China, recently announced the appointment of Alex Wu as CFO. Wu was previously a managing director at Bain Capital Private Equity. In addition, he served as a board director or board observer of various Bain Capital portfolio companies. NaaS Technology Inc.,

CFO 52

CFO Technology Leadership 52

VCFO

JULY 15, 2022

Improving Access to Capital for US Oilfield Services Companies. For small- to medium-sized oilfield services companies in the United States, the financial impacts of the pandemic, competitive pressures, and a range of recent disruptors have made it incredibly tough to stay healthy. Oilfield Services in the United States.

Restructuring 73

Restructuring Prioritization Auditing Transportation 73

E78 Partners

APRIL 13, 2023

Key Takeaways Private capital markets faced headwinds in 2022, but a boom is predicted due to more companies staying private longer, institutional investors increasing allocations to private equity, and a demographic shift as entrepreneurial Baby Boomers consider succession plans for their businesses. Are you prepared for this secular trend?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

PYMNTS

NOVEMBER 20, 2020

Chromo Capital co-led the deal. Also participating were Perry Capital, founded by Richard C. Perry, and new fund Bramalea Partners, launched by Andrew Boyd, former head of global equity capital markets at Fidelity Investments.

Transportation 101

Transportation Leverage Startups Investments 101

PYMNTS

SEPTEMBER 30, 2020

Banking revenue from international transaction services increased 2 percent compound annual growth rate (CAGR) during the last 10 years to approximately $400 billion in 2019. Dignari Capital’s investment will work to grow access to various funding channels.

Finance 95

Finance Banking Forecasting Cash Management 95

CSC Advisors

SEPTEMBER 13, 2022

So, if you're here, chances are your business needs an SBA Working Capital Loan. But, with these expert steps, you can get the necessary working capital and equipment financing. Understanding an SBA Capital Working Loan. They provide working capital for businesses suffering economic or physical damage.

Economics 52

Economics Securities Startups Finance 52

CFO Share

APRIL 16, 2024

Simple indicators like cash from operations and debt service coverage ratio are early indicators of potentially larger business problems, just as blood pressure is an indicator of hypertension. Capital Financial Wellness Check A solid capital structure is critical to a stable operation. for maximum stability.

Profit and Loss 52

Profit and Loss Budgeting CFO Forecasting 52

CSC Advisors

AUGUST 8, 2022

Consider other options, such as an SBA working capital loan. One of the causes why businesses cease to exist is not having enough capital. Here is how you can qualify for an SBA working capital loan. What Is an SBA Working Capital Loan? What Is an SBA Working Capital Loan?

Corporate Finance 52

Corporate Finance Economics Finance Investments 52