Future CFO

MARCH 13, 2023

Gartner surveys looking to 2022 show that CFOs, controllers and heads of financial planning and analysis (FP&A) are all focused on digital initiatives that will lay critical groundwork for an autonomous future. Cedric Assaouloff , digital and innovation lead at R&D finance pharmaceutical company F.

Finance 98

Finance Financial Planning and Analysis (FP&A) Leadership Pharmaceutical 98

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. There was XO Communication and McLeod.

Mergers and Acquisitions (M&A) 104

Mergers and Acquisitions (M&A) Investments Leverage Numbers 104

Barry Ritholtz

DECEMBER 14, 2022

And interestingly, I’m happy to come back to these things I learned in helping companies through mergers, particularly around things like communications and shareholder relations, and employee engagement that have now served me really well, couple decades later in my career. MCCARTHY: That is what’s most important.

Mergers and Acquisitions (M&A) 62

Mergers and Acquisitions (M&A) Investments Construction Concentration 62

Barry Ritholtz

MARCH 14, 2023

RITHOLTZ: So tell us a little bit about the suite of services RBA offers, how do you work with advisors who say, hey, you know, I have good financial planning with my clients, but I don’t want to run the portfolios. BERNSTEIN: I was a maintenance guy in a pharmaceutical plant. communications. BERNSTEIN: Exactly.

Quantitative Analysis 62

Quantitative Analysis Investments Valuation Marketing 62