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

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. Templates for all essential integration and communication planning and execution deliverables. A project management platform for seamless deployment.

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Mergers and Acquisitions (M&A) Prioritization Communication Leverage 59

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. Templates for all essential integration and communication planning and execution deliverables. A project management platform for seamless deployment.

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Mergers and Acquisitions (M&A) Prioritization Communication Leverage 52

PYMNTS

JUNE 24, 2020

The Competition Commission of India (CCI) has given the green light to the acquisition of a roughly 9.99 RJIL is a licensed operator of communications systems, which services customers throughout India. percent share of Jio Platforms by a newly formed subsidiary of Facebook called Jaadhu Holdings LLC.

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Mergers and Acquisitions (M&A) Communication Investments 52

CFO Leadership

JANUARY 28, 2022

In addition, digitalization will become a greater priority in unexpected areas of the business, such as M&A and succession planning. . Mergers & acquisitions. Digital transformation can help to accelerate M&A deals and make companies more attractive acquisition targets. Succession planning.

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Mergers and Acquisitions (M&A) Leadership CFO Planning 96

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. hack affected about 500 million accounts, damaging the company’s reputation and leading Verizon Communications Inc. It will become a pillar of M&A decisions.”.

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PYMNTS

JULY 30, 2020

The NowRX team set about fixing “…all of those bottlenecks, the interactions with insurance plans, communication with physician, [automating] all of that [and using] robotics so you don’t have humans counting out pills,” he said, invoking the universally-despised pharmacy wait. There’s obviously been a brace of telemedicine.

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Mergers and Acquisitions (M&A) Healthcare Profit and Loss Retail 110

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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PYMNTS

JULY 26, 2019

The Department of Justice (DOJ) said on Friday (July 26) that it has come to an agreement on the merger between Sprint and T-Mobile , which is worth $26 billion, according to a report by CNBC. Makan Delrahim, head of the DOJ’s antitrust division, said these stipulations were instrumental in the closing of the merger.

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PYMNTS

FEBRUARY 6, 2020

OOIDA spokesperson Norita Taylor said the association is aware of the issue and is trying to determine its extent and what communications to members are necessary. Partnerships, mergers and acquisitions (M&A) are key strategies for WEX to fuel global growth. An unspecified systems failure started Wednesday (Feb.

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Mergers and Acquisitions (M&A) Communication Numbers Accounting 60

PYMNTS

JUNE 17, 2020

The CCI’s mission is to enforce India’s Competition Act which prohibits anti-competitive agreements and the abuse of a dominant position by corporations and, regulates mergers and acquisitions (M&As) and any actions which could hurt competition in India. s purchase of a 10 percent stake in Reliance Jio Infocomm Ltd. ’s

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Mergers and Acquisitions (M&A) Communication Startups Investments 56

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

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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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Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Future CFO

APRIL 13, 2023

Kabir Ahmed Shakir , chief financial officer at Tata Communications oversees the financial management of the company. At Tata Communications, we have extended our regular metrics of deal profitability to deal cashflow. Globally, Morgan Stanley sees muted M&A activities in 2023. Rather, it is the liquid ones. "At

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

Barry Ritholtz

JUNE 11, 2024

Peter is the guy I look to when I wanna learn things about how to build a firm, how to grow organically, how to think about acquisitions, how to structure your company, really to become an enterprise as opposed to merely being a business. I’m having fun. You get a JD MBA from the University of Kansas in 1996. What was that like?

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Planning Mergers and Acquisitions (M&A) Investments Entertainment 64

PYMNTS

JANUARY 16, 2019

According to Iyer, despite the influx of supply chain technologies rolling onto the market today, it’s actually quite rare to find solutions that can facilitate stronger partnerships — whether it be through streamlined data sharing, digital communication or strategic joint planning between parties.

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Mergers and Acquisitions (M&A) Technology Manufacturing Compliance 58

PYMNTS

OCTOBER 14, 2019

Expansion via merger and acquisition (M&A) activity, for example, means businesses change hands and new entities are created, and such changes inevitably cause disruption among their corporate client bases. . The ongoing trade disputes between the U.S. ” Take the compliance risk, for example. ” Data Evolution.

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PYMNTS

MARCH 30, 2018

-based startups dominated, with investors focusing on cybersecurity solutions and on startups that aim to streamline back-office functions. PYMNTS breaks down the latest deals below. Cybersecurity. The company said it will use the funding to focus on growth. Texas’ SpyCloud delivers protection against account takeover for its corporate clients.

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Startups B2B Mergers and Acquisitions (M&A) Accounts Payable 46

Future CFO

SEPTEMBER 21, 2020

Accounting is the language of business. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon. He acknowledged having taken “a lot of” accounting courses over the years and understanding the language has rewarded him well financially. This shift will accelerate as more businesses jump to the cloud.

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Accounting Technology Mergers and Acquisitions (M&A) Leadership 52

PYMNTS

JUNE 27, 2019

There are many possibilities for improving the member experience — around member communications, alerts, card control mechanisms and digital banking. “It That has been the experience at CO-OP Financial Services , President and CEO Todd Clark told Karen Webster in a recent conversation.

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Mergers and Acquisitions (M&A) Communication Banking Accounting 40

CFO News Room

NOVEMBER 23, 2022

However, off-the-shelf plans also tend to offer fewer options; for example, TD Ameritrade’s merger with Charles Schwab resulted in the elimination of Roth features from their off-the-shelf solo 401(k) plan. Although both types of solo 401(k) plans come with particular benefits, there are also tradeoffs to each approach. Team Kitces.

Planning 130

Planning Mergers and Acquisitions (M&A) Accounting Investments 130

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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Mergers and Acquisitions (M&A) Investments Marketing Education 59

CFO Thought Leader

APRIL 1, 2023

Machine Generated Transcript Jack: Hi It’s Jack Sweeney, and I’m here with Ben Murray. The hosts also discuss the role of finance in enabling sales, the challenges faced by sales teams, and the importance of financial discipline and visibility in a company’s financials, regardless of market conditions. Once again.

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Sales Financial Planning and Analysis (FP&A) CFO Mergers and Acquisitions (M&A) 52

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: I’m a big fan of both of them and a big fan of the JD/MBA program and involved with both schools still today. I’m a big fan of multidisciplinary approaches. He eventually goes to a Forstmann Little where he’s one of the first five founding partners. They grew a business where they issued junk debt.

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Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

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Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

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Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

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

APRIL 4, 2023

You start at Drexel in the M&A group, what was that, like? And I got the opportunity to work with some really interesting folks who continue today to be involved in private equity and private credit, and then see them all the time and I’m very proud of that time. This is really a fascinating story. It was a great time.

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Mergers and Acquisitions (M&A) Investments Finance Banking 59

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

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Mergers and Acquisitions (M&A) Compliance Investments Finance 64

E78 Partners

MARCH 12, 2025

Mergers and acquisitions (M&A) are high-stakes endeavors that can unlock significant value, but only if executed correctly. A well-defined M&A integration checklist serves as a critical roadmap, ensuring that organizations align people, processes, and technology for a seamless transition.

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Mergers and Acquisitions (M&A) Leadership Compliance Communication 52

PYMNTS

DECEMBER 12, 2019

The deal was described as a merger by Delta CEO Ed Bastian. The exact terms of the transaction have not yet been disclosed, but the deal is targeted for completion by early 2020. According to Wheels Up CEO Kenny Dichter, Delta will become his largest shareholder, and its fleet of private jets will move to Wheels Up’s direct control.

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Startups Communication Marketing 52

Global Finance

OCTOBER 31, 2024

Bank of Communications has expanded to offer boutique research and training modules for private banking clients. Meanwhile, banks across the country are responding to difficult times with an unprecedented wave of innovation. trillion) in assets. Big-picture business strategy is also becoming more innovative.

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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. 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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Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

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

FEBRUARY 7, 2023

RITHOLTZ: So, let’s talk a little bit about your career, which began as a reporter, went into M&A banking, and then went back to writing. He is one of the co-founders of Puck. He is a writer for Vanity Fair, for the New York Times, for Bloomberg. It’s deeply researched, deeply reported, and really a very enjoyable read.

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CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan.

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Barry Ritholtz

DECEMBER 24, 2024

In addition to covering Amazon, she is an award-winning reporter who has deep roots in both m and a and retail. I had no idea, as I’m reading the book, I’m just genuinely shocked. We’ve been ships in the night and I’m glad we finally did this. Her new book is really quite fascinating.

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