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Strategically Assessing Platforms for Successful M&A Growth

E78 Partners

When companies grow rapidly via organic and inorganic M&A, there can be a severe strain on the people, process, and technology infrastructure to support the growing enterprise. In contrast, a vertical acquisition may streamline the supply chain, leading to increased efficiency and reduced costs.

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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

Barry Ritholtz

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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Four Techniques Companies Use To Advance In Today’s New Economic Environment

The Finance Weekly

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

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The 3 Jobs Your Startup Should Outsource

Boston Startup CFO

Depending on your needs, a consulting CFO may be able to help with financial projections, cash forecasts, operating budgets, financial plans, pricing, reporting, debt management, M&A, equity and debt negotiations and liquidations. If you’re running an early-stage startup, chances are there are some knowledge gaps in your core team.

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Transcript: Brian Hamburger

Barry Ritholtz

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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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

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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Transcript: Ken Kencel

Barry Ritholtz

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.