Global Finance

SEPTEMBER 9, 2024

Corporate treasury professionals are reassessing investment strategies to stay agile and conserve cash amid interest rate shifts and geopolitical uncertainty. A sense of nervousness amid ongoing global disruption pervades strategic thinking across global treasury functions. It’s a predicament that started to emerge as far back as 2018.

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Nerd's Eye View

SEPTEMBER 27, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

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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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Global Finance

JUNE 10, 2024

A generous fiscal policy, which has helped support the economic expansion, is expected to turn more restrictive soon. If banks are more solid today, private lending remains subdued, with limited demand in a climate of low private investment. “We and 2.1%, according to different estimates, versus a range of 0.8% to 1% for its peers.

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Mergers and Acquisitions (M&A) Restructuring Economics Investments 81

Future CFO

JULY 12, 2022

When it comes to strategic M&A deal value, 2022 could be on track to reach US$4.7 In the first quarter of 2022, M&A deal value totalled only $599 billion, a steep drop from fourth-quarter 2021’s $970 billion, Bain said. . While this would represent a 20% decline from 2021’s record-breaking $5.9

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Future CFO

DECEMBER 21, 2020

The growth in year-over-year (YoY) value of M&A deals recorded since the beginning of Q3 is likely to continue into 2021, as companies position themselves for improved economic activity and reframe their future for the post-COVID-19 pandemic era, said EY recently. . With an overall value of US$2.9 With an overall value of US$2.9

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Mergers and Acquisitions (M&A) Entertainment Economics Investments 40

The Finance Weekly

OCTOBER 13, 2021

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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Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

PYMNTS

NOVEMBER 16, 2020

As noted in this space , the entity fashioned by the merger would take its place as the fifth largest retail bank in the country, and with a presence that spans 24 states, and with a combined asset base of about $560 billion. And, generally speaking, the strategy that exists in M&A boils down to a binary choice: build vs. buy.

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Mergers and Acquisitions (M&A) Banking Profit and Loss Strategic Planning 75

Future CFO

JANUARY 15, 2020

M&A activity was surprisingly resilient in 2019 though volatile economic activity led many executives to adopt recession footing, said Bain & Company recently. . While the number of 2019 deals ended 2% lower than 2018 levels, final corporate M&A deal value last year reached $3.4

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Mergers and Acquisitions (M&A) Economics Healthcare Leadership 40

Future CFO

DECEMBER 15, 2020

Uncertain times increase the risk of M&A transaction failure, warned Alvarez & Marsal recently. In uncertain times such as the current pandemic, businesses might struggle to meet projections made prior to or during the health crisis, resulting in a higher risk of M&A deals falling apart, said the professional services firm.

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Mergers and Acquisitions (M&A) Forecasting Sales Economics 40

PYMNTS

AUGUST 29, 2018

The executive noted that the pressure for banks to consolidate via mergers and acquisitions is only going to increase. He noted that even as Deutsche restructures , it still aims to be a global corporate and investment bank. Under my leadership, this aspiration won’t be questioned,” he said.

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Mergers and Acquisitions (M&A) Banking Restructuring Leadership 40

PYMNTS

JANUARY 15, 2019

” In its Corporate Finance Priorities report, published this month, Citi Global Perspectives & Solutions (GPS) dove into an array of macro- and microeconomic factors forcing changes in corporate finance practices, including ongoing trade disputes and economic uncertainty. .” ” The report stated that Citi estimates $10.6

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Mergers and Acquisitions (M&A) Corporate Finance Finance Economics 46

Future CFO

MAY 30, 2021

Executives across Asia Pacific are sending a clear signal that deal making will be integral to their renewal and growth strategies over the course of this year and into 2022 — 77% of respondents expect M&A in their industry to increase in the year ahead, including 42% that say there will a major uptick in transactions. Survey highlights.

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Mergers and Acquisitions (M&A) Healthcare Compliance Economics 40

PYMNTS

AUGUST 31, 2020

In addition to steering their organizations through the murky and rocky waters of an economic downturn, treasury departments are securing a place at the decision-makers' table to offer higher-level guidance. Seeking Investment Opportunities. Corporates' investment opportunities are shifting dramatically, however.

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Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.

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Corporate Finance Lab

MARCH 27, 2023

On November 30 2022, the Belgian federal government and the governments of the federated entities adopted the cooperation agreement on the Belgian foreign direct investment screening mechanism. This adds Belgium to the list of EU Member States that have recently tightened their rules on foreign direct investment (FDI).

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Economics Mergers and Acquisitions (M&A) Investments Concentration 57

Corporate Finance Associates

OCTOBER 29, 2021

The report below gives a good overview of the Fall 2021 M&A activity in the Metal Fabrication Industry Sector. The increasing investments in major end users of automotive, aerospace, and military industries, will propel the growth in the global sheet metal fabrication services market. Posted by Jim Zipursky. The author is jimz.

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Mergers and Acquisitions (M&A) Construction Transportation Manufacturing 40

CFA Institute

MARCH 16, 2022

Sirower and Jeffery M. Weirens subject traditional analyses of M&A transactions to well-warranted scrutiny.

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Mergers and Acquisitions (M&A) Performance Measuring Economics Investments 97

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

FEBRUARY 19, 2019

Earlier this month, the Federal Reserve released new data that found the average merger review time for deals in the banking sector declined to 3.8 The average merger review time at the Office of the Comptroller of the Currency (OCC) declined between 2016 and 2018, too, reports in The Wall Street Journal said.

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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

JULY 11, 2023

Jenny Johnson is CEO of investment giant Franklin Templeton. Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. They run about a $1.5

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Mergers and Acquisitions (M&A) Investments Finance Technology 88

PYMNTS

NOVEMBER 11, 2019

Germany’s Federal Minister for Economic Affairs Peter Altmaier wrote a letter to European Commissioner for Competition Margrethe Vestager, and asked for tighter regulations on Big Tech as part of a push to increase the region’s “digital sovereignty,” according to the Financial Times. but in Asia as well. The global competitive situation?…?should

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Mergers and Acquisitions (M&A) Economics Investments Accounting 40

PYMNTS

MARCH 30, 2016

A small business never rests, even within a period of economic growth and stability. The report found 36 percent of mid-market firms — those with annual revenue between $10 million and $150 million — as looking to grow via mergers and acquisitions. According to the latest data from SunTrust Banks, not every SME in the U.S.

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Mergers and Acquisitions (M&A) Finance Economics Planning 40

CFO News Room

NOVEMBER 23, 2022

And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments. But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to the complexity of setting up and maintaining a plan.

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PYMNTS

NOVEMBER 19, 2019

The economic consensus is that we are not going to get much better than now,” Geeslin said, joining those voices that are predicting an economic slowdown. Not only that, but these are indeed the days for mergers and acquisitions (M&A) in the world of payments, and that trend looks likely to hold into the 2020s.

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VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. An experienced investment banker is needed to carry out such a process. This article is in collaboration with panelists from the May 2022 Houston TEI Presidents’ Forum Focused Breakfast.

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Sales Mergers and Acquisitions (M&A) Planning Valuation 76

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. Then I think you’re gonna find this to be a fascinating conversation. It’s a pleasure to be here.

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Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

PYMNTS

SEPTEMBER 8, 2017

Another $100 million will be used to invest in technology, with the rest funneled to “general corporate purposes” and mergers and acquisitions (M&A), according to reports. TechCrunch reported the Chinese Central Bank said ICOs have “disrupted the economic and financial order.”.

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Mergers and Acquisitions (M&A) Startups Economics Securities 40

Future CFO

SEPTEMBER 6, 2023

This is according to the findings of the latest EY CEO Outlook Pulse survey, which captured the views of 1,200 CEOs across the globe on the macro environment, and their capital allocation, investment, and transformation strategies. Asia Pacific business leaders eye AI and dealmaking as fears of a severe recession fade.

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Mergers and Acquisitions (M&A) Investments Leverage Planning 52

Future CFO

APRIL 13, 2023

Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend. Amid the continuing uncertainties, including socio-economic and geo-political disagreements, businesses remain constant in their one agenda for 2023 – growth. Globally, Morgan Stanley sees muted M&A activities in 2023.

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

Global Finance

OCTOBER 31, 2024

The toolbox is open, and the fine-tuning is underway, as China’s policymakers and financial institutions respond to the thorny economic challenges of the post-pandemic era. In particular, banks are finding new ways to reach specific demographics in areas such as payment services and pension fund investment. trillion) in assets.

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Mergers and Acquisitions (M&A) Risk Management Manufacturing Construction 52

Planful

SEPTEMBER 22, 2021

In this article, we dive into four areas of capital allocation, exploring why crises like the COVID-19 pandemic are the perfect time to take on certain types of risks (like investing in growth areas and pursuing M&A) and to limit or eliminate shareholder payouts (like dividends and buybacks). When one door closes, another opens.

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Mergers and Acquisitions (M&A) CFO Investments Planning 40

Planful

APRIL 16, 2021

Investing in business growth now can help you inform future decisions. Some growth investments aren’t necessarily competitive drivers. Mergers and acquisitions (M&A) can increase market share, but they require big upfront investments. But business debt isn’t always a bad thing.

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Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

Global Finance

MAY 10, 2024

After years of lackluster growth, foreign direct investment is growing. As recent history has consistently demonstrated, there is nothing more certain than uncertainty. Geopolitical risks, trade wars and armed conflict have also played a part in creating friction for foreign investment. At an estimated $1.37

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Mergers and Acquisitions (M&A) Manufacturing Profit and Loss Investments 52

Future CFO

DECEMBER 18, 2019

Cross-border deals fell 27% in value in 2019 compared with 2018, according to Allen & Overy 's M&A Insights Q4 2019 report. The fact that the market is still so strong when anxieties are rising around macro-economic issues is proof that many investors are keeping their nerve,” said Richard Browne, global co-head of M&A at A&O.

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Mergers and Acquisitions (M&A) Marketing Healthcare Economics 40

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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