Future CFO

OCTOBER 3, 2023

The Association of Chartered Certified Accountants (ACCA) and the Institute for Mergers, Acquisitions, and Alliances (IMAA) signed a strategic cooperation deal to enhance their members’ corporate finance expertise. Aswath Damodaran.

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Mergers and Acquisitions (M&A) Corporate Finance Finance Education 52

CFO Thought Leader

NOVEMBER 7, 2023

For corporate finance executives, few professional experiences are as adeptly converted into social currency as those manifested inside the realm of mergers and acquisitions (M&A). Laackman did not disappoint us, and what she shared reveals as much about herself as it does the human side of enterprise.

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Mergers and Acquisitions (M&A) CFO Corporate Finance Healthcare 52

Barry Ritholtz

JANUARY 5, 2024

Previously, he was an investment banker at Goldman Sachs and a mergers and acquisitions lawyer at Wachtell, Lipton. He explains how his career meandered from studying classics, teaching Greek, clerking for a Federal Judge, working on M&A at a big firm, and eventually doing derivative transactions on Wall Street.

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Mergers and Acquisitions (M&A) Education Investments Securities 76

PYMNTS

DECEMBER 12, 2019

Offerings also include student loan refinance opportunities, loan counseling, educational material and digital financial planning tools. There was speculation that E*TRADE could be an acquisition mark following the Charles Schwab move in November to acquire TD Ameritrade. E*TRADE acquired Gradifi for $30 million, Reuters reported.

Education 52

Education Planning Numbers 52

PYMNTS

JULY 5, 2018

Financial terms of the acquisition were not disclosed, but Asure said it has revised its 2018 financial outlook. Asure has a significant opportunity to help educate our clients in modern workforce technology, adding value to many areas of their business.” The tool helps businesses mitigate payroll compliance risk.

Marketing 43

Marketing Education Compliance Forecasting 43

PYMNTS

NOVEMBER 9, 2018

The combined company will initially roll out in Singapore , though they plan to expand throughout Southeast Asia, potentially via additional acquisitions or strategic partnerships. Two Singapore-based FinTechs are combining their services to create a unified supply chain financing tool. Reports in Vulcan Post on Thursday (Nov. ” .

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Mergers and Acquisitions (M&A) Invoicing Education Finance 66

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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Mergers and Acquisitions (M&A) Planning Marketing Securities 130

PYMNTS

NOVEMBER 16, 2020

Karen Webster says it’s time for policymakers and payments innovators to get creative — and educate and incent consumers — if we really want to put the coronavirus in our rearview. FTC, Lawmakers Turn Sour On M&A; Could Innovation Suffer? Perhaps outright bans on mergers. In today’s top news, PNC will acquire BBVA’s U.S.

Forecasting 57

Forecasting Economics Education Accounting 57

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.

Banking 52

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

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

DECEMBER 12, 2019

Offerings also include student loan refinance opportunities, loan counseling, educational material and digital financial planning tools. There was speculation that E*TRADE could be an acquisition mark following the Charles Schwab move in November to acquire TD Ameritrade. E*TRADE acquired Gradifi for $30 million, Reuters reported.

Startups 52

Startups Education Planning Numbers 52

Barry Ritholtz

JANUARY 9, 2024

He brings an unusual background as both an m and a attorney and a derivative specialist at two of the best firms in the world for those spaces. You, you were valedictorian Harvard, you never mentioned your Ivy League education. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg. Barry Ritholtz : 00:01:23 Right.

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Mergers and Acquisitions (M&A) Finance Math Banking 52

Future CFO

SEPTEMBER 21, 2020

But for the finance function to capitalise on new technologies, and thus keep pace with the changes in the business world, the finance professionals within those departments must continue their education. Accounting is the language of business. So said Warren Buffet, billionaire, philanthropist, investor and business tycoon.

Accounting 52

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

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. He can be reached at [email protected].

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Mergers and Acquisitions (M&A) Planning Valuation Securities 130

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 65

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?

Planning 65

Planning Mergers and Acquisitions (M&A) Investments Entertainment 65

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

CFO Thought Leader

SEPTEMBER 13, 2024

Ben Averis’ journey to CFO of Yoto was shaped by diverse experiences in finance, ranging from his early days at PwC in mergers and acquisitions (M&A) to leading roles in private equity-backed businesses. Ben worked on transactions that involved integrating smaller, family-run businesses into larger corporate structures.

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Mergers and Acquisitions (M&A) CFO Education Finance 52

Barry Ritholtz

JULY 11, 2023

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. Jenny Johnson is CEO of investment giant Franklin Templeton. They run about a $1.5 RITHOLTZ: Right.

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Mergers and Acquisitions (M&A) Investments Finance Technology 89

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

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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Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. You started your career doing M&A at Goldman Sachs. MCCARTHY: — and end up in M&A on Wall Street. That’s really an astonishing return. Kathleen has been with Blackstone since 2010.

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Mergers and Acquisitions (M&A) Investments Construction Concentration 65

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

Global Finance

OCTOBER 31, 2024

Investment research and education is another trending area for consumer-oriented innovation. 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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Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

Barry Ritholtz

APRIL 8, 2025

00:01:58 [Speaker Changed] I’m just old. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week, really an extra, extra special guest. So she’s seen this industry from all sides. She’s directly responsible for a hundred billion dollars. Tell us what, what the career plans were.

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Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Global Finance

APRIL 3, 2025

Surge In IPO And M&A Activity Opportunities are also opening up in the regions capital markets. Last year saw a strong rebound in MENAs investment banking sector, with 701 mergers and acquisitions, up from 679 in 2023, totaling more than $92 billion in value, up 7%. Last year was a sadly eventful one for the Arab world.

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Mergers and Acquisitions (M&A) Economics Pharmaceutical Banking 59

Barry Ritholtz

NOVEMBER 28, 2023

The merger was tumultuous. And Jamie did a great job of sort of reminding people that the enemy was outside the business, but he quickly uncovered where the merger had not executed the way it meant to. . ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Peter Atwater, welcome to Bloomberg.

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Mergers and Acquisitions (M&A) Banking Economics Investments 103

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. COHAN: I was doing something I probably should never have been allowed to do, which was write about public education in Wake County, which was fine. He is one of the co-founders of Puck.

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Mergers and Acquisitions (M&A) Banking Investments Restructuring 103

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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Mergers and Acquisitions (M&A) Profit and Loss Retail Advertising 52