PYMNTS

JANUARY 7, 2021

This week's look at the latest in partnerships finds players in the SMB financial services landscape embracing a range of avenues to collaboration — including mergers and acquisitions (M&A) — to connect SMBs to financing, digital banking services and more. Lloyds Pilots Satago Technology. Orange Bank Acquires Anytime.

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PYMNTS

DECEMBER 17, 2020

billion of consolidation deals announced in just the past four months, as a pandemic-related M&A lull ends and COVID-19 reshapes consumer demand. This acquisition is the largest in our company’s history and will allow us to continue to grow and diversify our presence in the U.S., That’s the biggest C-store deal on record.

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PYMNTS

NOVEMBER 4, 2020

Today in B2B Payments, commercial payments technology firm FLEETCOR reveals $1 billion plans for M&A activity. FLEETCOR Looks To Invest $1B Despite Pandemic M&A Slowdown. FLEETCOR is looking to invest $1 billion this year, despite an M&A slowdown in the payments sector due to the ongoing pandemic.

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Planful

MARCH 23, 2021

Keith Kim, our very own VP of Finance at Planful, recently joined me on the Being Planful podcast. Keith has an interesting career, starting in investment banking and eventually moving into FP&A. During that time, he’s worked at some of the biggest names in technology and has been deeply involved in mergers and acquisitions.

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E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo? What Does a Portfolio Company Do?

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CFO News Room

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Self-directed plans, meanwhile, offer more ability to tailor a plan’s features to an individual’s needs.

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CFO Share

SEPTEMBER 18, 2024

Strategic Business Investments Economists project a unique intersection between cheaper capital and a favorable economic outlook. That makes the next 12 months ideal for investing in small business growth. But, in general, you can consider the following three proven growth strategies: Invest in sales and marketing.

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Nerd's Eye View

JULY 7, 2023

Read More.

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PYMNTS

DECEMBER 5, 2018

Procurement and financial process automation firm Corcentric announced a new credit facility that it secured as it prepares to invest in expansion. “We’re continually investing in further improving our technology and solutions, benefiting our customers as we help them to transform procurement, accounts payable and billing.”

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PYMNTS

AUGUST 4, 2020

Paya , an eCommerce FinTech, plans to go public through a special kind of merger with an investment company, according to a press release. Paya is set to merge with FinTech Acquisition Corp. III , which is a special-purpose acquisition company. The deal values Paya at about $1.3 billion, according to the release.

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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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PYMNTS

MAY 19, 2020

Plus, Uber plans to cut 3,000 more jobs. Treasury Department and the IRS are planning to send out around 4 million Economic Impact Payments (EIP) via Visa prepaid debit cards rather than paper checks this week. Roundtable: Should Tech M&A Be Locked Down During The Pandemic? Amazon Eyes JCPenney Buy. Here’s what you missed.

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PYMNTS

OCTOBER 4, 2019

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. For starters, don’t expect M&A activity to stop anytime soon, he told PYMNTS. In July, for example, Fiserv announced that it had completed its acquisition of First Data.

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Future CFO

JANUARY 31, 2023

Global M&A activity will likely rise in the second half of 2023 as investors and executives look to balance short-term risks with their long-term business transformation strategies, said PwC recently when releasing its PwC’s 2023 Global M&A Industry Trends Outlook.

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PYMNTS

NOVEMBER 5, 2020

Despite continued headwinds from the pandemic, which continue to suppress corporate spend around the world, commercial payments technology firm FLEETCOR is retaining an optimistic outlook for 2021 thanks to evidence of a trajectory of recovery, continued modernization efforts, and an aggressive mergers and acquisitions (M&A) strategy ahead.

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PYMNTS

FEBRUARY 25, 2020

Southeast Asia’s ride-hailing giants Gojek and Grab are holding discussions about a possible merger, The Information reported on Tuesday (Feb. A merger would create one of the world’s most highly valued startups, with Gojek valued at $9 billion and Grab valued at $14 billion. A merger between Grab and Gojek could make $16.7

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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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PYMNTS

JANUARY 2, 2019

Around the mPOS space, providers are teaming up, merging or making acquisitions. Among the latest players to make an acquisition is DIVA, a digital business accelerator and POS device provider. The merger is intended to help the companies bring their products and operations to foreign markets. About The Tracker.

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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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Barry Ritholtz

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.

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Future CFO

AUGUST 31, 2023

When it comes to the latest M&A trend, business leaders expect to see a rebound into 2024, according to EY. In addition, 59% of respondents look to M&A, while 47% look to divest and 63% look to enter strategic alliances or joint ventures, survey results indicated.

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Barry Ritholtz

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. Was finance always the career plan. What a fascinating guest.

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PYMNTS

NOVEMBER 22, 2019

Further, this week’s B2B Venture Capital roundup finds VC funding isn’t the only investment strategy for B2B FinTechs, with (mergers and acquisitions) M&A activity seeking a spike, as well as some high-profile plans by industry players to go public. leading the investment. Venture Capital Funding.

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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

JUNE 4, 2020

If you happen to read the Asia Pacific M&A Review 2020 by Herbert Smith Freehills you will easily conclude that the report while earmarked 2020 was written much earlier as there was no mention of any major macroeconomic disruption other than the percolating US-China Trade war. Describe the M&A landscape in 2019.

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CFO News Room

DECEMBER 10, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees. Adam is an Associate Financial Planning Nerd at Kitces.com.

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PYMNTS

DECEMBER 21, 2020

In addition, RealPage’s board has “has unanimously approved the agreement,” and urges RealPage stockholders to approve the deal at a planned special meeting of RealPage stockholders related to the transaction, the release said. The all-cash deal values RealPage, a publicly-traded company, at $10.2 billion, including net debt.

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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. . trillion, global M&A in 2020 is tracking below 2019’s value of US$3.3

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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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PYMNTS

AUGUST 13, 2018

As small businesses embrace a strengthening economy, there is another reason for entrepreneurs to be optimistic: Some advisors say it’s the best M&A market they have ever seen, certainly in recent years, and even small business owners who aren’t yet ready to retire are looking to take advantage.

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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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PYMNTS

NOVEMBER 21, 2018

Supply chain payments company Tradeshift is reportedly vying for an acquisition of Finnish eInvoicing and B2B payments company Basware. Tradeshift secured $250 million in Series E funding earlier this year, with the investment led by Goldman Sachs and the Public Sector Pension Investment Board. billion, reports in May said.

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PYMNTS

NOVEMBER 24, 2020

Third-quarter mergers and acquisitions reportedly rang up $1 trillion worth of deals globally. The offering is in charge of centralizing all costs and directing them to the expense management technology or enterprise resource planning system (ERP) that the firm chooses without intervention. 23) announcement.

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PYMNTS

OCTOBER 16, 2018

One report from Bain and Company, released last week, highlighted how Chinese companies are deploying more strategic, sophisticated merger and acquisition (M&A) strategies in the wake of trade disputes with the U.S. It may result in fewer acquisitions, but those takeovers are more likely to be successful, analysts said.

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PYMNTS

SEPTEMBER 19, 2019

“We have been investing in our capabilities to operate as a digital platform for a considerable length of time,” Karl von Rohr, president of Deutsche Bank , said in the release. It is also planning a launch in the U.S. Deutsche Bank has acquired a 4.9 ZinsMarkt has already processed about €2 billion ($2.2

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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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PYMNTS

DECEMBER 20, 2017

As more businesses join collaborative groups and invest in internal research and development (R&D) to explore using blockchain for new services, some firms have begun to use the technology themselves. That data includes company names, share counts and corporate activity like mergers and acquisitions (M&A), reports said.

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