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. RealPage, of Richardson, Texas, said it expects to continue operations with the same leadership team. “We

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Planning Leadership Investments 63

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.

Planning 64

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

PYMNTS

DECEMBER 2, 2020

The merger between the two companies will expedite product innovation and help advance the analytics-driven commerce platform of Lightspeed. Upserve CEO Sheryl Hoskins said the two companies plan to help North American restaurateurs deliver improved guest experiences, according to the release.

Mergers and Acquisitions (M&A) 75

Mergers and Acquisitions (M&A) Leadership Economics Sales 75

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.

Mergers and Acquisitions (M&A) 130

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

CFO Thought Leader

OCTOBER 29, 2024

At the time, Gronen was vice president of finance, responsible for assessing acquisitions and analyzing their outcomes. Once the board approved the plan, Gronen led efforts to align sales teams and streamline processes. Once the board approved the plan, Gronen led efforts to align sales teams and streamline processes.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) CFO Finance Profit and Loss 52

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.

Mergers and Acquisitions (M&A) 43

Mergers and Acquisitions (M&A) Banking Marketing Transportation 43

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.

Mergers and Acquisitions (M&A) 52

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

E78 Partners

MAY 23, 2023

As investor activity continues to increase, the demand for strong executive leadership, particularly Chief Financial Officers (CFOs), is on the rise. One is changing corporate structure: with mergers and acquisitions (M&A), public offerings, and transactions resulting in a shift from founder-led companies to alternative ownership models.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Strategic Planning 52

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Moderator – Michael Landers, Partner, ABIP Advisors | mlanders@abipcpa.com.

Sales 76

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

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.

Mergers and Acquisitions (M&A) 88

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

Future CFO

SEPTEMBER 21, 2020

In this second instalment, he shares his views on the role of technology in the development of the accounting profession, including some recommendations around analysis, strategy an leadership. Accountants are no longer just bookkeepers; they can now tackle tasks like business planning, controls, succession and more.

Accounting 52

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

Future CFO

APRIL 13, 2023

M&As in times of crises On the topic of M&A, S&P reports suggest that overall APAC saw a decline of 11% in deal volume and 24% in transaction value in 2022. Globally, Morgan Stanley sees muted M&A activities in 2023. Ultimately, it is the CFO’s decision to invest for this unknown turn in the bend.

Mergers and Acquisitions (M&A) 52

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

Future CFO

SEPTEMBER 15, 2022

The report titled, Controller’s Guidebook: Burnout in Accounting - Understanding the Problem , Leveraging Solutions, revealed that m% of accountants had at least one month in the past year where the Close disrupted their personal life. He warned about potential FP&A burnout as we move from the pandemic to annual planning cycles.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Auditing Accounting 52

PYMNTS

MARCH 30, 2018

Kenna said it plans to use the funds to expand its team, focus on sales and continue innovation efforts. The investment will be used to expand its API platform as well as its connector ecosystem, while Kloudless also plans to roll out new solutions to automate the integration process. PYMNTS breaks down the latest deals below.

Startups 46

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

Barry Ritholtz

DECEMBER 5, 2023

What was the original career plan? Michael Fisch : 00:01:39 [Speaker Changed] The original career plan was to be employed and provide a safety net for my mother and my two sisters. They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets.

Mergers and Acquisitions (M&A) 69

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

CFO Thought Leader

APRIL 1, 2023

In this Planning Aces episode, host Jack Sweeney and guest host Ben Murray discuss the collaborative organizational effort behind generating business intelligence (BI) and the different places BI resources may reside within a business, with reference to an episode featuring Gary Zyla, CFO of AssetMark. Once again. What’s he about?

Sales 52

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

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.

Mergers and Acquisitions (M&A) 59

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

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.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Compliance Auditing Leadership 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.

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

DECEMBER 2, 2024

What was the original career plan? Well, Michael Morris : The original career plan was I wanted to stay in school for a little while, right. Barry Ritholtz : This week on the podcast, I have another extra special guest. I went to do a PhD. You know, cognitive science is a computer science and sort of Noam Chomsky style linguistics.

Mergers and Acquisitions (M&A) 52

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