CFO Thought Leader

DECEMBER 2, 2024

Over two decades, he honed his expertise in mergers and acquisitions, valuation, and strategic advisory, collaborating with CFOs on transformative deals. Now CFO of Orion Innovation, Lam draws on lessons from his investment banking years while embracing the operational demands of finance leadership.

CFO 52

CFO Prioritization Leadership Valuation 52

E78 Partners

FEBRUARY 26, 2025

When FP&A functions independently from sales, supply chain, and operational leadership, decision-making becomes disconnected. Informed, Data-Driven Decisions FP&A serves as a financial control tower, equipping leadership with real-time insights rather than historical reports. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

Planful

SEPTEMBER 6, 2021

In reality, a company’s financial report can be more flimsy—involving estimates and judgment from leadership that’s far from the truth. Valuations are a classic example of hole-filled financial reporting. In an ideal world, financial reports should build shareholder trust by offering accurate data about the performance of the company.

Financial Reporting 93

Financial Reporting Valuation Leadership Planning 93

PYMNTS

MARCH 5, 2019

now has a valuation of $1.5 The company also plans to double its size to more than 200 employees and expand its leadership team. billion valuation, with DST leading the round. Rivals Revolut and N26 recently raised hundreds of millions of dollars, but at higher valuations. billion valuation. billion valuation.

Valuation 46

Valuation Startups Leadership Banking 46

PYMNTS

SEPTEMBER 24, 2020

The investment and its associated valuation put the company's total value in excess of $1.2 We’re super excited to back this amazing leadership team who is introducing financial services to an entirely new demographic.”. 24) it raised $215 million in Series C venture funding. billion, according to a company blog post.

Valuation 56

Valuation Leadership Investments Technology 56

Michigan CFO

NOVEMBER 7, 2022

This trend makes SaaS valuation increasingly important. This makes determining an accurate SaaS valuation difficult. By ensuring that the appropriate methods and models are used, SaaS companies can attain more accurate, higher valuations that provide leverage when seeking financing or negotiating sales.

Valuation 40

Valuation CFO Leadership Forecasting 40

E78 Partners

MARCH 21, 2025

Strategies may include debt restructuring, operational overhauls, and leadership changes. Often, it results in a premium valuation due to strategic synergies between the acquiring company and the PortCo. Strong EBITDA growth and revenue expansion increase valuation multiples, leading to higher exit proceeds.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

CFO News Room

DECEMBER 22, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

Barry Ritholtz

DECEMBER 17, 2022

Koenigsberger discusses why EM Debt often has a low correlation to equity markets: By using historical measures of drawdowns and valuations, the firm can own an assortment of debt at prices that are non-correlated to stocks. Koenigsberger says “I’ve been doing Emerging markets since before it emerged.”.

Valuation 112

Valuation Leadership Investments Marketing 112

Global Finance

DECEMBER 9, 2024

She previously held leadership positions at Standard Chartered Bank and HSBC, both in the Philippines. But because the market was not active, even though the company was profitable and the valuation was going up, the stock price was not moving on the exchange. And now they want to delist.

Marketing 98

Marketing Banking Finance Profit and Loss 98

VCFO

MAY 17, 2024

How can you be sure the decisions you are making are taking valuation in the right direction? Qualitative Factors Your company’s culture, leadership, and operational capability are pivotal in determining its market value. A comprehensive v360 Enterprise Value Roadmap drives business strategies to support value optimization.

Benchmarking 78

Benchmarking Leadership Strategic Planning Valuation 78

E78 Partners

NOVEMBER 26, 2024

At this time, consultants can work with leadership to create a roadmap for value creation, addressing areas such as operational improvements, revenue growth, and risk management. Consulting support is also invaluable during transitional phases, such as after an acquisition, when an in-depth operational and financial strategy is needed.

Investments 52

Investments Valuation Financial Modeling Risk Management 52

E78 Partners

NOVEMBER 25, 2024

The team helps clients understand each deal’s potential returns and risks by providing accurate valuations and financial models. With a focus on leadership and strategy, the transaction services manager is essential to delivering a seamless, successful transaction experience.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

PYMNTS

MAY 30, 2018

With the new round of funding, Tradeshift has raised a total of $400 million and now has a valuation of $1.1 This investment will enable us to continue our rapid growth and consolidate our leadership position.

Valuation 43

Valuation Investments Leadership B2B 43

Musings on Markets

DECEMBER 21, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

E78 Partners

MARCH 3, 2025

Strong public market valuations in key sectorsespecially technology and healthcareare attracting growth-driven businesses. Key Financial Readiness Considerations To prepare for the scrutiny of public markets, leadership teams must assess their ability to: Generate SEC-compliant financial statements within required timelines.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

PYMNTS

OCTOBER 4, 2020

Joz's many years of leadership in the Product Marketing organization make him perfectly suited to this new role and will ensure a seamless transition at a moment when the team is engaged in such important and exciting work," Cook said in the release. "In

Valuation 91

Valuation Leadership Education Marketing 91

PYMNTS

DECEMBER 4, 2019

Barry Diller, chairman of the board, and Peter Kern, vice chairman and director, will oversee the company’s executive leadership team. Founded in 2014, Klook received a $225 million cash investment from SoftBank earlier this month, bringing its total raise to $520 million and its valuation to over $1 billion. Sharing Economy Changes.

Leadership 52

Leadership Startups CFO Planning 52

PYMNTS

DECEMBER 4, 2019

Barry Diller, chairman of the board, and Peter Kern, vice chairman and director, will oversee the company’s executive leadership team. Founded in 2014, Klook received a $225 million cash investment from SoftBank earlier this month, bringing its total raise to $520 million and its valuation to over $1 billion. Sharing Economy Changes.

Leadership 52

Leadership Startups CFO Planning 52

PYMNTS

JANUARY 11, 2021

He will be tasked with developing the board and leadership team. billion valuation. Richard Holmes, previously CEO at Standard Chartered European, joined the Revolut team in October 2020 as a board advisor. Revolut was granted a European Union banking license in Lithuania in December 2018 and has begun operations in central Europe.

Valuation 86

Valuation Startups Leadership Banking 86

CFO Thought Leader

JUNE 27, 2023

To learn more visit us: www.avalara.com The post Breaking Down THE RULE OF 40: Unlocking The Secret to Software Industry Valuation – Alex Triplett, CFO, Appfire appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA.

Valuation 40

Valuation CFO Compliance Leadership 40

CFO News Room

NOVEMBER 3, 2022

For example, brands that have a clear commitment to improving their customers’ quality of life outperform the stock market by 120% , and over the last decade, purpose-driven brands have seen their valuation skyrocket by 175%. If you’re part of a leadership team, here’s how you can authentically activate purpose within your company.

Leadership 100

Leadership Valuation Communication Planning 100

Global Finance

APRIL 5, 2025

Citibank leveraged its historical sector leadership position to help secure some of 2024s most important deals. billion valuation. TM Power/Energy: Citi For the first time since the 2021 M&A bonanza, the energy sector saw more than $400 billion in acquisitions last year, according to Bain & Co.

Mergers and Acquisitions (M&A) 52

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

CFO Thought Leader

FEBRUARY 12, 2025

Damon Fletcher (CEO, Caliper) shares his journey through a dramatic market valuation drop, detailing how shifting to a subscription model and rebuilding investor trust paved the way for renewed stability.

CFO 40

CFO Valuation Communication Finance 40

PYMNTS

NOVEMBER 18, 2018

That was when Laurence Tosi left, raising questions about whether there would be a void in leadership to take Airbnb public. Airbnb has a valuation of $31 billion, making it the most valuable U.S. Tosi was well respected on Wall Street, reported CNBC. startup, noted the report.

Startups 66

Startups Valuation Leadership 66

Fpanda Club

SEPTEMBER 2, 2021

Possessing interpersonal and leadership skills they are capable of managing, coaching and developing their teams of junior and senior analysts. FP&A directors supervise all aspects of the FP&A function in the company, communicate vision and provide leadership to the FP&A team.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Bramasol

JUNE 10, 2022

Either method enables companies to perform valuations and closing preparations for particular company codes according to required accounting principles for specific countries or locales, while still maintaining the ability to roll-up everything for enterprise-wide management.

Accounting Principles 79

Accounting Principles IFRS Accounting SAP 79

Global Finance

JULY 29, 2024

With fintech valuations still high, the likelihood of traditional banks acquiring their upstart rivals is questionable. That leadership could prove temporary, however, and may be just as likely to benefit traditional banks. But the premise that they are displacing traditional banks in the US and Europe is unproven.

Management Consulting 124

Management Consulting Banking Finance Compliance 124

PYMNTS

JANUARY 10, 2020

The total valuation of the FoodTech unicorn stands at approximately $3 billion after the funding, according to unnamed sources cited in a report. Ant Financial has been a steadfast partner in our journey toward achieving market leadership in on-demand food delivery in India and dining out globally.”

Valuation 52

Valuation Leadership Investments Marketing 52

PYMNTS

DECEMBER 9, 2016

VCs used 2016 to manage costs, set priorities and valuations,” explained Rahul Khanna, managing partner at Trifecta Capital, in an interview with Business Standard published Wednesday (Dec. For startups, 2016 wasn’t the best year in venture capital. Analysts say that investors’ wallets could be opening up as we enter 2017, though.

B2B 76

B2B Startups Valuation Investments 76

PYMNTS

FEBRUARY 2, 2020

The company’s valuation plunged from $47 billion to less than $8 billion. WeWork’s founder Adam Neumann drew criticism and concern regarding his leadership style and erratic management decisions. Brookfield declined to comment on Manthrani’s new appointment.

Valuation 52

Valuation Leadership Retail 52

CFO Thought Leader

JULY 9, 2024

Throughout his career, Khavkin has come to pursue experiences that would require a unique blend of investment acumen, strategic insight, and leadership impact. Read More Our last funding round was in early 2022, when we raised over $100 million on a valuation of over $1 billion. “Ditch the silo!

CFO 52

CFO Leadership Strategic Planning Valuation 52

PYMNTS

JULY 27, 2020

What a journey in the last year – leadership teams and operations in Ireland, the U.S., What a journey in the last year – leadership teams and operations in Ireland, the U.S., ” The cash infusion Revolut announced last week puts the company’s valuation at $5.5

Valuation 56

Valuation Risk Management Leadership Compliance 56

PYMNTS

JANUARY 24, 2019

Sokol led and scaled Uber Eats from its inception, supervising a team of more than 200 engineers, and serving on the Uber Eats executive leadership team. “In 2018 we 5xed our geographic footprint from 600 to 3,300 cities and tripled our valuation to more than $4 billion. .

Valuation 46

Valuation Leadership Finance Planning 46

PYMNTS

JUNE 5, 2020

A representative for Delivery Hero would not offer a comment on specifics but said, “As the world’s leading local delivery platform, we are committed to invest in sustainable growth and gain leadership positions in the markets we operate in.”

Valuation 52

Valuation Leadership Sales Banking 52

Future CFO

MARCH 13, 2024

The role of chief financial officers continues to evolve beyond the finance function, according to a survey by leadership advisory firm Egon Zehnder. The findings demonstrate a major evolution that has “Super CFOs” tackling new challenges, addressing new priorities, and aspiring even more for the CEO role.

CFO 52

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

CFO Thought Leader

JANUARY 25, 2024

Inside The Mentoring Round , CFO David Snyder of Coya Therapeutics stresses that biotech companies must not get sidetracked by short-term valuations or minor gains but should focus on the bigger picture of achieving substantial market capitalization.

CFO 40

CFO Valuation Leadership Finance 40