The Finance Weekly

OCTOBER 29, 2024

Financial modeling can also help in performing sensitivity analysis, preparing budgets for capital expenditures, and evaluating the potential value of mergers or acquisitions. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.

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Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Global Finance

APRIL 5, 2025

Debt markets were busy last year, but 2025 is off to a slow start as issuers take a wait-and-see approach. Debt capital markets enjoyed a 36% surge in total deal volume in 2024 compared to 2023, according to Dealogic. Japan was the only major market to decline, by 3%. of total global market share, as per Dealogic.

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

CFO Talks

SEPTEMBER 10, 2024

Navigating Mergers and Acquisitions: A Strategic Guide for CFOs in South Africa Mergers and acquisitions (M&A) are powerful tools for growth, diversification, and innovation in today’s competitive business landscape. However, they come with inherent risks and complexities.

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

E78 Partners

MARCH 21, 2025

These companies are typically acquired through leveraged buyouts, growth investments, or other private equity strategies to enhance their value over time. Exit Strategy: Once a portfolio company reaches its target value, the private equity firm exits the investment through a sale, merger, or IPO, distributing returns to LPs and GPs.

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

PYMNTS

JULY 29, 2019

The big deal is now complete: Fiserv announced this morning (July 29) that it has completed its acquisition of First Data Corporation. The combined company will carry the Fiserv brand and will continue to trade on the Nasdaq Global Select Market under the ticker symbol FISV. He also noted that outside the U.S.,

Mergers and Acquisitions (M&A) 74

Mergers and Acquisitions (M&A) Leadership Leverage Technology 74

E78 Partners

JULY 3, 2023

Over the past decade, the mergers and acquisitions (M&A) landscape has evolved significantly, driven by changing economic conditions, technological advancements, and evolving strategic objectives of companies. In terms of rapid growth, M&A can provide immediate access to new markets, technologies, and customer bases.

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Mergers and Acquisitions (M&A) Compliance CFO Leverage 52

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. We will explore the types of transactions where leveraging a playbook is beneficial and the essential elements needed for smooth and successful integration. (And

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Mergers and Acquisitions (M&A) Prioritization Communication Leverage 59

Future CFO

FEBRUARY 1, 2022

M&A deal momentum is set to continue in 2022 after registering unparalleled growth in deal values and volumes in 2021, said PwC recently when releasing its Global M&A Industry Trends: 2022 Outlook. trillion, 14% higher than the start of the year – providing plenty of fuel for M&A activity in 2022. Report highlights.

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Mergers and Acquisitions (M&A) Manufacturing Healthcare Technology 52

E78 Partners

SEPTEMBER 25, 2024

In mergers and acquisitions (M&A), integration playbooks offer a structured, cost-effective way to manage the people, processes, and technology requirements. We will explore the types of transactions where leveraging a playbook is beneficial and the essential elements needed for smooth and successful integration. (And

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Communication Leverage 52

Future CFO

DECEMBER 18, 2022

When it comes to global M&A trends in 2023, WTW said that deals will be smaller while pace will be slower. As we move into 2023, economic uncertainty will continue to define and challenge M&A activity, but there will also be opportunities, said Massimo Borghello, Head of Human Capital M&A Consulting, Asia Pacific at WTW. . “In

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Leverage Technology 52

Barry Ritholtz

JANUARY 27, 2025

Most of what they do are, are real assets, credit debt, middle market banking. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast. What a fascinating guest.

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

Future CFO

JANUARY 17, 2023

Global M&A has a positive start in 2023 as global dealmakers achieved a second consecutive quarter of market outperformance in the last three months of 2022, said WTW recently. Global M&A highlights. This follows a positive performance of +3.9pp in the previous quarter, WTW said.

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Mergers and Acquisitions (M&A) Economics Leverage Marketing 52

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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Mergers and Acquisitions (M&A) Leverage Economics Technology 52

Future CFO

MAY 30, 2023

Cross-border M&A is an important way that Asia Pacific’s top 50 consumer product companies (CP 50) adopt to expedite growth, said Bain recently. Cross-border M&A thus becomes the fastest way for Asia Pacific CPs to build business overseas, Dizon noted. International M&A activity is still heating up among CPs.

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

Future CFO

AUGUST 11, 2022

Asia Pacific M&A activity remains robust in 2022 despite major geopolitical and financial headwinds, said EY recently when releasing results of an analysis. Elevated deal volumes and values and an increased focus within the APAC region suggests that APAC companies are leveraging M&A as a vehicle to transform their businesses.

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Mergers and Acquisitions (M&A) Economics Education Technology 52

CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Pundits continue to expect “SECURE 2.0”

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Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

Future CFO

OCTOBER 18, 2021

Ensuring there is a capabilities fit between buyer and target is key to delivering a high-performing deal, said PwC recently when releasing results of a study of 800 corporate acquisitions completed between 2010 and 2018. points above local market indices, the firm noted. points compared to the local market indices, PwC added.

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Mergers and Acquisitions (M&A) Leverage Marketing Technology 40

Global Finance

JULY 29, 2024

Will Fed rate cuts and geopolitics fuel more M&A deals by GCC banks? Banks in the six-member Gulf Cooperation Council (GCC) are set to reap further gains as higher oil prices, increased public-sector spending, and red-hot real estate markets combine to generate a heady lending environment. surge in quarter-on-quarter profits.

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Mergers and Acquisitions (M&A) Banking Profit and Loss Foreign Exchange 59

Global Finance

OCTOBER 9, 2024

To get there, they’re leveraging their respective strengths and forging partnerships to create new and innovative payment solutions that can move money across borders at any minute of the day with unprecedented speed. Big banks, like Citi, are jockeying to be their clients’ single “port of call” when it comes to transacting.

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Mergers and Acquisitions (M&A) Startups Treasury Banking 100

Finvisage

DECEMBER 31, 2019

This reflects the fact that there is an array of companies left untapped, mostly SMEs, which leaves us with a market opportunity to cease. Kyriba, one of the market leaders, has surpassed annual revenue of $110M in 2018 with an anticipated 40% growth. High growth and Gross Profit Margins aggregates to higher ROI figures.

Marketing 52

Marketing Mergers and Acquisitions (M&A) Treasury Investments 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. From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. He can be reached at [email protected].

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

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. After nearly three years of pandemic disruptions, industry experts from TripActions are optimistic that 2023 will be the long-awaited light at the end of the tunnel for business travel.

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Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

Barry Ritholtz

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

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Mergers and Acquisitions (M&A) Valuation Corporate Finance Finance 69

CFO News Room

DECEMBER 27, 2022

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

NOVEMBER 23, 2020

The merger will combine HelloFresh's global work to deliver fresh ingredients to customers' doorsteps with Factor's previous success in creating ready-to-eat meals. The merger will combine HelloFresh's global work to deliver fresh ingredients to customers' doorsteps with Factor's previous success in creating ready-to-eat meals.

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Mergers and Acquisitions (M&A) Leverage Marketing 71

Future CFO

DECEMBER 22, 2021

The year 2021 saw the highest total M&A deal value on record, reaching more than US$5 trillion, said Bain & Company recently. . Amid this exuberance, strategic M&A—including both corporate and add-on deals—is on track to reach its highest value in six years, the firm pointed out.

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Mergers and Acquisitions (M&A) Leverage Marketing Planning 40

Barry Ritholtz

MARCH 4, 2025

It’s really kind of fascinating ’cause if you remember back 20, 25 years ago, wall Street and the large investment banks and brokers were kind of accused of moving up market and abandoning that whole middle section and allowing private equity to get a a toehold there. Melissa Smith, Melissa Smith : Thank you so much for having me.

Banking 52

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

PYMNTS

MAY 11, 2017

market and targeting SME clients through its acquisition of Commonwealth FX. I think in the United States the provision of cross-border banking, payments and FX services by the big mainstream banks doesn’t service that SME and mid-cap market in the U.S. based foreign exchange company Moneycorp is entering the U.S.

Foreign Exchange 43

Foreign Exchange B2B Finance Leverage 43

Future CFO

JULY 9, 2023

The first quarter of 2023 saw global mergers and acquisitions (M&A) activity continue to shrink as rising interest rates, high inflation and recession fears dampened deal-making. Despite dwindling deal numbers, lucrative M&A opportunities continue to be available for those with the appetite and eye for lower valuations.

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

Future CFO

JULY 22, 2021

Global deal values was in excess of US$1 trillion per quarter over the past 12 months as the first six months of 2021 saw record levels of dealmaking both in terms of deal volumes and values, said PwC recently when releasing its Global M&A Industry Trends: 2021 mid-year outlook. The pursuit of strategic advantage is powering deals.

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Mergers and Acquisitions (M&A) Valuation Manufacturing Leverage 52

PYMNTS

OCTOBER 7, 2016

Reval offers treasury management solutions that have now become the target of an acquisition. “The acquisition of Reval substantially increases our footprint in treasury cloud services and enriches our product portfolio with leading functionality in risk and hedge accounting,” said ION CEO and Founder Andrea Pignataro.

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Treasury Mergers and Acquisitions (M&A) Analyzing Data Leadership 49

VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. This article is in collaboration with panelists from the May 2022 Houston TEI Presidents’ Forum Focused Breakfast. Moderator – Michael Landers, Partner, ABIP Advisors | mlanders@abipcpa.com.

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

Barry Ritholtz

DECEMBER 5, 2023

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. 00:01:24 [Michael Fisch] Thank you Barry. It’s a pleasure to be here. You get a Stanford MBA. What was the original career plan?

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

PYMNTS

JULY 1, 2019

And this week, the theme wasn’t just working hard – it was working together, as the major news mostly came from the world of mergers and acquisitions. The assets gained in the acquisition help banks control or suspend tokenized bank account numbers, limit token use to specific channels and even set spending limits.

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Mergers and Acquisitions (M&A) Accounting Construction Securities 40

E78 Partners

MAY 23, 2023

Despite months of rising interest rates and market turbulence, private equity deal-making in the United States has remained robust, thanks to resilient fundraising. As investor activity continues to increase, the demand for strong executive leadership, particularly Chief Financial Officers (CFOs), is on the rise.

CFO 52

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

Future CFO

SEPTEMBER 6, 2023

For Asia Pacific CEOs, more than half (56%) expect macroeconomic and market volatility to significantly impact their businesses, while 55% anticipate significant impact from regulatory risks. Asia Pacific business leaders eye AI and dealmaking as fears of a severe recession fade. 31% in January 2023), 44% looking to divest (vs.

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

PYMNTS

JULY 24, 2018

This acquisition will expand our presence in the high-growth South Florida marketplace while leveraging FCB’s market-leading reputation, culture and successful organic growth platform.”. FCB Financial Holdings President and CEO Kent Ellert will serve as executive vice president of Synovus and Florida market president.

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Mergers and Acquisitions (M&A) Banking Leverage Marketing 40