Remove Leverage Remove Mergers and Acquisitions (M&A) Remove Profit and Loss
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1047: Balancing Risk and Opportunity in a Changing Finance Landscape | John Gronen, CFO, Yooz

CFO Thought Leader

At the time, Gronen was vice president of finance, responsible for assessing acquisitions and analyzing their outcomes. The company operated two businesses: one generating about $30 million in EBITDA, while the other incurred annual losses of roughly $10 million. Automation shortens this process to just a minute or two.

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10 Types of Financial Models

The Finance Weekly

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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Weekend Reading For Financial Planners (Dec 24-25) 2022

CFO News Room

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. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. Adam is an Associate Financial Planning Nerd at Kitces.com.

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Transcript: Michael Fisch

Barry Ritholtz

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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GCC Banks Face The Urge To Merge

Global Finance

Will Fed rate cuts and geopolitics fuel more M&A deals by GCC banks? Another year, another bumper crop of profits. In the first quarter of this year, the combined profits of 57 listed banks jumped 10.5% In the first quarter of this year, the combined profits of 57 listed banks jumped 10.5% An Overbanked Region?

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Transcript: Steven Klinsky

Barry Ritholtz

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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Transcript: Kathleen McCarthy

Barry Ritholtz

But she answers a question, I’m just sitting there dumbfounded by how she’s just like, oh my God, that’s just an absolutely comprehensive explanation about something I had no idea about, and now I feel like I really know. You started your career doing M&A at Goldman Sachs. What was that like?