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) 59

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.

Mergers and Acquisitions (M&A) 52

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

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 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

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.

Mergers and Acquisitions (M&A) 52

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

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. In Asia Pacific, deal volumes have been more stable with a marginal increase in M&A activity during the last 12 months.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Leverage 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.

Mergers and Acquisitions (M&A) 52

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

Barry Ritholtz

JANUARY 27, 2025

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. Mike Freno is chairman and CEO of Barings. They run over $431 billion in global assets.

Mergers and Acquisitions (M&A) 59

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

PYMNTS

OCTOBER 8, 2018

billion acquisition of GitHub , the coding website. Marking its largest acquisition since it acquired LinkedIn in 2016 for $26 billion, Microsoft is acquiring GitHub to increase its cloud computing business so it can better take on rival Amazon with its Amazon Web Services.

Leverage 68

Leverage Technology Retail Planning 68

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. The 50 largest of the 800 deals involved publicly-listed buyers in 16 industries, according to PwC. Survey highlights.

Mergers and Acquisitions (M&A) 40

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

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.

Mergers and Acquisitions (M&A) 97

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

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.

Mergers and Acquisitions (M&A) 100

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

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.

Mergers and Acquisitions (M&A) 52

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.

Treasury 49

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

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.

Mergers and Acquisitions (M&A) 52

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

PYMNTS

MAY 11, 2017

market and targeting SME clients through its acquisition of Commonwealth FX. Haslehurst told reporters at Reuters that the takeover would allow Moneycorp to deploy an FX platform designed for small- and medium-sized enterprises using Commonwealth technology. “I based foreign exchange company Moneycorp is entering the U.S.

Foreign Exchange 43

Foreign Exchange B2B Finance Leverage 43

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.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

MARCH 4, 2025

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? Previously she was co-head of the bank’s Innovation Economy Group. It’s a pleasure to be here.

Banking 52

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

E78 Partners

MAY 23, 2023

Very often, PE backed companies have found the best approach is to leverage an Interim CFO who can address time-sensitive key initiatives that the company can’t afford to wait on while also laying a strong foundation for a future permanent hire. Several factors contribute to this high turnover rate.

CFO 52

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

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.

Mergers and Acquisitions (M&A) 40

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

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. This state of work has set an expectation of speed with executives and the business.

Mergers and Acquisitions (M&A) 52

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

Future CFO

SEPTEMBER 6, 2023

68% of CEOs believe the impact of AI replacing humans in the workforce will be counterbalanced by new roles and career opportunities that the technology creates. 68% of CEOs believe the impact of AI replacing humans in the workforce will be counterbalanced by new roles and career opportunities that the technology creates.

Mergers and Acquisitions (M&A) 52

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

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.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

Finvisage

DECEMBER 31, 2019

Firms usually engage in inorganic growth to tap new markets but in TMS industry we witnessed merger and acquisitions in similar market. GTreasury remains dedicated to leveraging the latest and most significant technologies as well as integrating client feedback when appropriate.

Marketing 52

Marketing Mergers and Acquisitions (M&A) Treasury Investments 52

PYMNTS

MARCH 30, 2018

Its platform provides proprietary cyber-risk analysis technology to corporate customers. -based startups dominated, with investors focusing on cybersecurity solutions and on startups that aim to streamline back-office functions. PYMNTS breaks down the latest deals below. Cybersecurity. Back-Office. ServiceTitan.

Startups 46

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

PYMNTS

JUNE 27, 2019

Broadly speaking, CO-OP is a financial technology (FinTech) company that offers debit and credit processing solutions; operates the largest ATM and shared branch networks for thousands of credit unions in the United States; and offers a comprehensive set of online and mobile banking solutions.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Communication Banking Accounting 40

PYMNTS

DECEMBER 7, 2020

The conversation came against the backdrop of a muted merger landscape. Merger-related activity has been keeping pace at what had been seen in prior years, he said, citing the integration of TCF and Chemical Bank over the summer, for example. But the fear of disruption, perhaps understandably, will light a match to M&A dry powder.

Mergers and Acquisitions (M&A) 113

Mergers and Acquisitions (M&A) Banking Invoicing Leverage 113

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. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. He can be reached at [email protected].

Mergers and Acquisitions (M&A) 130

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

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

CFO News Room

NOVEMBER 5, 2022

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. The biggest development in the RIA custodial platform space during the past few years has been Charles Schwab’s acquisition of TD Ameritrade.

Mergers and Acquisitions (M&A) 130

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

Barry Ritholtz

JANUARY 24, 2023

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.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

DECEMBER 14, 2022

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?

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

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

Global Finance

APRIL 5, 2025

BofA also scored big on M&A despite the somewhat subdued activity, serving as the lead financial adviser for the buy side in the $1.9 billion acquisition of Hawaiian Airlines by Alaska Air, completed in September 2024. billion acquisition of Hawaiian Airlines by Alaska Air, completed in September 2024. billion).

Mergers and Acquisitions (M&A) 52

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

Barry Ritholtz

APRIL 8, 2025

00:01:58 [Speaker Changed] I’m just old. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week, really an extra, extra special guest. So she’s seen this industry from all sides. She’s directly responsible for a hundred billion dollars. Tell us what, what the career plans were.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Profit and Loss Numbers 59

Global Finance

OCTOBER 31, 2024

China’s largest bank works directly with EV manufacturers such as Guangzhou Xiaopeng Motors Technology, Zeekr, and Li Auto to provide one-stop loan application, facility, interview, and issuing services. CCB’s Guangdong Province branch in March reported lending ¥160 billion to more than 50,000 local, technology-based enterprises.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52