CFO Selections

JULY 22, 2024

A business valuation is a critical component of securing a company’s future. An experienced CFO plays a key role in any business valuation by leveraging their financial expertise to offer strategic insights along the way and ensure an accurate final assessment of the company’s value.

Valuation 52

Valuation CFO Compliance Leverage 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. Sector-Specific and Thematic Investing Private equity firms focus on specific industries or emerging market trends to leverage expertise and create competitive advantages.

Mergers and Acquisitions (M&A) 52

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

Michigan CFO

DECEMBER 28, 2022

Manufacturing business valuation is an important process that defines the value of a given manufacturing company. A company without an accurate and reliable business valuation is at a disadvantage in a competitive industry. A company without an accurate and reliable business valuation is at a disadvantage in a competitive industry.

Valuation 52

Valuation Manufacturing CFO Finance 52

Global Finance

MARCH 2, 2025

The key benefit of Benfords law is that it doesnt matter what kind of firm it ispublic, private, what accounting policies it follows, what currency it operates in, whether its loss-making, whether its a growth company, highly leveraged or no leverage at allmakes absolutely no difference. Horton: Heres one.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

PYMNTS

OCTOBER 22, 2020

And though valuations may be stretched, fundamentals are indeed sound. And as Hudson Executive Capital’s Bergeron said, valuations are high. Bergeron noted that such investments and markets are “hot until they’re not” and there could be an exogenous event that shocks public and private markets and reset valuations.

Valuation 67

Valuation B2B Investments Leverage 67

E78 Partners

DECEMBER 12, 2024

Predictive analytics empowers firms to anticipate market trends, refine company valuations, and identify risks with a level of granularity that enables proactive decision-making. For example, E78 leverages real-time monitoring to track key performance indicators (KPIs) across portfolio companies.

Technology 52

Technology Compliance Leverage Valuation 52

E78 Partners

FEBRUARY 26, 2025

Learn how leveraging financial analytics improves decision-making 3. Leverage AI-driven forecasting tools, ensuring data accuracy and executive buy-in. Poor cash flow visibility can create financial strain, particularly in leveraged buyout (LBO) scenarios. Solution: Implement weekly (not just monthly) cash flow forecasting.

Financial Planning and Analysis (FP&A) 59

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

Global Finance

DECEMBER 6, 2024

As the Federal Reserve embarks on a rate-cutting cycle, we anticipate a gradual decline in US Treasury rates, which could support equity valuations and enhance the appeal of income-oriented strategies. GF: How does the evolving interest rates play into this scenario? Frame: Its a critical factor. GF: How do you communicate that to clients?

Banking 52

Banking Communication Strategic Planning Leverage 52

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. By the same token, it is impossible to use a pricing metric (PE or EV to EBITDA), without a sense of the cross sectional distribution of that metric at the time.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

The Finance Weekly

OCTOBER 29, 2024

Business Valuation - Determining the value of assets or entire companies. Next, use an appropriate valuation method for each division to estimate their individual worth. The DCF model is flexible, but small changes in assumptions—like the discount rate or expected cash flows—can significantly impact the final valuation.

Financial Modeling 52

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

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

PYMNTS

SEPTEMBER 30, 2020

Online commerce platform VTEX completed a fund-raising round that puts its valuation at $1.7 billion, the company said in a news release Wednesday (Sept. This injection of funding will undoubtedly support us in achieving our mission to accelerate digital commerce transformation around the world.”.

Valuation 52

Valuation B2C B2B Leverage 52

CFO News Room

FEBRUARY 3, 2022

As a multiple of forward 12-month earnings, the subindex of oil-and-gas exploration companies in the S&P 500 fetches half the valuation fetched pre-pandemic and about half of what the S&P 500 goes for. Despite the rally, oil-and-gas companies are still cheap. Yet the bullish outlook for oil presents another kind of conundrum.

Valuation 130

Valuation Leverage Marketing 130

Global Finance

SEPTEMBER 23, 2024

Those that closed a deal often paid way too much, or at least passed the companies along to public markets at inflated valuations. Higher interest rates have cut the global total of initial public offerings nearly in half since 2021, reducing targets’ leverage on valuation. billion “merger” with Churchill Capital Corp.

Valuation 104

Valuation Concentration Leverage Investments 104

CFO Talks

JANUARY 30, 2025

His approach involves working backward from desired outcomes, such as an EBITDA goal or exit valuation, and breaking these down into actionable steps and KPIs. For instance, if the goal is to grow and exit, we work backward from the desired valuation. What EBITDA profitability does the company need at the expected valuation multiple?

Communication 52

Communication CFO Valuation Construction 52

Future CFO

JUNE 22, 2021

The most digitally mature firms saw valuations 23% above pre-crisis levels, on average, within six months of the pandemic’s start, said BCG recently when releasing the results of a study. . The post Digitally mature firms saw valuations of 23% on average above pre-crisis levels appeared first on FutureCFO.

Valuation 52

Valuation Entertainment Leverage Technology 52

PYMNTS

AUGUST 11, 2020

Apple is on the cusp of a stock market first — becoming the first public company in history to capture a $2 trillion valuation. More than a 20 years later, the company is spitting distance from a $2 trillion valuation. So, will Apple make it to a $2 trillion valuation? Apple stock is trading at about $446 as of Tuesday (Aug.

Valuation 48

Valuation Construction Microsoft Office Pharmaceutical 48

Future CFO

FEBRUARY 7, 2024

Treasurers are expected to grapple with the implications of these shifts and strategise on leveraging technology to enhance efficiency and adapt to the evolving work environment. This involves exploring AI applications that go beyond providing recommendations to actually producing synthetic data and content.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

VCFO

JANUARY 11, 2024

Building Blocks of Business Valuation Authored by Dustin Williamson , Managing Director – vcfo Houston Would you like to optimize your value? Are you considering selling your business in the next several years or looking to address a specific business valuation driver? In this blog, we highlight the essential elements.

Valuation 84

Valuation CFO Startups Leverage 84

Global Finance

APRIL 5, 2025

The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 Against this thriving backdrop, Bank Pekao found itself perfectly positioned to leverage its superior offerings in the debt, loan, and equity businesses, pushing the bank to a record-breaking near-$3 billion in revenue for the full year of 2024.

Mergers and Acquisitions (M&A) 52

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

E78 Partners

NOVEMBER 26, 2024

By leveraging specialized expertise, private equity consultants can quickly diagnose issues and implement strategies to improve profitability, optimize operations, or recalibrate growth plans. Their understanding of similar businesses can provide valuable insights and help you achieve your goals.

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. By leveraging our expertise, clients can optimize their operations and manage costs effectively while staying agile in a competitive market.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

PYMNTS

JULY 14, 2020

Flipkart continues to leverage its culture of innovation to accelerate growth and enable millions of customers, sellers, merchants and small businesses to prosper and be a part of India’s digital transformation,” Judith McKenna, president and CEO of Walmart International said in the announcement.

Valuation 56

Valuation eCommerce Investments Leverage 56

PYMNTS

JUNE 19, 2018

In a blog post , the company said that with this most recent round, it has raised more than $480 million and that its valuation now surpasses $3 billion. “Since our founding in 2011, we’ve remained completely dedicated to our customers’ security and success.

Valuation 40

Valuation Securities Leverage Finance 40

CFO Share

MAY 6, 2022

The sooner your exit, the less risk meaning you get a higher valuation. This is closely related to leverage and measures the total debt relative to the amount of investment and earnings retained over time. Assuming that the business is a success, how long until the exit or sale of the business? Three years? Five years?

Startups 98

Startups Leverage Valuation Investments 98

PYMNTS

JUNE 28, 2019

Corporate travel and expense (T&E) management solutions provider TripActions led this week’s B2B venture capital roundup with its announcement of new funding that propelled its valuation to $4 billion. PYMNTS looks at other industry players around the globe that caught investors’ attention below. TripActions.

Valuation 43

Valuation Reconciliations B2B Startups 43

PYMNTS

JANUARY 14, 2021

Marqeta said that Goldman Sachs “will leverage our modern card issuing platform” to introduce digital checking accounts to Marcus customers, according to a Marqeta blog post on Thursday (Jan. Marqeta is planning to file for an initial public offering (IPO) this year on a possible valuation of about $10 billion.

Valuation 82

Valuation Leverage Startups Banking 82

PYMNTS

JUNE 9, 2020

FinTech firms and government bodies are responding to the wave of cybercrime by developing new anti-money laundering (AML) and know your customer (KYC) technologies, particularly those leveraging biometric authentication factors. billion by 2024. Around The Digital ID World. About The Tracker.

Compliance 78

Compliance Leverage Valuation Securities 78

Barry Ritholtz

APRIL 1, 2023

We discuss how his career has traced the rise of private credit: He began his career in the Mergers & Acquisitions Group at Drexel Burnham Lambert, then founded the high-yield finance business at Chase Securities (now JP Morgan Chase), served as head of Leveraged Finance for RBC. class nine times.

Mergers and Acquisitions (M&A) 69

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

PYMNTS

NOVEMBER 24, 2020

billion valuation as of February. “In In order to support our employees and former employees as they navigate the impact of COVID-19, we did complete a secondary offering recently,” a Toast spokesman told CNBC, although he didn’t confirm the $8 billion valuation. SharesPost said that gave Toast a $4.9 Island Grill in Kansas City, Mo.,

Valuation 80

Valuation Sales Technology Leverage 80

Nerd's Eye View

JUNE 27, 2023

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

Valuation 86

Valuation Benchmarking Communication Leverage 86

PYMNTS

DECEMBER 10, 2020

Platform assets can be leveraged, can scale, can be used to create ancillary businesses. We’ll leave the valuation questions on the Street for those who live and die by the Street. That includes vetting each side of the transaction — ascertaining that people are who they say they are, and of course facilitating transactions.

Nonprofit 99

Nonprofit Valuation Forecasting Leverage 99

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

PYMNTS

JANUARY 21, 2019

According to the report , “Alipay’s new PSD2 license in Luxembourg will allow the group to leverage the EU passport to serve its customers across Europe in the future and connect Chinese users with merchants in EU countries.”. Monzo recently achieved a valuation of $1.3 Starling Bank undertook similar steps.

Valuation 74

Valuation Startups Banking Leverage 74

Global Finance

AUGUST 16, 2024

Anglo’s valuation upside no longer looks compelling on a standalone basis,” JP Morgan’s equity research team concluded, suggesting it may still be a takeover target. The decision, which was intended to help Anglo focus on its restructuring, swung the company from a net profit of $1.26 The restructuring itself is a complicated affair.

Restructuring 105

Restructuring Profit and Loss Valuation Forecasting 105

Musings on Markets

FEBRUARY 12, 2025

I am not an accountant, but I do rely on accounting statements for the raw data that I use in corporate finance and valuation.

Hurdle Rate 72

Hurdle Rate Accounting Investments Economics 72

PYMNTS

DECEMBER 6, 2016

With competition for investments rising as quickly as the valuations of private technology companies, GV has reportedly invested 20 percent less this year compared to last year. The Financial Times also said the number of companies GV backed decreased from 57 last year to 34 in 2015.

Valuation 73

Valuation Startups Investments Leverage 73