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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Global Finance

SEPTEMBER 9, 2024

Corporate treasury professionals are reassessing investment strategies to stay agile and conserve cash amid interest rate shifts and geopolitical uncertainty. A sense of nervousness amid ongoing global disruption pervades strategic thinking across global treasury functions. It’s a predicament that started to emerge as far back as 2018.

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E78 Partners

SEPTEMBER 5, 2023

When it comes to mergers and acquisitions (M&A), the path to success is often illuminated by a clear understanding of a company’s financial health. It aims to assess the accuracy and sustainability of the reported earnings, going beyond the surface numbers and diving into the roots of profitability.

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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].

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PYMNTS

AUGUST 31, 2020

As companies adjust their business models and prioritize risk mitigation, the corporate treasury offers a valuable, forward-looking view into financial futures. Data can identify merger and acquisition opportunities, for example, which may be key to helping organizations achieve their financial goals in a low-yield environment.

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CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. 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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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.

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