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. 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. Jeff Levine | Twitter).

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Barry Ritholtz

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. What a fascinating guest. Mike Freno is chairman and CEO of Barings. Great to see you.

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Future CFO

JULY 12, 2021

In a February 2021 report , Morgan Stanley ’s global head of M&A, Rob Kindler said: “All the elements are there for an active M&A market in 2021, from corporations looking for scale and growth to private equity firms and special-purpose acquisition companies (SPACs) looking to invest capital.”. COVID-19 is no different.

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CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

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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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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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Barry Ritholtz

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. 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.

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Future CFO

AUGUST 5, 2020

China's overseas M&A hit the lowest value Meanwhile, the announced overseas M&As of US$14.6 The country's overseas M&As in Europe continue to decline sharply, accounting for less than 20% of the total for the first time in the past seven years, the firm observed. Non-financial ODI amounted to US$51.5 YOY to US$107.2

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PYMNTS

JUNE 19, 2018

The number of physical rent-to-own stores have declined in recent years, according to the latest data from Association of Progressive Rental Organizations , which focuses on the rent-to-own industry. Including net debt, the total deal is worth a reported $1.37 Vintage also owns rent-to-own operation Buddy’s Home Furnishings.

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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.

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Global Finance

FEBRUARY 14, 2025

Lenders across Europe are ramping up M&A efforts to scale operations, strengthen balance sheets, and navigate an evolving financial landscape. With interest rates stabilizing and capital reserves at healthy levels, banks are taking advantage of strategic acquisitions to fuel growth and enhance profitability. trillion.

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Global Finance

JUNE 10, 2024

Meanwhile, the solid export numbers that turned the current account positive, after decades in the red, are likely to take a hit due to weaker demand from Spain’s European neighbors. The year 2024 looks to be no different; Spanish GDP is expected to expand to double the average in the euro area: between 1.9% to 1% for its peers.

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Global Finance

JULY 29, 2024

Will Fed rate cuts and geopolitics fuel more M&A deals by GCC banks? Despite the chances of an erosion in earnings, however, merger and acquisition activity among GCC banks has gone quiet since it reached a pre-pandemic peak in 2019 when 11 deals worth $118 billion were consummated, according to data from PitchBook.

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Global Finance

MAY 10, 2024

But the top-line numbers obfuscate an enormously mixed picture beneath the surface. The agency recorded a decline in international investment project announcements, particularly in project finance (21%) and mergers and acquisitions (16%). But the picture that is beginning to sort itself out is distinctly different from the past.

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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?

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Global Finance

OCTOBER 9, 2024

Bank partnerships proliferate as the quest to deliver real-time payments intensifies. But with added speed comes added risk. Why settle for slow? When it comes to processing payments, it’s better for a bank to be “always on,” says Debopama Sen, Citi Services’ head of Payments in the Treasury and Trade Solutions business.

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CFO News Room

NOVEMBER 5, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). While private valuations have soared in recent years, public markets continue to be less kind to RIAs.

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Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. So with no further ado, my conversation with Steve Case.

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Barry Ritholtz

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. He is one of the co-founders of Puck.

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CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. We also have a number of articles on retirement planning: How advisors can incorporate Social Security benefits into a client’s retirement asset allocation. Enjoy the ‘light’ reading!

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