CFO News Room

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. Self-directed plans, meanwhile, offer more ability to tailor a plan’s features to an individual’s needs.

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Planning Mergers and Acquisitions (M&A) Accounting Investments 130

PYMNTS

NOVEMBER 22, 2019

Talk of a decelerating FinTech venture capital market continued to mount this week with reports that digital banking startup Aspiration is struggling to raise money. Indeed, WeWork’s recent troubles have shaken confidence in the tech startup funding environment. Venture Capital Funding. Cardlay, based in the U.K., Also in the U.K.,

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Mergers and Acquisitions (M&A) B2B Foreign Exchange Startups 43

PYMNTS

NOVEMBER 4, 2020

Pleo has also added support for ATM cash withdrawals on its cards, while the company noted in a blog post that it also plans to roll out expense reimbursement capabilities within Pleo Pocket in the near future. Targeting eCommerce startups, commercial card company Brex has revamped its rewards program. FLEETCOR Preps For M&A Spree.

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Mergers and Acquisitions (M&A) Accounts Payable Banking B2B 64

PYMNTS

OCTOBER 2, 2020

Walmart is partnering with insurance startup Clover Health to aid seniors at their new Walmart Health centers in the Atlanta area, using Clover’s technology to track patient health and improve the quality of care. The partnership marks the retail giant's foray into privately managed Medicare Advantage plans.

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Mergers and Acquisitions (M&A) Healthcare Sales Retail 77

PYMNTS

JULY 30, 2020

Well-financed players are steadily expanding the DTC Rx space, from Amazon ’s PillPack to Truepill to startups like ePharmacy Ro — now valued at $1.5 Large pharmacy chains selling mixed merchandise are a mainstay of life throughout the developed world. There’s obviously been a brace of telemedicine.

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Mergers and Acquisitions (M&A) Healthcare Profit and Loss Retail 110

Boston Startup CFO

OCTOBER 29, 2012

If you’re running an early-stage startup, chances are there are some knowledge gaps in your core team. Are you prepared to manage the day-to-day of your startup, from recruiting new talent to bookkeeping to financial planning? Overall, CFOs help you with business planning, providing your business plan with essential rigor.

Startups 52

Startups Mergers and Acquisitions (M&A) GAAP Accounting Principles 52

PYMNTS

DECEMBER 7, 2020

One of 2020’s highest high-flyers has been the special purpose acquisition corporation, or SPAC. It might be hard in the midst of roaring markets and headlines trumpeting Dow 30,000 to remember that one of 2020’s highest high-flyers has been the special purpose acquisition corporation, or SPAC. And as reported by CNBC Monday (Dec.

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Mergers and Acquisitions (M&A) Valuation Startups Finance 64

PYMNTS

MARCH 30, 2018

Combined, more than $337 million in funding will fuel growth for an array of B2B startups that revealed their latest funding rounds this week. 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.

Startups 46

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

Barry Ritholtz

JANUARY 27, 2025

Was finance always the career plan. 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.

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

PYMNTS

DECEMBER 20, 2017

That data includes company names, share counts and corporate activity like mergers and acquisitions (M&A), reports said. Last week, PYMNTS noted Gibraltar’s plans to introduce blockchain regulation into its financial services space. The company is currently examining other use cases for the platform.

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Mergers and Acquisitions (M&A) Planning Transportation Benchmarking 54

Barry Ritholtz

MARCH 4, 2025

Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. What was the original plan? It’s a pleasure to be here.

Banking 52

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

PYMNTS

DECEMBER 12, 2019

He added that as an industry leader, E*TRADE has a central role in assisting employers with their participants’ monetary essentials, noting that “…innovative offerings like Gradifi help us deliver even more firepower to plan sponsors.”. E*TRADE acquired Gradifi for $30 million, Reuters reported. Although 57.4

Startups 52

Startups Education Planning Numbers 52

PYMNTS

MARCH 2, 2016

Private cybersecurity companies are putting plans to go public on hold as some cybersecurity stocks are being hit hard in the market. Rather than seeing private companies prepare for IPOs, venture capitalists and investment bankers expect 2016 to be a year of mergers and acquisitions throughout the cybersecurity market , WSJ reported.

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Mergers and Acquisitions (M&A) Marketing Valuation Forecasting 40

PYMNTS

JUNE 24, 2019

Over the past few months, we’ve seen announcements from marquee names in commerce, payments and financial services ( Amazon among them), linking up across mergers and acquisitions (M&A), and via consortiums. The plans, thus far, are nebulous. All told, $3.5 trillion is a pretty big pie to divvy up. trillion in 2018.

Healthcare 53

Healthcare Mergers and Acquisitions (M&A) Startups Planning 53

Barry Ritholtz

JANUARY 9, 2024

He brings an unusual background as both an m and a attorney and a derivative specialist at two of the best firms in the world for those spaces. Matt Levine writes The Money Stuff Daily newsletter for Bloomberg. Matt has become this fascinating character in the world of Wall Street research and analysis and commentary. I, I won a prize for.

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

Barry Ritholtz

JUNE 11, 2024

The transcript from this week’s, MiB: Peter Mallouk, Creative Planning CEO , is below. He has since built Creative Planning into one of the nation’s largest RIAs and an absolute powerhouse running over $300 billion. What was the plan for your career with that combo? Peter Mallouk : Hey, it’s great to be back, Barry.

Planning 64

Planning Mergers and Acquisitions (M&A) Investments Entertainment 64

Barry Ritholtz

APRIL 25, 2023

He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. He is highly sought after as a counsel in this space, and I’m glad we had the opportunity to finally sit down and talk about the industry. It’s so great to be here.

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Mergers and Acquisitions (M&A) Compliance Investments Finance 64

Barry Ritholtz

SEPTEMBER 26, 2022

? ?. The transcript from this week’s, MiB: Steve Case on AOL, Startups & Venture , is below. And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. I found this conversation to be fascinating.

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Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

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.

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

Global Finance

OCTOBER 31, 2024

WeBank claims its microbusiness loans have launched more than 300,000 startup enterprises. Meanwhile, banks across the country are responding to difficult times with an unprecedented wave of innovation. trillion) in assets. Understandably, then, innovation is the common thread among Global Finance ’s Stars of China award winners this year.

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

Global Finance

APRIL 3, 2025

With over $2 trillion in planned infrastructure projects, the Middle East appears to be at the starting point of a long-promised economic transformation. With over $2 trillion in planned infrastructure projects, the Middle East appears to be at the starting point of a long-promised economic transformation.

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Mergers and Acquisitions (M&A) Economics Pharmaceutical Banking 59

Barry Ritholtz

NOVEMBER 28, 2023

And so my career made another pivot to go from the treasurer of a startup credit card company to being the treasurer of the eighth largest bank in the country. The merger was tumultuous. . ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Barry Ritholtz : This week on the podcast, I have a special guest.

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Mergers and Acquisitions (M&A) Banking Economics Investments 103

Barry Ritholtz

DECEMBER 24, 2024

In addition to covering Amazon, she is an award-winning reporter who has deep roots in both m and a and retail. I had no idea, as I’m reading the book, I’m just genuinely shocked. We’ve been ships in the night and I’m glad we finally did this. Her new book is really quite fascinating.

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Mergers and Acquisitions (M&A) Profit and Loss Retail Advertising 52