Global Finance

OCTOBER 7, 2024

True to his reputation as a consummate dealmaker, Unicredit CEO Andrea Orcel is orchestrating one of the largest cross-border bank mergers ever in Europe. A Merrill Lynch mergers and acquisitions veteran, Orcel has a history—not always successful—in large buyouts. It never materialized. The markets are watching.

Mergers and Acquisitions (M&A) 52

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

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. The Importance of Quality of Earnings Why is Quality of Earnings a crucial cornerstone of the due diligence process in mergers and acquisitions?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Numbers Accounting 59

Planful

APRIL 16, 2021

While there’s no magic formula to define what’s “healthy” debt, you can answer these questions to decide if your company is ready to prioritize growth over business debt. Mergers and acquisitions (M&A) can increase market share, but they require big upfront investments. Talent Acquisition.

Prioritization 40

Prioritization Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Profit and Loss 40

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

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.

Treasury 74

Treasury Mergers and Acquisitions (M&A) Prioritization Investments 74

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

CFO Thought Leader

MAY 2, 2024

Levine emphasizes the critical importance of system and team integration from day one during mergers and acquisitions. Levine emphasizes the critical importance of system and team integration from day one during mergers and acquisitions.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) CFO Prioritization Finance 40

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.

Mergers and Acquisitions (M&A) 130

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

Global Finance

JUNE 4, 2024

Chris Hagedorn, senior partner at McKinsey’s Transformation practice and leader of the firm’s transformational M&A work, speaks to Global Finance about how his firm works with clients at a time of high debt costs, tight labor markets, and a scarcity of available talent. GF: At what point in the acquisition process do you become involved?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) CFO Finance Prioritization 59

Future CFO

MARCH 13, 2024

Arun Dhingra Of those surveyed, 82% reported that their role has grown significantly, with the vast majority of CFOs citing how new complexities across environmental, social, and governance matters , mergers and acquisitions , and corporate strategy are driving sweeping change - and opportunity - within their role.

CFO 52

CFO Mergers and Acquisitions (M&A) Leadership Auditing 52

Future CFO

APRIL 14, 2020

Business leaders are focussing on navigating the immediate impact that the global coronavirus outbreak has across supply chains, revenue and profitability, while rewriting capital strategies by reconfiguring capital allocation and M&A plans for the post-crisis world, said EY recently.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Prioritization Economics Valuation 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

Corporate Finance Associates

NOVEMBER 9, 2021

The report below gives a good overview of the Fall 2021 M&A activity in the Food and Beverage Industry Sector. The post Fall 2021 | M&A Report In The Food and Beverage Industry Sector appeared first on CFA. The global functional foods and beverage market was valued at $281.14 Posted by Jurgen van Dijk.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Prioritization Manufacturing Transportation 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) 52

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

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