Beyond M&A

DECEMBER 18, 2024

With its ability to analyze vast amounts of data and make informed decisions, Agentic AI can improve diagnostic accuracy, personalize treatment plans, and streamline administrative tasks. From algorithmic trading and risk management to fraud detection and customer service, the applications are vast and varied.

Investors 130

Investors Investment IT Healthcare 130

Wall Street Mojo

JANUARY 14, 2024

The Allowance Method in accounting sets aside funds to cover anticipated bad debts from credit sales. It calculates a reserve based on past sales and customer risk assessment, ensuring a realistic reflection of expected uncollectible amounts in financial statements. What Is The Allowance Method?

Accountant 52

Accountant Debt Financial Statement Risk Assessment 52

The TRADE

DECEMBER 14, 2023

Electronically, it is a relatively new phenomenon to the last four to five years, and the protocol has gained momentum alongside other forms of electronic trading that differ from request for quote (RFQ) protocols on multi-dealer platforms, as participants look to minimise their market impact and avoid information leakage.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

Sun Acquisitions

JULY 21, 2023

Due diligence plays a crucial role in evaluating a transaction’s potential risks and rewards, ensuring that both parties are well-informed and can make informed decisions. It involves gathering relevant information, examining records, and assessing potential risks and opportunities.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Peak Frameworks

MAY 8, 2024

Salvage value is an important concept in accounting and forecasting a company's financials. Importance of Salvage Value Salvage value is not just a residual figure in accounting; it plays a pivotal role in various aspects of financial management and decision-making.

Finance 52

Finance Finance Book-building Accountant 52

Growth Business

MAY 23, 2023

per cent of total economic output, and, according to Deloitte , the UK’s particular strengths include wealthtech (including PFM and cryptocurrencies) and payment technology, which account for more than 50 per cent of all firms. These include accounting, finance, tax, forecasting, cash management, risk management and strategic planning.

Engineering 80

Engineering Finance Finance S&P 80

Razorpay

NOVEMBER 30, 2023

Government regulations and the financial industry embracing modern technologies such as electronic Know Your Customer (e-KYC), video verification (KYC), Internet of Things (IoT), artificial intelligence (AI), digital signatures, and account aggregation systems have built a strong foundation for the future of digital-native financial services.

Accountant 52

Accountant Book-building Business Financial Services 52

Lake Country Advisors

OCTOBER 31, 2024

This guide will help you navigate the process and make informed decisions to protect your investment. As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement.

Business 52

Business Profitability Debt Shares 52

Razorpay

SEPTEMBER 17, 2023

It is a platform that connects your bank account to the platform where you need to transfer money. It plays the role of a third party that securely transfers your money from the bank account to the merchant’s payment portal. What is a Payment Gateway? What is a Payment Processor?

Bank 52

Bank Banking Financial Institution Accountant 52

Midaxo

APRIL 25, 2023

Trade publications and news sources: Monitor trade publications and news sources to stay informed about potential acquisition targets and industry trends. Engage with targets : Reach out to potential targets to gauge their interest in an acquisition and gather preliminary information.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Peak Frameworks

JULY 19, 2023

Implementing appropriate , risk management techniques, such as setting stop-loss orders and managing position size, is essential. Market Volatility and Sudden Reversals Rapid price movements can lead to unexpected reversals, causing potential losses if not managed effectively. Real-time Market Data and News Sources.

Trading 52

Trading Utilities Profitability Finance 52

M&A Leadership Council

JUNE 18, 2024

Provide training or briefings on the M&A process and risk assessment. Facilitate collaboration and information sharing among team members. Review operational reports, including production data, supply chain information, and efficiency metrics. Conduct regular risk assessments and updates to reflect changing conditions.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

The TRADE

MAY 16, 2024

Today, trades are not solely measured by outcome in isolation, but instead, the focus has shifted towards understanding the holistic impact of every transaction on portfolio performance, risk management, and overall market dynamics. Having data is only useful if it is then used to better inform trading decisions.

Trading 119

Trading S&P Collaboration M&A 119

Solganick & Co.

NOVEMBER 15, 2023

Adjusted EBITDA offers a more comprehensive view of the target company’s earnings capacity, incorporating adjustments that reflect its sustainable earnings and accounting for exceptional items that could impact its long-term financial performance. Two such terms that frequently arise are EBITDA and Adjusted EBITDA.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

The TRADE

SEPTEMBER 15, 2023

For most of my career in credit trading, the majority of traders have been accounting and finance or economics majors. More and more, price formation is happening via smart algos, so our traders are morphing into a combination of programmers and risk managers. The skillset of traders has evolved over recent years.

Trading 59

Trading Electronics Portfolio Bank 59

Razorpay

JULY 24, 2024

This process establishes an efficient and compliant payment system, improving customer trust, reducing fraud risks, and smoothening transactions. Let’s understand what is a merchant account , merchant onboarding meaning, how it works, and its benefits. Regularly reassess merchant profiles to detect any changes in risk.

IT 40

IT Business Risk Assessment Risk Management 40

Razorpay

DECEMBER 27, 2023

Key Features of the Guidelines: Enhanced transparency and disclosure: Regulated Entities (REs) must provide borrowers with a Key Fact Statement (KFS) outlining essential loan information, including the Annual Percentage Rate (APR), fees, and cooling-off period.

Bank 52

Bank Banking Risk Management Business 52

M&A Leadership Council

JUNE 18, 2024

Provide training or briefings on the M&A process and risk assessment. Facilitate collaboration and information sharing among team members. Review operational reports, including production data, supply chain information, and efficiency metrics. Conduct regular risk assessments and updates to reflect changing conditions.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm has made 878 total investments since inception.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Razorpay

DECEMBER 15, 2024

Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. Financial institutions ensure that all client transactions and records are handled with strict confidentiality, protecting clients’ personal and financial information. How Does Private Banking Work?

Bank 52

Bank Banking IT Management 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. InvoiceXpress’s software includes features for tax management, VAT reporting, billing management, payment processing, and budgeting.

Investment 52

Investment Management Acquisitions Business 52

Peak Frameworks

OCTOBER 17, 2023

Clear Accountability: Each division's performance can be measured independently. Risk management: A company's structure can be a proxy for its risk profile. A decentralized structure might imply a diversified risk, for instance. This is crucial for analysts crafting detailed financial models.

Corporation 52

Corporation Finance Finance Management 52

Viking Mergers & Acquisitions

APRIL 17, 2023

This extensive and successful background in project management informs Jimmy’s approach to M&A engagements today. “I I see my business engagements through a project management lens. Using that, along with feedback from their accountant, they can estimate the net results from a future sale.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Identify potential synergies and areas of concern to inform the integration strategy.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Mergers and Inquisitions

MARCH 8, 2023

Energy Information Administration has a few simple examples here : Your discussions with customers, competitors, and other commodity brokers will also inform this curve. You must also consolidate information from various sources and present it effectively to build relationships and execute deals.

Funds 119

Funds Finance Finance Trading 119

Wall Street Mojo

JANUARY 15, 2024

The Chande Kroll Stop is a technical indicator identifying potential stop-loss levels for investors to mitigate risk in their investments. It also provides real-time market-based volatility, thereby aiding in mitigating risk and helping traders make informed decisions. It can be applied to long and short positions.

S&P 52

S&P IT Investors Investment 52

GillAgency

FEBRUARY 10, 2022

As such, your accountant or CFO has to be part of the exit team. If you cannot divulge the sale to your CFO or accountant, consider hiring an external accountant. However, we strongly advice that you bring your current CFO or accountant into the team. Risk Management Every project has risks.

Business 52

Business Sale Broker IT 52

Focus Investment Banking

JANUARY 18, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. The owner kept providing financial information but nobody came back with a firm offer. What advice would you give prospective business sellers?

Sale 52

Sale Business M&A IT 52

Devensoft

JUNE 13, 2023

The M&A or divestiture team should also establish regular communication channels, such as weekly meetings or progress reports, to keep all stakeholders informed and engaged throughout the transaction. Integration managers play a crucial role in ensuring the success of their organization’s merger or acquisition.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

The TRADE

MAY 1, 2024

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.”

Trading 59

Trading Capital Funds Investment 59

Devensoft

AUGUST 22, 2023

Furthermore, real-time decision-making can introduce uncertainty, requiring a shift in risk management strategies. This facilitates the seamless flow of information critical to freelance modeling. Risk Management : Develop risk assessment frameworks that account for the uncertainties introduced by real-time decision-making.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

What's Market

SEPTEMBER 26, 2022

Representations and warranties not only provide information to the buyer, but also allocate risk as between buyer and seller with respect to the covered matters. including the seller's human resources director as to the employment and HR representations or the risk management director with respect to insurance).

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

The TRADE

AUGUST 21, 2023

The development of the current rules was informed by technological capabilities that today seem hopelessly archaic. Eighteen years ago, a turnaround time of 500 milliseconds seemed incredibly fast.

Equities 52

Equities Retail Trading Broker 52

Focus Investment Banking

APRIL 2, 2025

I actually lead the sustainability practice here at Caliber Collision, which also includes risk management. And of course most people scope three emissions, when you are the size that we are, account for the majority of your emissions. Sustainability is just really good risk management.

IT 52

IT M&A Business Insurance 52

The TRADE

APRIL 30, 2024

These regulations have significantly impacted the operations and behaviour of financial institutions, contributing to greater stability, transparency, and accountability in global financial markets. New rules have impacted almost every financial firm, ranging from banks to asset managers.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Razorpay

MARCH 24, 2025

Your transaction might be returned if there aren’t enough funds in the account, if the account is closed, or if the account details are incorrect. Administrative Errors: Incorrect account numbers or closed accounts frequently trigger returns. What Causes ACH Returns? Common causes of ACH returns include: 1.

IT 40

IT Accountant Bank Banking 40

Razorpay

FEBRUARY 18, 2025

Efficient International Supplier Payments Managing international B2B payments comes with challenges like currency exchange fluctuations, high transaction fees, and complex regulatory compliance. This trend allows companies to divide payments over time or across multiple accounts, improving budget management and reducing financial strain.

Accountant 40

Accountant Management Business Bank 40