Accountant Insurance Risk Management 
Focus Investment Banking
MARCH 10, 2025
Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025. Have a conversation with your bookkeeper about the below and hold them accountable. You can read more here: [link] 6. Consistently book expenses to the appropriate line item.
The TRADE
DECEMBER 14, 2023
In the same period, international accounted for $332 million in Q3 up from $311 in Q3 2022. The rates environment has also released constraints on firms such as insurance pension funds – which drive some of the largest transactions in the world – encouraging more demand for portfolio trading in today’s markets.
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Mergers and Inquisitions
MARCH 13, 2023
government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.
Peak Frameworks
MAY 2, 2024
Risk Management: Offering sales on credit introduces the risk of default, requiring businesses to implement robust risk management strategies. Bad Debt Management: Estimating the likelihood of non-payment and accounting for bad debts is crucial for providing a realistic view of financial health.
Mergers and Inquisitions
MARCH 22, 2023
I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.
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.
iMerge Advisors
APRIL 15, 2025
Third-Party Risk Management A list of vendors with access to sensitive data, along with your vetting and monitoring procedures. Risk Assessments and Breach History Risk Assessments Internal or third-party assessments of your data security posture, including any mitigation plans.
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