Building a Management Team
Benchmark Report
JANUARY 13, 2022
To have a successful business, you need to create a winning management team. There are several things to keep in mind when you are building that management team.
building-a-management-team 
Diversifying demographics of assets under management
Harvard Corporate Governance
APRIL 4, 2024
Asset owners, such as pension plans, sovereign wealth funds, and endowments and foundations, typically allocate their investments to asset managers based on expected performance, risk, and other key characteristics. In building a portfolio, they try to diversify key risks over time horizons that align with their objectives.
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Trending Sources
The Imperfect CEO
Harvard Corporate Governance
MAY 29, 2023
Posted by Justus O'Brien and Dean Stamoulis, Russell Reynolds Associates, on Monday, May 29, 2023 Editor's Note: Justus O’Brien co-leads the Board & CEO Advisory Partners Practice and Dean Stamoulis is a Managing Directer at Russell Reynolds Associates. This post is based on their Russell Reynolds memorandum. more…)
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Building Effective Cybersecurity Governance
Harvard Corporate Governance
NOVEMBER 10, 2022
Posted by Orla Cox and Hetal Kanji, FTI Consulting , on Thursday, November 10, 2022 Editor's Note: Orla Cox and Hetal Kanji are Directors of Strategic Communications, and Simon Onyons is a Managing Director at FTI Consulting. This post is based on their FTI memorandum. Executive Summary.
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The Power of Diligence-to-Integration Continuity
M&A Leadership Council
MAY 15, 2024
The following nine examples of continuity between diligence and integration team activities highlight their functions and drive home their impact on the overall deal. Knowledge Transfer During the diligence phase, the diligence team gathers extensive data on the target company's operations, financials, culture, and strategic fit.
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AuditBoard Announces AI and Analytics Capabilities
Audit Board
OCTOBER 17, 2023
Purpose-built extensions allow Audit, Risk, and Compliance teams to leverage transformative automation and data insights to manage risk more efficiently. AuditBoard now offers the industry’s most flexible and approachable analytics options for audit, risk, and compliance teams.
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Moore Kingston Smith advises Roycian on McAndrew Martin acquisition
Accountancy Today
APRIL 11, 2024
Moore Kingston Smith Corporate Finance has advised Roycian on the £7m Management Buyout (MBO) of McAndrew Martin, an award-winning, independent multi-disciplinary design firm with projects in the UK, and a rapidly growing presence in international markets. It has headquarters in Cosham, Hampshire and an office in Monmouth.
Trust Survey: key findings and lessons for business executives
Harvard Corporate Governance
APRIL 30, 2023
The trust that businesses build with their stakeholders can boost profitability: 91% of business executives agree (including 50% who strongly agree) that their ability to earn and maintain trust improves the bottom line. This post is based on their PwC memorandum. One reason is recommendations and referrals. 5 from the No.
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FRP advises Mobeus on The Translation People’s £10.5m debt raise
Accountancy Today
OCTOBER 24, 2023
FRP’s debt advisory team has advised Mobeus Equity Partners on The Translation People’s on a successful £10.5m debt raise that will support the firm’s buy-and-build strategy. Led by partner, Simon Sherliker and director, Stuart Sweeney, and supported by senior manager, Amit Bagga and Manager, Brad Gayler.
M&A Deal Killers: Business Deal Breaker #2
Viking Mergers
MARCH 8, 2023
And for business owners, it is incredibly frustrating to work hard to build a successful business and then see a deal derailed by a normal problem that simply hasn’t been fully resolved. Our 5-part M&A Deal Killers series digs into the top business deal breakers in business sales and how you can identify, prevent, and resolve them.
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Top 5 Strategies for Building the IMO Dream Team
M&A Leadership Council
APRIL 2, 2024
Take A Coach's Approach to Forming a Championship M&A Integration Team By M&A Leadership Council Transitioning project managers from a PMO (Project Management Office) to an IMO (Integration Management Office) requires strategic maneuvering akin to assembling a championship sports team.
FRP Corporate Finance advises Harwood Private Equity on Vegner sale
Accountancy Today
SEPTEMBER 25, 2023
FRP Corporate Finance has advised Harwood Private Equity on its sale of the Vegner Group, one of the UK’s leading property services businesses, to international property management group Odevo. HML’s focus on servicing Residential Management Companies will also complement the current UK businesses within the Odevo group.
Brera Holdings Comments on Top-Level Italian Professional Football Team Acquisition Reports
Benzinga
APRIL 22, 2024
DUBLIN, Ireland and MILAN, Italy, April 22, 2024 (GLOBE NEWSWIRE) -- Brera Holdings PLC ("Brera Holdings," "Brera" or the "Company") (NASDAQ: BREA ) has been asked to respond to several third-party publications that have reported on Brera's efforts to acquire a top-level Italian professional football (soccer) team.
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Five Project Management Best Practices for More Effective Audits
Audit Board
JUNE 13, 2022
Is your audit team being held back by a fundamental disconnect in how you’re approaching projects? Every audit is a project and successful projects require management, but internal audit managers are rarely trained in the principles of project management. Practice 2: Clearly Establish Team Responsibilities and Workflows.
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27 Best Skip-Level Meeting Questions and Agenda [Updated for 2022]
Rhythm Systems
MARCH 29, 2022
As defined in an article by Jared Lewis , "In a skip-level meeting, upper-level management bypasses mid-level management to talk directly to non-managerial employees. Although there's not typically a special position known as a 'skip-level manager,' senior managers conducting these types of meetings are considered skip-level managers."
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How firms can prioritize accountants’ mental health in the workplace
ThomsonReuters
MAY 15, 2023
With Mental Health Month upon us, this is a good time to think about strategies to ensure that your teams maintain a healthy work-life balance. With Mental Health Month upon us, this is a good time to think about strategies to ensure that your teams maintain a healthy work-life balance.
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Master the Art of the Integration Launch
M&A Leadership Council
MARCH 6, 2024
Vital: A Tightly Managed Process with Disciplined Teams on Both Sides By Mark Herndon, Chairman Emeritus, M&A Leadership Council In Don’t Fumble at the Goal Line , we discussed how to finish strong by making sure you are using seven key strategies for ensuring a successful handoff from due diligence to integration.
One Four Nine expands into Scotland with latest acquisition
Accountancy Today
JULY 21, 2022
One Four Nine, an independent financial advice and fund management firm, has completed its fourth acquisition with the purchase of Glasgow-based APC Financial Solutions and Consultancy Services. . The APC Financial Solutions and Consultancy Services team offer financial planning services across the investment and protection space.
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Cycode Completes Acquisition of Bearer and Announces New Cygives Developer Initiative
Benzinga
APRIL 30, 2024
SAN FRANCISCO, April 30, 2024 (GLOBE NEWSWIRE) -- Cycode , the leader in Application Security Posture Management (ASPM), has finalized its acquisition of Bearer, an AI-powered SAST and API discovery company. This is just one example of the magnitude of these attacks. In fact, the Cycode State of ASPM Report revealed that only.
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Empowering Corporate Compliance Functions in a Post-Pandemic Environment
Harvard Corporate Governance
SEPTEMBER 28, 2022
This post provides practical guidance for companies seeking to ensure that their compliance teams are empowered and accountable, particularly in the post-pandemic environment, which presents unique challenges for organizations seeking to build a best-in-class compliance program. Focus on training gatekeepers and middle management.
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Single-Manager Hedge Funds: The Best Way to Get a Recurring Guest Spot on CNBC?
Brian DeChesare
JANUARY 31, 2024
If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L).
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Mastering Constructive Feedback: Essential Tips for New Leaders
Rhythm Systems
AUGUST 17, 2023
As new leaders, we often navigate the complexities of team management and relationship building. One of the most crucial skills in this journey is effectively giving feedback. We’ll explore how to give feedback as a new leader based on working with thousands of them in the field.
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Grant Thornton leads on sale of Incentive FM Group
Accountancy Today
JULY 11, 2022
Grant Thornton UK’s corporate finance team has revealed the completion of its fourth deal in the built environment sector for this year, as it has reportedly led the strategic sale of Incentive FM Group to leading global facilities management group Atalian Servest. It is a great strategic fit for Atalian Servest. “We
FRP Corporate Finance secures refinancing deal for Bridge Farm Group
Accountancy Today
JULY 25, 2023
The business’ team of experts are focused on the identification, cultivation, and extraction of high value functional and active molecules from plants. Having secured two fully credit backed offers to refinance the group, FRP subsequently supported management in the detailed negotiation of terms to completion of the financing.
Copenhagen Infrastructure Partners acquires majority stake in Elgin, a leading international solar company
Benzinga
APRIL 3, 2024
COPENHAGEN, Denmark , April 03, 2024 (GLOBE NEWSWIRE) -- Copenhagen Infrastructure Partners (CIP) has signed an agreement to acquire a majority share in Elgin Energy (Elgin) and will, together with Elgin's retained management team, invest £250 million into Elgin. Full story available on Benzinga.com
AuditBoard Names Veteran Technology Leader Haibei (Happy) Wang as Chief Development Officer
Audit Board
AUGUST 10, 2023
Everbridge, ServiceNow, and PayPal alum to lead AuditBoard’s Engineering and IT teams through the company’s next phase of innovation and growth. Before joining AuditBoard, Wang served as the Chief Technology Officer at Everbridge, where she led worldwide product development, data, and artificial intelligence and machine learning teams.
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Benchmark International Successfully Facilitated the Transaction Between South West Intervention Services Limited and Tristone Healthcare Limited
Benchmark Report
JULY 3, 2023
The provider, which currently supports 120 individuals and employs 35 people across the region, works to re-engage children in education, with an emphasis on attaining their English, Maths and Science, while also strengthening their ability to manage behaviours.
52 Lesaka to acquire leading payment platform Adumo welcoming new shareholders Apis and ARC
Benzinga
MAY 7, 2024
Adumo's ultimate shareholders include Apis Growth Fund I, a private equity fund managed by Apis Partners LLP ("Apis"), African Rainbow Capital ("ARC"), the largest shareholder of Crossfin Holdings (RF) Pty Ltd ("Crossfin"), as well as the International Finance Corporation and Adumo management. billion ($85.9 as of May 7, 2024).
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3 Myths About Risk Quantification – And How to Overcome Them
Audit Board
JULY 26, 2023
We live in the era of technological transformation, where business-owned digital assets brim with an abundance of sensitive employee, customer, and vendor data, while a formidable burden rests upon the shoulders of the information security teams tasked with safeguarding these assets through robust and resilient IT risk management programs.
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G Mining Ventures and Reunion Gold Announce Combination to Set the Stage for a Leading Intermediate Gold Producer in the Americas
Benzinga
APRIL 22, 2024
Oko West has emerged as a globally significant gold discovery over the last few years, with excellent potential to become a top tier deposit that could support a large, long-life mine complex to accelerate GMIN's vision of building a leading intermediate gold producer.
Is EX a Driver of M&A Outcomes?
M&A Leadership Council
APRIL 23, 2024
A company may organize joint workshops and team-building events for employees from both companies to build rapport and share company values, fostering a unified corporate culture. Brand Reputation: How a company manages its employees during an M&A can impact its reputation both internally and externally.
Navigating the Deal: The Crucial Role of Emotional Intelligence in Business Negotiations
Sun Acquisitions
MAY 8, 2024
Understanding and managing one’s own and those of others plays a pivotal role in negotiating business deals, particularly in the intricate dance of buying or selling a business. Building Trust: The Foundation of Successful Negotiations At the heart of any successful negotiation is trust.
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The Startup Fundraising Stack
Equidam
MARCH 23, 2023
From crafting a compelling pitch to building relationships with potential investors, we’ll explore the key factors that can make or break your fundraising efforts. It should include a clear overview of your team, the scale of the problem you are tackling, your solution, your traction and the market opportunity.
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Provident Financial Services, Inc. Completes Merger with Lakeland Bancorp, Inc.
Benzinga
MAY 16, 2024
Combines the Best of Two Highly Regarded Banks to Create the Premier Super Community Bank in the Region Company Names New Board Members and Executive Leadership Team ISELIN, N.J., More importantly, the entire organization benefits from having a dynamic and experienced executive leadership team selected from both companies.
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Reliance, Inc. Acquires Mid-West Materials, Inc.
Benzinga
APRIL 2, 2024
Headquartered in Perry, OH and founded in 1952, MidWest Materials provides a wide breadth of steel products including hot-rolled, high strength hot-rolled, coated, and cold-rolled products that are sold into the trailer manufacturing, agriculture, metal fabrication, and building products markets.
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Conduit Pharmaceuticals Announces Opening of Prime Laboratory Space in Europe's Leading Life Sciences Hub
Benzinga
MARCH 11, 2024
The laboratory space in Cambridge sits within 150 acres and two million square feet of high technology and laboratory buildings, housing nearly 7,000 people at over 130 companies that range from exciting start-ups to some of the world's leading technology and life science businesses. Full story available on Benzinga.com
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Making M&A Your Superpower: Success with REAG
Scott Mashuda
MARCH 25, 2024
As expert M&A advisors and CEPAs step in to guide business owners and executive management teams, there are several key advantages when unlocking the superpower of M&A… Read the full article. How exactly can M&A be a superpower? With a commitment to meaningful engagement and long-term collaboration.
Haveli Investments Completes Acquisition of ZeroFox
Benzinga
MAY 13, 2024
As a privately held company, ZeroFox will benefit from strategic support, guidance, and capital provided by Haveli Investments to continue expanding its global footprint in support of its mission to build a safer digital world. WASHINGTON, May 13, 2024 (GLOBE NEWSWIRE) -- ZeroFox Holdings, Inc. per share in cash.
Reliance Steel & Aluminum Co. Acquires Cooksey Iron & Metal Co., Inc.
Benzinga
FEBRUARY 2, 2024
Headquartered in Tifton, Georgia and founded in 1917, Cooksey operates three locations, servicing a diverse range of customers including trailer manufacturers, metal building fabricators, agricultural equipment manufacturers, structural fabricators, machine shops and others in Georgia, Florida, Alabama and South Carolina.
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Corum Advises theEMPLOYEEapp in Engagedly Acquisition
Benzinga
DECEMBER 6, 2023
It was a pleasure working with theEMPLOYEEapp management team and owners to find a partner that could unlock the full potential for their product's ability to address the challenges of hybrid, remote, and deskless workforces," said Mike Donnell, Corum Group Sr. Vice President. Full story available on Benzinga.com
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ESG and data: Management tips for tax firm leaders
ThomsonReuters
JUNE 28, 2023
Let’s take a look at some best practices accounting firms can use to help clients overcome the challenges of ESG data collection and management. The ability to accurately identify and manage this data helps your clients build trust amongst their stakeholders and demonstrates a commitment to society.
Strategic Real Estate Alliance Announces Integrated Brand, Nicola Blackwood Realty Advisors
Benzinga
MARCH 30, 2023
Nicola Wealth's acquisition of Blackwood Partners in 2021 reinforced the firm's commitment to building their institutional offering. billion (CAD) of assets under management, Nicola Wealth offers a diverse range of investment opportunities in public and private asset classes. as Nicola Blackwood Realty Advisors.
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AuditBoard Receives Top Ratings in G2 Spring 2022 Grid Reports
Audit Board
APRIL 5, 2022
LOS ANGELES, CA - April 5, 2022 – AuditBoard , the leading cloud-based platform transforming audit, risk, and compliance management, today announced it has once again been rated as the Market Leader in the Audit Management and GRC Spring 2022 Grid Reports from G2.com
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Empowering the next generation: How AI can support junior tax professionals
ThomsonReuters
MAY 14, 2024
Expectations of tax professionals today are higher than ever. Alongside having a head for figures, they need a problem-solving mindset, have commercial awareness, and be able to act as a strategic adviser to the business – all the while staying abreast of fast-changing regulatory developments and a shifting economic landscape.
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