M&A

The COVID-19 pandemic isn’t stopping BDO USA from pursuing a constant series of M&A deals in recent years, although the latest one had to be mostly negotiated at a safe distance.

It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.

The pandemic may not be changing the M&A landscape in the ways you expect, says Transition Advisors' Joel Sinkin as he dives into what's different, and how.

The CARES Act included several provisions allowing companies to claim net operating losses for past tax years, temporarily reversing some of the limitations in the Tax Cuts and Jobs Act.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

The coronavirus pandemic has made paper money literally a dirty word, causing a rush to digital payments that may be too fast for Western Union and MoneyGram to keep up with as separate companies.

Banks would be wise to dust off their Great Recession playbook and shed nonperforming loans while growing through M&A.

The $43 billion deal was one of a series of payment mergers in 2019 that were designed to combine bank technology and merchant acquiring across multiple markets and industries while warding off ascendant fintechs offering fast access to digital payments and working capital.

The Pittsburgh company’s sale of its stake in the asset manager yielded billions of dollars that could cushion the pandemic’s economic blow and eventually help fund a big acquisition.

When Fiserv purchased First Data in 2019, it was part of an industrywide push to combine bank and merchant technology under one roof. A year later, a key piece of First Data’s technology — and its top executive — have become Fiserv’s path through the coronavirus crisis.

It is no secret that many mergers and practice transfers never came to life because of fear.

As the accounting profession moves through the coronavirus, Transition Advisors' Joel Sinkin shares what the last recession and the aftermath of 9/11 tell us to expect in the M&A market.

Now is a time for HR managers to reassess healthcare plans and make important changes, health insurance expert says.

The Fed has tweaked its Main Street Lending Program to stir more enthusiasm, including the creation of a third financing option for larger companies. Will it make a difference?

The lingering effects of the pandemic will require greater scrutiny of some issues.

CEO Dan Arnold says the pandemic “will create some structural change across the market and the industry.”

The Federal Reserve chairman pledged to use every tool at the central bank's disposal to limit the economic fallout from the coronavirus and urged lawmakers to take further action.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

The March losses underscore the fiscal strains for hospitals but many facilities are expected soon to resume elective surgeries and diagnostic procedures.

The Federal Reserve’s Main Street Lending Program is meant to be a lifeline for midsize businesses, but two weeks after its unveiling, those firms and their lenders remain on edge about what strings will be attached.