Maureen (Mo) Osborne

Great to see repeated reference to an expected increase in carve-out transactions in addressing the corporate divestiture backlog. Something we do clearly observe

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Be sure to download Citrin Cooperman's Private Company Performance Report that captures the insights of over 1,000 U.S. middle market, private company leaders. I had the opportunity to contribute to the report alongside severeal of my amazing colleagues, sharing some thoughts on cybersecurity. #citrincooperman #cybersecurity

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The Head of M&A at a very acquisitive corporation mentioned to me yesterday that she is "tired of budgets that seem to have a life of their own." And, as it turns out, this isn’t the first time we’ve heard this concern. In fact, we not only listened - we spent over 12 months developing a solution to address this very issue. 🥁 🥁 🥁 We’ll be showcasing our SiSo Budget Tracker in action on the upcoming webinar on November 13th at 14:00 GMT. Together with Matthew Wallhead, we’ll address common challenges teams face in effectively managing advisor costs - because tracking fees shouldn’t feel like a full-time job! Join us to see how our tool can simplify and automate budget management, giving you more control and visibility over costs. 👉 Register now to secure your spot: https://lnkd.in/dUBGKv7Y ❗ PS. If you haven’t already, check out my previous post to participate in our poll on M&A fees and 30 seconds survey here: https://lnkd.in/dXPd7e_m .

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An Entrepreneurial Board of Directors A Value Maximization Model For Public Companies #corporategovernance #governance #boardsofdirectors #shareholdervalue #performance #capitalism #institutionalinvestors

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As I've been networking with PE firms, the Private Directors Association® course on Private Equity Governance has been extremely helpful in understanding the landscape and how it differs from private company governance.

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In a recent interview with American Banker, Peter Dugas, Executive Director at Capco, highlighted how the outcome of upcoming Senate races will play a key role in shaping fee regulations across the banking and payments landscape. Legislative decisions could have significant implications for the industry, regardless of the presidential election results. Read more about his insights 👉 https://okt.to/D3GfXp #Banking #Payments #CreditCards #Financialservices

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Interesting perspective on a topic (PE investing in accounting firms) that continues to gain steam … but at what cost will it have on the profession?

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The results are in for MS-IR LLC client InMode (#nasdaq: INMD) as management reported  first quarter 2024 financial results today. Highlights include: ·     A new share repurchase program of up to 8.37 million shares ·     The appointment of a new Chairman of the Board of Directors ·     Quarterly GAAP revenue of $80.3 million, a decrease of 24% compared to the first quarter of 2023. InMode's proprietary surgical technology platforms engaged in minimally invasive and subdermal ablative treatments represented 84% of its quarterly revenues, while 11% were derived from InMode's traditional laser and non-invasive RF platforms and 5% were derived from InMode's hands-free platforms. Pro-forma revenue (including pre-orders of new platforms not yet available) of $96 million. ·     GAAP net income of $23.7 million, compared to $40.5 million in the first quarter of 2023; *non-GAAP net income of $27.7 million, compared to $44.7 million in the first quarter of 2023. **Pro-Forma Non-GAAP net income of $38.8 million. ·     Record quarterly revenues from consumables and service of $22.5 million, an increase of 13% compared to the first quarter of 2023. ·     Total cash position of $770.5 million as of March 31, 2024, including cash and cash equivalents, marketable securities, and short-term bank deposits.   To read the full results, click the link in the first comment. Yair Malca #inmode #inmd #medtech #medicaldevices #financialresults  

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Lets discuss how Creative Planning can help both the buyers and sellers of companies maximize their valuations - drop my a note below. #PrivateEquity #PE

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Our first Private Company Performance Report! Full of insights and based on feedback from over 1,000 private company leaders. Check it out!

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Family offices are uniquely positioned to drive societal change by de-risking investments in emerging technologies that address global challenges. With a blended finance approach and strategic investment theses, these high-risk, high-reward ventures that traditional investors shy away from, like fusion energy and climate engineering, can find solid footing and flourish. By bridging the gap left by conventional venture capital, family offices pave the way for breakthrough innovations and a sustainable future. #FamilyOffice #ImpactInvesting #DeRiskInvestments

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"CFO Morning Routine in short Steps! Starting the day with a structured routine helps CFOs stay ahead and make informed decisions. 1. Review financial news and market updates to stay informed. 2. Check key performance indicators (KPIs) and financial dashboards. 3. Prioritize tasks and focus on strategic initiatives. 4. Respond to urgent emails and messages from stakeholders. 5. Set clear goals and objectives for the day, aligning with the company's vision. #cfosme #costmanagement #costcontrol #futureoffinance #budgets #planning #financial #monetaryplanning #strategy #budgeting #Execution #cfoservices #sharedcfoservices #portfoliomangement #revenues #evaluation #scorecard #leadership #metrics #optimization   Visit us at: www.cfosme.in

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I was a Senior Associate when SOX was written into law...which turned our profession upside down over night. I'm not saying ESG is that, but it sure seems bigger than more recent accounting pronouncement changes (842, 606, etc.). My partner Carl Newton and his team are amassing a ton of quals in this space. Do you need help? #ESG #managementConsulting #accounting

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M&A activity across the utility services and power products sector continues to be driven by increasing demand, renewable energy integration, and significant capital investments. As energy usage continues to evolve and expand, demand will remain strong for providers that create, implement, and manage energy efficiency initiatives. We share more on these and other utility services and power products insights in our Q4 brief.

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Family offices are increasingly branching out from traditional financial hubs to strategically chosen locations that optimize wealth management and investment opportunities. The 2023 Global Family Office Compensation Benchmark Report found that over 30% of family offices are now operating from multiple cities! This trend highlights the importance of selecting the right city to access a robust network of financial services and investment opportunities while catering to the unique needs of Ultra-High-Net-Worth (UHNW) families. Among the top spots, London, New York, Singapore, and Dubai stand out for their blend of regulatory frameworks, cultural offerings, and talent pools. Ultimately, choosing the right city for a family office comes down to what fits best with the family's specific needs and goals so there’s a lot to consider... #FamilyOffices #WealthManagement #UHNW

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Family offices are stepping up as key players in private equity, increasingly confident in handling direct investments without relying on traditional private equity funds. According to a recent survey from Bastiat Partners and Kharis Capital, half plan to make direct investments in private companies over the next two years. This shift marks family offices as an “economic powerhouse” in private markets, leveraging their entrepreneurial backgrounds to dive into niche investments, from real estate tax liens to whiskey aging. However, with limited deal flow and fewer in-house resources for due diligence, many family offices are creating investment committees and networks to stay competitive and informed. #FamilyOffice #PrivateEquity #InvestmentTrends

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Join Alvarez & Marsal #Tax at the NASPP Southwest Regional Summit in Austin this Thursday for a discussion on compensation in mergers and acquisitions with J.D. Ivy and Ryan Wells! They will review the crucial aspects of equity compensation from the viewpoints of the acquirer and target, as well as the tax and accounting implications. For the event details: https://lnkd.in/eiJ5QRF3 #Taxes #EquityCompensation #MnA

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