Managing cash holdings used to be a relatively simple matter of plonking money in the bank and watching it earn a modest return. Now, the whole world of liquidity management is seemingly turning upside down, forcing CEOs and their treasurers to consider different investment strategies to avoid being punished for saving.
Nothing ails the U.S. economy that a strong and sustained dose of new business investment wouldn’t solve, many economists say. But some feel that what’s holding investments back is that CEOs aren’t being confident enough to make investments right now.
In late 2015, Truck Hero, a designer, manufacturer, supplier and e-commerce retailer of accessories for pickup trucks, had as much momentum as a runaway Mack. The fast-growing sales of its aftermarket products were tapping into America’s pickup-truck boom. Looking forward, the company had ambitious plans for an initial public offering. The IPO was projected to raise about $240 million, placing the Ann Arbor, Mich.-based company on the New York Stock Exchange.
A recent study of private acquisitions between 2012 and 2015 revealed some interesting trends of acquisitions and mergers of middle-market companies.
The global stock-market swoon sent many would-be corporate acquirers and merger targets scurrying to the sidelines in the first part of 2016, as a combination of losses in valuation and overall volatility cool the M&A market at least for a while.
For business owners thinking about selling their company, the current market reflects a significant rebound in economic confidence from the dismal recession years.
The global mergers-and-acquisitions scene has come back in a healthy way, and some might say that the preliminary agreement between Anheuser-Busch InBev and SABMiller is simply the froth on the top of the M&A beer glass. The question on the tips of many CEOs’ tongues, however, is whether these events represent opportunities that won’t last and that they should take advantage of.
Approaching its IPO anniversary, Citizens Financial is forging an independent future.
CEOs like to think of themselves as rational beings that apply thorough analysis to get optimal outcomes. Of course, this is not always the case. We’re humans, not optimizing machines.
While JP Morgan recently predicted that a strong 2014 would lead into a fresh round of M&A activity in 2015, it also noted last year’s level of failed transactions was the highest since 2008.v
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1:00 - 5:00 pm
Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process
Executives expressed frustration with their current strategic planning process. Issues include:
Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns. They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning. Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process. This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented. If you are ready for a Strategic Planning tune-up, select this workshop in your registration form. The additional fee of $695 will be added to your total.
2:00 - 5:00 pm
Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations.
Limited space available.
10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS
General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.
The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.
