NeuGroup

M&A and other strategic investments are a driving force in how finance teams at healthcare companies develop a capital structure and determine debt targets and liquidity policies. Our 2024 Capital Structure Survey, conducted by NeuGroup Peer Research in partnership with Standard Chartered's Shoaib Yaqub, Su-Lin Watson and Jong Boo Yoo, reveals that one key to funding a growth strategy dependent on acquisitions is to continually maintain excess debt capacity. Read the full article now in #NeuGroupInsights for more key takeaways from the survey: https://lnkd.in/eJiXiq_x #Healthcare #MergersAndAcquisitions #CapitalStructure

We had another lively NeuGroup DEI Session yesterday, welcoming back long-time sponsors Sustainable Fitch and Fitch Ratings and their special guests from NASP HQ - National Association of Securities Professionals HEADQUARTERS to help us break down the results of a recent capital markets survey with our members. A special thanks to NeuGroup member Guillermo Gualino (Agilent Technologies Treasurer) for his willingness to share his case study of working with Hispanic-owned Penserra on a recent successful share repurchase transaction. Panelists Mike Simonton, Miguel Thames, John P. along with NeuGroup head of Research Joseph Bertran and I facilitated a discussion with tons of useful observations and actionable best practices. We appreciate all the members who chimed in and asked challenging questions. Stay tuned for details on our next event on November 14 when we celebrate Veteran's Day and the use of vet-owned firms with sponsors Drexel Hamilton, CAVU Securities, LLC and Roberts & Ryan. Contact me to learn more! Joseph Neu Greg Manko

Next month, the first-ever in-person meeting of NeuGroup for DC & Financial Benefits, sponsored by Mercer and Franklin Templeton, will offer members a unique opportunity to explore the future of financial benefits—from emerging solutions to personalized participant trends. Learn more and register now: https://lnkd.in/gXWa2-DY

For those who observe Labor Day in the US, we applaud the dedicated #treasury & #finance professionals who generously share their expertise, resources, & opportunities across our 1,000-member peer network. Your willingness to learn, grow, & advance together makes countless individuals & industries thrive. 📈🚀 The relationships you nurture every day help fellow executives feel more self-assured about doing things correctly via informed insights & decision-making guidance. This creates confidence, collectively saving your companies billions in budget & decades of time. 💰⏳ Thank you for being part of the NeuGroup Network! #laborday #treasury #finance #neugroup30

📢 Don't miss out! Join Aaron Jacob, Taxbit's VP of Enterprise Accounting Solutions, on September 9th from 2-3 PM ET for a virtual session with NeuGroup. Aaron will share insights on the latest trends in digital assets for corporates, including how to navigate upcoming regulatory changes and manage reporting with confidence. 👉 Register now: https://ow.ly/HZ5H50T9XIP #DigitalAssets #TaxCompliance

In last week's #NeuGroupInsights, members delved into the complexities of dematerializing shares for subsidiaries in India—a process that comes with strict deadlines and significant challenges. With a deadline looming on September 30th for some companies, the conversation revealed the nuanced hurdles multinationals face, including the often burdensome requirements for opening demat accounts. #TalkingShop #India #Dematerialization

Fed Chair Jerome Powell's comments at Jackson Hole last week signaling imminent interest rate cuts highlight the need for cash investment managers to refine their strategies in preparation for a falling rate environment. At next month's summit meeting of NeuGroup for Cash Investments sponsored by Institutional Cash Distributors (ICD), CNote and R. Seelaus & Co., Inc., members will address this challenge head-on in a two-day meeting in New York City. Don’t miss out—secure your spot and gain the insights needed to stay ahead in today’s evolving financial landscape here: https://lnkd.in/eSMY7iwe

A new tool from Bondway.ai offers treasury teams an AI-driven solution for real-time bond market analytics. This week's #NeuGroupInsights shared members' takes on how the tool can help by offering fast, accurate bond pricing and analytics in a user-friendly system. “Bond market data can be tricky to access and interpret,” one member noted. “Bondway has been a great solution for providing transparency in bond pricing and market movements.” #NeuGroupInsights #CapitalMarkets #AI

Working capital champions like you are invited to connect, share expertise and learn new strategies on the brand-new campus of Walmart, the world’s largest company by revenue. NeuGroup’s Andrew Podolsky brings it all together Tue and Wed, Oct 8 and 9, in Bentonville, Arkansas, for a meeting sponsored by JPMorganChase and Viewpost. Don't miss the opportunity to share and learn with leading innovators in sessions on supply chain financing, technology solutions, eliminating B2B check payments and more.   As a member or guest of NeuGroup—together with your peers and other industry experts—you will experience a day and a half focused on the confidential validation of proven ways to optimize your working capital and supply chain finance. Our goal is to help you form new relationships and make breakthroughs that will save precious budget and months of time via informed insights and decision-making guidance.   This is a cross-functional and multi-industry gathering, with registrants ranging from treasurers and ATs to directors and managers. In addition to Walmart, companies represented span biotech, computer manufacturing, construction equipment, consumer electronics, energy, pharmaceuticals, food production and quick-service restaurants. For the schedule at-a-glance, full meeting agenda, hotel recommendations and to inquire about registration, click here: https://lnkd.in/ekGY_biE.   Special thanks to our sponsors and hosts!

Please join me and Matthew Thomas from NeuGroup on Thursday August 29th from 4PM - 5PM ET as we demonstrate Treasury4's Entity4 platform for legal entity and bank/financial account management. Treasury, Tax, Finance and Legal practitioners can register here: https://lnkd.in/eSZUiCjx #treasury4 #treasurytechnology #entitymanagement #bankmandate #legaltech #legaltechnology #kyc #compliance #corporategovernance #treasury #treasurymanagement #taxtech #fintechs