There's been a lack of innovation in Exec Search - until now. Following meetings with our existing PE and VC partners, we're delighted to launch Metric Exec. With our own PE backing from BGF, we're ready to disrupt the market with our brand new service offering. Transparent. Tailored. Client-friendly. Check out the website for more info - https://lnkd.in/eHgNrYhN #execsearch #metric
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Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/HfRy50QuvU1 #WealthManagement #FinancialPlanning #NASDAQ
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Corporate Finance | FP&A | Financial Modeling | Corporate Development | Financial Statement Analysis | M&A | Strategy | Investor Relations | KPIs | Variance Analysis | Budgeting | Ad-Hoc Analysis |
Brief case study about successfully integrating two rival businesses. A couple key points: 👇 It is critical to get to know both companies - operational opportunities were identified after understanding how both companies operated and they were able to avoid disrupting a strength of both sales forces. Advantage of creating an Integrated Management Office (IMO) - the IMO ensured continuous communication between executives and stakeholders, as well as created alignment and accountability for executing on annual operating plan initiatives that created performance and EBITDA improvement. Thanks Lucky Heggs, Kim Doyle - Partner, and Plante Moran! #Insights #KPIs #Collaboration
Featured in Middle Market Growth Magazine, we’re excited to share the story of how our team collaborated with Soundcore Capital Partners in the integration of two rival businesses, creating a new operating model and vital performance improvement initiatives. Check it out here! #privateequity #middlemarket #PE https://okt.to/VjNUpv
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Chief Sales Officer | Specialty Practices Group | Industry Segment Leader | North America at HUB International
Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/sQQR50QwNMv #WealthManagement #FinancialPlanning #NASDAQ
The Evolution of Financial Planning and Wealth Management and Impact of Technology in the Space
nasdaq.com
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Navigating investor relations is pivotal in high-growth tech, and the CRO plays a strategic role. Their remit extends beyond revenue generation, focusing on aligning forecasts with market realities to manage investor expectations effectively. They translate complex data into actionable insights, building trust through transparency and regular communication. With a deep understanding of both the UK and US markets, a CRO's insights are indispensable in balancing short-term targets with long-term vision. #CRO #InvestorRelations #TechGrowth
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First Vice President-Insurance Advisor -Educating and providing Insurance advice and solutions for clients
Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/Y9G850Qvcbb #WealthManagement #FinancialPlanning #NASDAQ
The Evolution of Financial Planning and Wealth Management and Impact of Technology in the Space
nasdaq.com
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Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/26lQ50QGgfS #WealthManagement #FinancialPlanning #NASDAQ
The Evolution of Financial Planning and Wealth Management and Impact of Technology in the Space
nasdaq.com
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Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/LnPR50QwySj #WealthManagement #FinancialPlanning #NASDAQ
The Evolution of Financial Planning and Wealth Management and Impact of Technology in the Space
nasdaq.com
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Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/LZPB50QuuVE #WealthManagement #FinancialPlanning #NASDAQ
The Evolution of Financial Planning and Wealth Management and Impact of Technology in the Space
nasdaq.com
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Global Investor/Emerging GP in Tech VC | M&A | Capital Markets | Global Investment Banker | Endeavor Senior Mentor | YGL World Economic Forum | SPAC Black Belt |
As private and public markets continue to converge, timely pricing insights have become increasingly crucial for private market participants to contextualize their holdings' performance. Luckily, PitchBook and Morningstar have developed a suite of indexes to track the performance of recently public companies and unicorns preparing to go public. These tools are valuable not only for private market participants but also for LPs and GPs looking to gauge the impact of public market valuation shifts on their private market holdings. Unfortunately, SPAC lovers will have to look elsewhere for now. #PitchBook #Morningstar #PrivateMarkets #PublicMarkets #ValuationInsights #Unicorns #SPACs
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Watch Webinar Replay: https://bit.ly/47CywXu Discover the strategic art of the indirect approach in investor engagement. Our recorded webinar delves deep into this subtle yet effective technique. Learn how to connect with investors and build lasting relationships by joining us for exclusive insights. #investorrelations #engageinvestors #trendsandinnovation #nvestiv
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