136. Navigating M&A and Investment Strategies in a Changing Landscape with Bill Fink


In this episode of CFO 4.0, host Hannah Munro is joined by Bill Fink, Executive Vice President at TD Bank, and they delve into the world of mergers and acquisitions (M&A) and investment strategies!

Bill, an expert in the field, shares valuable insights and trends that are shaping the current business landscape. From the impact of rising interest rates to the opportunities emerging in the middle market, they explore key topics that CFOs and business leaders should be considering right now.


Also covered in this session:

  • The ripple effect of interest rate hikes and its implications on the cost of capital, debt, and deal structures.
  • The importance of strategic thinking and seizing opportunities amidst a challenging market.
  • The potential for rebound in M&A and leveraged buyout activity as interest rates signal reduction in the future.
  • The value of private equity partnerships and how they can contribute to business growth and expertise.
  • Exploring the often-overlooked option of Employee Stock Ownership Programs (ESOP) for business owners considering succession planning.

  • What is the change that we’re seeing in finance teams and what does that have to do with value?
  • How do we define value?
  • How value goes beyond economic impact
  • What are the components of economic value identification?
  • Examples of the value identification conversation
  • What this means for the skills in finance

Links referenced in this episode




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