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acquisitions

689: Be the Bridge | Terry Coelho, CFO, BioDelivery Sciences International (BDSI)

Within 4 months of her 2019 arrival inside BDSI’s CFO office, Terry Coelho had spearheaded a product acquisition and managed a successful equity raise—two finance milestones that would produce generous sales tailwinds for the specialty pharmaceutical firm.   BDSI would experience 100% net sales growth in 2019, followed by 40% net sales growth in 2020. …
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680: Making Sales Success a Must-See Metric | Ron Knutson, CFO, Lawson Products

As the newly appointed CFO of Lawson Products a little more than a decade ago, Ron Knutson realized the significant infrastructure and technology investments that would be required to meet the productivity goals that he was expected to help drive.  In anticipation of the investments that would need to be made, Knutson recalls, he first…
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673: Advancing Down the Transformation Path | Will Bondurant, CFO, Castlight Health

Years from now, when Castlight Health CFO Will Bondurant reflects back on the varied chapters of his finance career, he may title the current one "The Turnaround"—that is, if he and Castlight CEO Maeve O’Meara are able to achieve what the firm's previous management team had not been able to: a strategy transformation. Like his…
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672: Finance From the Top Down | Tom Berquist, CFO, TIBCO Software

When an inquisitive software analyst takes a seat across the table from TIBCO Software CFO Tom Berquist, the inquisitor may not know that TIBCO’s finance leader once sat on their side of the table and in certain ways still prefers it. From 1996 to 2006, Berquist added a distinguished equity research chapter to his career…
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653: From Real Estate to the Immune System | Chad Cohen, CFO, Adaptive Biotechnologies

Of all of the business discussions that Chad Cohen has had over the years, few are likely as memorable as the 20-second conversation he had with Zillow CEO Spencer Rascoff about midway into his 9-year career stint with the online real estate company. Cohen joined Zillow back in 2006 as corporate controller, a position that…
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645: The Investor Came Knocking | Glenn Schiffman, CFO, IAC

There’s little question that 2020 will long be remembered as a year of crisis for the casino industry. Commercial gaming revenues in the U.S. were down 79 percent during the second quarter when compared to Q2 2019, a fact that made IAC/Interactive’s August announcement that it was purchasing 12 percent of hospitality and gambling giant…
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634: Milestones for M&A Success | Steve Young, CFO, Duke Energy

It was a little over 40 years ago when Steve Young first joined what would become Duke Energy, the giant electric power holding company headquartered in Charlotte, North Carolina. “Not only has it been a long tenure, but also it is the only post-college job that I’ve ever had,” says Young, who first roamed the…
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617: Finding Your Seat at the M&A Table | Dennis McGrath, CFO, PAVmed

Dennis McGrath was only recently married and a new home owner when he was invited to a Phillies game by the CFO of AC Manufacturing. At the time, McGrath was working for Andersen as an auditor of a roster of growing companies, among which AC—a maker of industrial air-conditioning units—was perhaps not the most glamorous.…
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608: Opening Your Acquisition Chapter | Jody Cire, CFO, AllCloud

When the Sarbanes–Oxley Act was enacted 18 years ago, it required the Securities and Exchange Commission to create regulations to define how companies should comply with it—a mandate that would end up impacting the careers of finance professionals well into the future. Finance leader Jody Cire was one such professional. Back in 2010, Cire found himself…
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493: A CFO for All Seasons | Vijay Kumar, CFO, Sify Technologies

At times, it must seem to Vijay Kumar that his 12-year tenure as a CFO has been spent not at one company but three. This must be a sense that most C-suite members at Sify Technologies likely experience in light of the company's appetite for continuous reinvention. Back in 2007, when Kumar arrived at the…
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483: Making FP&A a Road Map for the Business | Glynis Bryan, CFO, Insight Enterprises, Inc.

There was a time when Glynis Bryan imagined herself someday retiring from Ryder System, Inc.—a company she entered as an intern and would later exit as a senior vice president. Along the way, she credits the transportation logistics giant with having exposed her to complex M&A transactions and innovative capital structures—two areas that she believes…
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472: Finding True North in the Land of Fast Casual | Patrick Harkleroad, CFO, Chanticleer Holdings

Chanticleer Holdings CFO Patrick Harkleroad knows how to distinguish between signals and noise. That’s evident when he’s helping colleagues mine an expanding trove of data for customer insights to improve customer experience at the company’s fast, casual, and full-service restaurant brands. It’s also the case when Harkleroad assesses his varied career experiences in investment banking…
Listen to the Episode Below (00:39:21)
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