Today's Finance Pulse
Autodesk to acquire MaintainX for $3.6B, expanding into operations software
Autodesk announced a $3.6 billion purchase of MaintainX, a leader in operational‑phase software for the built environment. The deal extends Autodesk’s portfolio from design and manufacturing into ongoing building operation, creating an end‑to‑end data loop. CEO Andrew Anagnost said the acquisition unlocks a $40 billion total addressable market.
Also developing:
By the numbers: Pemberton Asset Management closes $3.7B fourth vintage fund
Doeren Mayhew Adds Alabama Firm
Doeren Mayhew announced the acquisition of Birmingham‑based CPA firm Dent Moses and its affiliate Impact Technology Group, effective Feb. 10. The deal adds Doeren Mayhew’s first Alabama office, nine principals and roughly 65 staff, expanding its Southeast footprint. Impact Technology brings a full‑service managed and co‑managed IT platform, enhancing Doeren Mayhew’s technology services. The acquisition follows a private‑equity‑backed growth push that has already produced multiple deals across the United States.
How You Can Take Advantage of Two Stock-Market Trends
The equal‑weighted S&P 500 has outperformed the cap‑weighted benchmark in 2026, breaking a decades‑long pattern of concentration in mega‑cap tech names that now comprise 19.4% of the SPDR S&P 500 ETF. Meanwhile, MSCI World ex‑USA and Emerging Markets indexes have posted double‑digit...
LinkedIn CFO Jumps to Atlassian
James Chuong, who has served nearly five years as LinkedIn’s chief financial officer, will become Atlassian’s CFO on March 30. His compensation package includes a $600,000 base salary, a 75% target bonus, a $22 million RSU grant and a $2 million signing...
AICPA Wants More Guidance on R&D Expensing
The American Institute of CPAs (AICPA) has formally requested the Treasury and IRS to issue clearer guidance on the election rules for domestic research and development (R&D) expenses under the One Big Beautiful Bill Act (OBBBA). The OBBBA reverses the Tax Cuts and Jobs...
I-80 Gold Advances Recapitalization Plan as Project Development Continues
i-80 Gold Corp reported Q4 2025 revenue of $21.3 million, an 8.3% decline from the prior year, while net loss widened to $85.6 million. The company completed a Class 3 study for the Lone Tree autoclave refurbishment, confirming 2,268 t/day capacity and a $430 million...
Otello Corporation Share Buyback Program Status
Otello Corporation announced that its share buyback program, launched on 9 February 2026, has purchased a further 128,441 shares between 16 and 20 February at an average price of NOK 18.08, bringing the total repurchased shares to 273,954 at an average...
Ryerson Reports Fourth Quarter and Full-Year 2025 Results
Ryerson Holding Corp reported Q4 2025 revenue of $1.105 billion, a 4.9% QoQ decline but a 9.7% YoY increase, while full‑year revenue slipped 0.6% to $4.57 billion. The company posted a Q4 net loss of $37.9 million and a full‑year loss of $56.4 million,...
Fannie Mae, Freddie Mac Profits Decline in 2025
Fannie Mae and Freddie Mac reported a sharp decline in 2025 net earnings, falling roughly 12% year‑over‑year. The drop coincides with an 8% contraction in bank holdings of agency residential mortgage‑backed securities in Q4 and a reduced share of correspondent...
Rep. Hill Unimpressed by Trump’s GSE ‘IPO’ Plan
Representative Hill voiced strong skepticism toward President Trump’s proposal to launch an initial public offering of the government‑sponsored enterprises, Fannie Mae and Freddie Mac. He warned that a rushed IPO could destabilize the secondary mortgage market and raise borrowing costs...
SmartCraft ASA (SMCRT) - Share Buy Back Result
SmartCraft ASA completed a share‑buy‑back on 20 February 2026, purchasing 4,166,666 shares at NOK 18 each, representing up to NOK 75 million of capital. The offer, run through a reverse book‑building process, reduced the free‑float and increased the company’s own holdings to 11,293,403 shares out...
FHFA Eliminates Key Fair Lending/Fair Housing Rule
The Federal Housing Finance Agency (FHFA) announced the repeal of its longstanding fair‑lending and fair‑housing rule that imposed heightened nondiscrimination standards on GSE‑originated mortgages. A recent GAO review gave FHFA a clean bill of health on its accounting, while noting...
FHFA to Improve Nonbank Supervision on GAO Nudge
The Federal Housing Finance Agency (FHFA) announced plans to tighten supervision of non‑bank mortgage lenders following a GAO recommendation. A GAO review gave FHFA a clean bill of health on its financial statements but highlighted $32.9 million in costs tied to...
Study Finds GSE-Backed Investor Loans Crowd Out FTHBs
A recent study shows that loans backed by government‑sponsored enterprises (GSEs) for investor purchases are increasingly displacing first‑time homebuyers (FTHBs) in the mortgage market. Investor‑originated, GSE‑secured loans grew 12% year‑over‑year, while FTHB loan share slipped 8% in Q3 2025. The...
Oil States Reports Fourth-Quarter Results Amid Restructuring Charges
Oil States International posted Q4 2025 revenue of $178.5 million, an 8% year‑on‑year increase, but reported a GAAP net loss of $117.2 million due to one‑time asset impairment and restructuring charges. Adjusted EBITDA improved 22% to $22.8 million, and adjusted net income rose...
Evaluating Joe Grundfest's Argument For Repealing the Shareholder Proposal Rule
In this episode, host Bainbridge critiques SEC Rule 14a-8, arguing it should be repealed or substantially reformed due to high costs, procedural flaws, and misuse, while proposing higher ownership thresholds and stricter materiality standards as alternatives. He then evaluates Joseph...
Airbus Takes $500M Hit as A220 Ramp Slows
Airbus recorded a $500 million impairment on its A220 program as the aircraft’s production ramp slowed and order growth lagged expectations. The write‑down reflects weaker cash‑flow projections and higher unit costs, casting doubt on the A220’s earnings contribution. CEO Guillaume Faury remains...
Jump Closes $80M Series B Financing Round
Jump, an AI platform for financial advisors, closed an $80 million Series B round led by Insight Partners. The financing, which also attracted new backers such as F‑Prime, Allianz Life Ventures, TIAA Ventures and Peterson Partners, brings the company's total capital to...
Variance Analysis for Sales and Revenue Teams
Revenue leaders often face unexplained forecast gaps, like a $700K shortfall, because traditional variance analysis is accountant‑focused and lags behind real‑time sales activity. The guide introduces nine revenue‑specific variance types—from sales volume to quota attainment—and a five‑step process that turns...
#58401
The Options Clearing Corporation (OCC) released the final terms for the adjusted CyberArk Software Ltd. (CYBR) options identified as PANW1/2PANW1. Each contract now delivers 220 Palo Alto Networks (PANW) common shares plus $4,508.64 cash, reflecting a distribution ratio of 2.2005...
SFPI GROUP: Liquidity Agreement Report S2 2025
SFPI Group released its second‑half 2025 liquidity agreement report, detailing a €500 million financing package aimed at strengthening the company's cash position. The agreement introduces stricter covenants, including a minimum net‑debt‑to‑EBITDA ratio, and extends maturity to the fourth quarter of 2026....
Lone View-Backed CargoSprint Acquires Dray Dog
Atlanta‑based CargoSprint, a cargo‑industry software provider, announced the acquisition of Dray Dog, a drayage‑focused platform. The deal is backed by Lone View, the venture firm that previously funded CargoSprint. By combining Dray Dog’s real‑time drayage capabilities with CargoSprint’s broader freight...
U.S. Businesses Line up for Tariff Refunds After Supreme Court Decision
The U.S. Supreme Court struck down the Trump administration’s “Liberation Day” tariffs, opening the door for refunds of roughly $130 billion collected by the Treasury. Importers, retailers and apparel groups are already petitioning for clear guidance on how to reclaim these...
When Lower Inflation Hurts
In this episode of the Dividend Cafe, host David Bonson examines the current U.S. economic landscape, focusing on the paradox of disinflation that may arrive in 2026 but could be economically painful. He breaks down recent data—including a weaker-than-expected GDP...
Prime Mortgages Secure a $321.2 Million RMBS From Goldman
Goldman Sachs has launched the GS Mortgage‑Backed Securities Trust 2026‑PJ2, a $321.2 million residential mortgage‑backed security backed by a pool of 255 first‑lien, fixed‑rate prime mortgages. The structure features a senior‑subordinate, shifting‑interest hierarchy with class A AAA‑rated notes and several lower‑rated tranches,...
Stellantis Takes $26B Write-Down over EVs, Sells Stake in Battery JV for $100
Stellantis announced a €22.2 billion ($26 billion) write‑down tied to its electric‑vehicle strategy and sold its 49 % stake in the NextStar Energy battery JV to LG Energy Solution for a nominal $100. The charge reflects cancelled EV platforms, supply‑chain resizing and quality‑related...
Cash Flow Tax Planning: Why Every Tax Strategy Falls Apart without Proper Liquidity Management
Tax planning often overlooks the cash liquidity needed to implement strategies. The article explains that without sufficient cash flow, tactics like payroll optimization, Section 179 purchases, and retirement contributions cannot be executed, leading to missed deadlines and penalties. It advocates a...
Friday's ETF with Unusual Volume: MODL
VictoryShares WestEnd U.S. Sector ETF (MODL) experienced a spike in trading activity on Friday, with 728,000 shares changing hands—about ten times its three‑month average volume. The ETF edged up roughly 0.5% during the session. Among its holdings, Nvidia posted a...
Why Islamic Finance Could Provide an Ethical Model for Funding the Green Transition
Islamic finance, anchored in asset‑backed transactions and social responsibility, is emerging as a credible alternative to conventional green finance. Its core instrument, green sukuk, ties investor capital directly to renewable‑energy and sustainable‑infrastructure projects, ensuring profits stem from real economic activity....
Safran Releases Robust 2025 Financial Results, Advances LEAP Production Ramp
Safran posted a strong 2025 performance, reporting €31.33 billion in revenue, €5.197 billion recurring operating income and a 16.6% operating margin, while raising its 2028 free‑cash‑flow target to €21 billion. The company delivered more than 1,800 LEAP engines—a 28% year‑over‑year increase—supporting Airbus’s plan...
Stacks AI
Stacks AI develops purpose‑built artificial intelligence solutions for enterprise accounting, automating the most manual and error‑prone finance workflows. The platform enables finance teams to close books faster and redirect effort toward strategic initiatives. It is already trusted by public companies...
Democratic Senators Press Bowman on Fed Changes
Democratic senators sent two letters to Fed Vice Chair Michelle Bowman questioning recent supervisory changes, including a 30% staff cut in the Fed's supervision arm and the removal of bank examiners at banks' request. They also demanded answers on her...
FP&A Software
Once you use an FP&A solution, you never want to go back. Spreadsheets always have their place, but FP&A software dramatically increases FP&A productivity. Here are the highlights from my latest tech stack report. - 37 forecasting and budgeting solutions...
Exceptional Investment Opportunity: Ohio 2-Motel Boutique Portfolio in Premier Lakefront Resort Location
Laurel Real Estate Co. is marketing a two‑motel boutique portfolio in Geneva‑on‑the‑Lake, Ohio, for $2.4 million. The assets—The Palms Motel and Pete’s Lakefront Motel—offer 32 keys and sit on a prime lakefront strip with private beach access. Recent capital improvements exceeding...
Louisiana Commission Approves $400M GOs
Louisiana’s State Bond Commission authorized up to $400 million in general‑obligation bonds, to be sold by competitive bid on April 16. The issuance will raise about $383.7 million, with roughly 67 % earmarked for state‑government capital projects, 26 % for local governments and the remainder...
Accounting Rules Reveal Shutdown’s Massive Real GDP Loss
A fun(?) 🧵 on how nerdy government accounting rules had a big impact on Q4 GDP. And how they reflect how wasteful the 43-day government shutdown was. TL;DR: Small reduction in nominal federal spending in Q4. But a big decline in...
Cooling Volatility Triggers Machine Re‑Leverage, Expect Upward Grind
Volatility is cooling. 30D realized volatility (yellow line) just rolled over and is now below 90D (blue line). When short-term vol drops, the machines re-lever. Vol control funds start buying. Right now, the signal says grind higher until proven otherwise.
Earnings Season Made It Clear: Digitize Supply Chains or Fall Behind
Earnings season revealed that digitizing supply chains has shifted from a cost‑saving exercise to a strategic imperative. Executives at FedEx, Caterpillar, Dollar General and others highlighted upstream capex on supplier integration, AI‑enabled orchestration and real‑time visibility as growth enablers. The...
Software Update: AI Saas Scare Haunts Capital Markets
Recent AI upgrades, notably Anthropic’s Claude Co‑worker agent, are unsettling SaaS valuations and complicating IPO plans for many software firms. The devaluation of SaaS‑related loans is eroding the collateral base of collateralised loan obligations, with similar pressures hitting chemical‑sector loans....
AREIT Delivers Strong Profit Growth in 2025
AREIT Inc. posted a net income of P9.4 billion in 2025, up 28% year‑over‑year, while revenue rose 26% to P13 billion. The growth was driven by income from recent acquisitions in Cebu, Davao and Cagayan de Oro, adding to stable earnings from its existing...
RWA Issuers Prioritize Capital Formation over Liquidity, According to Brickken Survey
A Brickken Q4 2025 survey shows most real‑world‑asset issuers use tokenization primarily to raise capital rather than to secure secondary‑market liquidity. 53.8% cite capital formation as the main driver, while only 15.4% prioritize liquidity, and 69.2% of respondents are already live...
Mastering Uncertainty: Transient Advantage in Portfolio Decisions
A little behind the scenes from recording the Profit Streams Podcast with Luke Hohmann, discussing transient advantage and how you manage uncertainty in portfolio decision-making. #Podcasts #TransientAdvantage #profitstreams
NVDA to Outpace Street, 2027 Growth Near 40%
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
Worldline Scales One Commerce Across Europe to Support Cross-Border Sales
Worldline is rolling out its One Commerce omnichannel retail platform beyond the United Kingdom, showcasing it at the EuroShop trade fair in Germany from Feb. 22‑26. The solution lets merchants manage in‑store and online payments, integrate new payment methods, and...
EU Unveils “Savings and Investment Union” Capital Market Reform
The European Commission has launched another attempt to reform capital markets, rebranded as the ‘Savings and Investment Union’. https://t.co/UQ2DvCgG3f
AI Accountability Demands Direct P&L Mapping in 2026
2026 is the year AI accountability gets real. No more hiding behind "pilot mode." If you can’t map AI spend to the P&L, your seat at the table is at risk. 💺🔥 See the roadmap: https://t.co/dJs86sTyRD #CXOtalk #Leadership #FutureOfWork
Upcoming Changes to the Euribor Panel
The European Securities and Markets Authority (ESMA) announced that Barclays Bank PLC will withdraw from the Euribor panel, with its final contribution date set for 27 February 2026. ESMA and the Euribor College of Supervisors assessed the impact and concluded...
New Low-Cost, Tax-Efficient Benchmark ETF Arrives June 30
There has been near zero coverage in the endowment and foundation world about there now being a low-cost, tax-efficient investable benchmark ETF. June 30th can't come soon enough...
Netherlands to Tax Unrealized Gains at 36%
The Netherlands has decided to tax unrealized gains by 36%. How does this impact everyone? Listen to our @new_era_finance episode with @arnowellens here: Spotify: https://t.co/bZaHFUcXeh Apple Podcasts: https://t.co/I4zZUjhN3X
ESMA Publishes List of Supplementary Deferrals for Sovereign Bonds
The European Securities and Markets Authority (ESMA) and most EU national competent authorities have released a list of supplementary deferrals that extend the MiFIR transparency regime for sovereign bonds. The new rule permits the omission of volume publication for medium‑size...
Customer Concentration and Founder Dependency Hide SaaS Risks
Customer concentration + founder dependency = hidden SaaS risk. In Ep. 233 of The SaaS CFO Podcast, Luca Cartechini breaks down what acquirers really look for beyond growth and EBITDA. 🎧 Watch here: https://t.co/CvZiAzWspt #SaaS #AI https://t.co/NnzH4dkR4I