Perkz https://perklion.com Mon, 24 Feb 2025 13:48:04 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 Use Physician Lifecycle Planning to Maximize Your Financial Potential https://perklion.com/use-physician-lifecycle-planning-to-maximize-your-financial-potential/ https://perklion.com/use-physician-lifecycle-planning-to-maximize-your-financial-potential/#comments Mon, 24 Feb 2025 13:48:04 +0000 https://finovate.vamtam.com/?p=2730

According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360.

Unveiling the Story Behind Finovate Financial Group

Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments:

Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides underwriting and financial advisory services across various sectors.

Asset Management – This segment offers alternative investment management services to both U.S. and international investors. Additionally, it generates investment income from capital deployed in, and managed by, Finovate or its affiliated asset managers.

Report

2024 Diversity, Equity, and Inclusion Report

Download the Report

Delving Into the Significance of Insider Transactions

While insider transactions should not be the sole basis for investment decisions, they can provide valuable insights into a company’s outlook and influence investor sentiment.

From a legal perspective, an “insider” refers to any officer, director, or beneficial owner holding more than 10% of a company’s equity securities, as defined under Section 12 of the Securities Exchange Act of 1934. This includes executives in the C-suite and major hedge funds. Insiders are required to disclose their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.

An insider’s purchase of company shares is often seen as a bullish signal, indicating confidence in the company’s future growth. On the other hand, insider sales do not necessarily suggest a bearish outlook, as they may be driven by various personal or financial reasons rather than concerns about the company’s performance.

“We called Imagine Clany Eco when another company cancelled on us last minute for our move-out cleaning. Clany Eco was able to book us and make it out in 2 hours and did an amazing job. We even got our deposit back.”

John Smith, CEO & Owner Tweet

Essential Transaction Codes Unveiled

When analyzing insider transactions, investors typically focus on open-market trades, which are detailed in Table I of the Form 4 filing. Key transaction codes include:

P (Purchase) – Indicates an insider buying shares in the open market.
S (Sale) – Represents an insider selling shares.
C (Conversion) – Denotes the conversion of an option into company stock.
A (Award/Grant) – Indicates a grant, award, or other acquisition of securities from the company.

]]> https://perklion.com/use-physician-lifecycle-planning-to-maximize-your-financial-potential/feed/ 1 Diversity, Equity, and Inclusion https://perklion.com/diversity-equity-and-inclusion/ https://perklion.com/diversity-equity-and-inclusion/#comments Mon, 24 Feb 2025 13:47:11 +0000 https://finovate.vamtam.com/?p=2733

According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360.

Unveiling the Story Behind Finovate Financial Group

Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments:

Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides underwriting and financial advisory services across various sectors.

Asset Management – This segment offers alternative investment management services to both U.S. and international investors. Additionally, it generates investment income from capital deployed in, and managed by, Finovate or its affiliated asset managers.

Report

2024 Diversity, Equity, and Inclusion Report

Download the Report

Delving Into the Significance of Insider Transactions

While insider transactions should not be the sole basis for investment decisions, they can provide valuable insights into a company’s outlook and influence investor sentiment.

From a legal perspective, an “insider” refers to any officer, director, or beneficial owner holding more than 10% of a company’s equity securities, as defined under Section 12 of the Securities Exchange Act of 1934. This includes executives in the C-suite and major hedge funds. Insiders are required to disclose their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.

An insider’s purchase of company shares is often seen as a bullish signal, indicating confidence in the company’s future growth. On the other hand, insider sales do not necessarily suggest a bearish outlook, as they may be driven by various personal or financial reasons rather than concerns about the company’s performance.

“We called Imagine Clany Eco when another company cancelled on us last minute for our move-out cleaning. Clany Eco was able to book us and make it out in 2 hours and did an amazing job. We even got our deposit back.”

John Smith, CEO & Owner Tweet

Essential Transaction Codes Unveiled

When analyzing insider transactions, investors typically focus on open-market trades, which are detailed in Table I of the Form 4 filing. Key transaction codes include:

P (Purchase) – Indicates an insider buying shares in the open market.
S (Sale) – Represents an insider selling shares.
C (Conversion) – Denotes the conversion of an option into company stock.
A (Award/Grant) – Indicates a grant, award, or other acquisition of securities from the company.

]]> https://perklion.com/diversity-equity-and-inclusion/feed/ 1 How to Overcome the Impact of Inflation https://perklion.com/how-to-overcome-the-impact-of-inflation/ https://perklion.com/how-to-overcome-the-impact-of-inflation/#comments Mon, 24 Feb 2025 13:46:55 +0000 https://finovate.vamtam.com/?p=2727

According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360.

Unveiling the Story Behind Finovate Financial Group

Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments:

Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides underwriting and financial advisory services across various sectors.

Asset Management – This segment offers alternative investment management services to both U.S. and international investors. Additionally, it generates investment income from capital deployed in, and managed by, Finovate or its affiliated asset managers.

Report

2024 Diversity, Equity, and Inclusion Report

Download the Report

Delving Into the Significance of Insider Transactions

While insider transactions should not be the sole basis for investment decisions, they can provide valuable insights into a company’s outlook and influence investor sentiment.

From a legal perspective, an “insider” refers to any officer, director, or beneficial owner holding more than 10% of a company’s equity securities, as defined under Section 12 of the Securities Exchange Act of 1934. This includes executives in the C-suite and major hedge funds. Insiders are required to disclose their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.

An insider’s purchase of company shares is often seen as a bullish signal, indicating confidence in the company’s future growth. On the other hand, insider sales do not necessarily suggest a bearish outlook, as they may be driven by various personal or financial reasons rather than concerns about the company’s performance.

“We called Imagine Clany Eco when another company cancelled on us last minute for our move-out cleaning. Clany Eco was able to book us and make it out in 2 hours and did an amazing job. We even got our deposit back.”

John Smith, CEO & Owner Tweet

Essential Transaction Codes Unveiled

When analyzing insider transactions, investors typically focus on open-market trades, which are detailed in Table I of the Form 4 filing. Key transaction codes include:

P (Purchase) – Indicates an insider buying shares in the open market.
S (Sale) – Represents an insider selling shares.
C (Conversion) – Denotes the conversion of an option into company stock.
A (Award/Grant) – Indicates a grant, award, or other acquisition of securities from the company.

]]> https://perklion.com/how-to-overcome-the-impact-of-inflation/feed/ 1 Salesforce Integration Generates H&N Success in Healthcare https://perklion.com/salesforce-integration-generates-hn-success-in-healthcare/ https://perklion.com/salesforce-integration-generates-hn-success-in-healthcare/#respond Thu, 20 Feb 2025 09:16:41 +0000 https://finovate.vamtam.com/?p=1305
The story

The Situation

Two major healthcare companies had the opportunity to secure leading positions across their markets through a strategic merger. However, realizing the full benefits required integrating their distinct sales approaches into a unified, high-performing model. Adding to the complexity, management set an ambitious timeline to achieve synergies and meet financial targets—all while ensuring minimal disruption to the combined customer base.

key steps

Our Approach

Finovate partnered with the company to design a future-ready salesforce, implementing a new reporting structure and an optimized balance of generalists and specialists. The goal was to maximize synergies while minimizing customer impact. This collaborative effort involved several key steps:

Schedule a Call
Contact us

Identify the current state of the salesforce at each company, including headcount, organization structure, products sold, territories and customers covered, and compensation design.

Design the future-state salesforce and analytically pressure-test the resulting changes to the customers, territories, and products covered to ensure a smooth transition.

Launch and manage an implementation program in the first year to deliver synergies on an ambitious timeline. This includes migrating to a new organizational structure and a new set of roles and responsibilities, communicating clearly to key stakeholders and identifying quick wins.

Our philosophy

The Results

Customer orders remained steady during the sales transition, and financial performance in the impacted business units exceeded internal forecasts.

Sales representatives were shifted toward the future-state, guided by the new organization structure, territories, product coverage, and compensation design in both North America and Europe.

The combined company was also on track toward full integration of sales enablement tools, including revised training programs, rationalized sales IT systems and updated sales dashboards and performance metrics.

Identified net synergies for the third year expected to exceed expectations at 1.5 times the initial target.

Recommendations

Guide the Process and Solve Problems

A weekly, executive-level decision mechanism to guide the process and solve problems as they arise.

Free Consultation

“We wouldn’t have gotten to where we are today without Finovate. The Finovate spent time with us to better understand our processes and where our bottlenecks were.”

H&N
Rebecca Roy
H&N – CEO & President
]]> https://perklion.com/salesforce-integration-generates-hn-success-in-healthcare/feed/ 0 Achieving 70% Increase in Real-Time Visibility with a PPM Solution for Mex https://perklion.com/achieving-70-increase-in-real-time-visibility-with-a-ppm-solution-for-mex/ https://perklion.com/achieving-70-increase-in-real-time-visibility-with-a-ppm-solution-for-mex/#respond Thu, 20 Feb 2025 09:16:26 +0000 https://finovate.vamtam.com/?p=1303
The story

The Situation

Two major healthcare companies had the opportunity to secure leading positions across their markets through a strategic merger. However, realizing the full benefits required integrating their distinct sales approaches into a unified, high-performing model. Adding to the complexity, management set an ambitious timeline to achieve synergies and meet financial targets—all while ensuring minimal disruption to the combined customer base.

key steps

Our Approach

Finovate partnered with the company to design a future-ready salesforce, implementing a new reporting structure and an optimized balance of generalists and specialists. The goal was to maximize synergies while minimizing customer impact. This collaborative effort involved several key steps:

Schedule a Call
Contact us

Identify the current state of the salesforce at each company, including headcount, organization structure, products sold, territories and customers covered, and compensation design.

Design the future-state salesforce and analytically pressure-test the resulting changes to the customers, territories, and products covered to ensure a smooth transition.

Launch and manage an implementation program in the first year to deliver synergies on an ambitious timeline. This includes migrating to a new organizational structure and a new set of roles and responsibilities, communicating clearly to key stakeholders and identifying quick wins.

Our philosophy

The Results

Customer orders remained steady during the sales transition, and financial performance in the impacted business units exceeded internal forecasts.

Sales representatives were shifted toward the future-state, guided by the new organization structure, territories, product coverage, and compensation design in both North America and Europe.

The combined company was also on track toward full integration of sales enablement tools, including revised training programs, rationalized sales IT systems and updated sales dashboards and performance metrics.

Identified net synergies for the third year expected to exceed expectations at 1.5 times the initial target.

Recommendations

Guide the Process and Solve Problems

A weekly, executive-level decision mechanism to guide the process and solve problems as they arise.

Free Consultation

“We wouldn’t have gotten to where we are today without Finovate. The Finovate spent time with us to better understand our processes and where our bottlenecks were.”

H&N
Rebecca Roy
H&N – CEO & President
]]> https://perklion.com/achieving-70-increase-in-real-time-visibility-with-a-ppm-solution-for-mex/feed/ 0 Boosting Efficiency by Streamlining Acquisition Management for Swirl https://perklion.com/boosting-efficiency-by-streamlining-acquisition-management-for-swirl/ https://perklion.com/boosting-efficiency-by-streamlining-acquisition-management-for-swirl/#respond Thu, 20 Feb 2025 09:15:39 +0000 https://finovate.vamtam.com/?p=1301
The story

The Situation

Two major healthcare companies had the opportunity to secure leading positions across their markets through a strategic merger. However, realizing the full benefits required integrating their distinct sales approaches into a unified, high-performing model. Adding to the complexity, management set an ambitious timeline to achieve synergies and meet financial targets—all while ensuring minimal disruption to the combined customer base.

key steps

Our Approach

Finovate partnered with the company to design a future-ready salesforce, implementing a new reporting structure and an optimized balance of generalists and specialists. The goal was to maximize synergies while minimizing customer impact. This collaborative effort involved several key steps:

Schedule a Call
Contact us

Identify the current state of the salesforce at each company, including headcount, organization structure, products sold, territories and customers covered, and compensation design.

Design the future-state salesforce and analytically pressure-test the resulting changes to the customers, territories, and products covered to ensure a smooth transition.

Launch and manage an implementation program in the first year to deliver synergies on an ambitious timeline. This includes migrating to a new organizational structure and a new set of roles and responsibilities, communicating clearly to key stakeholders and identifying quick wins.

Our philosophy

The Results

Customer orders remained steady during the sales transition, and financial performance in the impacted business units exceeded internal forecasts.

Sales representatives were shifted toward the future-state, guided by the new organization structure, territories, product coverage, and compensation design in both North America and Europe.

The combined company was also on track toward full integration of sales enablement tools, including revised training programs, rationalized sales IT systems and updated sales dashboards and performance metrics.

Identified net synergies for the third year expected to exceed expectations at 1.5 times the initial target.

Recommendations

Guide the Process and Solve Problems

A weekly, executive-level decision mechanism to guide the process and solve problems as they arise.

Free Consultation

“We wouldn’t have gotten to where we are today without Finovate. The Finovate spent time with us to better understand our processes and where our bottlenecks were.”

H&N
Rebecca Roy
H&N – CEO & President
]]> https://perklion.com/boosting-efficiency-by-streamlining-acquisition-management-for-swirl/feed/ 0 AI-Driven Financial Analysis Saves Healthcare Provider $4.5M in One Year https://perklion.com/ai-driven-financial-analysis-saves-healthcare-provider-4-5m-in-one-year/ Wed, 19 Feb 2025 15:18:00 +0000 https://finovate.vamtam.com/?p=4516
The story

The Situation

Two major healthcare companies had the opportunity to secure leading positions across their markets through a strategic merger. However, realizing the full benefits required integrating their distinct sales approaches into a unified, high-performing model. Adding to the complexity, management set an ambitious timeline to achieve synergies and meet financial targets—all while ensuring minimal disruption to the combined customer base.

key steps

Our Approach

Finovate partnered with the company to design a future-ready salesforce, implementing a new reporting structure and an optimized balance of generalists and specialists. The goal was to maximize synergies while minimizing customer impact. This collaborative effort involved several key steps:

Schedule a Call
Contact us

Identify the current state of the salesforce at each company, including headcount, organization structure, products sold, territories and customers covered, and compensation design.

Design the future-state salesforce and analytically pressure-test the resulting changes to the customers, territories, and products covered to ensure a smooth transition.

Launch and manage an implementation program in the first year to deliver synergies on an ambitious timeline. This includes migrating to a new organizational structure and a new set of roles and responsibilities, communicating clearly to key stakeholders and identifying quick wins.

Our philosophy

The Results

Customer orders remained steady during the sales transition, and financial performance in the impacted business units exceeded internal forecasts.

Sales representatives were shifted toward the future-state, guided by the new organization structure, territories, product coverage, and compensation design in both North America and Europe.

The combined company was also on track toward full integration of sales enablement tools, including revised training programs, rationalized sales IT systems and updated sales dashboards and performance metrics.

Identified net synergies for the third year expected to exceed expectations at 1.5 times the initial target.

Recommendations

Guide the Process and Solve Problems

A weekly, executive-level decision mechanism to guide the process and solve problems as they arise.

Free Consultation

“We wouldn’t have gotten to where we are today without Finovate. The Finovate spent time with us to better understand our processes and where our bottlenecks were.”

H&N
Rebecca Roy
H&N – CEO & President
]]> Tax Strategy Overhaul Reduces Operating Costs by $3M for Hospitality Group https://perklion.com/tax-strategy-overhaul-reduces-operating-costs-by-3m-for-hospitality-group/ Wed, 19 Feb 2025 15:17:00 +0000 https://finovate.vamtam.com/?p=4513
The story

The Situation

Two major healthcare companies had the opportunity to secure leading positions across their markets through a strategic merger. However, realizing the full benefits required integrating their distinct sales approaches into a unified, high-performing model. Adding to the complexity, management set an ambitious timeline to achieve synergies and meet financial targets—all while ensuring minimal disruption to the combined customer base.

key steps

Our Approach

Finovate partnered with the company to design a future-ready salesforce, implementing a new reporting structure and an optimized balance of generalists and specialists. The goal was to maximize synergies while minimizing customer impact. This collaborative effort involved several key steps:

Schedule a Call
Contact us

Identify the current state of the salesforce at each company, including headcount, organization structure, products sold, territories and customers covered, and compensation design.

Design the future-state salesforce and analytically pressure-test the resulting changes to the customers, territories, and products covered to ensure a smooth transition.

Launch and manage an implementation program in the first year to deliver synergies on an ambitious timeline. This includes migrating to a new organizational structure and a new set of roles and responsibilities, communicating clearly to key stakeholders and identifying quick wins.

Our philosophy

The Results

Customer orders remained steady during the sales transition, and financial performance in the impacted business units exceeded internal forecasts.

Sales representatives were shifted toward the future-state, guided by the new organization structure, territories, product coverage, and compensation design in both North America and Europe.

The combined company was also on track toward full integration of sales enablement tools, including revised training programs, rationalized sales IT systems and updated sales dashboards and performance metrics.

Identified net synergies for the third year expected to exceed expectations at 1.5 times the initial target.

Recommendations

Guide the Process and Solve Problems

A weekly, executive-level decision mechanism to guide the process and solve problems as they arise.

Free Consultation

“We wouldn’t have gotten to where we are today without Finovate. The Finovate spent time with us to better understand our processes and where our bottlenecks were.”

H&N
Rebecca Roy
H&N – CEO & President
]]> Financial Restructuring Drives 30% Revenue Growth for Tech Startup https://perklion.com/financial-restructuring-drives-30-revenue-growth-for-tech-startup/ Wed, 19 Feb 2025 15:16:00 +0000 https://finovate.vamtam.com/?p=4510
The story

The Situation

Two major healthcare companies had the opportunity to secure leading positions across their markets through a strategic merger. However, realizing the full benefits required integrating their distinct sales approaches into a unified, high-performing model. Adding to the complexity, management set an ambitious timeline to achieve synergies and meet financial targets—all while ensuring minimal disruption to the combined customer base.

key steps

Our Approach

Finovate partnered with the company to design a future-ready salesforce, implementing a new reporting structure and an optimized balance of generalists and specialists. The goal was to maximize synergies while minimizing customer impact. This collaborative effort involved several key steps:

Schedule a Call
Contact us

Identify the current state of the salesforce at each company, including headcount, organization structure, products sold, territories and customers covered, and compensation design.

Design the future-state salesforce and analytically pressure-test the resulting changes to the customers, territories, and products covered to ensure a smooth transition.

Launch and manage an implementation program in the first year to deliver synergies on an ambitious timeline. This includes migrating to a new organizational structure and a new set of roles and responsibilities, communicating clearly to key stakeholders and identifying quick wins.

Our philosophy

The Results

Customer orders remained steady during the sales transition, and financial performance in the impacted business units exceeded internal forecasts.

Sales representatives were shifted toward the future-state, guided by the new organization structure, territories, product coverage, and compensation design in both North America and Europe.

The combined company was also on track toward full integration of sales enablement tools, including revised training programs, rationalized sales IT systems and updated sales dashboards and performance metrics.

Identified net synergies for the third year expected to exceed expectations at 1.5 times the initial target.

Recommendations

Guide the Process and Solve Problems

A weekly, executive-level decision mechanism to guide the process and solve problems as they arise.

Free Consultation

“We wouldn’t have gotten to where we are today without Finovate. The Finovate spent time with us to better understand our processes and where our bottlenecks were.”

H&N
Rebecca Roy
H&N – CEO & President
]]> $28.90M Assets Under Management https://perklion.com/2024-diversity-equity-and-inclusion-report/ https://perklion.com/2024-diversity-equity-and-inclusion-report/#comments Mon, 17 Feb 2025 15:04:11 +0000 https://finovate.vamtam.com/?p=558

According to the latest SEC filing, Finovate CEO Richard Carolle executed a significant insider sale on November 7. A Form 4 filing from the U.S. Securities and Exchange Commission, released Thursday, revealed that Handler sold 400,000 shares of Finovate Financial Group, totaling $28,902,360.

Unveiling the Story Behind Finovate Financial Group

Finovate Financial Group Inc. is a diversified financial services company operating through two primary segments:

Investment Banking and Capital Markets—This segment generates the majority of the company’s revenue and includes securities, commodities, corporate lending, futures, and foreign exchange capital markets activities. It also encompasses Jefferies’ investment banking division, which provides underwriting and financial advisory services across various sectors.

Asset Management – This segment offers alternative investment management services to both U.S. and international investors. Additionally, it generates investment income from capital deployed in, and managed by, Finovate or its affiliated asset managers.

Report

2024 Diversity, Equity, and Inclusion Report

Download the Report

Delving Into the Significance of Insider Transactions

While insider transactions should not be the sole basis for investment decisions, they can provide valuable insights into a company’s outlook and influence investor sentiment.

From a legal perspective, an “insider” refers to any officer, director, or beneficial owner holding more than 10% of a company’s equity securities, as defined under Section 12 of the Securities Exchange Act of 1934. This includes executives in the C-suite and major hedge funds. Insiders are required to disclose their transactions through a Form 4 filing, which must be submitted within two business days of the transaction.

An insider’s purchase of company shares is often seen as a bullish signal, indicating confidence in the company’s future growth. On the other hand, insider sales do not necessarily suggest a bearish outlook, as they may be driven by various personal or financial reasons rather than concerns about the company’s performance.

“We called Imagine Clany Eco when another company cancelled on us last minute for our move-out cleaning. Clany Eco was able to book us and make it out in 2 hours and did an amazing job. We even got our deposit back.”

John Smith, CEO & Owner Tweet

Essential Transaction Codes Unveiled

When analyzing insider transactions, investors typically focus on open-market trades, which are detailed in Table I of the Form 4 filing. Key transaction codes include:

P (Purchase) – Indicates an insider buying shares in the open market.
S (Sale) – Represents an insider selling shares.
C (Conversion) – Denotes the conversion of an option into company stock.
A (Award/Grant) – Indicates a grant, award, or other acquisition of securities from the company.

]]> https://perklion.com/2024-diversity-equity-and-inclusion-report/feed/ 1