Finance Strategist. I share expert insights on financial modeling, finance, M&A, and strategy - and guides to help you confidently navigate deals and investment decisions.
Finance
Introduction: The Market’s Pulse When credit spreads widen, traders get nervous. When they narrow, optimism flows back into markets. But what exactly are credit spreads, and why do they hold such power over the bond market and broader economy? Below we deconstruct credit spreads - revealing how they signal
Strategy
Growth doesn’t come from chance — it comes from strategy. Many organizations track numbers daily, but few connect those numbers to long-term vision. The result? Teams chasing disconnected goals, wasted resources, and missed opportunities. The OGSM Model solves this problem. Short for Objectives, Goals, Strategies, and Measures, OGSM is a
Strategy
Introduction: Why Finance Strategies Fail Without Alignment Is your finance strategy delivering results — or do your teams, systems, and processes feel misaligned? Many finance leaders focus heavily on strategy while overlooking the softer, cultural elements that actually drive long-term performance. That’s where the McKinsey 7S Model comes in. Originally
Finance
What Are Private Equity Secondaries? The secondary private equity market involves buying and selling existing limited partnership (LP) interests in private equity funds, or portfolios of direct company investments. Unlike primary investments, where LPs commit fresh capital to a new fund, secondary deals involve assets that are already funded and
Finance
Continuation funds have quickly evolved from a niche secondary strategy into a mainstream tool in private equity. These specialized investment vehicles allow General Partners (GPs) to extend ownership of top-performing assets, offering flexibility beyond the traditional 10 year fund cycle. For Limited Partners (LPs), continuation funds create optionality - providing
M&A
TL;DR (Key Takeaways) * Deal Size: $55B enterprise value – the largest leveraged buyout (LBO) in history. * Buyers: Saudi Arabia’s Public Investment Fund (PIF) (majority stake), Silver Lake, and Affinity Partners. * Financing: ~$36B equity + $20B debt (underwritten by JPMorgan). * Valuation: $210/share cash offer, ~25% premium to pre-rumor price. * Timeline:
Finance
For decades, private markets were accessible only to institutional investors and the ultra-wealthy. Today, they’re gradually opening to a wider audience, but many individual investors still find them complex and intimidating. This guide will help you understand the essentials of private markets. What Are Private Markets in Finance? Private
M&A
What Is the Private Equity Fund Life Cycle? The private equity (PE) fund life cycle is a highly structured, long-term process, usually spanning 10–12 years. It governs how capital flows - from when investors (Limited Partners, or LPs) commit funds, to how General Partners (GPs) invest and manage companies,
Strategy
The McKinsey GE Matrix is a proven tool to prioritize investments, allocate resources, and maximize portfolio performance. More robust than the Boston Consulting Group (BCG) Matrix, the McKinsey GE Matrix offers a nuanced, multi-factor approach that helps organizations make smarter, data-driven strategic decisions. What is the McKinsey GE Matrix? The
Finance
Two Sides of Private Equity Value Creation In private equity (PE) and venture capital (VC), success depends not only on sourcing strong investments but also on managing and growing them post-acquisition. Inside every firm, two critical groups share this responsibility: the Deal Team (Investment Team) and the Portfolio Monitoring Team
Finance
Why a Framework Matters in Company Assessment Assessing a company’s true value requires more than calculating basic financial ratios. Professional-level fundamental analysis combines both quantitative and qualitative insights to evaluate a business’s sustainability, risks, and long-term potential. This framework for company assessment expands on core financial concepts and
Finance
For private equity (PE) and venture capital (VC) funds, the Quarterly Valuation Pack (QVP) is the backbone of portfolio management, investor relations, and regulatory compliance. Most importantly, it fulfills the fiduciary duty to accurately report the fair value of portfolio companies and the fund’s Net Asset Value (NAV). What
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