Experienced private equity and M&A professional with about a decade in finance, sharing expert insights, analysis and guides to help readers navigate complex deals and investment strategies.
M&A
Business combinations are a constant. From mega-mergers to strategic bolt-on acquisitions, these deals reshape industries and create new market leaders. But what truly drives companies to combine forces? It's far more than just getting bigger. Below we explain the multifaceted reasons behind business combinations, categorizing them by their
M&A
Maximizing a company's valuation multiple is important for both sellers looking to achieve the best exit and buyers seeking to understand the true worth of an acquisition. While top-line revenue and EBITDA are critical, the multiple applied to these figures is where significant value can be created or
Finance
Ethical lapses can have devastating consequences. Beyond the legal ramifications, a breach of ethics can erode client confidence, damage reputation, incur massive fines, and ultimately lead to the downfall of an institution. Here's a comprehensive list of potential ethical issues that can arise within a financial corporation, often
M&A
Behind every M&A deal are teams of highly specialized bankers working tirelessly to achieve their clients objectives. But how do these bankers get paid? The fee structure for buy-side and sell-side M&A bankers is a critical component of any deal. Let's break down the
Finance
How organizations handle personal information is a fundamental legal and ethical imperative. For businesses operating in the UK, the UK GDPR stands as the cornerstone of data protection law, shaping how personal data is collected, stored, processed, and secured. While the original GDPR (General Data Protection Regulation) was an EU-wide
Finance
The ability to achieve objectives, safeguard assets, ensure data integrity, and maintain compliance is paramount. This is managed through a robust framework of internal controls and control activities – these are the essential actions taken to manage risks and ensure that processes operate as intended. Think of control activities as the
Finance
Non-profit organizations are the backbone of our communities, addressing critical social, environmental, and cultural needs. But have you ever wondered about the individuals who ensure they stay true to their mission and operate with integrity? The trustees – often unsung heroes whose dedication and oversight are absolutely crucial to a non-profit&
Finance
What is a CLO? A Collateralized Loan Obligation (CLO) is a type of Asset-Backed Security (ABS). However, unlike traditional ABS that might be backed by mortgages or auto loans, CLOs are backed by a diversified pool of senior secured syndicated loans. These are typically loans extended to corporations, often those
Finance
Government bonds are often seen as the bedrock of stability. They represent the debt issued by national governments to finance their operations, public services, and infrastructure projects. Investors, from pension funds to central banks and individual savers, buy these bonds as a relatively safe haven for their capital, earning interest
Finance
What Exactly is Asset-Backed Securitization? Asset-backed securitization is the process of pooling various illiquid assets and transforming them into marketable securities. These securities are then sold to investors. The assets in asset-backed securitization are typically those that generate predictable cash flows. Common examples include: * Residential Mortgage-Backed Securities (RMBS): Backed by
Finance
For many investors looking to access sophisticated alternative strategies like hedge funds or private equity, the traditional direct investment route can be complex, costly, and sometimes even inaccessible. This is where the feeder fund and master fund structure comes into play, offering a more streamlined and efficient way to participate.
Finance
When it comes to investing in alternative assets like real estate, private equity, or infrastructure, you'll often encounter different types of investment funds. Two common structures are single asset funds and blind pool funds. While both aim to generate returns for investors, they differ significantly in their approach