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.
Strategy
The Double Diamond Framework is a structured, human-centered model that blends creativity and control. First developed by the UK Design Council in 2005, it visualizes the entire innovation journey from discovery to delivery, ensuring every idea is validated before major investment. In essence, the Double Diamond gives finance leaders a
Finance
Introduction: The Two Economic Lenses That Define Financial Strategy Every financial decision, from a central bank’s rate hike to a company’s decision to raise prices, reflects the interplay between two economic forces: microeconomics and macroeconomics. Microeconomics examines how individuals and firms make decisions about scarce resources, while macroeconomics
Finance
Introduction Why do headlines about interest rate hikes or government spending bills dominate the news? Because they represent the two most powerful levers shaping the economy. These levers are monetary policy and fiscal policy. Both aim to stabilize growth, control inflation, and reduce unemployment, but they work in very different
Finance
Introduction: Why Leadership Style Matters More Than You Think When you evaluate a stock, you probably look at cash flow, growth, margins, or valuation multiples. But there’s a deeper variable shaping all those numbers — who’s running the company. A company led by its founder operates under a fundamentally
Finance
TL;DR: 1. Cash flow forecasting has evolved into a strategic command center for every growth‑oriented business. 2. The modern CFO’s toolkit now includes rolling 13‑week forecasts for liquidity control, seasonal SARIMA models for cyclical precision, and driver‑based forecasting to align operational decisions with future cash
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
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