Finance & M&A Strategist. I share expert insights into finance, M&A, investment banking - and guides to help you navigate deals and investment strategies.
Finance
Gross margin is the percentage of revenue that's left after accounting for the cost of goods sold (COGS). A healthy gross margin means an organization is efficiently turning its inputs into outputs, and has sufficient resources left over to cover operating expenses and generate net profit. Let'
M&A
Deciding to sell a company is one of the most significant decisions a leader can make. To maximise the outcome and ensure a smooth transition, careful preparation and a deep understanding of the various considerations are paramount. This post will highlight the critical financial, operational, and strategic factors that should
Finance
Board meetings are an integral part of corporate governance. These meetings are where strategic decisions are forged and performance is reviewed. The Multifaceted Purpose of Board Meetings Board meetings serve a crucial, multi-faceted purpose that underpins the success and sustainability of any organization. * Strategic Direction and Oversight: Boards are responsible
Finance
For organization's, particularly those with external stakeholders or regulatory requirements, the audit process is a vital exercise in transparency, accountability, and trust. It's not just a yearly check-up; it's a structured journey with distinct stages, each playing a crucial role in ensuring the financial
Strategy
While many frameworks offer valuable insights for building competitive advantage, Hamilton Helmer's 7 Powers stands out for its clarity and actionable insights into what truly drives superior, long-term profitability. Helmer distills the concept of competitive advantage into seven distinct powers – specific conditions that allow a company to generate
Strategy
Whether an investor scrutinizing a pitch deck, a founder charting a path to market dominance, or an executive planning the next growth frontier, understanding a market's true potential is paramount. This process often involves assessing the following acronyms: TAM, SAM, and SOM. The Market Sizing Trifecta: TAM, SAM,
Finance
Without trust and transparency, markets can become playgrounds for fraud and manipulation, leaving everyday investors vulnerable. This is why the U.S. Securities and Exchange Commission (SEC) exists. The SEC is a critical independent federal agency responsible for protecting investors, maintaining fair, orderly, and efficient markets, and facilitating capital formation.
Finance
The Federal Reserve, often referred to simply as the Fed, is arguably the most powerful economic institution in the United States, if not the world. Its decisions ripple through every corner of the economy, influencing everything from interest rates on mortgages to the value of investments and the availability of
Finance
When you pull out a crisp dollar bill, you're holding a symbol of the U.S. financial system. And behind that symbol, stands the United States Department of the Treasury. Often overshadowed by the Federal Reserve, the Treasury plays an equally vital, yet distinct, role in the fiscal
Finance
A carry trade is a strategy that involves borrowing in a currency with a low interest rate and investing in a currency with a high interest rate. The goal is to profit from the difference in these interest rates, often referred to as the interest rate differential or carry. It&
Finance
What Are The Different Roles and Functions Within an Organization? It's not just one brilliant idea or one charismatic leader. It's a complex, interconnected web of specialized roles and functions, each playing a vital part in the organizational structure. From the strategic visionaries to the hands-on
M&A
There are many motivations for a deal: cost synergies, market share consolidation, access to new technology. But increasingly, sophisticated acquirers are executing M&A strategies with a singular, laser focus: aggressive revenue growth. This isn't about simply buying an existing revenue stream. It's about identifying