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.
M&A
When you think of the M&A landscape, it's often tech giants acquiring startups or private equity firms buying out mature businesses. But often overlooked yet brimming with interesting financial and strategic considerations, are franchises. Franchise Model for Investors Why might franchises be an attractive proposition? * Proven
Financial Models
Leveraged Buyouts (LBOs) are a cornerstone of private equity, allowing firms to acquire companies primarily using borrowed money. For finance professionals, understanding how to build an LBO model is a crucial skill. It’s not just about crunching numbers; it’s about dissecting a business, forecasting its future, and assessing
Finance
When evaluating an investment, what's the first thing you typically look at? For most people, it's the return. E.g., This fund made 15% last year. But what if that 15% came with a rollercoaster ride of volatility? What if you had to endure massive swings,
Finance
One of the most enduring dynamics in financial markets is the cyclical rotation between growth and value investing styles. Like a pendulum, markets swing between favoring companies with high growth potential and those trading at attractive valuations relative to their fundamentals. Understanding these cycles can help investors make more informed
Finance
Investment funds pool money from numerous investors to be managed by professionals. But not all funds are built the same - they come with diverse strategies, risk profiles, and objectives that cater to different investor needs and market conditions. Let's explore the key types of investment fund strategies:
M&A
Where do M&A opportunities come from? It doesn’t always start with a company putting itself up for sale. Sourcing M&A deals is a complex, multi-dimensional process. Here’s an overview of the primary sources and types of M&A deals: 1. Off-Market Deals (Including
Finance
Companies often navigate a complex landscape of funding options, ranging from traditional bank loans to pure equity investments. Somewhere in the middle, offering a compelling blend of both, lies mezzanine financing. This hybrid form of capital has become an increasingly popular solution for growing businesses that require substantial funding but
Finance
What is Project Finance? Project finance is the long-term financing of infrastructure and industrial projects based upon the projected cash flows of the project rather than the balance sheets of the project sponsors. Instead of a company borrowing money against its entire existing business, a new, standalone legal entity (Special
Finance
What are Convertible Notes and Convertible Bonds? Both instruments are debt that can convert into equity. However, their common usage contexts define their differences: * Convertible Note (Startup / Early-Stage Context): * A short-term debt instrument issued by early-stage, private companies (startups). * It's designed to provide quick bridge funding without establishing
Finance
While basic shares outstanding and diluted shares outstanding might seem like minor details, understanding the difference between these two figures is crucial for accurately assessing a company's profitability and true earnings per share (EPS). Let's break down what each term means and why the distinction is
Finance
Two common ways for a company to issue more shares are a Rights Issue and a Bonus Issue. While both result in the investor holding more shares, the underlying mechanisms and implications are quite different. Let's break down these two concepts and understand their key distinctions. Understanding the
M&A
In M&A, one business model has risen to unprecedented prominence: the platform. From disrupting traditional industries to becoming prime targets for private equity rollups. But what exactly makes them so powerful,? A platform business is a model that facilitates interactions and transactions between two or more interdependent groups.
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