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
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.
Finance
Whether it's anticipating next quarter's sales, projecting market demand for a new product, or planning resource allocation, accurate forecasting is the bedrock of sound strategic decision-making. There are two primary methodologies for forecasting: Top-Down Forecasting and Bottom-Up Forecasting. While both aim to predict the future, they
Finance
Corporate risk management is a cornerstone of business governance and operations. It involves systematically identifying, assessing, managing, and monitoring risks that could hinder an organization from achieving its goals or threaten its assets, reputation, and stakeholders. The aim isn’t to eliminate all risks, but to understand and manage them
Strategy
What is Cross-Functional Impact Analysis (CFIA)? Cross-Functional Impact Analysis (CFIA) is a structured method used to evaluate the ripple effects of organizational changes across multiple departments, teams, and functions. It helps leaders move beyond silos and understand the interconnectedness of business operations. For example, when launching a new product, CFIA
Strategy
Developed in the early 1970s by Boston Consulting Group (BCG), this matrix provides a straightforward yet powerful lens through which companies can analyze their product portfolios and make informed strategic choices. The BCG Matrix classifies a company's business units or products into four categories based on two key
M&A
In today’s interconnected financial world, limiting investments to domestic markets can restrict both opportunity and growth. While local markets provide familiarity, the most rewarding prospects—and the strongest risk management strategies—often lie across international borders. Global investing allows individuals and institutions to diversify, access high-growth regions, and identify
Strategy
Simply having a financial plan isn’t enough. To succeed, finance leaders need a framework that ensures strategy is communicated clearly, executed effectively, and measured by real impact. Objectives and Key Results (OKRs) provide that framework. Popularized by Intel and adopted by companies like Google, OKRs help organizations align on
Strategy
Whether launching a new product, eyeing an acquisition, or refining your competitive edge, market research is essential for informed decision-making. Market research largely boils down to two complementary approaches: primary research and secondary research. Desk Research: Using Existing Research Desk research (secondary research) involves collecting and analyzing existing data that
Financial Models
You can be the most profitable business on paper, but without sufficient cash flowing in and out, you're on the fast track to trouble. Cash flow forecasts for financial planning offer deeper insights into your future liquidity. What is a Cash Flow Forecast? A cash flow forecast is
Finance
The drive to grow. More sales, more production, more market share – it all sounds like a recipe for success. However, there's a point where more can become a dangerous trap, leading to a phenomenon known as overtrading. What is Overtrading? Overtrading occurs when a company tries to expand
Strategy
High employee turnover is one of the most expensive problems businesses face. Replacing talent drains both time and resources, while disengaged employees hurt performance and morale. The solution? Effective employee retention strategies that go beyond salary and perks. The CRAMPS framework provides a practical, people-centered approach to retaining top talent
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