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
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.
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
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