Insights
The “Shortcut” to Private Equity Riches: Do You Know What You’re Signing Up For?
Are you ready to buy a business? Two high-level questions to ask yourself before making the leap as an independent sponsor.
The Power of a Fortress Balance Sheet, Explained Simply
Why a fortress balance sheet matters, and how to explain it without using financial vocabulary to work towards an aligned organization.
AI & Financial Models (Current Thoughts)
AI is coming for financial modelers. The mechanics are automated. Interpretation is not. A look at why fundamentals and judgment are the new edge.
Financial Models: Operating vs Transactional
Learn the difference between an operating financial model and a transactional financial model, and why the three-statement model is critical to both.
Curiosity Builds Speed
How to feel confident in the decisions you make as a business leader: Pair foundational knowledge with speed and flexibility. That’s how you iterate towards success.