Insights

To better understand how the working capital adjustment works in a control private equity transaction, we first need to distinguish between the accounting definition of working capital and the definition of working capital for the purposes of a transaction.

In this video we are going to learn how to use the =INDIRECT function to create flexible inputs for dynamic Excel Table formulas.

I have had a surprising number of people admit that they disproportionately hold cash because investments make them uncomfortable. Ironically, whether or not you choose to invest doesn’t matter. If you have wealth, you are invested. And cash can be comforting, for reasons outlined below. But there are reasons it shouldn’t be, for reasons (also) outlined below.

Excel Tables help organize your data and they are packed with useful features that facilitate analyzing information. In this lesson we will start with a small subset of data to demonstrate how Excel Tables function.

The value of data analysis in Excel when working in private equity. Sometimes you need to look beyond the LBO model.