Restructuring Business Processes to Increase Operational Efficiency
The Brief In 2018, a private equity firm acquired a national wealth advisory firm, along with most of the firm’s senior leadership team. The firm’s leadership team needed...
Strategy & Innovation
Post-Pandemic Success: The Technology Roadmap
This year our society has changed at unprecedented rates, an extraordinary challenge to manage in the marketplace. To adapt to the uncertainty, the tools & technology...
Digital Debt and the Challenge to Stay Ahead: Enter Joint Strike
The Brief In 2012, a national restaurant chain was acquired by a private equity company. This buyout created an opportunity for the chain to invest in a long-term strategic...
4 Tools to Accelerate Your Company’s Financial Planning & Analysis Models
In the not so distant past, corporate finance teams built their models and shared Excel files via email. While this was effective at the time, it has become less efficient when...
Eliminating Digital Debt for National Restaurant Chain
THE BRIEF In 2012, a national restaurant chain was acquired by a Private Equity company. This buyout created an opportunity for the chain to invest in a long-term strategic plan...
How to Evaluate Non-Quantifiable Financial Opportunities
Corporate finance professionals are critically evaluated to help the company grow through prudent use of capital. The Chief Financial Officer (CFO) and financial management team...
Measuring Digital Debt: A Structured and Methodical Way to Lead to Record Succes...
Measuring digital debt, the consequence of a poor or insufficient digital strategy, can be tricky for even the most careful insider. It’s all too easy for internal biases or...
4 Reasons Private Equity Firms Should Be Concerned About Digital Transformation
Every business by now is familiar with the term “digital transformation,” and for good reason. When done right, digital transformation has the potential to revolutionize the...
How Digital Disruptors Are Changing Private Equity
As technology advances, so, too, must the industries that use it. Over the past decade, digital disruption has been a given – the most obvious example is Amazon completely...
Due Diligence Alert: 8 Technology Landmines to Avoid a Potential PE Acquisition
As companies shift operational processes to the digital realm, any failure to streamline, integrate and consolidate will create technological bottlenecks that might not be...
Technical Due Diligence 101: Three Good Reasons PE Firms Need Pre-Deal Data
In the spirit of the Halloween season, here’s a scary story: A private equity company decided to sell off one of its investments, anticipating a lucrative deal. The company...
Revitalizing Bank Culture with Data Analytics
Data analytics can help improve a bank’s culture in the areas of leadership transparency, employee accountability and team alignment. A business can thrive or fail based on its...
Checklist for Bankers: Seven Things to Know about Data Analytics
For some community bank executives, advanced data analytics are more like a minefield than a gold mine. Compared to many other industries, the banking sector is behind the curve...
Don’t Take a Leap of Faith: Sensible Strategic Planning for the Advanced A...
The topic of advanced analytics has propelled to the top of agendas, industry conferences and trade publications this past year. Data initiatives are quickly becoming strategic...
Load More