Sort By
  • Alphabetical
  • Newest
  • Oldest
All Categories
Subscribe
Featured

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...

Leila Modarres
May 19, 2021
Posted in 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...

Keith Rutman
Nov 5, 2020
Posted in Strategy & Innovation

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...

Leila Modarres
Feb 24, 2020
Posted in Strategy & Innovation

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...

Leila Modarres
Nov 14, 2019
Posted in Strategy & Innovation

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...

Leila Modarres
Jun 25, 2019
Posted in Strategy & Innovation

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...

Siva Anna
Apr 30, 2019
Posted in Strategy & Innovation

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...

Socka.Suppiah Socka.Suppiah
Feb 22 , 2019
Posted in Strategy & Innovation

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...

Socka.Suppiah Socka.Suppiah
Jan 31 , 2019
Posted in Strategy & Innovation

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...

Socka.Suppiah Socka.Suppiah
Jan 18 , 2019
Posted in Strategy & Innovation

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...

Socka.Suppiah Socka.Suppiah
Nov 27, 2018
Posted in Strategy & Innovation

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...

Socka.Suppiah Socka.Suppiah
Oct 19, 2018
Posted in Strategy & Innovation

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...

Leila Modarres
Jun 27 , 2018
Posted in Strategy & Innovation

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...

Siva Anna
Jun 27 , 2018
Posted in Strategy & Innovation

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...

Leila Modarres
Jun 27 , 2018
Posted in Strategy & Innovation
Load More