Below are practical guides for understanding and analysing businesses, based on my fifteen years in equities research, private equity, and corporate venture capital. These are aimed at business buyers, searchers, and investors
How do I analyse companies and conduct due diligence?
Company analysis: understanding revenue
Whether you are a buyer or an owner of a business, it is critical to know where your revenue comes from. I discuss sales mix, customer analysis, and geographic analysis.
Company analysis: understanding the industry
Relevant to anyone analysing a company or a transaction, including business buyers and owners, but also research analysts, students, and more. I discuss looking at economic indicators, comparable companies, across geographic regions, across time, and across the value chain.
Important deal terms when buying a business:
I provide an overview of acquisition terms beyond the purchase price, including payment structure, the definition of debt and debt-like items, and exclusivity.
COMING SOON: An overview of the due diligence process, from beginning to end.
How do I use technology to work better and more efficiently?
Cutting through the hype: getting the most out of generative AI large language models
White paper, outlining:
- 3 GenAI use cases for professionals: Speeding up workflows and making them more efficient, delivering analysis at scale by acting as a research assistant, and as a source of second opinions.
- Sample prompts; and
- A guide for how to write an effective prompt.
Can you help me with my business?
If you’re looking for support with thematic research, fractional corp dev, or buy-side DD, please contact me.