Democratizing PE Private equity (PE) firms have long been the realm of institutional investors and ultra-high-net-worth individuals. However, recent trends suggest some firms are attempting to “democratize” private equity by[…]
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Fixed Indexed Annuities with Lifetime Income Riders: Reliable Lifetime Income
Overview For many people planning their retirement, the focus is not on maximizing growth but on securing a steady income stream that lasts a lifetime. A fixed indexed annuity with[…]
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DID Numbers: What Are They?
Overview Most people don’t give much thought to phone numbers and the setup behind them—they just expect them to work. However, setting up phone numbers is a critical part of[…]
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Main Types of Divestitures
Divestitures play a crucial role in helping companies streamline their operations and raise capital. Understanding the different types of divestitures is essential for leaders making strategic decisions. There are many[…]
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Basic MECE Cost Models for IT DDs
Overview When conducting due diligence in mergers and acquisitions (M&A), understanding cost models is crucial. These models help businesses forecast ongoing expenses and plan for future investments. Below are three[…]
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What the Heck is SAP Even?
Overview If you’ve ever been in the business or tech world, you’ve probably heard the term “SAP” thrown around, often followed by words like “ERP,” “S/4 HANA,” or “SuccessFactors.” But[…]
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Reinsurance, What’s In It For Them?
What is Reinsurance? You might have heard of reinsurance companies, often described as “the insurance company for insurance companies,” but have you ever wondered why these businesses take on the[…]
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How CIOs Can Structure Their Organization for Success
Overview In today’s fast-paced digital landscape, CIOs face a constant challenge: how to structure their organization effectively to drive business value, ensure security, and innovate for the future. While each[…]
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How Deloitte Helped a Major Bank Expand through M&A
A Game-Changer for a Major North American Bank The Importance of “Day 1” Customer-Focused Execution The Outcome The Unsung Hero: M&A IT Everything above is my own thoughts and opinions[…]
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How Does AI help with M&A?
Exciting times are ahead in the worlds of gen AI and M&A! Here are some thoughts and key takeaways: 𝗪𝗵𝗮𝘁 𝗶𝘀 𝗚𝗲𝗻 𝗔𝗜 𝗚𝗼𝗼𝗱 𝗔𝘁? 𝗪𝗵𝘆 𝗗𝗼 𝗪𝗲 𝗖𝗮𝗿𝗲? 𝗛𝗼𝘄[…]
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