admin I learned a lot about finance and business when I led my first technology buy-out. Here I list my top 5 lessons that helped me convince my IC. #1 A Healthy Technology Company has Healthy Sales Audit your revenue breakdown. Not all techCos are built the same. Make sure you are able to separate out … Read more
Readers, monkeys and friends. As we near the holiday season and you seek to love yourself, consider investing in one of the books to learn finance and strengthen your grasp of your career in technology investing, investment banking, business operations or simply for fun. Investment Banking by Joshua Rosenbaum A concise, well written and strong … Read more
A question asked by many internet users seeking the glory/thrill of a career in high finance as seen in blockbusters such as the Big Short or Wall Steet (1987). A question I typed into the Google Search bar many times myself when I was lacking in confidence to actually nab that first role in an … Read more
I’ve spent years in the finance profession, first in commercial banking, then M&A, then in private equity. Below are my recommendations for the best laptops for Finance in 2023, for investment banking, private equity, hedge funds or other roles. These machines will be your best bets in laying out spreadsheets, PowerPoint presentations, and many, many … Read more
We all know someone, sometimes ourselves, who feels stuck in their career path. One user, I will call him Johnny, told me how at 35 years old, he has worked since he was 18 for over 9 years at a call center. My friend asked me if I’ve ever felt this way. And the answer … Read more
In today’s fast-paced tech-driven world, customer retention is the key to sustainable success for technology businesses. While acquiring new customers is essential, retaining existing ones is equally, if not more, important. After all, it’s often more cost-effective to keep a current customer than to acquire a new one. To achieve this, technology businesses must monitor … Read more
I put together the list of typical questions that I get asked about my prior investment banking careers. I was a senior associate at a large European bank, covering commodities corporations and agriculture. Prior to that, I spend time working in diversified industrials coverage. Do people like their investment banking careers? Yes, banking and high … Read more
I had a user ask me how difficult it would be to transition from a cost-cutting role (what I would call ops) to Private Equity. Its a great question. Since after their two year sting in high flying consulting Mr. McKinsey and Mr. Bain now want to do private equity, we explore Ops to Private … Read more
It’s been a few years since I’ve been able to focus on the craft of writing. It was one of my favorite hobbies in high school and college, where I could write under a constant flow of prompts and problems on various topics. Like many smart-but-not-too-smart overachievers, I loved the social sciences and the white … Read more
A leveraged buyout (LBO) is a financial transaction in which a company is acquired using a significant amount of borrowed money, or leverage, typically in the form of loans or bonds. The acquired company’s assets are often used as collateral for the borrowed funds. The goal of an LBO is usually to increase the acquiring … Read more
