COMPASS: Client Opportunity Mapping for Profitable Advisory and Strategic Solutions
Program Overview COMPASS equips bankers with the analytical tools and consultative skills to identify where clients are in their corporate
55 Essential Mental Models for Bankers and Investors: The Ultimate Decision-Making Toolkit
Introduction In the high-stakes world of banking and investing, your thinking quality directly impacts your bottom line. The difference between
108 World-Class Cognitive Models and Principles: Your Comprehensive Analytical Toolkit
In our complex world, having the right mental models can dramatically enhance our decision-making abilities and understanding of reality. This
DuPont Analysis
DuPont Analysis DuPont Analysis breaks down Return on Equity (ROE) into three components — profit margin, asset turnover, and financial
Tesco Ltd: Taking the Company Private
Introducing Ironbridge Capital Partners Background Ironbridge Capital Partners (“Ironbridge”) is a leading global private equity firm headquartered in London, with
Enterprise Value (EV) Analysis
Enterprise Value (EV) Analysis Enterprise Value (EV) represents the total value of a company’s operations — combining both equity and
Debt Capacity Analysis
Debt Capacity Analysis Debt capacity represents the present value of sustainable cash flows available to service and repay senior debt
Adjusted Working Capital (AWC) Analysis
Adjusted Working Capital (AWC) Analysis AWC is more than a liquidity metric — it’s a tool used to evaluate how
LinkedIn Post Series: Cognitive Biases in Banking & Investment
Post 1: When Smart People Make Expensive Mistakes 💰⚠️ Wells Fargo’s fake accounts scandal. Theranos investors. Credit Suisse’s Archegos meltdown.
108 World-Class Cognitive Principles That Determine 80% of Life Success
Master these universal laws that govern how the world works, and you’ll control 80% of your life outcomes. In our
