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What Private Equity Investors Think They Do for the Companies They Buy

Harvard Business Review

In particular, we are interested in how many of their responses correlate with what academic finance knows and what it teaches. ” PE firms typically take three types of value increasing actions — financial engineering, governance engineering, and operational engineering. What PE firms do after they invest.

CAPM 8
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How CMOs Can Get CFOs on Their Side

Harvard Business Review

This lack of an analytical approach has traditionally formed a barrier between marketing and finance. CFOs are more interested in capital investment estimates, net present values, and a clear outline of the trade-offs of any investment. They should also agree and commit to regular meetings to assess progress on these KPIs.

CFO 8
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A Blueprint for Digital Companies’ Financial Reporting

Harvard Business Review

A firm, therefore, must provide separate, detailed section on the progress of each of its future-oriented project, how it relates to the firm’s current operation, the aggregate resources committed to that project, and the likely launch dates of the project. The current rules mandate no disclosures on future-oriented projects.

Report 8