Operations Due Diligence An M A Guide For Investors And Business

Author : James F. Grebey
Publisher : McGraw Hill Professional
Page : 272 pages
File Size : 52,6 Mb
Release : 2011-10-28
Category : Business & Economics
ISBN : 9780071778510

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Operations Due Diligence: An M&A Guide for Investors and Business by James F. Grebey Pdf

The missing link to determining a company’s real value Most people at the M&A table know how to carry out financial and legal due diligence. Only the accomplished investors come prepared with an in-depth understanding of the complete due diligence process. Operations Due Diligence is a game-changing guide for investors who need a fully accurate determination on the sustainability of a business. Written by a hands-on operations executive who has successfully implemented process improvement programs at large and small businesses, this practical guidebook sets itself apart by providing a step-by-step strategy for analyzing the toughest area of a business to assess: its operations. Unlike financial and legal due diligence, there were no principles such as law and accounting to guide operations due diligence—until now. This turnkey approach, based on a pragmatic series of almost 400 questions, helps you accurately assess the infrastructures of a business’s customer satisfaction, production, information management, sales and marketing, organization, and personnel, as well as its finances and legal operations. For managers and business owners looking to improve the sustainability of their business, this guided inquiry serves as a thorough operations checklist to next-level performance. Whether you are an investor trying to capture a new opportunity with minimal risk or an executive struggling to improve your business, Operations Due Diligence gives you a distinct advantage by: Going a step further than most books and illustrating how to analyze your discoveries Using historic examples to make the lessons both understandable and memorable Clearly explaining how and why each sector is an important indicator of the long-term sustainability of a business Conveniently locating infrastructure summary questions at the end of chapters for quick reference Providing a document checklist so nothing gets overlooked at the negotiating table The highest-valued companies and their investors know that producing the best products and services isn’t enough. Survival depends on continually improving infrastructure through Operations Due Diligence.

Author : Rajiv Jaitly
Publisher : John Wiley & Sons
Page : 885 pages
File Size : 42,8 Mb
Release : 2016-03-21
Category : Business & Economics
ISBN : 9781119018759

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Practical Operational Due Diligence on Hedge Funds by Rajiv Jaitly Pdf

Tighten due diligence procedures for more successful hedge fund investment Practical Operational Due Diligence on Hedge Funds is an encyclopaedic, comprehensive reference, written from the perspective of an experienced practitioner. Accompanied by a useful archive of factual material on different hedge fund issues, including failures, fines, and closures, this book focuses on the areas due diligence professionals should address, and explains why they're important. Extensive discussion of publicised cases identifies the manager entities and actual fund vehicles involved, and provides commentary on what could have been done differently in each case, backed by actual regulatory materials, such as SEC complaints, that recreate the events that took place. Readers gain a deeper understanding of the many facets of due diligence and the many possible pitfalls, learning how standardise processes and avoid major errors and oversights. The amount of money managed by hedge funds has almost doubled from the $1 trillion under management at the time of the financial crisis. Hedge funds can be extremely risky, but can be extremely profitable — as money increasingly flows back in, due diligence on these alternative investments becomes more and more critical. This book provides complete guidance toward the due diligence process, with plentiful real-world examples. Identify the areas of due diligence and what can go wrong Create procedures and checklists to minimise errors Learn what publicised cases could have done differently Gain a deeper understanding of massive failures and successes Proper due diligence can be a massive undertaking, but thoroughness is essential when the price of failure is so high. Practical Operational Due Diligence on Hedge Funds provides the details professionals need to be on point every time.

Author : Jason A. Scharfman
Publisher : John Wiley & Sons
Page : 405 pages
File Size : 40,9 Mb
Release : 2012-02-28
Category : Business & Economics
ISBN : 9781118237472

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Private Equity Operational Due Diligence by Jason A. Scharfman Pdf

A step-by-step guide to develop a flexible comprehensive operational due diligence program for private equity and real estate funds Addressing the unique aspects and challenges associated with performing operational due diligence review of both private equity and real estate asset classes, this essential guide provides readers with the tools to develop a flexible comprehensive operational due diligence program for private equity and real estate. It includes techniques for analyzing fund legal documents and financial statements, as well as methods for evaluating operational risks concerning valuation methodologies, pricing documentation and illiquidity concerns. Covers topics including fund legal documents and financial statement analysis techniques Includes case studies in operational fraud Companion website includes sample checklists, templates, spreadsheets, and links to laws and regulations referenced in the book Equips investors with the tools to evaluate liquidity, valuation, and documentation Also by Jason Scharfman: Hedge Fund Operational Due Diligence: Understanding the Risks Filled with case studies, this book is required reading for private equity and real estate investors, as well as fund managers and service providers, for performing due diligence on the noninvestment risks associated with private equity and real estate funds.

Author : Jason A. Scharfman
Publisher : John Wiley & Sons
Page : 328 pages
File Size : 43,5 Mb
Release : 2009
Category : Business & Economics
ISBN : STANFORD:36105132221289

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Hedge Fund Operational Due Diligence by Jason A. Scharfman Pdf

How to diagnose and monitor key hedge fund operational risks With the various scandals taking place with hedge funds, now more than ever, both financial and operational risks must be examined. Revealing how to effectively detect and evaluate often-overlooked operational risk factors in hedge funds, such as multi-jurisdictional regulatory coordination, organizational nesting, and vaporware, Hedge Fund Operational Due Diligence includes real-world examples drawn from the author's experiences dealing with the operational risks of a global platform of over 80 hedge funds, funds of hedge funds, private equity, and real estate managers.

Author : James F. Grebey
Publisher : McGraw Hill Professional
Page : 258 pages
File Size : 55,7 Mb
Release : 2011-09-30
Category : Business & Economics
ISBN : 9780071777612

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Operations Due Diligence: An M&A Guide for Investors and Business by James F. Grebey Pdf

The missing link to determining a company’s real value Most people at the M&A table know how to carry out financial and legal due diligence. Only the accomplished investors come prepared with an in-depth understanding of the complete due diligence process. Operations Due Diligence is a game-changing guide for investors who need a fully accurate determination on the sustainability of a business. Written by a hands-on operations executive who has successfully implemented process improvement programs at large and small businesses, this practical guidebook sets itself apart by providing a step-by-step strategy for analyzing the toughest area of a business to assess: its operations. Unlike financial and legal due diligence, there were no principles such as law and accounting to guide operations due diligence—until now. This turnkey approach, based on a pragmatic series of almost 400 questions, helps you accurately assess the infrastructures of a business’s customer satisfaction, production, information management, sales and marketing, organization, and personnel, as well as its finances and legal operations. For managers and business owners looking to improve the sustainability of their business, this guided inquiry serves as a thorough operations checklist to next-level performance. Whether you are an investor trying to capture a new opportunity with minimal risk or an executive struggling to improve your business, Operations Due Diligence gives you a distinct advantage by: Going a step further than most books and illustrating how to analyze your discoveries Using historic examples to make the lessons both understandable and memorable Clearly explaining how and why each sector is an important indicator of the long-term sustainability of a business Conveniently locating infrastructure summary questions at the end of chapters for quick reference Providing a document checklist so nothing gets overlooked at the negotiating table The highest-valued companies and their investors know that producing the best products and services isn’t enough. Survival depends on continually improving infrastructure through Operations Due Diligence.

Author : Ian Mann
Publisher : Penguin Random House South Africa
Page : 128 pages
File Size : 41,6 Mb
Release : 2017-02-03
Category : Business & Economics
ISBN : 9781776091355

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The Executive Update by Ian Mann Pdf

Business ideas and practices are constantly changing, but no manager has the time to read all the business books and articles that come out in a year. In this book, Ian Mann does all the work for you, trawling through recent business publications and distilling the most important new insights and developments. The Executive Update covers topics such as technology and mechanisation; the structure of organisations; obligations to stakeholders other than shareholders; leadership; the changing nature of work; psychology in business; creativity; the importance of simplicity; and the strange world of money and banking; and strategy in a fast-changing world. These subjects are explored in a clear, comprehensible way, and presented in easily digestible and thought-provoking chapters. This is the ideal book for people who want an easy way to keep up with the latest developments in business and management thinking, and will appeal to junior managers and senior executives alike.

Author : Saurav K. Dutta
Publisher : Emerald Group Publishing
Page : 218 pages
File Size : 55,8 Mb
Release : 2020-09-30
Category : Business & Economics
ISBN : 9781789738674

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The Definitive Guide to Blockchain for Accounting and Business by Saurav K. Dutta Pdf

Blockchain is a disruptive technology potentially impacting how economic transactions are recorded, stored, and verified. Despite such ramifications, there is a lack of literature discussing this from the accountant’s perspective. Through real-world cases this book distils an abstract technology to relatable experiences for business professionals.

Author : IBP USA
Publisher : Lulu.com
Page : 278 pages
File Size : 41,8 Mb
Release : 2013-08
Category : Business & Economics
ISBN : 9781438767314

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China Investment and Business Guide Volume 1 Strategic and Practical Information by IBP USA Pdf

China Investment and Business Guide - Strategic and Practical Information

Author : Alexandra Reed Lajoux
Publisher : McGraw Hill Professional
Page : 504 pages
File Size : 45,9 Mb
Release : 2000
Category : Law
ISBN : 0071378790

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Art of M and A Due Diligence by Alexandra Reed Lajoux Pdf

The Art of M&A Due diligence is today's most useful guidebook for uncovering problems and inconsistencies while they are still manageable.

Author : Harry Cendrowski,Louis W. Petro,James P. Martin,Adam A. Wadecki
Publisher : John Wiley & Sons
Page : 389 pages
File Size : 55,9 Mb
Release : 2012-05-01
Category : Business & Economics
ISBN : 9781118138502

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Private Equity by Harry Cendrowski,Louis W. Petro,James P. Martin,Adam A. Wadecki Pdf

An authoritative guide to understanding the world of private equity (PE) investing, governance structures, and operational assessments of PE portfolio companies An essential text for any business/finance professional's library, Private Equity: History, Governance, and Operations, Second Edition begins by presenting historical information regarding the asset class. This information includes historical fundraising and investment levels, returns, correlation of returns to public market indices, and harvest trends. The text subsequently analyzes PE fund and portfolio company governance structures. It also presents ways to improve existing governance structures of these entities. A specific focus on portfolio company operations, including due diligence assessments, concludes the text. Seamlessly blends historical information with practical guidance based on risk management and fundamental accounting techniques Assists the book's professional audience in maximizing returns of their PE investments Highly conducive to advanced, graduate-level classroom use Purchase of the text includes access to a website of teaching materials for instructional use Learn more about PE history, governance, and operations with the authoritative guidance found in Private Equity: History, Governance, and Operations, Second Edition.

Author : IBP, Inc.
Publisher : Lulu.com
Page : 299 pages
File Size : 43,5 Mb
Release : 2019-02-06
Category : Business & Economics
ISBN : 9781438703152

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Austria Mineral, Mining Sector Investment and Business Guide Volume 1 Minerals and Raw Materials: Strategic Information and Regulations by IBP, Inc. Pdf

Austria Mineral & Mining Sector Investment and Business Guide - Strategic and Practical Information

Author : Food and Agriculture Organization of the United Nations
Publisher : Food & Agriculture Org.
Page : 80 pages
File Size : 46,8 Mb
Release : 2019-05-23
Category : Law
ISBN : 9789251314784

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Due diligence, tenure and agricultural investment - A guide on the dual responsibilities of private sector lawyers in advising on the acquisition of land and natural resources by Food and Agriculture Organization of the United Nations Pdf

This guide examines the responsibilities of private sector lawyers in avoiding and addressing, preventing and mitigating adverse human rights impacts on tenure right holders when advising on agricultural investments. These responsibilities arise under international standards for the protection of legitimate tenure rights, including the UN FAO Voluntary Guidelines on the Responsible Governance of Tenure of Land, Fisheries and Forests in the context of national food security (VGGT), as considered within the framework of international human rights laws which underpin aspects of those standards. In the light of the United Nations Guiding Principles on Business and Human Rights (UNGP), the guide considers the dual responsibility of lawyers in this context: (1) through the impact of these standards on the professional duties of the lawyer (including in-house counsel) towards the investor client and (2) through the impact on the law firm’s responsibilities as a business in its own right, in the light of its corporate social responsibility (CSR) commitments. The guide examines the requirements for due diligence in this context and makes a number of recommendations to promote compliance with UNGP on behalf both of the investor client and of the law firm, considered as a business in its own right.

Author : Daniel Lee,Matt Swartz
Publisher : American Bar Association
Page : 202 pages
File Size : 55,7 Mb
Release : 2007
Category : Business & Economics
ISBN : 1590318242

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The Corporate, Securities, and M&A Lawyer's Job by Daniel Lee,Matt Swartz Pdf

Author : Arthur H. Rosenbloom
Publisher : Bloomberg Press
Page : 343 pages
File Size : 41,8 Mb
Release : 2002-09-01
Category : Business & Economics
ISBN : 1576600920

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Due Diligence for Global Deal Making by Arthur H. Rosenbloom Pdf

Companies of all sizes have been initiating international transactions--mergers and acquisitions, joint ventures, strategic alliances, and private placements--in record numbers. Targeted due diligence is crucial to effectively research, value, and complete these complex deals. With an evolving climate of uncertainty and new, unpredictable threats to business, it is more essential than ever before. Due Diligence for Global Deal Making is an invaluable guidebook for companies trying to capitalize on the opportunities in both developed and emerging cross-border markets. All too often global transactions fail to meet the parties' expectations, and the leading culprit is inadequate due diligence. Especially when the target partner lacks a financial performance track record and significant assets, expanding businesses must answer difficult questions, such as: Why (if at all) do this deal? What are the rules going in, and what happens if things go wrong? Where are the tax, legal, financial, and operational traps, and what are the opportunities? This book provides what’s needed to avoid devastating mistakes and to master the steps that ensure success: Expert analysis, insights, and strategies from experienced practitioners and leading authorities in cross-border matters In-depth coverage of critical topics decision makers need to understand in order to succeed in cross-border transactions--from corporate planning to operational, financial, legal, tax, accounting, and people/organizational considerations Best practices of corporate investors and professional advisers in conducting critical due diligence Noted experts discuss critical topics corporate executives--and all those involved with their company's legal, operational, accounting, and tax matters--need to know to successfully complete complex global transactions today.

Author : David T. Emott
Publisher : John Wiley & Sons
Page : 432 pages
File Size : 41,7 Mb
Release : 2017-12-04
Category : Business & Economics
ISBN : 9780470920442

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Practitioner's Complete Guide to M&As, with Website by David T. Emott Pdf

The ultimate guide to the ins and out of mergers and acquisitions Practitioner's Complete Guide to M&As provides the practical tricks of the trade on M&As: what they need to know, what they have to know, and what they need to do. Numerous examples and forms are included illustrating concepts in discussion. Written in a straight-talking style A highly, practical application-oriented guide to mergers and acquisitions Covers strategy development; deal flow and target identification; due diligence; valuation and offers; tax structuring; negotiation; and integration and value creation" Presents information using bullet points rather than lengthy narrative for ease of reading Numerous exhibits, forms, and examples are included This practical guide takes you through every step of the M&A process, providing all the necessary tools that both the first-time M&A player as well as the seasoned practitioner need to complete a smart transaction.