• financial papers
    2023 North American M&A Overview & Q4 Private Equity Landscape
    • November 23, 2023

    2023 M&A Overview – North America The 2023 M&A landscape has been influenced by economic uncertainty driven by rising interest rates, geopolitical issues, and growing recession concerns, all of which have been the main forces behind the increasingly hostile dealmaking environment in North America....

  • Circuit Board
    Robotic Process Automation
    • September 29, 2023

    Robotic Process Automation (RPA) is a tool used to automate processes/workflows using software bots, which can be used to cut down on repetitive, boring tasks a firm may face in day-to-day operations. Robotic process automation is not an “intelligent” form of technology like AI...

  • man on tablet
    Consolidating Business Data with Cloud Services
    • August 30, 2023

    Consolidating your business data, from many different systems, could be a laboursome task. Thankfully, this task is becoming simpler with cloud services. Cloud services, like Google Cloud or Microsoft Azure, allow you access to IT components like servers and databases for your business using...

  • Stocks app on cell phone
    Economic Indicators
    • August 30, 2023

    Interest rates, inflation, stock prices, bond yields – you’ve probably heard many of these mentioned in the news over the past year. Consumers and businesses alike track these signals to gain a picture of the current health of the economy. Economic indicators are not...

  • Laptop
    Language Models & VBA
    • July 31, 2023

    Introduction Large LLMs (LLMs) like ChatGPT have revolutionized the field of natural language processing, enabling machines to understand and generate human-like text. While they have found extensive applications in various domains, one intriguing and practical use case is their ability to assist in writing...

  • going over financial papers
    Dynamic Management of Weekly and Monthly Reporting
    • July 31, 2023

    When it comes to building FP&A reports, users often desire two distinct views of operational data. On one hand, Key Performance Indicators (KPIs) should reflect the natural cadence of business operations, following the working week from Sunday to Saturday. These KPIs provide the user...

  • several charts that form a reporting dashboard
    Power BI Dashboarding: KPI Visuals
    • June 6, 2023

    Exhibit A: A PowerBI dashboard with: A.1 Matrix Visuals; A.2 Donut Chart; A.3 Bar Chart; A.4 Combo Bar-Line Chart; A.5 Slicers Microsoft’s Power BI platform is an efficient tool for data visualization, allowing users to have a more “hands on” approach when working...

  • hockey gear
    Valuation approach – The Senators Case review
    • May 19, 2023

    The Ottawa Senators are making headlines with reports suggesting that a group of high-profile celebrities, including The Weeknd, Snoop Dogg, and Ryan Reynolds, are interested in buying the team. This news comes as the Senators’ valuation is at an all-time high, with Forbes recently...

  • Leveraging AI in Financial Modelling
    • May 16, 2023

    Since the popularization of ChatGPT in December, the availability and adoption of deployable AI models has increased dramatically. While the value derived from such algorithms most certainly extends to financial modelling in the form of improved speed, accuracy, and insights, it is important to...

  • calculator and budgeting sheet
    Budgeting and Variance Analysis for Mid-Market Businesses
    • April 24, 2023

    Budgeting is an essential process for any organization, be it a business, government agency, or non-profit. It involves creating a financial plan that outlines expected income and expenses for a specific period. The budgeting process includes various steps, such as forecasting revenue and expenses,...