Global Advisors | Quantified Strategy Consulting

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"A term sheet is a concise, largely non-binding document that outlines the foundational financial and structural terms of a deal before both parties commit to the costly due diligence phase. It establishes critical parameters, such as the purchase price, payment structure, and key closing conditions, while serving as a framework for the subsequent audit process." - Term sheet - Corporate acquisition

Term: Term sheet – Corporate acquisition

"In private equity (PE) and venture capital (VC), dry powder means the amount of cash or capital that investors have promised to a fund, but the managers have not yet spent or invested. It is uncalled money waiting on the sidelines for a good business deal." - Dry powder - Investment

Term: Dry powder – Investment

"The No. 1 skill or tool is being so present that you’re truly experiencing that moment with that person." - Jay Shetty - Podcaster, Author and Entrepreneur

Quote: Jay Shetty – Podcaster, Author and Entrepreneur

"A distribution waterfall is the strict, step-by-step method used in private equity to split cash and profits from asset sales between limited partners (investors) and the general partner (fund managers). It ensures investors get their initial money and baseline earnings back first before managers collect large profit shares." - Distribution waterfall - Investment

Term: Distribution waterfall – Investment

"It is not death that a man should fear, but he should fear never beginning to live.” - Marcus Aurelius - Meditations

Quote: Marcus Aurelius – Meditations

"A sponsor is an investment firm (such as a private equity fund) that raises institutional capital to buy and manage private companies, often using significant debt structured by investment banks. These sponsors act as the lead investors, driving the transaction, directing operations to build value over a 3-to-7-year period." - Sponsor - Finance

Term: Sponsor – Finance

“If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke at any moment.” - Marcus Aurelius - Meditations

Quote: Marcus Aurelius – Meditations

"Through the years - good times and hard - food and family have sustained us." - Dolly Parton - Country musician

Quote: Dolly Parton – Country musician

"A continuation fund is a special investment vehicle created by a private equity or venture capital manager to buy one or more portfolio assets from an older fund that is ending. It lets managers keep high-potential assets longer to grow value, while giving old investors a choice to cash out or roll over." - Continuation fund - Investment

Term: Continuation fund – Investment

"Dwell on the beauty of life. Watch the stars, and see yourself running with them." - Marcus Aurelius - Meditations

Quote: Marcus Aurelius – Meditations

"A co-investment is a direct minority stake in a specific company or project made by an investor alongside a main private equity or venture capital fund, separate from the primary fund structure. It lets investors target specific deals rather than a blind pool." - Co-investment - Investment

Term: Co-investment – Investment

"You have power over your mind - not outside events. Realise this, and you will find strength." - Marcus Aurelius - Meditations

Quote: Marcus Aurelius – Meditations

"Carried interest is a performance-based share of profits, typically 20%, paid to private equity, venture capital and hedge fund managers as compensation for successfully investing client capital. To receive this payout, managers must first meet a specific minimum return milestone known as a hurdle rate, which aligns their personal financial success with the performance of their investors." - Carried interest (carry) - Investment

Term: Carried interest (carry) – Investment

"A Memorandum of Incorporation (MOI) is the foundational legal document that acts as a company's constitution. It sets out the structure, governance, rights, duties, and responsibilities of shareholders, directors, and other stakeholders." - Memorandum of Incorporation (MOI) - Commercial law

Term: Memorandum of Incorporation (MOI) – Commercial law

“You can let it drown you out and end up in the headlights, or you can love those moments. As All Blacks, we love those moments.” - Ardie Savea - All Blacks captain

Quote: Ardie Savea – All Blacks captain

"And despite all this we are a great people, we South Africans. We are a great people, and we are good people: kind, generous, passionate, fun-loving, open, talented, creative, driven, resilient, people who work hard in the week and on weekends love nothing more than to meet with our friends and enjoy their company. History has battered our country time and time again, and still we endure." - Siya Kolisi - Springbok rugby captain

Quote: Siya Kolisi – Springbok rugby captain

"Tag-along and drag-along rights are protective clauses found in shareholder agreements. Tag-along rights protect minority owners by letting them join a company sale to get the same price and terms. Drag-along rights protect majority owners by letting them force minority owners to join a sale so the buyer can purchase 100% of the company." - Tag-along and drag-along rights - Finance

Term: Tag-along and drag-along rights – Finance

"An LBO, or leveraged buyout, is when a company or investor (usually a private equity firm) buys another company using a very large amount of borrowed money and only a small amount of their own cash." - Leveraged buyout (LBO) - Finance

Term: Leveraged buyout (LBO) – Finance

"There tends to be a debate between being an expert or generalist in the era of AI. So far, the experts appear to have the upper hand, and that’s not slowing down." - Aaron Levie - Box CEO

Quote: Aaron Levie – Box CEO

"A buy-and-build (or roll-up) strategy is a corporate development approach where an investor acquires a well-established "platform" company and rapidly scales it by purchasing and integrating smaller, related "add-on" businesses." - buy-and-build, roll-up, add-on or bolt-on strategy - Investment

Term: buy-and-build, roll-up, add-on or bolt-on strategy – Investment

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