Mergers and Acquisions

A growing collection of professional certifications in M&A Strategy, Valuation, Due Diligence, and Deal Structuring—bridging finance, law, and corporate strategy in high-stakes transactions.

Issuer
New York Institute of Finance – Mergers & Acquisitions Fundamentals
Awarded
May 2020

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Self-Reflection: The Art of the (Almost) Deal

“You don’t just buy a company—you buy a future. And futures are built on assumptions, risks, and trust.”

This Mergers & Acquisitions Portfolio is more than credentials—it’s battle-tested ambition.
It begins with formal training from the New York Institute of Finance, but its soul was forged at age 21, leading a £3.5M acquisition attempt in precision engineering for Oil & Gas.

I’ve always lived by one rule: buy low, sell high. Shoes. Vape liquid. Gadgets. Whatever moved.
Then I discovered Dan Peña—the QLA prophet screaming, “Just fcking do it!”*
His gospel? M&A is the fastest path to quantum wealth.

I didn’t want to wait 30 years to build. I wanted to acquire.

No Ivy League. No trust fund. Just online rigor via the National Registry of CPE Sponsors.
I absorbed the full M&A playbook:

  • Valuation: DCF, multiples, precedent deals
  • Risk layers: financial, operational, legal, cultural
  • Structuring: cash vs. stock, earn-outs, anti-embarrassment clauses
  • Regulatory gauntlet: antitrust, CFIUS, SEC
  • Synergies: the 1+1=3 myth—and how to make it real

I didn’t just learn the what. I learned the why behind every clause.


The War Room: Age 21, £3.5M on the Line

I built the NXD dream team:

  • Chairman (ex-industry titan)
  • CFO (numbers ninja)
  • COO (operations beast)
  • 3 PhDs in precision gearing, advanced materials, and production systems

We had:

  • LOI signed
  • Due diligence 80% complete
  • Synergies mapped
  • Funding sources lined up
  • My shoes polished, shirt ironed, Windsor knot perfect

At 21, I was in the room where it happens. I led the charge.

We didn’t close.

The seller wanted £3.5M in a black leather duffle bag—cash today, no earn-out, no performance clause. Fair valuation? £2.5M max. Greed replaced logic.

So I made the call. I walked. Unchained.

The Lessons That Stuck

  • Knowledge without capital is theory.
  • A great team beats a great idea.
  • Due diligence is where deals die—or are reborn.
  • You don’t need permission. You need preparation.

That near-miss wasn’t failure. It was my Harvard. Every course, every model, every simulation…
is prep for the next room.


Why M&A?

Because empires aren’t built—they’re acquired.

And next time?
I close.

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