WorkWise

Financial Transaction Leadership Academy

As a key employee, the C-suite will ask you to support strategic financial transactions that can make or break your business. There may be bankers, lawyers, and accountants to advise on the deal, but your input plays an important part. To contribute best, you need to know the big picture. Do you really understand what drives the deal process and how best to contribute? Whether your company is doing an IPO, acquiring another, restructuring, or selling, you must know the context, state of play, strategy, and tactics germane to common deal scenarios. For now and to make you more valuable in your next, more senior role. Enter Workwise. Workwise provides practical intelligence for deal-makers. Workwise guides you through the deal process with insights derived from the expertise of senior working bankers who have seen it all. Workwise helps you bridge the gaps in your knowledge, accelerate your learning curve, and empower yourself to contribute effectively. Workwise gives you what you need to know: no fluff, no jargon, no irrelevant details. You can apply clear, concise, and comprehensive information to your deal situation. Workwise is a dynamic and interactive platform that adapts to your needs, preferences, schedule, and lifestyle. You can choose from a variety of topics and formats, such as on-demand video presentations, guided seminars with "office hours," one-on-one coaching, articles, diagrams, and more. You can also access Workwise anytime, anywhere, on any device - including pinging Workwise's AI bot to answer specific queries exclusively from Workwise's authoritative proprietary data. Learn from the best to become a better deal-maker. Workwise can help you achieve your goals and take your business to the next level. Sign up today to access the Workwise trove of practical deal intelligence.
KEY EMPLOYEES: SELECT YOUR DEAL BELOW

Situational Awareness Is A Superpower For Adding Value as a Key Employee Contributing to Investment Banking Transactions - Company Sales, IPOs, Restructuring, Acquisitions, Fairness Opinions, Rights Offerings

You Are A More Valuable Key Employee If You Can Anticipate Issues. You Can Anticipate Issues If You Know What's Going On With Transaction Process. Knowing How The Game Is Played Is A Level Above Knowing The Pieces And The Rules. Workwise equips you to understand and anticipate common transaction scenarios - the fundamental elements driving the dynamics of any deal. Senior investment banking transaction managers founded Workwise. They know what you need to know and cut to the chase to teach you to be a better, more valuable contributor to the deal. Brief video modules, integrated to give you the big picture - and enjoy it.
Not Ready to Engage with a Transaction-Specific Deep-Dive Course Solution? Join an "Open Office Hours" Q&A Series. Weekly live, open-topic Q&A sessions. Sound good? Press "OPEN OFFICE HOURS SERIES."
open office hours series
Business (or Division) Sale
The process, phases, timing and big decisions involved in selling a private or public company.
IPO
The process, phases, timing and big decisions involved in the IPO.
Restructuring
The process, phases, timing and big decisions involved in restructuring a company to live to fight another day.
The process, phases, timing and big decisions involved in acquiring a private or public company.
Fairness Opinion
What is a "Fairness Opinion"? Why and When do Boards request them? What is the process?
Rights Offering
What is a "Rights Offering"? Why and When do Companies do them? What is the process?
Michael Kane, Ph.D., J.D.
Creative.Education. Leaders

Our Story

Scores of investment banking transactions executed over three decades at two internationally recognized investment banks and my private investment bank - hundreds of transactions evaluated - thousands of executives interviewed - this is how I know how to orient you to investment banking transactions.
I've seen, and been a part of, fantastic successes and made my fair share of errors. I've paid attention. I have learned what I would want to know if I were you now. I'm bringing to you what I teach business leaders in active transactions to empower them to anticipate, and make, informed decisions for all of their stakeholders.
"I teach my clients in every active investment banking engagement. It's the (second) most rewarding part of my job. I have looked back to find the subject matter I most often repeat in a given transaction and am sharing it with you now - before you become accountable for results. It's information you can use if you are a business leader, and if you are at the beginning of your career, it will help you become a business leader."
Michael Kane
Founder & CEO
  • "Kane has a unique ability to not just spot issues, but to proactively help solve them. When things get challenging – and they will, whether you are going through a sale, IPO or a restructuring – any issue that Kane uncovers will be presented to you with a menu of solutions so that you are empowered to navigate the process in an efficient and informed way."
    ★★★★★
    Michael Moulton
    Managing Partner - Law Firm
    "Mike is like 4 or 5 board members in one person. Finance? Yep. Ops? Yep. Strategy? Yep. He’s seen it all, but if you can come up with some-thing he hasn’t seen before, he can figure it out quickly. Responsive. Responsible. Solution-oriented, positive, and calm in every situation. He’s great in transactions and provides a vantage point that helps you consider many more alternatives than you could by yourself. Mike can find and extract value."
    ★★★★★
    Andy Laats
    Founder, Chairman, CEO - Client Company
    "Kane makes a significant difference in maximizing the value to a client company.... helping foster superior returns to the investors"
    ★★★★★
    Keith Benjamin
    Research Analyst, Technology Investment Bank; Venture Capitalist
  • "Kane teaches an M&A Master Class to everyone involved, if you’re interested in learning (and if you’re not, that’s your loss). He brings a unique blend of experience, process, discipline, creativity and intelligence that you're just not going to get from anybody else. ."
    ★★★★★
    Dan Erickson
    CEO - Client Company
    "Michael Kane has the most experience of any-one you'll likely meet in making successful deals -- an astounding range of business types, busi-ness conditions, and buyers. He knows what's possible, and what is a waste of time...He"s a real chess master for selling companies."
    ★★★★★
    Grant Langston
    CEO - Client Company
    "I have found Michael Kane to be very knowledgeable and competent in evaluating companies to determine optimal equity market value and for preparing companies to execute transactions designed to realize that value"
    ★★★★★
    MIchael Moe
    CEO - Investment Bank