This is a first publication of its kind illustrating complete focused architecture for achieving a sophisticated automation of private equity business developed in line with strategy and enterprise architecture.
First chapter starts with Strategy which acts as tool to overcome the increasing challenges faced by business and IT. Business Strategy plans the business to achieve desired profit, growth and competitive advantage under all circumstances at minimal cost. Based on business strategy, IT Strategy evolves which leads to IT Foundation composed of IT Capability Model and IT Operating Model. Enterprise architecture vision and approach to solution are also presented for each phase of enterprise architecture development.
Second chapter presents development of Business Architecture (BA) in line with strategy, which elaborates the private equity business illustrated with Frameworks, Business Motivation Model, Organizational Structure, Value-added Chain, Key Performance Indicators, Key Risk Indicators, Strategy and Tactics, Business Scenarios, Business Process Model, Business Services, Use Cases, Capability Models and Business Services.
Capability based planning approach supported with alignment framework applies SOA to transform business functionalities into business capabilities and business services. The business architecture is built with the vision of enterprise architecture wherein consolidated business services are directly mapped into IT services for business-aligned, agile and effective IT solution.
Business architecture of private equity includes the domain functionalities like alternative portfolio, private equity assets, due-diligence, pricing, financing, legal compliance & taxation, values addition, stages of investment, PE transactions, accounting, risk management, portfolio management, transition and exit.
Third chapter deals with development of Information System, Data and Application Architecture. Information system consolidates the core functional and data services of private equity, which acts as development and execution environment for enterprise wide applications. The business driven IT supported with framework achieves business aligned IT where business services and capabilities are transformed into IT services.
Application architecture includes the design of functionalities like Strategic Governance, Business Tactics, Target-Company Selection, Investor Selection, Due Diligence, Domain Knowledgebase, Asset Strategy, Asset Distressed, Asset LBO, Asset Secondary Market, Asset Mezzanine, Deal Structure, Deal Execution, Closing Transaction, Deal, Accounting, Compliance, Regulations, Contracts, Financing, Pricing, Fund Administration, Portfolio Management, Risk Management, Analysis & Decision Support.
Fourth chapter presents the Platform and Technology Architecture. Platform empowered with required technology executing private equity applications are elaborated with respect to distributed computing, service platform, workflow automation, session and transaction services, enterprise integration, service bus, data management, security & availability, events based object/message oriented middleware etc.
The focus of the book is to present the strategy and enterprise architecture, business architecture, information system, application architecture, platform architecture and technology architecture of private equity wing of an imaginary investment bank illustrated like project development. Investment Banking aspirants & professionals for private equity function will benefit a great lot regarding automation of private equity in line of strategic enterprise architecture.
Author has extensive hard-core experience in implementation of system internals. He has designed and developed sophisticated object oriented middleware, distributed computing broker & services, messaging platform, events framework, communication protocols, J2EE extensions etc. In banking domain, he has designed and developed financial frameworks, financial quant library, real-time decision support, investment banking applications and integrated platforms for front-middle-back office. Author also acted like advisor, strategist and architect that helped companies acquire enterprise architecture and business-aligned, efficient and effective IT.
