Financial models
Three-statement, monthly, driver-based. Built so an analyst can follow it without ringing you.
Transaction support
Deals are won and lost on preparation. Most of the value is created before anyone opens a term sheet.
Method
How the work is done.
Buy-side and sell-side work, from first model to post-close integration.
- 01
Buy-side discipline
Target models, LBO structures, diligence question lists and a view on what the asset is actually worth to you.
- 02
Sell-side preparation
Normalised earnings, information memorandum support, and the answers ready before the questions land.
- 03
Negotiation support
Working capital mechanisms, earn-outs and structures modelled so you know what each concession costs.
- 04
Post-close
Opening balance sheet, integration of reporting, and the first clean consolidated month.
Output
What lands on your desk.
- Transaction model with structure and returns
- Quality-of-earnings style analysis
- Diligence question list or response pack
- Deal mechanism modelling
- Post-close integration plan for finance
Standard
What it is held to.
- Built from investment committee experience
- Every adjustment evidenced
- Mechanisms modelled before they are agreed
- 100+ transactions of prior experience behind it
Also part of the eight
Related capabilities.
Investor decks & executive summaries
The deck, the one-pager and the Q&A pack — one narrative, backed by the model.
Valuation & returns analysis
DCF, LBO, comparables and returns waterfalls, built the way the other side builds them.
Data rooms & diligence readiness
Structured, indexed, complete before the first request list lands.
Next step
Thirty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.