Financial models for equity and debt capitalization for M&A transactions

Stakeholders

Investments bankers, turnaround CEOs, buy-side/sell-side M&A principals.

How to close equity and debt capitalization for M&A transactions achieving the best possible terms.

Complete financial model package with custom set of inputs & calculations.
Excel software model and license to it for internal use and distribution to deal parties.
Pro-forma statements with forecasts to five years with quarterly detail.
Powerpoint & Word output of the deal financials for the executive summary.
Library of charts & applicable reports e.g. potential returns for cash on cash multiple and IRR.
Consulting support to explain the model and support it throughout due diligence.

Methodology for understanding the economic dynamics of the business.
Expertise & know-how to focus on critical drivers and avoid unnecessary detail.
Access to library of proven, battle-tested models.
Experience in due diligence with investments bankers again and again.
Extremely fast turnaround.
Systematic business approach with:
- spreadsheet version control;
- database integrations;
- collaboration wiki;
- enhancement tracking system.