For lean deal teams that move fast

Institutional-grade
deal execution, in days.

Financial modeling, transaction materials, and diligence work built by an ex-CDPQ analyst who's closed $2B+ in live transactions.

Book a discovery callSee a sample deliverable

Built to the standards of

CDPQBlackstoneApolloMacquarieMorgan StanleyCDPQBlackstoneApolloMacquarieMorgan Stanley

Work that survives a committee.

A glimpse of what arrives in your inbox. Audit-ready formatting, traceable logic, and a one-page summary — every time.

Implied Equity Value per Share

Football field · ProjectAlpha — as of Q1 2026

Preliminary
$18$24$30$36$42$48$54$58Current $36.40$28$46DCFWACC 9–11%$31$43Trading CompsEV/EBITDA 8–12×$35$52Precedent Tx.Control premium incl.$22$4152-Wk Range
$36.40DCFWACC 9–11%$28$46CompsEV/EBITDA$31$43Prec. TxControl prem.$35$5252-Wk$22$41$18$30$42$54

Valuation is a range, not a number · Methodology selection and assumption discipline determine where your deal lands

MOIC by Exit Multiple

9.5×
3.2×
9.0×
2.9×
8.5×
2.7×
8.0×
2.4×
7.5×
2.1×

Sensitivity analysis turns a single answer into a decision — knowing your downside is as important as underwriting your upside.

IC_Memo_v4.pdf
Preliminary

Investment Committee Memorandum

Project Alpine — Acquisition

Prepared by: Rhaymi Advisory · May 2026

Executive Summary

Value Creation to Exit

$130
+$95
+$80
+$65
$370

Entry

EBITDA

Multiple

Debt P/D

Exit

Levered IRR

21.4%

MOIC

2.85×

Recommendation

Proceed to IC

Levered Equity Cash Flow

Three cases through hold; equity returns above water by Year 3.

BaseDownsideUpside
$0+$192+$92-$80-$140Yr 0Yr 1Yr 2Yr 3Yr 4ExitEquity injection-$125MRefi eventExit · +$192M
$0+$192+$92-$80-$140Yr 0Yr 1Yr 2Yr 3Yr 4ExitEquity injection-$125MRefi eventExit · +$192M

Choose your engagement.

Four ways to work together: from a full model build to a polished memo. Scoped to your deal, delivered to institutional standards.

Most requested

Deal Model Sprint

Fully built, audit-ready financial model tailored to your transaction. Three-statement integration, debt schedule, sources & uses, waterfall, and sensitivities. Built to hold up under IC scrutiny.

Scope
Full build from scratch or template adaptation
Deliv.
Excel model + returns summary PDF + walkthrough call
Speed
Accelerated delivery, scoped to complexity
Comprehensive scope

Transaction Underwriting

In-depth underwriting of your deal from first principles: cash flow projections, return analysis, scenario testing, and a memo-ready summary built to support the investment decision.

Scope
Acquisition, investment, or financing underwriting
Deliv.
Excel model + summary memo + walkthrough call
Speed
Priority delivery, scoped to deal complexity
Investor-ready

Investment Memo

A clear, structured memo that translates your model's output into a compelling investment narrative. Thesis, key risks, return profile, and recommendation. Written to IC package standard.

Scope
New memo or refinement of an existing draft
Deliv.
Word / PDF memo + one revision round
Speed
Delivered ahead of IC or LP deadline
Time-sensitive

Model Review & Audit

Send your existing model. I return a red-lined version with errors flagged, formula corrections, and a one-page memo of structural improvements.

Scope
Existing model audit or pre-committee review
Deliv.
Red-lined model + structural memo
Speed
Rapid review for time-sensitive deals

Simple process. Serious work.

Four steps from kickoff to a deliverable you can defend in any room.

01Day 1

Scope & brief

Tell me the deal and what you need built. Share materials if you have them, or hand me a blank slate. We agree on deliverables, scope, and fixed fee up front.

02Build

Execution

Model, memo, valuation, diligence — whatever the engagement calls for. Clean logic, no hardcodes, assumptions visible. Built to hold up in front of a committee.

03Review

Delivery & walkthrough

You get the work, and we walk through it together. Every assumption, every number. If it can't be defended in a room, it's not done.

04Final

Iterate & finalize

Revisions within the agreed scope. Final files delivered on time, in your firm's format. NDA-friendly, white-label on request.

Institutional standards.
Independent speed.

Investment professional trained at CDPQ — a $517B AUM institution — executing over $2B CAD in real estate equity, credit, and structured transactions across North America. Strong track record in financial modeling, deal execution, due diligence, and investor-grade materials.

750+ hours training and evaluating AI for leading AI labs on investment banking workflows. I know what these tools can and can't do — which makes the work sharper regardless of how it's done.

View Background on LinkedIn

Straight answers.

The questions deal teams actually ask before sending a brief.

Real estate acquisitions and development, LBOs, M&A, search fund deals, SOTP valuations, credit underwriting. If it involves cash flows, returns, and a decision to make, I can build the work around it. I'm not asset-class specific.

I built the way it's done at CDPQ: color-coded inputs, no hardcodes, clean audit trail. Institutional standards. Every engagement includes a walkthrough call. You're not getting a template with your numbers plugged in.

Send me what you have. A CIM, an IM, historical financials, or even just a term sheet. If you need an investment memo and have nothing yet, we scope it on a call. I work from a blank slate when needed.

Yes on both. NDAs are signed without markup. Deliverables can be formatted to your firm's branding.

Revisions are scoped upfront as part of the engagement. You know what's included before we start — no ambiguity, no surprises mid-deal.

Fixed-fee, scoped to the work. After a short discovery call, I send a quote — you know the number before anything starts. No hourly billing, no open-ended commitments.

Ready for your next deal?

Tell me about the deal, the timeline, and what you need. I'll respond within 24 hours with availability and next steps.

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Engagement type
Attachments (optional)
Deal materials, financials, model — any format