Work that survives a committee.
The model that runs the numbers, the memo that makes the case, and the independent review that pressure-tests both.
Financial Modeling
The model that runs the numbers: fully linked, every driver visible, built to be interrogated.
Executive Memo
The memo that makes the case: your template, every claim referenced back to the model.
Proceed at $86.0m enterprise value, 7.8x FY25 EBITDA7. The base case returns 24.1% IRR at 4.2x opening leverage8.
The downside case holds above the 1.5x DSCR covenant in every modeled scenario9.
- Durable organic growth14% 3-yr CAGR
- Attractive unit economics71% recurring
- Scalable platform for add-ons3 targets mapped
- Proven management team2 prior exits
- Customer concentration in top accountMitigated: contract extended through 2029
- Macro slowdown impacting organic growthMitigated: recurring revenue at 71%
- Key-person dependency in salesMitigated: retention packages signed
Model Review & Audit
The independent review that pressure-tests both: every change found, fixed and documented.
The Full Sprint.
Model, memo and review in one engagement. One scope, one timeline, one fixed fee.
How an engagement runs.
Scope, timeline and fixed fee locked before any work begins. Then the work moves fast.
Brief
Send whatever you have: a CIM, financials, a data room, even a rough sketch.
Scope
A 30-minute call locks the deliverable, the timeline and the fixed fee before any work begins.
Build
Days, not weeks. You see progress as it happens and get questions only when they matter.
Deliver
Revisions included until the model ties and the committee is satisfied.
No surprises. By design.
Fixed fee. Agreed first.
Priced per engagement before any work starts. No hourly meters, no scope drift.
NDA and white-label.
Confidential by default. Deliverables can ship under your template, as your own work.
Revisions included.
Until the model ties and the committee is satisfied. Part of the fee, not an extra.
$2B+ of live-deal work.
The same hands that built and defended these materials on live transactions.
Bring the next deal.
A 30-minute call to scope it: deliverable, timeline and fixed fee locked before any work begins. No obligation.