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.

01

Financial Modeling

The model that runs the numbers: fully linked, every driver visible, built to be interrogated.

Levered equity cash flow
Three cases through hold · equity above water by Year 3
BaseDownsideUpside
EntryY1Y2Y3Y4Exit 0x
Returns summary
Base case · fully linked to the drivers
24.1%IRR · 5-yr hold
2.6xMOIC · gross
$370MEquity proceeds at exit
Every figure traces to a driver you can move.
IRR sensitivity
Exit multiple × opening leverage
7.5x8.0x8.5x9.0x 3.5x18.219.621.122.4 4.0x19.421.022.624.1 4.5x20.121.923.825.6
Base case boxed. No cell is an opinion.
Deleveraging profile
Net debt / EBITDA through the hold · sweep fully modeled
Y04.2x
Y13.6x
Y22.9x
Y32.2x
Y41.6x
Debt schedules that tie, quarter by quarter.
02

Executive Memo

The memo that makes the case: your template, every claim referenced back to the model.

Capital structure
Pro forma at close
$1,250MTotal sources
Senior Term Loan B$690M
Mezzanine$210M
Sponsor equity$350M
The case, on paper
Drafted in your template · every claim carries its reference
Investment Committee Memorandum
Project Meridian · Recommendation

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.

7  Exhibit 2 · Sources & uses8  Returns tab9  Covenant grid
Investment thesis
Why the committee should care
  • Durable organic growth14% 3-yr CAGR
  • Attractive unit economics71% recurring
  • Scalable platform for add-ons3 targets mapped
  • Proven management team2 prior exits
Key risks
Named, sized and mitigated
  • 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
03

Model Review & Audit

The independent review that pressure-tests both: every change found, fixed and documented.

Findings by severity
22 findings · every one resolved and documented
High3
Medium9
Low10
Ranked by impact on the decision, not by count.
Audit checklist
Six areas, reviewed line by line
Structure & logicPass
Inputs & assumptionsPass
Calculations & linksRecheck
Financials & outputsPass
Consistency & integrityFixed
Redline: corrections that matter
What changed between v6 and v7, and what it cost
FY26 revenue growth11.4%8.2%−180 bps IRR
Exit multiple9.5x8.5x−220 bps IRR
Maintenance capex2.1% of rev.3.4% of rev.−90 bps IRR
A model you can defend is worth more than a model that flatters.

The Full Sprint.

Model, memo and review in one engagement. One scope, one timeline, one fixed fee.

Scope a sprint

How an engagement runs.

Scope, timeline and fixed fee locked before any work begins. Then the work moves fast.

01

Brief

Send whatever you have: a CIM, financials, a data room, even a rough sketch.

02

Scope

A 30-minute call locks the deliverable, the timeline and the fixed fee before any work begins.

03

Build

Days, not weeks. You see progress as it happens and get questions only when they matter.

04

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.

© 2026 · Built with rigor.