Financa Middle Market M&A

Buy side modelling for private equity, monthly funded model

Fully funded 3 statement monthly model, the most complex workstream on the buyside. We overlay an LBO and financing structure on a sell side prepared operating model, then run returns and covenant testing

Opening balance sheets

Take a look at buying the same business twice, once by a trade strategic buyer and again by a private equity investor, and see how the opening balance sheet immaculately balances off

Financial modelling - Reverse engineering

Use two of the financial statements to get the 3rd through problem solving. Two case studies using a P&L and BS to get a CF, then using a P&L and CF to get a balance sheet.

WBS Project