VALUATION ANALYSIS

For each type of Analysis a Financial Model will be created.

 

Typically a Financial Model will be created in one of 3 ways:

  1. Operational Model
  2. Leveraged Buy Out Model
  3. Merger & Aquisition Model

 

Operational Model- 

  • Focus on Revenue
  • Operational Costs
  • Capital Build Up
  • Consolidation of Business Units
    • Customers
    • Prices
    • Departments
    • Companies
    • Unit Economics
    • Forecasting
    • Financial Planning
    • Treasury Development
    • Corporate Development
  • Focus on Drivers
  • Risk Management
  • Financial Planning & Analysis

 

Leveraged Buyout

  • Accretion & Dilution
  • Debt & Capital Structuring
  • IRR for Equity Sponsor
  • Covenants

 

M&A

  • Transaction Financial Statements
  • Fit the Two Businesses Together  - Merge (1) Model
  • Combined Pro Forma Model
  • Synergies
  • Integration Considerations
  • Financial Reporting
  • Deal Terms
  • Assumptions
  • Strategic Impact
  • Net Impact or Expected Impact of New Share Price