Financial Modeling & Valuation

A financial model is only as useful as the judgment behind it. Anyone can build a spreadsheet. What separates institutional-quality financial analysis from a model that misleads is the experience to know which assumptions matter, which risks to stress-test, and how sophisticated investors and lenders will read the output.

I built financial models for institutional investors covering public companies with market caps exceeding $1B. I have built the models that secured $75.5M in debt financing, supported $290M acquisition audits, and drove eight-figure M&A transactions. I apply the same analytical rigor to every engagement regardless of company size.

What I provide:

  • Three-statement financial models — income statement, balance sheet, cash flow

  • DCF valuation and scenario analysis

  • ROIC, CFROI, and EVA analysis

  • Capital raise models for debt and equity financing

  • Acquisition and LBO modeling

  • Budget and forecast development

  • Board and investor presentation support

  • SaaS and subscription revenue modeling

  • Segment and business unit analysis

Who this is for:

  • Founders preparing financial models for a seed, Series A, or growth capital raise

  • Business owners preparing for a sale who need credible valuation support

  • Operators who need rigorous FP&A to drive strategic decisions

  • Institutional investors who need CFO-level analysis on a specific asset or transaction

  • Companies preparing for an audit, acquisition, or public offering

Financial models built for real transactions — not templates dressed up to look sophisticated.

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