Advisory

Private Equity

Pain

Advisory support to allay executive uncertainty and low confidence in their portfolio companies’ ability to produce error-free, consistent and uniform 3-way financial models.

Corporate oversight to allocate time and resources to allay executive uncertainty and deliver full assurance into their portfolio company’s ability to deliver error-free, consistent and uniform three-way financial models.

Executives are constrained by time and resources to properly manage and monitor their portfolio company’s ability to deliver error-free, consistent and uniform three-way financial models.

Action

Undertake a peer review of the portfolio company’s existing financial model, and where necessary perform a parallel rebuild using the Modano, Excel-based financial modelling software.

Provide decision support to private equity and portfolio company executives, in terms of strategic planning, management reporting and financial analysis.

Impact

Improve the private equity executives’ understanding to better benchmark, assess and compare the financial performance of their suite of portfolio companies.

 

Middle Market

 
Pain

Middle market executives are unable to devote time or resources to review an internal forecast model of their company, which is required for the purposes of strategic planning, raising additional capital or divesting all or some of a company’s business units.

Action

Our firm delivers decision support via a rapid, timely and cost-effective review of the internal financial model. Strategize can undertake a parallel model build by deploying Modano, Excel-based modelling software, or identifying weaknesses with input assumptions, forecast outputs and financial or valuation metrics.

Impact

Strategize helps executive management to better comprehend their company’s future direction, from a financial and valuation perspective, based on companywide consensus around their business forecast.

Family Office

Pain

Limited human capital or financial modelling experience in the family office to perform a due diligence on an existing financial model of a target company, especially in a competitive bidding process and a short timeframe.

Action

Strategize’s capability as a boutique, independent firm to quickly deploy experienced financial modellers to analyse often complex, bespoke transaction, leveraged buyout (LBO) or strategic forecast models. Identify spreadsheet errors, inaccurate forecast or input assumptions, and stress-test financial, valuation and capital structure outputs.

Impact

We empower the family office executives, investors and lenders to acquire an enhanced understanding of a target company’s fair market value via the target’s financial model. Provide greater comfort to the family office towards divesting, acquiring, recapitalising or selling an existing investee company; based on projected business assumptions, valuation and capital structure.