Private Equity

No dedicated financial modelling resource to validate existing forecast assumptions and business drivers, to draft a robust, error-free and best practice financial model for investment decisions.

Family Office

Inability to undertake financial modelling for a potential acquisiton, or manage financial analysis for an existing portfolio company, due to limited modelling expertise, time or budget constraints.

Middle Market

Limited internal personnel to perform detailed financial modelling, to support a thorough strategic plan for budgeting or forecast purposes, capital raising or corporate transactions.