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EXAMPLES

See how the work
takes shape.

Three assignments, from the brief to the review materials.

These are illustrative workflows, not client results or live market analysis. No client data or investment performance is shown. Scope and outputs depend on the agreed assignment and evidence. We agree on the project or exercise scope before analysis begins.

Choose a case.
Shape your assignment.

Evaluate an acquisition

Understand the business. Then the deal.

You are considering a founder-owned business. How do customer concentration, the growth plan and financing change what it is worth to you?

Starting evidence

Management accounts, customer revenue, the proposed price, operating forecasts and indicative financing terms.

Illustrative assignment · No client data

CHOOSE YOUR FOCUS

What would you explore first?

Make the investment case clear.

Test how customer concentration and financing affect valuation.

Materials for review

  • Valuation model with assumptions and sensitivities.

    Related to your question

  • Diligence agenda focused on deal-changing questions.

  • Investment memorandum linking the business case, terms and open conditions.

Structure a financing

See the cost behind the terms.

A lender offers a lower rate in exchange for a portfolio pledge. Does the saving justify the liquidity and control the client would give up?

Starting evidence

The purchase terms, indicative loan offers, cash-flow needs, available assets and the client’s limits on pledging collateral.

Illustrative assignment · No client data

CHOOSE YOUR FOCUS

What would you explore first?

Compare the choices that matter.

Compare total cost, pledged assets and repayment flexibility across offers.

Materials for review

  • Financing alternatives compared by total cost.

    Related to your question

  • Downside scenarios for liquidity, collateral and control.

  • Credit package and negotiation agenda with limits and open conditions.

Prepare for the board

Bring the decision into focus.

Management seeks approval for an expansion. Should the board consider a phased launch given the funding needs and execution dependencies?

Starting evidence

Management’s proposal, financial forecasts, supporting research, prior approved constraints and the decision requested of the board.

Illustrative assignment · No client data

CHOOSE YOUR FOCUS

What would you explore first?

Make the proposal easier to assess.

Connect the expansion proposal to funding needs, milestones and supporting evidence.

Materials for review

  • Board materials linking the proposal to its evidence.

    Related to your question

  • Challenge questions and alternatives for the decision.

  • Proposed decision record for rationale, conditions, owners and follow-up.

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