A financial model is a sophisticated tool used by financial analysts to forecast a business’ future financial performance and is normally based on historical data and assumptions.
Why use Financial Modelling?
- Company Decisions – Company performance and efficiencies, strategic planning including vertical or horizontal sector penetration.
- Project Finance – Whether to invest in a project, does the project give a return, or is it loss-making?
- Corporate Transactions – Mergers & Acquisitions, analysis of synergies, revenue enhancements, cost structures.
- Investment Decisions – Valuation, equity research, portfolio management.
Mergers & Acquisitions Modelling
Achieve Corporation act as either the buy or sell side advisors on corporate transitions. This experience in a dual role gives us a valuable insight into the metrics, thought process and modelling needed to successfully plan the financial aspects of a merger or acquisition. Our modelling can be used as either a: Pitch deck to […]
Raising Capital
Businesses can use either debt or equity capital to raise money—where the cost of debt is usually lower than the cost of equity. Debt holders usually charge businesses interest, while equity holders rely on stock appreciation or dividends for a return. Preferred equity has a senior claim on a company’s assets compared to common equity, […]
Ratios and Statistics
Financial ratios are powerful tools to help summarise financial statements and the health of a company. They enable the business to ensure it is running at the optimum efficiency by calculating working capital, pricing structures, profit margins and efficiency of assets used. An analysis is normally done on the past performance of a business with […]
Leveraged Buyout (LBO) Modelling
A leveraged buyout (LBO) is a type of acquisition in the business world whereby the vast majority of the cost of buying a company is financed by borrowed funds. LBOs are often executed by private equity firms who attempt to raise as much funding as possible using various types of debt to get the transaction […]