M&A Financial and Transaction Modeling
Budget: $1,500 – $3,000 USD
I'm seeking an expert in M&A financial modeling to assist with a comprehensive transaction book. The primary focus is on valuation, specifically through a full transaction book, AUM roll forward to identify the organic growth from a financial advisors book which ill strip out market performance, and a bottoms-up Income Statement build, EBITDA build or recast, identify synergies which will all help us decide on how much we eant to value a company for. Our deals are small. We roll up RIAs that have revenue between 2 and 10 million which generally are valued between 5 and 10X ebitda. This is mostly for us internally and to present to investment committee for approval. We also would one like a more easy to read one pager type that shows teh seller the valuation and what their economics might look like. We also build in that a portion of the valuation is rolled over as equity in the parent company as they stay on. We do about 5 deals a year.
Key Requirements:
- Full transaction book creation with all diligence collected
- AUM roll forward
- Bottoms-up Income Statement
-deal structure
- sources and uses
- sellers friendly tab or economic view of the deal
Ideal Skills and Experience:
- Strong background in M&A financial modeling
- Expertise in valuation techniques
- Experience with RIAs and financial advisory roll-ups or wealth management acquisitions
- Proficiency in creating detailed financial models and transaction books
Please provide samples of previous work in similar industries.
we can also provide samples of ones we have had built before- we need to talk first before sharing previous examples
Ideally we would like to have these also come with a one or two pager that is a bit more visual presentation of our offer but not required
I am not sure if this is considered a medium project size or large so open to discussion on the work required here plus a
Key Requirements:
- Full transaction book creation with all diligence collected
- AUM roll forward
- Bottoms-up Income Statement
-deal structure
- sources and uses
- sellers friendly tab or economic view of the deal
Ideal Skills and Experience:
- Strong background in M&A financial modeling
- Expertise in valuation techniques
- Experience with RIAs and financial advisory roll-ups or wealth management acquisitions
- Proficiency in creating detailed financial models and transaction books
Please provide samples of previous work in similar industries.
we can also provide samples of ones we have had built before- we need to talk first before sharing previous examples
Ideally we would like to have these also come with a one or two pager that is a bit more visual presentation of our offer but not required
I am not sure if this is considered a medium project size or large so open to discussion on the work required here plus a
Related categories:
Intuit QuickBooks
Business Analysis
Mergers and Acquisitions
Financial Modeling
Business Valuation