Early Stage M&A Financial Analysis
Budget: $50 – $0 USD
I’m preparing for a potential acquisition and am still in the initial assessment phase. To move forward with confidence, I need help that blends market analysis, rigorous financial modeling, and focused due-diligence insight.
Here’s what I’m aiming to walk away with:
• Market analysis that sizes the opportunity, maps competitive dynamics, and references recent comparable deals.
• A fully linked three-statement model in Excel or Google Sheets, complete with scenario and sensitivity tabs that make underlying assumptions transparent.
• A concise due-diligence memo (≤5 pages) flagging operational, legal, and financial risks, plus a valuation bridge and clear “go / no-go” recommendation.
Source data can come from public filings, Capital IQ, Bloomberg, or similar platforms—just cite every figure so the work is easy to audit. I’ll sign off once the model balances, sources are traceable, and the memo succinctly answers the key investment questions.
If this sounds like a fit, send over a brief outline of your approach and, if possible, a redacted sample model from a prior deal.
Here’s what I’m aiming to walk away with:
• Market analysis that sizes the opportunity, maps competitive dynamics, and references recent comparable deals.
• A fully linked three-statement model in Excel or Google Sheets, complete with scenario and sensitivity tabs that make underlying assumptions transparent.
• A concise due-diligence memo (≤5 pages) flagging operational, legal, and financial risks, plus a valuation bridge and clear “go / no-go” recommendation.
Source data can come from public filings, Capital IQ, Bloomberg, or similar platforms—just cite every figure so the work is easy to audit. I’ll sign off once the model balances, sources are traceable, and the memo succinctly answers the key investment questions.
If this sounds like a fit, send over a brief outline of your approach and, if possible, a redacted sample model from a prior deal.