In the heat of a negotiation, emotions run high. We provide the cold, hard data and sophisticated modeling needed to keep your strategy grounded in reality and your returns optimized. Let's make sure you see the "What If" before you sign the "What Is."
When you are dealing with millions of dollars, a single broken formula or a hidden assumption can lead to a disastrous overvaluation. The challenge isn't just "doing the math", but being capable of building a model that survives the stress of reality.
The most dangerous part of any deal is what you can't see. How does a 5% drop in customer retention affect your ability to service debt? What happens to your ROI if interest rates climb?
Sellers tend to over-project growth; buyers tend to over-estimate synergies. We bridge this gap with objective, data-driven modeling that strips away the subjectivism and reveals the actual value of the opportunity.
Send Gabriel your existing model. He'll review the assumptions, structure, and outputs - and reply with the three changes that matter most.
We act as the architects of your deal. While a lawyer handles the contracts, we handle the mathematical core. We build models that are dynamic, transparent, and easy to use, giving you the power to adjust variables and test scenarios in real-time during a negotiation.
A High-Touch Collaborative Journey
Building a transaction model is not a "black box" service where we disappear and return with a spreadsheet. This is a high-touch process characterized by constant communication. We will hold regular workshops and working sessions to ensure the model reflects your specific operational reality and strategic vision.
We begin with a series of discovery meetings to collect historical financial data and adjust for "one-off" items. We need to find the true, recurring baseline of the business.
Focus: Establishing a clean, accurate starting point through collaborative review.
Result: A verified historical foundation that anchors the entire model.
We hold dedicated workshops to identify the specific "levers" that move the needle-customer acquisition costs, churn rates, or production margins.
Focus: Understanding the operational reality behind the dollar amounts.
Result: A model that reflects how the business actually functions, not just how it accounts.
We build a dynamic model where the Income Statement, Balance Sheet, and Cash Flow Statement are fully linked.
Focus: Ensuring every dollar is accounted for across the entire financial structure.
Result: A holistic view of the company's future cash position and solvency.
In our "What-If" working sessions, we create multiple "worlds"-Base Case, Best Case, and Worst Case-to see how the business performs under different market conditions.
Focus: Identifying the "safety margin" of the transaction together.
Result: Confidence that the deal works even if things don't go perfectly.
We apply multiple valuation methods (DCF, Multiples, etc.) and create a matrix showing how changes in growth or discount rates impact the price.
Focus: Determining a defensible and realistic price range.
Result: Total clarity on the "Fair Market Value" of the asset.
We hold strategic meetings to model different ways to pay for the deal, balancing equity, senior debt, and mezzanine financing.
Focus: Maximizing your ROI while maintaining a healthy debt-to-equity ratio.
Result: An optimized funding plan that minimizes the cost of capital.
If the deal is an acquisition, we model the "1+1=3" effect. We'll workshop exactly where costs can be cut and where revenue can be cross-sold.
Focus: Validating the strategic reason for the deal.
Result: A realistic expectation of the "post-merger" value.
We analyze how the deal affects the earnings of the surviving company. We'll review together whether it makes the company more valuable on day one.
Focus: Protecting the shareholder value of the acquiring entity.
Result: A clear understanding of the immediate financial impact of the closing.
We calculate the IRR (Internal Rate of Return) and Cash-on-Cash multiples for the investors over a 3-to-5-year horizon.
Focus: Proving the financial viability of the investment to your stakeholders.
Result: A compelling "Equity Story" for partners or lenders.
We package the model into a professional presentation. We'll have a final alignment session to ensure you are fully prepared to present these outcomes to boards, investors, or banks.
Focus: Translating complex math into strategic action and executive confidence.
Result: A signed deal backed by total mathematical certainty.
Bring a deal, a fundraise, or a decision. Walk away with a clearer next step. Real time with Gabriel - no sales rep, no deck, no obligation.
We believe in simple terms. Our primary goal is a successful closing. We work on a Success Fee basis, payable when the transaction is finalized. To cover the high-intensity technical modeling and the constant hands-on support required, we use a Retainer structure which is fully subtracted from the final success fee at the finish line.
Let's grab a coffee. If the math isn't there, I'll tell you. If it is, I'll help you prove it.
Real time with Gabriel. No sales rep, no deck, no obligation.