Avant-Garde Investment Bank from Florida gets the best Financial Modeling Services

Financial Model

Client’s Profile – Florida Based Investment Bank

Based out on Florida, the client is an investment bank. The company was conceived to support the difficulties in capital faced by entrepreneurs such as current market hurdles for hedge funds, alternative investments, equity groups or private debts. The client focusses on developing relationships with their customers like the catenary curve. Providing end-to-end investment banking services, the client is a mezzanine, traditional in providing complex debt financing, assets and business acquisitions, debt financing, joint ventures and more.

The client is avant-garde in catering to their customers’ financial needs, supporting, connecting and navigating through the proper channels to direct capital to the business.

Client’s Requirement: Financial Modeling

The client wanted financial modeling, investment research, and analysis through their historical data. They also wanted to make 7 years forecast, Discounted Cash Flow model (DCF) for Pre-money for raising $ 15 million VD funding and raising debt capital of $ 88 million. They held hands with BackOffice Pro and got the best financial modeling along with trading and transaction comparisons.

Challenges in the Financial Modeling Project that BOP Faced

While modifying the model, we came up with some technical issues. The gross profit for MLS base revenues is 45%, and the gross profit for additional revenue is higher by 87%. Therefore, we had to have two sets of COGS/Gross Profits for MLS – base revenues and three other additional revenue streams.

Financial Model Indicator

The Process BOP Followed to Accomplish the Project of Financial Modeling

The BOP team devised a step-by-step approach to prepare the financial model:

  • The team evaluated all historical data and validated the projection based on the industrial data.
  • The sales forecast was done.
  • An estimation for market penetration was done based on the expectation of the management of the company and its manufacturing capabilities.
  • Transaction and Trading comparisons were made.
  • The financial modeling to raise a debt capital was sent to the client.

Takeaways on the Client’s Part

The client was highly satisfied with the investment analysis and financial modeling delivered with accuracy. Based on our expertise and timeliness, the client signed up with us for a long-term project.