Our Work / Case Study

Three-statement and valuation models for listed companies

Financial Modelling & Valuation

The Challenge

A technology client needed a steady flow of investment-grade models on US listed companies, ranging from under $200 million to about $180 billion in market value. Each model had to be accurate, consistent in format and ready for expert review, often on short deadlines.

What We Did

01Built integrated income statement, balance sheet and cash flow models from company filings.
02Added DCF, sum-of-the-parts and comparable company valuations.
03Added return on capital and credit analysis where the case called for it.
04Updated models for new results and changes in method.
05Reviewed reviewer feedback line by line and fixed issues at the source.

Value Delivered

Every model balanced and tied out, so reviewers spent time on judgement, not on fixing errors.
One consistent format across sectors made models faster to read and compare.
Quick turnaround on updates kept the client's work on schedule.

Our Work