Resources
Transaction guides
Reference material written for the way transaction work is actually executed — the schedules, definitions and review questions that determine whether analysis holds up under scrutiny.
01
Equity bridge calculator
An interactive tool that moves from enterprise value to equity value across net debt, debt-like items and the working capital adjustment.
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02
Financial due diligence checklist
A six-stage checklist covering scoping, data requests, earnings testing, net debt, working capital and reporting.
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03
Quality of earnings report guide
How adjusted EBITDA bridges are built, what belongs in net debt, and how to review a quality of earnings report.
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04
Business valuation guide
Discounted cash flow, trading comparables, precedent transactions and the enterprise-to-equity bridge.
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05
LBO modelling guide
Sources and uses, debt capacity, cash sweep mechanics, covenant testing and returns attribution.
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06
Working capital peg and price adjustment guide
Setting the normalised peg, completion accounts versus locked box, and how the price adjustment is calculated.
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07
Financial modelling best practices
Model structure, driver design, three-statement integrity checks, scenario architecture and review procedure.
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08
Data room preparation checklist
Seller-side room structure, the financial information buyers test, and the pre-diligence work that protects price.
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09
SaaS financial model guide
ARR bridges, cohort retention forecasting, CAC payback, revenue recognition against billings, and SaaS diligence checks.
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Discuss an Engagement
If you require support with financial modelling, business valuation or financial due diligence for a live transaction or strategic engagement, we'd be pleased to discuss your requirements.