Core Engagements
Three engagements. One analytical standard.
Each engagement is scoped to a defined question, delivered to a reviewable standard, and structured so the work can be reviewed line by line.
01
Financial Modelling
Models built to carry a transaction: transparent structure, isolated assumptions, and outputs that survive third-party review in live engagements. Structure follows the decision being made, not a template.
Ideal clients
- —Boutique investment banks running sell-side and buy-side mandates
- —Corporate finance advisors preparing lender or investor materials
- —Private equity funds and search funds evaluating acquisitions
- —Founder-led businesses preparing for a raise or exit
Typical scope
- —Three-statement operating models with integrated schedules
- —LBO and debt capacity analysis with covenant testing
- —Merger, accretion/dilution and pro forma capitalisation
- —Scenario, sensitivity and driver-based forecast architecture
- —Model review, rebuild and audit of inherited files
Deliverables
- —Fully linked Excel model with documented assumption sheet
- —Scenario manager and sensitivity output tables
- —Summary output pack suitable for IC or lender review
- —Assumption log and change history
Process
- 01Scoping call and information request list
- 02Historical normalisation and driver identification
- 03Model build with interim review checkpoints
- 04Sensitivity testing and internal quality review
- 05Handover walkthrough and revision window
Typical engagement timeline
Typically two to four weeks, depending on scope and data availability.
02
Business Valuation
Valuation work grounded in evidence. Ranges are built from method-level triangulation, with each bridge from enterprise to equity value stated explicitly.
Ideal clients
- —Advisors setting or defending a price range
- —Private equity and search fund buyers testing entry assumptions
- —Shareholders assessing internal transfers or restructuring
- —Founders preparing for a negotiated sale
Typical scope
- —Discounted cash flow with WACC build-up and terminal value testing
- —Trading comparables and precedent transaction analysis
- —Sum-of-the-parts and segment-level valuation
- —Equity bridge, dilution and waterfall analysis
- —Scenario-weighted valuation ranges
Deliverables
- —Valuation model with all methods reconciled
- —Football field summary and value bridge
- —Comparable company and transaction screening sheets
- —Written basis-of-valuation note setting out assumptions and limitations
Process
- 01Definition of valuation purpose, basis and premise
- 02Financial normalisation and forecast review
- 03Method selection and comparable screening
- 04Triangulation, sensitivity and cross-check
- 05Documentation and review discussion
Typical engagement timeline
Typically two to three weeks from receipt of complete information.
03
Financial Due Diligence Support
Analytical capacity for diligence workstreams under deal pressure. Volaxi works alongside the lead advisory team, taking ownership of defined analysis rather than the signed opinion.
Ideal clients
- —Transaction advisory firms scaling capacity on live mandates
- —Buy-side acquirers running independent confirmatory work
- —Lenders and investors assessing earnings quality
- —Corporate development teams without in-house diligence support
Typical scope
- —Quality of earnings and EBITDA adjustment analysis
- —Net debt and debt-like item identification
- —Normalised working capital and peg setting
- —Revenue, margin, cohort and customer concentration analysis
- —Databook construction and management information review
Deliverables
- —Excel databook with linked analysis tabs
- —QoE and net debt schedules with adjustment rationale
- —Working capital analysis and peg proposal
- —Findings summary and open-item tracker
Process
- 01Scope alignment with the lead advisory team
- 02Data room review and information gap list
- 03Analysis build and adjustment testing
- 04Management question list and follow-up
- 05Findings review and iteration through to signing
Typical engagement timeline
Typically three to five weeks, aligned to the transaction timetable.
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.