Objective and Scope:
The client, a global financial solutions provider firm, sought Benori’s support in financial modeling and market research to facilitate mergers and acquisitions (M&A) and capital raises. This engagement aims to generate actionable intelligence to aid investor communication and strategic decision-making. The scope of work included:
- Developing financial models to assess investment opportunities
- Supporting the creation of investor presentations and marketing collateral
- Organizing data rooms and tracking outreach efforts
Approach:
The research was conducted following a structured methodology. We built dynamic three-statement financial models with revenue projections, earnings before interest, taxes, depreciation, and amortization (EBITDA) margins, balance sheets, and cash flow. We conducted scenario-based analyses to assess risks and returns and integrated macroeconomic and industry-specific variables to enhance model accuracy. We analyzed industry trends, benchmarked key financial metrics, and evaluated investment opportunities for the client, developing presentation decks and targeted marketing materials to communicate the investment potential clearly.
Impact:
The research helped the client gain in-depth insights on several topics, which ultimately helped them in:
- Gaining a clear understanding of potential investment opportunities through financial models and data-driven financial insights, facilitating better decision-making
- Enhancing fundraising activities by improving investor engagement, enhancing presentations, and ensuring well-structured outreach efforts through marketing and research support
