Objective and Scope:

The client, an investment advisory firm, sought Benori’s support in financial modeling, business research, and design support to facilitate a deal execution. This engagement aimed to generate actionable intelligence to aid decision-making. The scope of work included:​

• Development of financial models to assess the financial health and operational metrics of the target company​

• Supporting the creation of investor presentations, marketing collaterals, and tracking outreach efforts​

Approach:

The structured methodology included building dynamic three-statement financial models with income statements, balance sheets, and cash flow with projections. We conducted scenario-based analysis to assess risks and returns, and integrated macroeconomic and industry-specific variables to enhance model accuracy. The support included organizing a data room to manage the workflow effectively. We developed presentation decks and marketing materials to support the client’s market outreach.​

Impact:

The engagement helped the client in:​

• Gaining an understanding of the target company’s potential through financial models and a data-driven approach, facilitating informed decision-making​

• Improving investor engagement through designed presentations and streamlining outreach efforts through targeted collateral