Capital, transactions and strategic decisions
Modelling, valuation and transaction preparation that connect the accounting record to the capital decision.
Robust analysis creates better-prepared funding, investment and transaction decisions.
Funding and transaction processes expose the quality of an organisation's financial information. Models that cannot be followed, assumptions that cannot be supported and records that do not reconcile all slow a process down or reduce its value.
LedgerPoint prepares the analysis and the materials that a counterparty, lender or investor will interrogate — built on the accounting base and reviewable line by line.
What this capability covers
Scope is set to the organisation's actual requirement. Engagements are built from the elements below rather than sold as a fixed package.
- Financial modelling
- Transparent, logically organised models with separated inputs, workings and outputs.
- Valuations
- Indicative valuation analysis using appropriate methodologies and stated assumptions.
- Funding readiness
- Assessment of what a lender or investor will require, and closing those gaps.
- Capital structuring
- Debt, equity and blended structuring analysis measured against cash-flow capacity.
- Investor materials
- Teasers, information memoranda and presentations built on consistent figures.
- Transaction support
- Analytical and process support through negotiation and completion.
- Commercial analysis
- Assessment of the commercial logic behind a project, acquisition or expansion.
- Due-diligence support
- Preparation, data-room organisation and response management on either side of a process.
What the client is left with
- A model that a third party can review and rely on
- Materials consistent with the underlying accounts
- A clear view of realistic capital options
- A process managed with fewer surprises
Discuss a mandate
Every engagement begins with a direct conversation about the organisation, its financial position and the decision ahead.
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