Transaction Support
Overview
Financial Mechanics builds financial models used in forecasting business performance, evaluating projects, securing funding, and making acquisitions. Our models and modeling style are applicable to a wide variety of clients: lenders, advisors, investors, operators of businesses, and government organizations working in the energy, transport, property, and public infrastructure sectors. Our clients come from a cross section of commercial and financial disciplines, for example, project finance, mergers and acquisitions, private equity, real estate, and Public Private Partnerships.
Our approach to helping clients is hands-on and practical. Our immediate objective is providing clients with a financial model they can use when we are supporting them and after we have gone. Once this objective is secured, we continue the support by providing analytical services, model maintenance and upgrades, model review, and training courses.
Good financial models must be built under short lead times, be easily used and reviewed by others, accurately reflect the businesses they are modeling, and be readily adaptable as circumstances change. In short, they must be FAST
Flexible Model design and modeling techniques must allow models to be adapted easily and quickly when new information becomes available
Accurate Models must reflect key business assumptions directly and faithfully without being over-built or cluttered with unnecessary detail
Structured Rigorous consistency in layout and organization is essential to retain a model’s logical integrity over time, particularly as a model author may change
Transparent Our modeling approach is founded on simple, clear calculations that can be understood by other modelers and non-modelers alike
Examples of the type of transaction support work undertaken for clients are:
• Setting up well-structured and adaptable financial models for project
evaluation
• Populating models using information memoranda and other
instructions
• Running sensitivies, including use of Monte Carlo simulations
• Ensuring in-house resources can continue using the financial model
when the initial phase of our direct assistance is complete.