The Analytical Foundation for Strategic Decisions
In corporate finance, every significant decision—from a fundraising round or an acquisition to a new project investment—is built upon a crucial foundation: a robust financial model and a defensible valuation. These are not just analytical exercises; they are the tools that provide clarity, quantify risk, and empower leaders to make strategic decisions with confidence.
At Arrowbanc Advisory, we believe that a well-architected financial model is a dynamic blueprint of your business. Our approach combines institutional best practices with a deep understanding of your unique drivers. We build sophisticated models and provide independent, clear-eyed valuations that stand up to the most rigorous scrutiny from investors, boards, and regulatory bodies.
When Our Services Are Needed
Our financial modelling and valuation services are critical for a wide range of situations and stakeholders.
Founders & Growth-Stage Companies: Seeking to raise venture capital or growth equity and needing a detailed financial plan to support their investment case.
Corporates & CFOs: Planning for strategic initiatives, M&A transactions, capital budgeting, or requiring models for internal planning and performance tracking.
Boards of Directors & Shareholders: Requiring independent fairness or valuation opinions for related-party transactions, mergers, or to comply with corporate governance standards.
Private Equity & Venture Capital Funds: Needing valuation support for their portfolio companies for financial reporting (IFRS 13 / ASC 820), or requiring complex LBO and returns modelling.
Our Financial Modelling & Valuation Services
We provide a comprehensive suite of analytical services tailored to your specific needs.
Three-Statement Financial Modelling: We build integrated, dynamic models of your income statement, balance sheet, and cash flow statement, creating a powerful tool for forecasting and "what-if" scenario analysis.
Valuation & Fairness Opinions: We deliver independent, well-documented valuation opinions for a variety of purposes, including transactions (M&A, financing), financial reporting (purchase price allocation, goodwill impairment), and tax compliance (409A).
Leveraged Buyout (LBO) & M&A Modelling: We construct complex transaction models to analyze the financial impact of an acquisition, assess potential synergies, and determine investor returns.
Project Finance Modelling: We build intricate, long-term models for infrastructure and industrial projects to assess bankability and structure financing.
Model Review & Audit: We provide independent reviews of client-built models to identify errors, validate assumptions, and ensure they are built to institutional-quality standards.
Our Methodology: A Disciplined Approach to Analysis
Our process is built on a foundation of precision, transparency, and deep commercial understanding.
Phase 1: Deep Dive & Scoping: We begin by thoroughly understanding your business, its key drivers, and the specific objective of the model or valuation. We define the key assumptions and methodologies to be used.
Phase 2: Model Architecture & Construction: We design and build the model from the ground up, following best practices for structure, clarity, and flexibility. Our models are user-friendly, clearly separating inputs, calculations, and outputs.
Phase 3: Analysis & Scenario Testing: The model becomes a tool for insight. We conduct rigorous sensitivity and scenario analysis to understand the impact of key variables and stress-test the business plan.
Phase 4: Reporting & Delivery: For valuations, we deliver a comprehensive report that clearly explains our methodology, assumptions, and conclusion. For models, we provide a thorough walkthrough to ensure your team understands how to use the tool effectively.
The Arrowbanc Edge in Financial Analysis
Practitioner-Led Expertise: Our models are built by professionals who have used these tools to execute live transactions at top-tier financial institutions.
A Modern, Data-Driven Approach: We leverage advanced analytical tools, including Python and SQL where appropriate, to analyze large datasets and incorporate sophisticated quantitative techniques into our models.
Independent & Defensible: Our valuations are objective and independent, designed to withstand scrutiny from auditors, investors, and regulatory bodies worldwide.
Gain Clarity and Confidence
Whether you need to build a financial forecast, support a transaction, or comply with reporting standards, our analytical services provide the clarity and confidence you need to move forward.