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TRACK RECORD
Real Engagements.
Measurable Results.
A selection of training and advisory engagements delivered across banking, private equity, real estate, technology, and the public sector — with the outcomes that mattered to each client.
40+
Engagements Delivered
6
Industries Served
98%
Client Satisfaction
500+
40+
12+
15+
Corporate Modeling Program for a Regional Bank
THE CHALLENGE
A regional commercial bank needed to upskill 35 corporate-banking analysts in financial modeling and advanced Excel — fast, and to a consistent institutional standard ahead of a busy deal pipeline.
THE APPROACH
A 3-day intensive, hands-on program built around the bank’s own credit and deal data: three-statement modeling, LBO fundamentals, scenario analysis, and a standardised modeling style guide for the team.
THE OUTCOME
All 35 analysts completed the program with a shared modeling framework now used across the credit team — cutting model review time and improving consistency on live transactions.
RESULTS AT A GLANCE
35
Analysts trained in 3 days
40%
Faster model review cycle
1
Unified modeling standard adopted bank-wide
SELECTED WORK
Client Engagements
A snapshot of training and advisory work delivered across industries, geographies, and team sizes.
Banking & Finance
Regional Commercial Bank
3-day intensive financial modeling and Excel program for corporate-banking analysts — three-statement modeling, LBO fundamentals, and scenario analysis.
35
Participants
3
Day Program
Real Estate
Property Development Firm
Full feasibility study and financial model for a $120M mixed-use development — IRR/NPV analysis, sensitivity modeling, and an investor reporting package.
$120M
Project Size
5yr
Model Horizon
Private Equity
PE Investment House
8-week coaching for two investment associates in advanced LBO modeling, due-diligence frameworks, and research report writing ahead of deal execution.
8wk
Program
2
Associates
Technology
Series-B SaaS Company
5-year integrated financial model and investor-ready business plan for a Series-B raise — pitch-deck financial narrative and due-diligence data room support.
Series B
Stage
5yr
Forecast
Public Sector
Government Development Authority
Manufacturing
Industrial Conglomerate
Financial due diligence on a target acquisition plus a post-merger integration model — key value drivers identified and three material risks flagged.
3
Risks Flagged
1
PMI Model
SECTORS
Industries Served
Cross-industry experience means training grounded in the realities of your sector.
Banking
Private Equity
Real Estate
Technology
Public Sector
Manufacturing
Have a Project in Mind?
Let’s Discuss It.
Whether it’s a one-off advisory engagement or a full team training program, reach out and let’s scope the right solution.