Business & Operations

Builds distribution waterfall models with European vs American style carry, preferred return accrual, and GP clawback calculation. Use when modeling distribution waterfalls, comparing carry structures, or calculating LP distributions.

Builds volatility targeting models with realized vol estimation, leverage adjustment, and drawdown management mechanics. Use when implementing vol targeting, adjusting portfolio leverage, or managing drawdown limits.

Constructs acquisition financing models with debt capacity, leverage analysis, coverage ratios, and capital structure optimization. Use when modeling deal financing, analyzing leverage capacity, or structuring acquisition debt.

Builds transaction cost models with market impact estimation, optimal trade scheduling, and turnover-adjusted returns. Use when modeling trading costs, optimizing turnover, or evaluating net-of-cost alpha.

Analyzes NOL and tax attribute preservation strategies under Section 382 limitations in ownership change scenarios. Use when modeling tax attribute preservation, analyzing 382 limitations, or structuring ownership change thresholds.

Calculates stub equity value with subsidiary attribution, holding company discount, and sum-of-parts residual analysis. Use when analyzing stub values, evaluating holding company discounts, or identifying negative stub situations.

Analyzes special dividend catalysts with balance sheet capacity, tax efficiency, and shareholder return comparison analysis. Use when modeling special dividends, evaluating capital return catalysts, or assessing dividend capacity.

Structures secondary direct transactions with pricing methodology, transfer restriction analysis, and ROFR navigation. Use when modeling secondary purchases, pricing founder/employee shares, or structuring tender offers.

Builds corporate scenario planning models with macro assumption sets, strategic response options, and contingency plan development. Use when building scenario frameworks, planning strategic responses, or developing contingency strategies.

Builds probability-weighted valuation models with multiple exit scenarios, timing assumptions, and risk-adjusted returns. Use when building growth equity valuations, modeling scenario-weighted outcomes, or analyzing risk-adjusted returns.

Structures PPA analysis with tangible/intangible asset identification, useful life estimation, and goodwill calculation. Use when modeling purchase accounting, allocating deal price, or estimating amortization impact.

Builds project finance models with construction period draws, operational cash flows, DSCR covenants, and sculpted debt repayment. Use when modeling project finance, calculating debt service coverage, or structuring project lending.

Builds CPR/CDR/severity vectors with scenario analysis across interest rate and economic environments. Use when modeling prepayment behavior, projecting default scenarios, or stress testing pool performance.

Builds PIK and PIK toggle models with compound interest analysis, cash vs PIK election scenarios, and leverage impact assessment. Use when modeling PIK instruments, analyzing toggle mechanics, or evaluating accrued interest impact.

Compares build vs buy alternatives with risk-adjusted returns, time-to-value, and execution probability assessment. Use when evaluating growth strategies, comparing M&A vs organic investment, or analyzing make-vs-buy decisions.

Builds mining project financial models with resource estimation, mine plan integration, and commodity price sensitivity analysis. Use when modeling mining investments, analyzing feasibility studies, or evaluating mineral assets.

Builds base, upside, and downside operating scenarios with key assumption sensitivity and return distribution analysis. Use when building operating cases, stress testing projections, or presenting scenario analysis.

Structures interest rate hedging programs with swap analysis, cap/floor evaluation, and hedge accounting documentation. Use when designing rate hedges, comparing hedging instruments, or analyzing hedge effectiveness.

Builds fund economic models with sensitivity across deployment pace, exit multiples, and fee/carry structures for LP and GP returns. Use when modeling fund economics, projecting LP net returns, or analyzing fee-adjusted performance.

Structures fresh-start accounting analysis with reorganization value allocation, new basis determination, and emergence balance sheet. Use when modeling fresh-start accounting, preparing emergence financials, or allocating reorganization value.

Assesses energy transition investments with battery storage, grid modernization, EV charging, and hydrogen infrastructure analysis. Use when modeling energy transition assets, evaluating storage economics, or analyzing grid infrastructure.

Builds economic profit (EVA) models with capital charge calculation, value spread analysis, and long-term value creation measurement. Use when calculating economic profit, analyzing EVA trends, or measuring value creation.

Structures dividend recap analysis with leverage impact, credit agreement compliance, and return enhancement calculation. Use when modeling dividend recaps, evaluating interim distributions, or analyzing recapitalization options.

Structures debt maturity analysis with refinancing risk, market access assumptions, and liability management opportunities. Use when analyzing maturity walls, planning refinancing, or optimizing debt tenor.