Beekman 1802

We re-engineered Beekman’s financial model based on the CEO’s strategic refresh, and advised on the strategic acquisition of its largest supplier.

Challenge

Beekman 1802 hired Mitch Hara, former investment banker and Head of Corporate Development at HSN, to assume the role as CEO and steer the company forward. In an effort to communicate the strategic plan for Beekman 1802, Trivium was retained to build an in-depth financial model.

Approach

In Phase I, Trivium Advisory worked with management to cleanse raw historical financial reporting data to build a standalone 3-statement model. Moreover, Trivium engineered a detailed 5-year forecast built upon the strategic direction of the new CEO. During Phase II, we expanded that model to incorporate a strategic acquisition of a major supplier.

Key Services
Financial Modelling & Valutaion
Financial Planning & Analysis
Industry
Retail
Key Services
Financial Modelling & Valutaion
Financial Planning & Analysis
Industry
Retail
Challenge

Beekman 1802 had brought on Mitch Hara, a successful ex-investment banker and head of Corporate Development at HSN, to assume the role as CEO and steer the company forward. In an effort to communicate the strategy and capital deployment plan for Beekman 1802, Trivium Advisory was retained to build an in-depth financial model.

Approach

In Phase I, Trivium Advisory worked with management to cleanse raw historical financial reporting data to build a standalone 3-statement model. Next, Trivium engineered a detailed 5-year forecast built upon the strategic direction of the new CEO. During Phase II, we expanded that model to incorporate a strategic acquisition of a major supplier.