Case Studies

Beekman 1802

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

Monami Tech

We developed Monami’s deep operational model and advised on a significant turn in their business model, fromB2C to B2B, driving Monami to successful investment from Middle East investors.

Cloud Kitchens

Our in-depth financial model was used to negotiate term sheets with various top-tier financial institutions that ultimately led the Cloud Kitchens C-suite to secure a $150m investment from Travis Kalanick, former Uber CEO. (TechCrunch, 2018)

Survios

Our deep-dive operational model assisted management in planning the company’s internal growth initiatives through dynamic scenario planning engines. Furthermore, a detailed portfolio-based target financial model and valuation assisted the company in assessing the viability of various buyside M&A opportunities.

Persivia

Our in-depth financial model was used to negotiate term sheets with various top-tier financial institutions and led the company to secure $15m investment from Petrichor Healthcare Capital Management, completing its Series C round to support an array of growth initiatives. (Crunchbase, Oct 2019).

Provision Capital

Our financial advisory services combined with our flare for brand positioning, lead Provision Capital to preliminarily secure $60 million in capital.