What’s that company worth?
Wall Street firms use Orbis models to value corporates.
“You’re a project finance modeling shop;
Why should I trust my corporate finance needs to Orbis?”
The world of project finance puts an outsized importance on the financial model. Everything from off-take contracts to debt amortization and the full three financial statements must flow cogently and seamlessly if your project is going to sail through the diligence process.
Corporate finance practitioners carry the same needs for exactitude and clarity. Yet, the models used to describe these deals are usually full of hard coded values, nasty formulas, and balance sheets that won’t balance.
Orbis has deep experience helping finance staffs and corporates alike bring clear thinking to corporate finance exercises like:
- Updating projections for actuals
- Creating dynamic three-statement analysis
- Creating models for deals that get done
Corporate finance models
Merger and Acquisition (M&A) Models
Leveraged Buyout (LBO) Models
Budgeting Models
"What are the benefits of getting your financial model in order for corporate
finance assignments?"
Oftentimes, projections for the performance of a company are seasonal, and hard coded.
Some management teams just want to use a plug to make sure the balance sheet balances. They’re also willing to look at outputs annually because who has time to dig into monthly results?
Completing an analysis from first principles on a company that plays in global markets seems unnecessary and time consuming.
And when debt is involved, analysts know that enabling iterative calculations might create a circular reference…but who cares?
And no one really ascribes much value to more than a 5 year forecast. So models are typically not very large, and are seen as a cumbersome diligence requirement, rather than a trusted source of truth.
Orbis can help turn your hard coded Excel abacus into a dynamic deal tool, ready for your FP&A team to use to balance the budget you just agreed to after the deal is consummated.
Case studies
Ubiquity, a Generate Capital company
Orbis worked with Ubiquity Holdings to finalize a financial model describing a multi-market investment in the fiber-to-the-home space. The Orbis team worked through a wide range of formula construction, model infrastructure and formatting, and financial statement issues with the Ubiquity team on our way to delivering a financing model suitable for closing. Orbis worked on tight deadlines to deliver a cleaner diligence process, lower closing costs, and a completed deal.
