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Craft Your Acquisition Financial Model

Craft Your Acquisition Financial Model

Offered by Andrew B.

5.0

()

Transition from corporate to Independent Sponsor / Search / Roll-up

Cornell University Logo

Studied at Cornell University

Anza Partners Logo

Hiring Manager at Anza Partners

Description

Every searcher needs a flexible, rigorous model to evaluate opportunities with speed and precision. This package helps you construct a robust financial model tailored to your target criteria. With expert guidance, you’ll understand key assumptions, customize frameworks, and practice applying the model to real opportunities so you can confidently assess acquisition targets. Key components of this package can include, but aren’t limited to: • Build a dynamic, Excel/Google Sheets-based search model. • Customize assumptions for your industries and acquisition criteria. • Learn how to quickly evaluate and compare target companies. • Stress-test financial scenarios to build confidence in decision-making.


What you'll get from this package

Acquisition Search Model (customizable spreadsheet)

Step-by-Step Instruction Guide for Adaptation

Example Evaluations Using Your Criteria


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Investment Analysis


Andrew B.

Offered by Andrew B.

Joined December 2025

5.0

Transition from corporate to Independent Sponsor / Search / Roll-up

Transitioned from traditional finance (IB / PE / HF) to a lower middle market independent sponsor focused on B2B services buy-and-build strategy. Successfully raised pool of capital from HNWIs, Family Offices, etc. and have closed on / am operating multiple businesses/ Knowledgeable on sourcing, capital raising, LMM debt financing, diligence process and watchouts, LMM / SMB CEO role, building executive layer to run business, etc.

Experience level: Executive

$612

5h of coaching