Financial Modeling Consulting & Outsourcing Services
We provide comprehensive financial modeling consulting services to investment banks, from building models from scratch to enhancing them with AI driven automation, as well as auditing and reviewing existing models for capital markets participants. Our customized financial models are designed to meet unique client requirements, enabling strategic decision-making.
Financial Modelling Consulting Services – We Provide
Merger & Acquisition (M&A) Models
Our M&A financial modeling consulting services help investment banks evaluate deal structures, synergies, and transaction impacts with precision. These models assess accretion/dilution, financing options, integration scenarios, and sensitivity analyses—enabling bankers to make informed recommendations and negotiate effectively.
Sell-Side and Buy-Side Financial Models
We design sell-side models that present a company’s financial performance, growth potential, and key valuation drivers—equipping investment banks to create persuasive pitch materials, manage due diligence, and maximize deal value for clients. Our buy-side models focus on target-company analysis, KPI benchmarking, and scenario testing—enabling bankers to validate assumptions, uncover growth opportunities, and make informed decisions.
Leveraged Buyout (LBO) Models
Our LBO financial modeling services support investment banks and private equity firms in evaluating leveraged transactions by analyzing capital structures, debt repayment, exit scenarios, and investor returns. With our financial modelling outsourcing support, clients gain transparent, customized models that streamline due diligence and strengthen deal execution.
Waterfall Analysis Models
Our waterfall analysis models assist investment banks, private equity, and venture capital firms in evaluating cash flow distribution at both deal and portfolio levels. These models prioritize payouts, calculate carried interest, assess investor returns, and optimize capital structures.
KPI-driven Three Statement Model
We build KPI-driven three statement financial models that integrate the income statement, balance sheet, and cash flow forecasts with key performance indicators tailored to client objectives. By linking operational KPIs with financial outcomes, these models provide deeper insights into performance drivers, scenario analysis, and valuation impacts.
Scenario & Sensitivity Analysis Models
Our scenario and sensitivity analysis models enable investment banks to assess the impact of key variables on valuations, capital structures, and deal outcomes. These models test multiple assumptions—such as revenue growth, cost drivers, and financing terms—providing clarity on risks, opportunities, and upside potential.
Cash Flow Models
We build cash flow models that forecast liquidity, evaluate capital structures, and assess debt-servicing capacity across multiple scenarios. These models offer clear visibility into cash inflows and outflows, enabling improved planning, stronger risk management, and more effective transaction execution.
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Automation-Powered Solutions
AI-Driven Model Development & Insights
- Automate the creation, enhancement, and validation of complex financial models using AI-powered engines.
- Leverage contextual AI research for in-depth market, company, and sector insights to support assumptions and forecasts.
End-to-End Workflow Automation
- Automate high-frequency financial modeling activities, including:
- Data extraction and gathering from multiple sources
- Model updates based on dynamic inputs
- Automated generation of reports and dashboards
- Enable seamless integration between financial models, management reports, and investor deliverables.
Gen-AI-Powered Document Intelligence
- Intelligent document parsing tailored for financial modeling workflows.
- Fetch the latest financial statements, filings, and reports using AI-powered web crawlers.
- Automate data ingestion and prepare analysis-ready formats for dashboards, reports, and presentations.
Integrated Automation Ecosystem
Harness cutting-edge technologies, including AWS, Claude Models, LangChain, Google PSE, and proprietary AI agents via AWS Bedrock, to:
- Auto-generate investor-ready financial decks
- Draft executive summaries and key insights
- Integrate seamlessly with MS Office, BI platforms, and other enterprise tools
Grounded AI with Built-in Fact-Checking
- Embedded checker agents ensure:
- Fact validation and reference verification
- Deduplication of data sets
- Accuracy of financial assumptions and calculations
Enterprise-Grade Security & Compliance
- All data is processed securely within our dedicated AWS instance.
- No data is shared with external LLMs or embedding providers.
- Models and reports are fully aligned with audit, tax, and regulatory standards, ensuring compliance and confidentiality.
Our Value Proposition
