How can I help you?
M&A & Portfolio
End-to-end deal support — screening, valuation, diligence, synergy case, and integration planning —
with board-ready narratives and CFO-grade rigor.
Case Studies
Realistic examples of deal decisioning, diligence findings, and value realization planning.
- Target screening + investment thesis memo
- Valuation model with scenario stack + synergy case
- Executive deck: risks, mitigations, and close plan
What I can do for you
Deal-ready deliverables that move decisions forward fast.
- Valuation, synergy, and downside protection analysis
- Diligence plan + functional question bank
- Board narrative: why now, why us, why this price
Leveraging AI
AI to speed research, diligence synthesis, and scenario exploration — with governance.
- AI-assisted market/comp research and diligence summaries
- Automated sensitivity analysis and scenario generation
- Drafting exec memos + risk registers (human-reviewed)