Financial Models
Valuation and M&A models built for review
Each model shows its assumptions, outputs, and mechanics so you can trace how the valuation was built. Download the Excel workbooks below and review the logic directly.
Built in Excel with dynamic financial statement links, explicit assumptions, and sensitivity-ready outputs.
Three models, with the logic exposed
Cloudflare buy-side M&A DCF
A discounted cash flow valuation built from the buy-side perspective, with explicit revenue, margin, and capital structure assumptions feeding the terminal value.
Microsoft merger model
A dynamic merger analysis covering purchase price allocation and the resulting combined earnings impact, with accretion and dilution outputs tied to each assumption.
Portfolio optimization workbook
A custom Excel workbook for allocating across holdings, with inputs for expected return, volatility, and correlation to compare candidate weightings.
Request a model walkthrough
Reach out for a walkthrough of any model or a discussion of the methodology behind the assumptions.