Since 1990, I have been rapidly developing custom financial modeling applications that have passed investor and regulatory due diligence time and time again. I can quickly uncover the economic drivers of your business so you can fine-tune your plan and explain it to others. I can help you tackle the complexities of financial modeling so you can get the information you need to move forward.
I provide a comprehensive set of financial modeling and consulting services with a focus on:
● Corporate strategy / business development – Aligning management, board, partners, and investors by quantifying your verbal/written strategic and tactical plans.
● Transaction support – Raising equity and debt capital for growth or M&A at the best possible terms.
● Startup capitalization – Raising VC/PE funding without giving up unnecessary equity.
I have been successfully delivering integrated financial modeling solutions to entrepreneurs, C-level executives, management consultants, and investment bankers.
Do You Fit My Client Profile?
| Stakeholder | Solutions | Benefits |
|---|---|---|
|
CEOs & CFOs |
Domestic and international transactions, operational financial reporting, acquisitions, joint venture formation, strategic transformation, asset divestiture, spectrum license tenders. |
Expertise, professionalism, ability to communicate at every level within the organization, know-how to translate operational behaviors into solid financial models, creativity, skills to create modeling solutions superior to internal ones, very fast turnaround. |
|
Entrepreneurs |
Business plan validation, financial projections, all stages financing architecture, VC funding due diligence. |
Business-focused, very quick turnaround, understanding of how the funding process works, experience to consult throughout due diligence, solutions-oriented approach to make sure you’re not giving up any more equity than necessary. |
|
Management Consultants |
Financial statements review, business plan evaluation, company strategy analysis. |
Over 20 years experience in business consulting, quick understanding of industry drivers, exemplary analytics skills, specialized industry knowledge, library of data analysis models for businesses. |
|
Investment bankers |
Mergers & acquisitions, leveraged buyouts, capital formation, recapitalization, corporate restructuring. |
Deep corporate finance expertise, independent advice, thoroughness, accuracy, strong ability to diagnose existing systems, capacity to take in a lot of info and turn it into something real, mastery of understanding what the market is looking for and communicating it. |
|
Business Development and Corporate Development Executives
|
Industry, project, and deal analysis |
High-level analysis on demand. Can see projects through from undefined preliminary analysis to board presentations. |
Insights from The Brode Report
● Learn more about the 25-point Financial Model Scorecard, my financial model evaluation methodology.
● Success story: How I fixed a large model to close a structured finance transaction.
● Classic large model miscues — common modeling mistakes.
● Unpacking Uber’s Spin Machine – a closer look at the ride-share giant’s prep for IPO
● How I helped a startup raise $45M from top VCs.
● Solving the MontyHall Problem – Beating “Let’s Make a Deal.”
● QuiBids: A Trip Down the Rabbit Hole.
What’s Next?
Contact me directly (via phone at 303-444-3300) for a personalized consultation.
