Financial Advisory Modeling Support

Client Overview

A financial advisory firm providing CFO services and M&A support needed a flexible, reliable outsourced analyst to strengthen financial modeling, improve reporting structure, and provide clearer insights to guide strategic decision-making.

Geography

United States

Company Size

Series A / Growth

Industry

Pet-Care Tech

Operating Units

Multi-Location

Our Partnership

TAG partnered with the client to deliver end-to-end financial analysis and reporting support, providing comprehensive insights into revenue, costs, cash flow, and profitability while developing tools and models to support critical decisions. Our support key functions include:

M&A Financial Modeling

Built models to assess the financial impact of potential mergers and acquisitions, supporting valuation and deal evaluation

CFO Reporting Model & Deck

Developed a comprehensive reporting model and board-ready deck outlining key metrics, trends, and strategic recommendations

Valuation Research

Conducted transaction comps and public-market analysis to strengthen valuation accuracy and investor positioning

Provided actionable insights through robust M&A modeling, supporting informed strategic decisions and deal assessments

Strengthened board-level discussions with clear, data-driven reporting and analysis

Improved financial visibility and planning by identifying liquidity trends, runway risks, and breakeven points, enabling better operational and strategic decisions