Deal support that keeps pace with every mandate you take on.
Every live deal brings model revisions, buyer questions and late-night CIM edits, and leadership gets pulled into reviewing all of it. We take on the delivery and get it right the first time, so your time goes back into winning new mandates.
- Three-statement & LBO model Delivered
- Valuation: DCF & trading comps Delivered
- CIM, 42 pages Ready for your sign-off
- Buyer Q&A, 18 questions In progress
- Management presentation Scheduled
Week 3 of 6Your time this week: one sign-off
*Departures have only followed client-side changes such as acquisition or internal build-out.
The signs your deal load has outgrown your team.
Tick the ones that sound like your last mandate.
Tick the ones that apply to see where the pressure sits.
Talk to our teamThe analysis and materials a deal is won on.
Modeling & Valuation
Transaction-ready financial models and valuations that support pricing decisions, withstand buyer scrutiny and strengthen your position at the negotiating table.
- Operating and three-statement forecasting models
- M&A, LBO and buy-and-build models
- DCF, trading and transaction comparables
- Accretion and dilution analysis
- 13-week cash flow forecasts
- Scenario and sensitivity analysis
Valuations grounded in sound analysis that hold firm in negotiation and support the strongest achievable price.
Used by M&A advisors, private equity teams and CFO firms preparing clients for transactions.
Explore financial modeling & valuation →Deal Materials
Investor-ready pitch decks, CIMs and management presentations that position the business at its full value, prepared to institutional standards for every buyer, investor and lender.
- Pitch decks and deal teasers
- CIMs and PPMs
- Buyer-facing management presentations
- Business plans and growth roadmaps
- Investment committee reports
- MD&A reports and executive briefings
A compelling equity story that draws serious buyers and investors and shortens the route to a term sheet.
Ideal for boutique investment banks and advisors running a sale process or capital raise.
How outsourced modeling works →Diligence & Investors
Structured diligence and investor outreach support that maintains deal momentum, resolves buyer queries promptly and reaches the right capital partners.
- Financial due diligence support
- Data room indexing and Q&A tracking
- Company and industry profiling
- Investor targeting and shortlists
- Investor presentations
- Investor updates and newsletters
A well-run diligence process that sustains buyer confidence, protects valuation and keeps the timetable on track.
Ideal for sell-side advisors and management teams preparing for diligence or an investor raise.
Read our M&A due diligence checklist →Performance & Capital
Detailed analysis of earnings quality, performance drivers and capital structure, giving leadership a sound basis for funding and growth decisions.
- EBITDA bridges and waterfall analysis
- Segment performance dashboards
- Ratio analysis and financial insights
- Capital structure analysis
- Debt covenant and credit profile review
- Liquidity planning and dividend recaps
A clear view of underlying earnings and funding options, giving leadership confidence in every capital decision.
Ideal for portfolio teams, lender advisors and CFOs planning a refinancing or a recapitalisation.
Explore CFO Office support →Signed NDA to signed deal.
One team stays with the mandate from kick-off to close, so nobody needs briefing twice and leadership stays with the client.
Brief and access
NDA signed, scope and key dates agreed, and access set up to your templates and data room.
Model and materials
We build the model, valuation and deal documents in your format, while you lead the client and the market.
Turn comments fast
As buyers and investors ask questions, we update the model, track Q&A and keep the data room in order.
Confirmatory and beyond
Support through confirmatory diligence, followed by post-deal reporting and integration support.
For the people who run the deal.
M&A Advisors and Boutique Banks
Every mandate declined for capacity is lost revenue. Take on more, with depth already in place.
Private Equity and Investment Teams
Good opportunities slip by when screening time runs short. Assess every one with the same rigour.
Fractional CFOs and CFO Firms
Clients often take their raise or exit elsewhere. Lead it yourself, with full transaction support alongside.
Corporate Development Teams
Tight timelines often leave acquisition risks unexamined. Bring every target to the board fully assessed, with a clear investment case.
How deal teams usually add capacity.
| Factor | Hire more analysts | Freelance analyst | The Algebra Group |
|---|---|---|---|
| When a deal heats up | Limited by headcount | Limited to one person's hours | A team that scales up around key dates |
| Models, materials and diligence | Spread across your senior people | Usually one specialism | All covered under one roof |
| Between deals | Fixed salaries, even when quiet | Starts from scratch each time | Same team, templates kept on file |
| Confidentiality and brand | In-house | Varies by person | NDA, white-label, no client solicitation |
| Cost structure | Salaries, benefits, recruiting | Hourly, hard to predict | Ad hoc, retainer or outcome-aligned |
In the words of the firms we work with.
"I have been truly blessed to connect with The Algebra Group through one of their clients. From the very beginning, the experience has been nothing short of exceptional. The Algebra Group has been a tremendous blessing to my business, EACH, LLC. Their team provided me with comprehensive 5-year financial projections, a well-structured investment deck, and a clear, compelling one-page investment teaser. The quality of their work exceeded my expectations. What stands out most is their professionalism, patience, and genuine commitment to seeing their clients succeed. They take the time to explain every detail and consistently offer sound, trustworthy advice. I always felt supported and confident throughout the process. I highly recommend Varun . and The Algebra Group to anyone in need of reliable, high-quality financial projections and strategic advisory support. Thank you, TAG—you’re more than a team, you’re family."
Samuel J. Lilly IVCEO/Founder, EACH"Varun has worked closely with me for several years, and it has been my pleasure to engage in thoughtful and meaningful discussions through The Algebra Group (TAG) on various topics related to financial model development for companies across multiple sectors. I have found his attention to detail and collaborative approach highly commendaable and I wish him the very best in his own professional growth as well as the success of his new venture."
Sumantra SenguptaCo-Founder, GR2 AdvisorsPick the model that fits your deal flow.
Per mandate
Bring us in for a single deal or a specific workstream. You're billed only for productive hours on your work.
A dedicated deal team
An agreed block of monthly capacity, with the same people on every mandate and your templates on file.
Outcome-aligned
Commercial terms linked to an agreed scope or the engagements we support together.
The rest of the finance stack, when you need it.
What deal teams ask us first.
What types of deals do you support?
Sell-side and buy-side M&A, fundraises, recapitalisations and refinancings, plus ongoing analysis for investment and portfolio teams.
Will our clients know you're involved?
No. We work white-label, in your templates and under your brand, and we sign a non-solicitation agreement covering your clients.
How do you handle confidentiality?
An NDA is signed before any information is shared. We work inside your data room and systems where possible, with access limited to the people on your deal and removed when the engagement ends.
Can you keep up with deal timelines?
Yes. We agree turnaround times and key dates at kick-off, such as IOI and LOI deadlines and management meetings, and plan capacity around them.
How is the work priced?
Ad hoc work is billed on productive hours for each mandate. Firms with steady deal flow usually choose a monthly retainer, and established partners can agree outcome-aligned terms.
Do you use AI on deal work?
Our in-house tools speed up data extraction and first drafts, and we only use them within the confidentiality rules agreed for your engagement. See how we use AI.
Your next mandate shouldn't wait for your next hire.
Tell us about the deal or the workload you have coming up. We'll show you how our team would support it, from the first model to the final close.
- Share a few details. It takes two minutes using the form.
- Speak with a senior team member about the deal, the timeline and what you need.
- Get a clear plan for scope, team and turnaround, with no commitment.
Prefer to talk first? Book a 30-minute discovery call →