Case Studies*
Work across valuation, strategic finance, financial systems, and compliance.
Purchase Price Allocation for a Specialty Food Brand Acquisition
Built the purchase price allocation for a regional food brand acquisition and defended every conclusion through a ten-point formal audit challenge — no changes to the core methodology.
Read case study Valuation & Transaction AdvisoryMinority Interest Valuation for a VC-Backed Professional Technology Platform
Cut through two years of noisy institutional markdowns to deliver a defensible $6.9M conclusion on a 0.2% stake in a $200M+-revenue private technology company — on deadline.
Read case study Valuation & Transaction AdvisoryFairness Opinion on a Cross-Border Agricultural Restructuring
Delivered a fairness opinion on a no-cash share-for-share restructuring — spinning out African cultivation and European distribution assets — by building a break-even probability framework when standard methodology had nothing to offer.
Read case study Valuation & Transaction AdvisoryIntangible Asset Portfolio Valuation Across Five Technology Subsidiaries
Valued five distinct intangible assets across five subsidiaries of an industrial technology holding company — concluding a $15M combined base and making the IFRS 3 business-vs-asset determination for each.
Read case study Valuation & Transaction AdvisoryMulti-Jurisdiction Valuation for a Pre-Revenue Shared Mobility Platform
Simultaneously valued a Canadian parent, a 99.98%-owned Middle Eastern subsidiary, and a derivative instrument across three jurisdictions — with local tax rules, sustaining capex cycles, and a TaaS revenue model. The independent CBV review generated 24 written questions. Every position was defended.
Read case studyIntegrated 15-Year Financial Model for a Satellite Connectivity Joint Venture
Built a fully integrated 15-year JV financial model across nineteen linked worksheets — three revenue segments, full balance sheet, capacity-driven site growth, four scenario sets — that became the single agreed-upon financial truth for two partners forming a broadband connectivity JV.
Read case study Strategic Finance & FrameworksInvestment Performance Framework for a $1B Provincial Healthcare Portfolio
Embedded within a provincial government to build a unified performance framework across a $1B+ healthcare investment portfolio — developing a return-per-dollar metric designed to hold up to both analytical scrutiny and political reality.
Read case study* All case studies have been anonymized. Client names, industries, company sizes, and certain financial details have been changed to protect confidentiality. The nature of the work, the analytical methods applied, and the outcomes described are accurately represented.
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