Andres V.

M&A | CIMs, Valuations & Financial Modeling | Excel Expert

I prepare businesses for sale and structure deals for a living. My M&A work covers the full analytical workstream — spreading financials, normalizing earnings, building addback schedules, and producing the investor-facing materials that move deals to close. Over $50M in aggregate closed transaction value across multiple industries. What I deliver: Quality of Earnings Analysis — Pull raw financials from QuickBooks, reconcile against tax returns, W-2s, and CPA work papers, identify discretionary spending, fix data entry issues, and produce a defensible adjusted EBITDA. I work with owner-operated businesses where the books are messy and the value isn't obvious until someone does the work to surface it. CIMs, Teasers & Pitch Decks — Build the full marketing package that tells the business story clearly and maximizes perceived value. Clean narrative, solid financials, investor-ready formatting. Financial Modeling in Excel — Dynamic models with clear input/assumptions, calculations, and output layers. 3-statement models, DCF, LBO, project finance, scenario analysis, sensitivity tables, IRR/NPV, and cash flow waterfalls. Every model I build is designed to be handed to someone else and understood immediately. Valuation — EBITDA multiples, comparable transactions, asset-based, and DCF methods. Deal Support — Due diligence coordination, financial due diligence, and engagement support through close. Before M&A, I spent over a decade in project finance and investment advisory across Latin America, working with the Inter-American Development Bank, CAF, the UN Development Programme, the Green Climate Fund, and the World Wildlife Fund. Highlights include a $98M renewable energy financing proposal, a $30M thematic bond issuance, and hydroelectric plant financings. This background gives me depth in capital structure, DFI standards, and investor-facing materials that most M&A analysts don't carry. What clients say: "I was impressed by his ability to digest and communicate complex financial concepts in a simple and clear form. He delivered a financial model that was dynamic, easy to understand and remarkably simple to manipulate. I HIGHLY recommend his services." Native-level English and Spanish.