Independent portfolio · EMEA
A portfolio of independently developed company analyses, due diligence reviews, valuation exercises and transaction models.
Applying transaction-services experience and institutional analytical frameworks to evaluate companies, strategic opportunities and potential M&A scenarios.
Independent work developed for illustrative and educational purposes using publicly available information.
Areas of analysis
Each project applies a defined subset of the following disciplines, documented so the reasoning can be followed and challenged.
Historical performance reviews, adjustment logic and the diligence questions a buyer or vendor would expect to see answered.
Segment economics, demand drivers, competitive position and the operating dynamics behind reported numbers.
Discounted cash flow, trading comparables and precedent transactions, triangulated and expressed as ranges.
Integrated operating, funding and pro forma models built from first principles rather than templates.
The strategic case for and against a combination, argued from public disclosure and stated assumptions.
Consideration mix, funding sources, completion mechanisms and debt-like item treatment.
Bottom-up synergy builds with phasing and costs to achieve, tested through pro forma earnings.
Where relevant, returns modelling, capital structures and headroom under cash-flow and covenant constraints.
Selected work
Full projects, with methodology, assumptions and supporting documents set out in each case.
Independent Analysis — Stryker
Leveraged Buyout / Sponsor Case
Independent LBO case study modelling a sponsor investment in Stryker, covering leverage structuring, returns analysis, and exit sensitivity.
Independent Analysis — Stryker
M&A Valuation / Merger Modelling
Independent valuation and merger model for a hypothetical acquisition, including synergy analysis, accretion/dilution, and sector-specific risk adjustments.
Independent Analysis — Stryker
Transaction Services / Financial Due Diligence
Independent due diligence exercise covering revenue and EBITDA quality, working capital, and net-debt analysis on a public healthcare company. Prepared solely from publicly available information, with each adjustment flagged as an author assumption.
Independent Analysis — Real Estate M&A
Acquisition / Value-Add Strategy
Independent real estate case study on a 76-unit residential asset in Barcelona, covering acquisition underwriting, debt structuring, and IRR/sensitivity modelling for a value-add strategy.
Independent Analysis — Market Commentary
Market Commentary / Take-Private Analysis
Independent market commentary on Apollo's £5.7bn take-private acquisition of easyJet, covering deal terms, bidding dynamics, ownership structure, and value-creation levers.