Mario de Alencar Netto
Private Equity MD | CFO | Finance, Valuation, M&A
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Multi-method valuation of a mid-market acquisition target — a specialty building products distributor with $84m of revenue and $10.9m of EBITDA. Discounted cash flow with a built-up WACC, trading comparables adjusted for size, precedent transactions, and an LBO solved backwards from the sponsor's hurdle rate. The four methods disagree, and the football field shows where — because that gap is the negotiating range. 12 reconciliation checks. Kestrel Building Products is fictional; comparables and precedents are described by profile rather than named.
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The checklist I run over a financial model before it goes to an investor or before I rely on one myself. Twenty questions covering structure, period logic, statement integrity, driver design, funding, valuation and returns. Each one takes under a minute and catches a failure mode that survives every visual review: a dragged range, a monthly figure presented as annual, a multiple mislabelled as an IRR, a valuation resting entirely on its terminal assumption.
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Operating and valuation model for a Brazilian specialty-coffee brand launching a U.S. franchise system — Florida first, then Georgia, Texas and the Northeast. 64-month cash engine sizing the raise, franchisee-level P&L for both formats, DCF with a built-up discount rate plus a market-multiple cross-check, and investor IRR on dated cash flows. 15 reconciliation checks, stress-tested against a deliberately introduced error. Casa Serrana Coffee Co. is fictional; illustrative figures only.
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Three-statement operating model for a B2B SaaS business driver-based forecast with linked statements, SaaS unit economics, working capital, NOL carryforward and capital planning. Every figure traces to an assumption cell; the balance sheet ties in all six periods. 484 formulas, zero errors on recalculation. Meridian Analytics is fictional; illustrative figures only.
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