Financial Modeling

Financial Modeling

Our Financial Modelling team design and deliver financial models tailored to your business needs and use our bespoke model review methodology to provide the comfort you need to make critical decisions for your business. Our dedicated team of technical experts are supported by a unique analytical toolkit, which we combine with the latest modeling technology and industry expertise.

Our Offering

We help our clients address some of their most challenging valuation issues, ranging from strategic, transactional and operational decisions through to regulatory compliance and monitoring. By combining our specialist valuation skills with our commercial and industry expertise, our work provides deep insights that stand out through the impact we have on the reputation and success of our clients. We pride ourselves on our ability to listen to our clients, understand their needs and help them develop bespoke solutions to complex valuation issues.

Our team assists management and stakeholders in transactions, strategic reviews and capital investment appraisals. We work closely with our corporate finance team of experts to advise management, shareholders, debt providers, trustees and other creditors of businesses undergoing restructuring in respect of security valuation and value realisation strategies.

We have many years of experience in valuing intellectual property and intangible assets; dealing with the commercial and valuation issues unique to intellectual property and the related impact on shareholder value and financial reporting requirements.

We provide regular valuation services to a number of funds, private equity firms and institutional investors in respect of their investment portfolios including underlying debt and equity investments, infrastructure, real estate and other unlisted, illiquid assets. We combine bespoke models, tools and software platforms to price and assess the full spectrum of financial instruments and structured products.

Conducting a market analysis is an essential process for anyone looking to start a successful business. The market analysis portion of your business plan should communicate your profound knowledge of your particular market, and provide an explanation of why that market is enticing from a financial perspective.

What We Do

Financial Advisory >

Mergers & Acquisitions

 

Loizou & Co’s highly seasoned investment banking professionals leverage their exacting analytical and industry expertise to provide clients with innovative and resilient guidance in valuation, complex mergers and acquisitions, due diligence, contracts and negotiation and co-ordination of other professional advisors. More >

 

Capital Raising

 

Loizou & Co specializes in demanding, unconventional areas of capital market activity. Our knowledge of the global markets and regulations allows for comprehensive and informed advisory on all aspects of capital allocation, capital valuation, raising and structuring, investor introductions, offer size and pricing. More >

 

Company Sales & Divestitures

 

Loizou & Co seeks to minimise business disruptions, accelerate the closing process and realise value for clients. Our advisory services extend to sales and auctions in both distressed and strategic situations. We are also able to provide assistance in unusual divestitures such as carve-outs, recapitalisations, or split-offs. More >

 

Corporate & Debt Restructuring

 

Loizou & Co provides complete support and independent advisory in high-complexity distressed, bankruptcy and turnaround scenarios. Working closely with clients, Loizou & Co’s fundamentals-up approach not only highlights multiple strategies for managing liabilities and restructuring executions, but also generates strong outcomes for all stakeholders. More >

Strategic Consulting >

Business Strategy

 

Loizou & Co helps you raise your ambition in terms of your business strategy, determine your priorities and maximise your potential. And our specialist team works with you to mobilize effectively within your organization, from the boardroom to the front line, so that your transformation journey stays on schedule. More >

 

Market Analysis

 

Understanding your customers, competition and marketplace is your key to making effective business decisions and avoiding costly mistakes. Get those answers quickly and easily so you can plan your next move with confidence. Our team consists of experienced market analysts that will help you achieve your end goals. More >

 

Performance Improvement

 

We help you to continuously evolve and adapt in the face of a constantly changing and increasingly complex environment. React with agility to opportunities and threats by utilising our expert professionals in delivering ongoing performance improvements to allow them to gain and protect competitive advantage. More >

 

Digital Transformation

 

So much more than an IT deployment; people live at the heart of the digital transformation journey, while your customers will search for brands who share their values. The new differentiators that will allow you to evolve include inspired leadership that innovates with digital while promoting skills that embrace agility. More >

Quantitative Analytics >

Financial Modeling

 

Spreadsheet-based modelling can provide flexible tools to help you make informed decisions, but such tools can suffer from a lack of quality, robustness, security and reliability. Loizou & Co’s team empowers your decision-making process by building bespoke financial models that are flexible and robust designed to deliver tangible business benefits. More >

 

Applied Econometrics

 

Econometrics can help you to understand what data really tells you about your business, your customers, and the wider market. In today’s world of Big Data, businesses and policymakers have an increasing amount of information at their fingertips. Having all of this data to hand, though, is only as useful as the ability to interpret what it means accurately. More >

 

Customer Data Science

 

Customer Knowledge is a solution for business transformation, where retailers can differentiate and revolutionise or create their customer strategy by putting the Customer at the centre of day-to-day operations. Suited for retailers who want to revolutionise the use of data and science to understand and anticipate customer needs. More >

 

Custom Data Analytics

 

Engineering accurate and robust data products like visualizations, algorithms and reports are a key step to informing directors and managers so that they can make decisions confidently. These data analytics products often require multiple phases including a data engineering phase, a research phase and a design phase. More >

Our Coverage

Our sector knowledge and an extensive network are fully utilised to give our clients access to optimal solutions. When you work with us, you benefit not only from our expertise, but that of our global network, assisting you in achieving your objectives.

Select Credentials

Relevant Experience

At Loizou & Co we are proud of our long-standing commitment to quality in the services we provide and in the processes we use to deliver those services. We strive for excellence in all of our business verticals. Our team advised on multi-billion dollar mergers & acquisitions, led several high profile strategic consulting assignments, as well as, constructed advanced quantitative analytics.

Indicative Projects

  • Advisor to London Resort Company Holdings with regards to the proposed London Resort project, 2018
  • Advisor to an undisclosed bidder with regards to the proposed acquisition of National Bank of Greece’s subsidiary bank in Cyprus, 2017
  • Advisor to Apivita SA in its acquisition by Exea Empresarial/Puig SA, 2017
  • Advisor to Mitsubishi Heavy Industries for the $112m acquisition of Rocla Oyj in Finland
  • Proposed acquisition of London Stock Exchange Plc by Deutsche Börse AG
  • Proposed acquisition of P&O Ferries Plc’s Irish operations by Stena AB for £100m
  • Safeway Plc’s £4.3bn acquisition by WM Morrison Supermarkets Plc and Sainsbury Plc

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