06 — Lender
Acquisition financing package
Give lenders a coherent earnings case, debt schedule and repayment model.
Scope
Evidence before opinion.
The work begins with transaction-level records, not management summaries. Adjustments are traced to support, recurring economics are separated from one-offs, and findings are ranked by deal impact.
Core deliverables
- Adjusted EBITDA bridge
- Source-backed adjustment schedule
- Revenue and margin analysis
- Working capital analysis
- Findings register
- Excel databook
- Management readout
Quality of earnings and financial due diligence services are advisory analyses. They are not audits, reviews or other attestation engagements, and no assurance opinion is expressed. Valuation analyses are not fairness opinions. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.