Contract M&A Modeler — Reusable Valuation & Pitch Toolkit Build (Investment Banking)
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Contract M&A Modeler — Reusable Valuation & Pitch Toolkit Build (Investment Banking)

Project

Briefing

We are supporting a senior dealmaker in building a reusable M&A modeling and presentation toolkit to support personal preparation and business-development workstreams. The engagement requires an experienced M&A or investment banking professional with substantial hands-on acquisition modeling experience to construct a suite of best-in-class Excel models and accompanying PowerPoint output pages. The toolkit will be populated with provided case data and assumptions, iteratively tested, and refined to ensure outputs are accurate, polished, and immediately usable in live deal contexts. Responsibilities: / Build a reusable comparable companies analysis (trading comps) template with dynamic input/output structure / Construct a precedent transactions analysis template suitable for benchmarking M&A multiples / Develop a discounted cash flow (DCF) model with full WACC build, terminal value methodology, and sensitivity tables / Build an accretion/dilution analysis model capturing pro forma EPS impact, synergies, and financing structures / Create a football field valuation summary that dynamically pulls from each underlying valuation methodology / Construct a value bridge / waterfall analysis showing equity value build-up from enterprise value / Design PowerPoint-ready output pages, think-cell-style, that mirror institutional banking presentation standards / Populate the toolkit with provided case data, iterate based on output testing, and validate model integrity / Ensure outputs translate cleanly from Excel to PowerPoint with minimal manual formatting required Requirements: / Possess several years of hands-on M&A or investment banking experience with demonstrable acquisition modeling on live transactions / Demonstrate mastery of core valuation methodologies including trading comps, precedent transactions, DCF, accretion/dilution, and LBO analysis / Show advanced Excel proficiency including dynamic formula architecture, scenario toggles, and best-practice model design / Exhibit institutional-quality PowerPoint and think-cell output design capabilities, with attention to typography, alignment, and professional formatting / Demonstrate the ability to translate complex financial outputs into clean, decision-grade visual deliverables / Possess fluent written and spoken English to support iterative feedback and toolkit refinement Nice to Have: / Prior experience building or maintaining modeling templates for a banking, advisory, or PE team / Exposure to think-cell, Macabacus, or other banking productivity add-ins / Familiarity with multiple industry verticals to ensure toolkit templates remain sector-agnostic / Experience producing client-ready pitch books or investment committee materials Scope of Work: / Delivery of a complete, reusable Excel modeling toolkit covering comps, DCF, accretion/dilution, football field, and value bridge / Delivery of accompanying PowerPoint output pages designed for one-click copy-paste from Excel / Iterative testing using provided case data to validate model integrity and output quality / Documentation of model assumptions, structure, and usage instructions where appropriate / Estimated engagement length of 2–6 weeks depending on scope of refinements and number of templates delivered

<1 Month

Hourly

America/Chicago

English

Who else is applying for this project?

Dubai, United Arab Emirates
Experience:
7 years
Seniority:
Associate
Interview scheduled
Lisbon, Portugal
Experience:
22 years
Seniority:
Senior
Applied
Paris, France
Experience:
8 years
Seniority:
Associate
Shortlisted