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Craft Your Acquisition Financial Model

Craft Your Acquisition Financial Model

Offered by Andrew G.

5.0

()

Find & Evaluate Businesses | Ex-Merrill Lynch & Standard General | CFA

United States Military Academy Logo

Studied at United States Military Academy

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Works at Equitable Capital

Description

Every searcher needs a flexible, rigorous model to evaluate opportunities with speed and precision. This package helps you construct a robust financial model tailored to your target criteria. With expert guidance, you’ll understand key assumptions, customize frameworks, and practice applying the model to real opportunities so you can confidently assess acquisition targets. Key components of this package can include, but aren’t limited to: • Build a dynamic, Excel/Google Sheets-based search model. • Customize assumptions for your industries and acquisition criteria. • Learn how to quickly evaluate and compare target companies. • Stress-test financial scenarios to build confidence in decision-making.


What you'll get from this package

Acquisition Search Model (customizable spreadsheet)

Step-by-Step Instruction Guide for Adaptation

Example Evaluations Using Your Criteria


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Investment Analysis


Andrew G.

Offered by Andrew G.

Joined July 2026

5.0

Find & Evaluate Businesses | Ex-Merrill Lynch & Standard General | CFA

I help serious business buyers find suitable targets, evaluate opportunities and build a disciplined acquisition process. My background includes investment banking in Merrill Lynch’s Consumer and Leveraged Finance groups, institutional investing at Standard General and Claar Advisors, and public-company board service. Standard General’s acquisition and consolidation work in media and gaming gave me a perspective on evaluating businesses, capital structures and acquisition-led growth. I began my own acquisition search in 2015 and submitted letters of intent on three companies, giving me firsthand experience with the decisions and uncertainty searchers face. Today, I am a licensed investment banker affiliated with GT Securities, whose platform has supported more than $50 billion in aggregate transaction value. I am also a CFA charterholder, West Point graduate, Columbia MBA and founder of Victory Vision. My coaching turns your current acquisition challenge into practical work: clear buying criteria, a prioritized search pipeline, financial questions worth investigating and a plan for approaching owners, brokers or lenders. We can work hands-on in Victory Vision, the platform I founded, so you learn a process you can continue using yourself.

Coaches professionally

Experience level: Director

$612

5h of coaching