Transaction Financial Models: LBO, DCF, 3-Statement & Merger Models
Models That Hold Up in DiligenceLBO Models Built for PE StandardsDCF Valuations Investors TrustAssumptions You Can Defend
A financial model for a transaction is different from a planning model. Investors and buyers will stress-test every assumption. The model needs to be clean, documented, and flexible enough to handle their questions. We build transaction-grade models for fundraising, M&A, and leveraged buyouts.
Get StartedQuestions We Hear Often
If any of these sound familiar, we should talk.
Investors are drilling into our model and we can't defend the assumptions. What do we fix?
We're acquiring a company and need a model to run scenarios before we sign the term sheet.
Our PE firm wants an LBO model before they can move forward with the deal. Who builds this?
The financial projections in our deck don't match the accounting. Who cleans this up?
We need a DCF valuation model ahead of our Series B and aren't sure how detailed it needs to be.
We've sent investors three different sets of projections. Who consolidates and cleans this up?
What We Build
Transaction-Grade Financial Models for Every Deal Type
3-Statement Financial Models
Integrated P&L, balance sheet, and cash flow models for fundraising. Built to be auditable, adjustable, and clear to investors who will stress-test every line.
- Integrated income, balance, and cash flow
- Revenue build-up by segment
- Headcount and cost modeling
- Working capital and capex schedules
LBO Models
Leveraged buyout models for PE transactions. Returns analysis, debt waterfall, exit scenarios, and IRR/MOIC sensitivities built to PE fund standards.
- Sources and uses of funds
- Debt structure and waterfall
- IRR and MOIC analysis
- Exit multiple and timing sensitivity
DCF Valuation Models
Discounted cash flow models for M&A valuation, fundraising, and exit planning. WACC analysis, terminal value assumptions, and clear documentation of every driver.
- Free cash flow projection
- WACC and discount rate analysis
- Terminal value methodology
- Sensitivity tables by key assumptions
Merger & Acquisition Models
Merger models for buy-side and sell-side M&A transactions. Accretion/dilution analysis, pro forma financials, and synergy modeling.
- Accretion / dilution analysis
- Pro forma combined financials
- Synergy identification and timing
- Deal structure comparison
Transaction Experience, Not Template Work
We build models that have been used in actual fundraising rounds, PE diligence processes, and M&A transactions. Investor questions during the process inform how we build models for the next client.
Defensible Assumptions
Every driver in our models is documented and sourced. When an investor asks where a growth rate came from, you have an answer. That matters more than the number itself.
Scenario and Sensitivity Ready
We build models with toggles, not hardcoded numbers. Management case, base case, downside. Sensitivity tables on the metrics that move valuation most.
Connected to the Full Package
A financial model from DNA Growth connects to the pitch deck narrative, the QoE, and the valuation discussion. We don't build models in isolation from the deal.
Popular Packages
Pre-Scoped for the Most Common Transaction Model Needs
Fundraise Model
3-statement model for Series A or B
What You Get
- Integrated 3-statement model
- Revenue build-up
- Scenario analysis
- Investor-ready formatting
Use Case
Founders raising from VCs or growth equity
LBO Model
Leveraged buyout model for PE transactions
What You Get
- Sources and uses
- Debt waterfall
- IRR / MOIC analysis
- Entry and exit multiple sensitivity
Use Case
PE firms and acquirers evaluating a leveraged buyout
DCF Valuation
Discounted cash flow for M&A or exit
What You Get
- FCF projection
- WACC and terminal value
- Sensitivity tables
- Valuation bridge
Use Case
Businesses preparing for sale or a valuation exercise
Merger Model
Accretion/dilution and pro forma analysis
What You Get
- Pro forma combined financials
- Accretion / dilution
- Synergy model
- Deal structure scenarios
Use Case
Buyers and advisors in M&A transactions
Your Model Should Answer the Hard Questions.
We build financial models that hold up when investors push back on every number.