Insights

Introduction to Independent Sponsors (aka Fundless Sponsors)

  • Peter Lynch

What is an independent sponsor? In contrast to a private equity fund, an independent sponsor sets out to source an acquisition target (business for sale), and then raises the funds to complete the acquisition. This can be achieved by an individual or a team of people working to raise capital on a deal-by-deal basis.

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ASM Announces Content Creation Initiative with Katten

  • Peter Lynch

ASimpleModel.com is pleased to announce a content creation initiative with Katten Muchin Rosenman LLP (“Katten”).
Through this initiative we intend to create content highlighting the relationships between the legal documents required to close a transaction and the financial models used to communicate potential outcomes.

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Budget Revision Template: Downside Scenario

  • Peter Lynch

As a continuation of the post titled Modeling a Crisis, the following template has been made available: Budget Revision Template. This template was designed to help small to medium-sized business owners adjust their company’s budget for an unexpected change in revenue.

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Cost Structure: Fixed, Variable and Semi-Variable

  • Peter Lynch

In this article we will explore quick formula edits that will facilitate toggling between fixed, variable and semi-variable expense line items. Creating a projection that allows you to select how expenses should be categorized between these three expense types on a line-by-line basis will make the overall model-building process more efficient. The alternative, of modeling each item individually, can become cumbersome.

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Modeling a Crisis

  • Peter Lynch

The objective of this article is not to present a detailed modeling exercise. The process described is intended to help develop a hypothetical framework to facilitate making difficult, but critical decisions in an uncertain time. Because it would be impossible to write an article that applies to businesses individually, this article is intended for general information purposes only.

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