EY helps clients create long-term value for all stakeholders. Enabled by data and technology, our services and solutions provide trust through assurance and help clients transform, grow and operate.
At EY, our purpose is building a better working world. The insights and services we provide help to create long-term value for clients, people and society, and to build trust in the capital markets.
Transaction Modelling combines experience of building and reviewing models and delivering client training. Our team’s size and diversity means we can assign relevant experience to each assignment.
Another firm was here for two months and couldn’t work out how we could generate regional balance sheets. You have been able to understand and reconcile the dataset in two weeks.
Client Group
CFO
How EY can help
Building models
In a time of fast-paced change, we deliver operational and financial models tailored to your needs.
Our modelling practice offers services throughout the corporate life cycle, including:
identification and screening of potential transactions
business planning
ongoing performance monitoring, and
model building for various corporate transactions, including acquisitions, divestures and refinancing operations.
Having the financial models and the databook significantly smoothed the due diligence process. The feedback from the purchaser’s advisors was that they wished they had that level and quality of information on every transaction. It’s been a pleasure dealing with EY. Thank you for your input, expertise and patience with us through the divestment process.
Client
CFO
One of the best financial models I have ever seen. Thanks to the EY team.
Private Equity Executive
Investee company board member
Reviewing models
Our model review service reviews around 130 models each year and gives our clients comfort and assurance on their models, helping safeguard investor returns and augment their financial due diligence or internal control processes. We work with them to define the scope of the assignment and tailor our final report to its specific requirements. Our team employs structured review methods using our own proprietary model review tools to enhance the review process, and provide an independent perspective.
Client financial modelling training
Our busy financial modelling training centre runs client training events every month. Each course aims to provide an understanding of the principles behind constructing an integrated income statement, balance sheet and cash flow model from start to finish, through a well-balanced mix of theory and practical exercises. Client feedback is strong, and our list of training alumni growing.
The event was very engaging, interesting and highly relevant. I took a great deal away from it and I’m looking forward to practicing everything I have learned.
Client Banking
Modelling Group
Top Tip series
Our Top Tip series, a monthly newsletter covering a wide range of Excel topics, is part of our continuous commitment to sharing our modelling experience with our clients.
Previously covered topics include:
INDEX-MATCH formula, its advantages over VLOOKUP and its effectiveness in creating drop-down menus
Creating waterfall charts
Performing repetitive manual tasks with VBA projects
Creating simple and effective visual representations of data with SPARKLINES