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Case study · From the Pluris libraryReceipt no. 2845
What sucked

A PE sponsor needed to underwrite a complex carve-out from a global financial institution on a compressed timeline, evaluating many capital-structure options and operating scenarios while maintaining the accuracy required for investment-committee approval and lender negotiations.

Private equityFinancial ServicesInvesting & DealsUnder 4 weeks
What they built

QuantFi built a dynamic deal model for a PE sponsor underwriting a complex carve-out - Base, Upside, and Downside operating scenarios, flexible capital-structure modules, return waterfalls across sponsor, management, and co-investor tranches, and a standalone stranded-cost model.

What changed
2-Week Turnaround

From LOI to a fully diligenced model in two weeks.

15+ Capital Structures

Capital-structure variations evaluated in real time.

3 Operating Scenarios

Base, Upside, and Downside cases fully modeled.

Time to results
Under 4 weeks
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Who did it
Christian Sanford
Co-Founder & Managing Partner, QuantFi

Vetted by Pluris.