Hire the Best Business Valuation Specialists
in Canada

I help buyers, business owners, and advisors evaluate acquisitions, structure debt financing, and prepare lender-ready financing packages. At RBC, I supported 11 mid-market financing and M&A transactions ranging from $15M to $300M, including senior credit facilities, refinancings, and sponsor-backed acquisitions. My work included models supporting indicative term sheets, credit-agreement review, and post-refinancing paydown and credit analysis. I bring a lender’s view to the model. I know which assumptions a credit committee tests first, where lenders apply borrowing-base haircuts, and what can make a bank group say no. That is different from a model that simply looks right. Recent Upwork work includes a buy-side model for an approximately $25M acquisition, a borrowing-base and line-of-credit model, an SBA financing package, and a covenant amendment analysis. What clients hire me for: - M&A and LBO models with financing structures and return analysis - Debt capacity, borrowing base, covenant, and credit agreement analysis - DCF, comparable-company valuation, and sell-side transaction support - Complete SBA and bank financing packages: business plans, projections, sources and uses, debt schedules, and lender materials - Three-statement forecasts and 13-week cash-flow models If you are evaluating a transaction, raising or refinancing debt, or need an independent review of an existing model or credit agreement, let's get in touch.

I help founders, investors and leadership teams make better decisions around growth, investments, markets, technology and strategic priorities. My experience includes working with firms such as KPMG and Morgan Stanley, with a background spanning strategy consulting, financial analysis, business cases, technology, commercial assessment and executive decision support. I also hold an MBA from IIM Lucknow and NEOMA Business School and have passed CFA Level I. I am typically brought in when the question is not simply “Can you research this?” but: • Is this company, market or investment opportunity attractive? • Should we launch, invest, acquire, expand or enter? • What is this business actually worth commercially? • How large is the opportunity and what assumptions drive it? • Who are the important competitors and where is the whitespace? • Does the financial case support the strategy? • Which technology investment or transformation path makes the most business sense? • Should we build, buy, partner, migrate or consolidate? • What should we tell investors, management or the board? • How do we turn fragmented information into a defensible recommendation? WHO I WORK WITH • Founders and startup leadership teams • VCs, investors, search funds and acquirers • Corporate strategy, finance and technology teams • SaaS, FinTech and technology businesses • Financial-services organizations • Consulting firms requiring senior analytical support HOW I CAN HELP Strategy & Growth • Corporate and business strategy • Growth and expansion strategy • Market entry and go-to-market • New business and product opportunities • Strategic planning • Business model assessment • Technology-enabled growth strategy Technology & Transformation Advisory • Technology strategy • Digital transformation strategy • Enterprise technology investment cases • SaaS and technology market assessment • Build vs. buy vs. partner analysis • Cloud, infrastructure and platform strategy • Technology cost and value analysis • Vendor and platform assessment • Transformation roadmaps • Operating model and capability assessment • Technology portfolio prioritization • Technology-enabled process improvement Investment & Commercial Analysis • Commercial due diligence • Investment research • Company and industry analysis • Opportunity assessment • Competitor and market intelligence • Acquisition screening and strategic assessment • Investment memos and executive recommendations • Technology and SaaS diligence Financial Analysis & Business Cases • Financial modeling • Forecasting and projections • Scenario and sensitivity analysis • ROI and investment cases • Feasibility analysis • Business cases • Valuation support • Revenue and cost analysis • Technology investment economics • CAPEX / OPEX assessment • Cost-benefit analysis Founder & Investor Support • Business plans • Investor-ready analysis • Fundraising materials • Pitch-deck content and supporting analysis • TAM / SAM / SOM • Market and competitive narratives • Financial projections • SaaS and technology market analysis • Strategic stories backed by evidence Executive Decision Support • Board and management presentations • Executive reports • Strategic recommendations • Excel analysis and models • PowerPoint presentations • Benchmarking • Transformation decision support • Complex research translated into clear decisions My experience spans technology, SaaS, financial services, industrials, healthcare, energy, real estate, consumer and other sectors. I am particularly comfortable with assignments at the intersection of strategy, finance and technology, where the decision requires both commercial judgment and financial discipline. Depending on the assignment, I work with company filings, investor materials, financial information, industry databases, competitor intelligence, primary research and specialist sources including Gartner, Statista, Euromonitor, EMIS, MarketLine and IBISWorld. My approach is simple: understand the decision, identify what actually matters, test the assumptions, build the analysis and give you a clear recommendation. AI has made information easier to find. The value I bring is knowing what to investigate, which assumptions to challenge, how to connect the strategic, technological and financial implications, and what the findings mean for the decision. If you are evaluating a business, investment, technology initiative, market, growth opportunity or strategic decision, send me the situation you are working through.

"Khaled did a terrific job on the project. The quality of the work was exceptional and he gave it to me a few days earlier than the deadline. He was very cooperative in answering my questions and was very open to making changes. I would highly recommend him as a freelancer." "He went above and beyond to over deliver on a financial analysis and valuation exercise and I was very happy with his results. Khaled was thoughtful, expedient and nice in character, as he always is. I will be looking to use him again at his earliest convenience, very professional and good guy all around. 5/5, A+, Top Shelf!" Those are some of clients testimonials as I am passionate about startups and helping entrepreneurs as well as investors making insightful decisions. I am a finance professional with over 11 years experience in Venture Capital, Investment Banking and Financial Advisory. Currently, I work with Deloitte Canada, as a senior associate specializing in modeling & valuation so you can get the quality of a big 4 firm for a fraction of the price. I developed strong Excel skills building valuation models and reviewing business plans. In my career, I participated in 7+ investments in startups from initiation to closing with over $50 MM under management. I am a Chartered Business Valuator (CBV) and certified FMVA (Financial Modeling & Valuation Analyst) from the Corporate Finance Institute so I can be efficient in delivering you the best practices.

As a Chartered Financial Analyst (CFA) and Master of Finance (MFin) from one of the renowned business school with 6+ years in corporate finance including consulting experience in M&A transaction advisory, I have developed expertise in preparing dynamic financial models, conducting Financial Due Diligence(FDD), preparing Quality of Earning report (QoE), writing comprehensive pitch book, CIM, teasers to support in raising capital, data analytics to find insights and presenting the output in a visually intuitive dashboard. I have worked with the Royal Bank of Canada (ex-RBC) and a boutique consulting firm as an Assistant Manager providing off-shore strategic support on M&A transactions within the lower-middle market to Private Equity in North America. Here are the key highlights of my experience: 1. Private Equity- Consumer Goods and Healthcare- Each Deal Size: $10 Million to $100 Million Off-shore support to M&A team of a USA Private Equity in Consumer Goods and a Canadian Private Equity in the healthcare sector. I was a pivotal part of 10+ deals and evaluated the financial statements, analyzed the historical trends, consolidated financial data from multiple sources to conduct financial due diligence, prepared details financial models including LBO models, recommended optimal transaction structure, reviewed the critical metrics through screening criteria for acquisition, preparing internal reports for stakeholders. I have also supported them in preparing a comprehensive pitchbook including Confidential Information Memorandum (CIM) and Teasers. The presentation reports were pivotal in raising capital and preparing and analyzing deal documents including LOI, SPA/APA. 2. Quality of Earning reports in a Strategic Buyout in GCC with a deal size of approximately $100 Million Prepared a detailed Quality of Earnings(QoE) report within the packaging industry in GCC covering working capital cycle and aging, revenue component analysis, normalized EBITDA calculation, Leverage analysis, operational due diligence, and comments on accounting practice. The reports helped the client in negotiating the deal by approximately 10 Million. 3. Investment Bank- Diversified Sectors Prepared Teasers, and CIM in renewable, hospitality, and technology sectors. Written research reports within the Industry and gathered and consolidated documents and compliance requirements to commence a fund in Dubai International Financial Centre (DIFC) 4. Financial models including DCF and relative valuation for clients within Manufacturing Industry, Healthcare (Cell & Gene Therapy), circular economy, and technology sector.