You will get Financial Modeling for an Hour from Lazard Investment Banker
Top Rated
Top Rated
Project details
We have worked on multiple projects, AND BEEN VENDOR FOR EY AND BIG FOUR ACCOUNTING FIRMS including regional economic zone development planning, capital raising, revenue and earning management, strategic consulting, data consulting, cross-border M&A, tax advisory, debt and equity underwriting, restructuring, and initial public offering for leading firms and clients.
Happy to discuss further and get to know both sides so we can align expectations.
Happy to discuss further and get to know both sides so we can align expectations.
Industry
Business Services & Consulting, Cryptocurrency & Blockchain, Data Analytics, Ecommerce, Education, Energy, Hardware & Electronics, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Nonprofit, Real Estate, Retail & Wholesale, Telecommunications, Transportation & AutomotiveTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$40
|
Standard
$80
|
Advanced
$150
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 15 days |
Spreadsheet |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$20 - $60
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JV
Jacob V.
Jun 16, 2026
SMB LBO Modeling and Pitch Deck Creation
Always great working with Zhiyu.
JV
Jacob V.
Jun 16, 2026
Quality of Earnings (QOE) for SMB M&A Transaction
Second time working with Zhiyu, always a pleasure.
SR
Sean R.
May 6, 2026
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Strong work ethic
KS
Katerina S.
Nov 3, 2025
Financial Benchmarking Analyst for Environmental Engineering Firms
PS
Peter S.
Sep 8, 2025
Financial and Infrastructure Industry Research Analyst
About Zhiyu
CFA, Former Lazard - Capital Raising | Due Diligence | M&A | Valuation
100%
Job Success
Tokyo, Japan - 4:27 pm local time
Former investment banker. 7+ years Experience in Corporate Finance. Run our trading desk macro CTA strategies (Seeking LPs if interested/Base Tokyo: min 20%++/2.12/3.34). Transaction Advisory vendor for EY Shanghai Office. I am CFA and SOA.
Extensive experience in finance, financial modeling, data science, and econometrics. I am diligent, loyal, and direct in expressing my ideas. Love challenges and hard questions.
I hold an MA in Economics from NYU and a double major in Mathematics/Applied Science and Economics from UCLA with minors in Statistics and Accounting.
WHAT WE DO
Transaction Advisory | Digital Transformation | Investment Research | Market Entry + Frac. CFO
🎯Businesses: 3X Investor Meetings | 2X Faster Closure | 2X Faster Strat Formulation
🎯Investors: 60% Cost Reduction | 3X deal flow | 90% Removal of Team Management Stress
Market Coverage: US, Europe, Asia
Industry:
➀ TMT ( SaaS, Edge, Fintech etc.)
➁ Consumer Retail ( E-commerce, O2O, C2M, M2C, Brick Motar etc.)
➂ Real Estate & Hospitality
➃ Energy & Infrastructure
➄ Pharm
PS: For Pharm Let me know if need Drug Launch, Clinical Trial, Approval, via Transfer Platforms in Asia-SEA, Japan, China)
WHAT WE DO IN DETAILS
I and a group of experts (Analysts to VPs) formerly working at bulge bracket are here to help you with:
1. M&A Transactions
2. Capital Raising for Startups
3. GTM & Mkt Entry
4. Capital Planning & Runway Management
5. Investment Research
1. Transaction Advisory - Including LBO
➀ Pre-deal DD/Business valuation / M&A modeling / CDD/ FDD/ VCDD/ PPA / PMI / CIM /Teaser/ OMs / Quality of Earnings / Term Sheets and Closing Legal
➁Access to Bloomberg, Wind, FactSet, and all major terminals used by China and US counterparts.
2. Capital Raising
➀ Commercial Diligence, Feasibility, and GTM
➁ Silicon Valley and Bulge Bracket Level Pitch Deck, Business Plan, Teaser,
➂ Advanced & Built-From-Scratch Financial Model and Cap Table Backed by Diligence
➃ List of Potential Investors and Contacts
3. Market Entry, Feasibility & GTM
➀ Market Sizing, Consumer Insights, Demographics, Persona and Target Profiles, Competitive Benchmarking, Brand Positioning, Conversions etc.
➁ Item ➀ Backed by FP&A and Operating Model
4. Capital Planning & Digitization
FP&A /Earning Management, Pricing, Budgeting & Forecasting to help you better manage your cashflow runway. Done either through i) Accounting Based Framework or ii) Data Science.
i.e Financial and Non-Financial time series data analysis - KNN, CNN, MVP, contextual analysis, logistic regression, Xgboost, Skitlearn, etc.
5. Investment Research (Equity) - both sell-side and buy-side investment research
SAMPLE PROJECTS
Our prior work includes regional economic zone development planning, capital raising, revenue and earnings management, strategic consulting, M&A, debt and equity underwriting, restructuring, and IPOs (HK, Singapore, and US)
• Led a Top-ranked UK boarding school (2017) on its new campus opening in Greater China; Deal execution with Warburg Pincus and CMIG; Executed ￥1.2 billion capital raise, assumed the role of real estate development financial planning; Sole liaison for land sourcing/bidding and government policy negotiation. Project jointly execute under Wycombe, Zimark Real Estate, and BE Education
• MBK & EY Data and management consulting. Outsourced joint execution for client revenue, expense, and visitor forecasting using MLP and VMD after MBK acquired the targeted asset.
• Advised a data science technology company on its C$210m majority acquisition of a fully integrated marketing communications company
•Joint executes the sell-side due diligence process for a US-based national fast-food chain seeking a $75mm capital raise
• Joint-led earning optimization for a China-based targeted asset after being acquired by a US-based leading private equity firm
• Led buy-side financial due diligence for a Polish healthcare company
• Joint-led data consulting & PMI for a Korean private equity acquisition of the largest Chinese aquarium chain, focusing on earnings management and financial optimization.
• Lead advisor for financial and commercial due diligence of the US- China cross-border merger for a medical equipment company with its distributor
• Lead advisor for LBO deal of a US-based home flooring company with revenue size of around 20m.
Projects with prior employers
Projects including works with Fortune 500 companies and HKEX listed companies are with prior employers. i.e Large cap M&A and high profile IPO and placements.
Other Service
1. IPOs, SPACs and RTOs. Currently are executed together with our affiliated partners.
➀ China-US SPAC/RTO on NAS select.
➁ Reverse takeover via HK and Singapore.
We can share more info during a conference call.
2. Legal team can help with cross border transactions and IPO related legal issues.
3. Econometrics & economic policy research -manuscript
Steps for completing your project
After purchasing the project, send requirements so Zhiyu can start the project.
Delivery time starts when Zhiyu receives requirements from you.
Zhiyu works on your project following the steps below.
Revisions may occur after the delivery date.
Log hours and discussion on expectations
This is one hour of modeling. Need to discuss and align expectations before ordering number of hours