Financial case
Returns, cash requirements, financing assumptions and sensitivities are set out clearly.
About Luvima
Experience across investment and operating finance.
Luvima is a Toronto-based strategic finance and risk advisory firm serving privately owned and investor-backed businesses.
Relevant background
Private equity, finance leadership and enterprise risk.
Luvima works with businesses that need stronger financial information, additional CFO capacity or support through a financing, acquisition or period of change.
Engagements are led by a finance executive with more than 15 years of experience across private equity, strategic finance, infrastructure, treasury and enterprise risk. The lead advisor holds MBA, CFA and FRM credentials.
Deliverables are agreed at the outset and prepared for use by management, boards, lenders or investors. Support can continue through implementation when required.
Relevant experience
01
Private equity investment analysis, valuation and diligence
02
Finance leadership in clean-energy and infrastructure businesses
03
Financing strategy, lender engagement and capital planning
04
Direct board, investor and investment committee communication
What the work covers
Financial, operating and risk implications.
The numbers, the ability to execute and the downside are considered together.
Operating feasibility
The recommendation accounts for management capacity, systems, timing and dependencies.
Risk and governance
Material risks, decision rights and monitoring requirements are made explicit.