Coolum

"Insights into Value and the strategies to Succeed."

Our services.

Equity research and analysis

Rigorous and analytical process covering the business model and strategy, financial forecasts, equity valuation and analysis of key sensitivities. Provision of institutional investment recommendations.

Valuation & Financial Modelling

Estimation of fair value of a company or other investments ranging from plain equity and debt and hybrid instruments. Applying proven and multiple methodologies including absolute / intrinsic valuation (DCF, DDF, Yield based, options based) & relative valuations based on multiples.

Due diligence

Due diligence services to identify the critical issues of a transaction, including interrogation on business case assumptions, financing, and accounting methods, to establish the veracity of management’s claims. Ensuring your process and negotiations are completed to your satisfaction.

Transaction Advisory

Transaction services include coordination of sales processes, preparation of information memoranda and prospectus, investment research and market intelligence reports, creating marketing campaigns, establishing electronic due diligence rooms, and liaising with third parties.

Turnaround & Working Capital Management

Advisory services include pre-lend and financial capacity reviews, working capital management, business continuity evaluation, exploration of turnaround opportunities, and disposals and restructuring for both private and listed companies.

Natural Resources & Infrastructure

Deep knowledge of these sectors with expertise in mineral resource valuation and commodity pricing, including iron ore, base and precious metals.

Advisory and market intelligence services on infrastructure projects and in the preparation and procurement of public-private partnership (PPP) projects.

Operations & Capacity Building

Delivering cost-benefit analysis, finance transformation changeover and go-live processes at FTSE 100 businesses.
Rationalisation and integration of processes for capital planning, valuations, and project development; and transformation of culture and approach through risk management processes.

Governance & Risk Management

We provide guidance on operational efficiency, risk management, governance, and company secretariat, in particular organisation of board and shareholder meetings, and effective and accurate minute taking.

About.

The Story

Rory is a Senior Equity Analyst with over 15 years of international experience in financial services spanning Big Four audit and corporate finance, FP&A, consulting and equity research for global leaders, including Rio Tinto and Edison Investment Research. His deep knowledge of financial analysis, accounting and valuation processes is complemented by a proven ability to identify and assess qualitative drivers, from macroeconomic and sector trends to operational efficiency and the quality of management teams and their strategy.

Over the past four years in Luxembourg, Rory has set up and led a financial consultancy business serving local and international clients with a range of services from equity research, due diligence and valuations to guidance on operational efficiency, governance and company secretariat.