Valuation & transactions
Business and asset valuation, M&A and acquisition underwriting, operating forecasts, financial due diligence and scenario analysis.
Model development
Build the model. Make it useful.
Valuation, financial engineering and portfolio analytics, with agentic workflows where they improve the work. From an initial economic question to a model your team can use and maintain.
Discuss an engagementCredit & receivables
Loan performance, default and recovery behavior, cash collections and portfolio valuation across consumer and commercial credit.
Mortgages & structured finance
Mortgage and servicing-rights valuation, securitization waterfalls, prepayment and loss scenarios, and financing structures.
Derivatives & portfolio analytics
Pricing, risk and scenario tools for rates, credit, equities, foreign exchange and structured products.
Machine learning
Model design, feature development and performance evaluation for financial forecasting, credit analytics and classification problems.
Agentic model workflows
Connect data preparation, model execution, scenario runs and reporting through agents with defined tools, review points and traceable outputs.
What you receive
A working model with documented inputs and assumptions, calculation checks, sensitivity analysis and a practical handover.
Relevant financial experience.
Selected work from Adam’s prior roles and individual projects.
Financial engineering | Technical project
Engineering a mortgage cash-flow toolkit in Python.
Mortgage collateral, payment waterfalls, prepayment scenarios and reinvestment analysis in a historical development project.
Read case study Financial modeling | Owner-operator experienceConnecting operating decisions to cash and owner returns.
An integrated business model linking launch investment, revenue, staffing, debt financing and investment-return sensitivities.
Read case studyDiscuss your engagement
Email Adam[email protected] · Opens your email application.