Financial Advisory & Valuation

Practice Area

What Is Financial Advisory & Valuation at Wanilah Advisors?

We use analytics and insight to change the dialogue and engage stakeholders to successfully change attitudes, behaviour and culture. We apply thought leadership and proven methods to digitally rethink future state operating models to derive the next level of insight about future value and competitive advantage. We have the perspective, experience and expertise that enable us to work with you starting from your strategic intent to operational design, through to processes and related costs, growth and risk assumptions. This insight is grounded in experience, and is practically based.

Our delivery model requires that we listen first and work with you to co-develop the answer working on all dimensions of the problem. We look at issues from a policy, process, technology, organizational roles and responsibilities, measurement, incentives and rewards perspective. We look deeper to determine the desired performance and identify what barriers and issues are preventing our clients from achieving their desired business outcomes.

How Can This Help Your Business?

We bring thoughtful study and examination of the problem or issue, using analytics and insight to support our findings. We apply thought leadership and proven methods to digitally rethink and redesign processes to ensure that future state processes and operating models are future ready in the context of the desired client and employee experience. We focus upon quick wins while executing for the medium to longer term. We will work with you to develop an impactful and culturally appropriate approach to execute the required change.

We deliver pragmatic and practical recommendations that are logically implementable that are well syndicated across the client organization.

We look end to end across the business to truly understand the implications of the change and our recommendations. We will work with you to ensure that the resolution and execution will be pragmatic, practical and tied to the intended business result.  We co-develop execution ready recommendations and a have a bias to just get it done working with you to collaborate to make sure that we are change ready as we start to implement.

We structure our work to shorten your time to decision and action. We have a bias to just get it done.

Wanilah's Expertise

In Financial Advisory & Valuation

Designed, built and used financial models for the valuation and subsequent sale of various line of business, tracking post merger benefits and joint ventures.

Designed, built and used various business case methodologies for projects, feasibility studies and cost take out projects

Designed, built and used various financial models to value derivative portfolios and cash market portfolios (swaps, options, futures, MBS, mortgages and credit cards)

Designed built various bond and convertible debt valuation models for use in trading strategies and relative value strategies.

Modelled cash flows and consumer behaviour in the context of ALM and liquidity management and strategic balance sheet management projects.

Wanilah's Offerings

In Financial Advisory & Valuation

Business Alignment

Executive Vision and Business Case Alignment Sessions

Validation & Syndication

Financial and Operational Model Validation and Syndication

Benefits Realization

Executive and Staff Support in Benefits Realization and Tracking

Vetting & Review

Joint Venture, Third Party, Model Vetting and Review

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