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Investment Grade Modeling for Global Debt Offerings

Financial Modeling | Investor Documentation | Private Equity
Investment VSJ

For an established global fund raising firm seeking to issue $250 million in new bonds– our firm provided indispensable advisory services and analytical modeling support. Making use of our extensive expertise in capital markets and debt financing, we worked closely with the client across all phases of the bond issuance – from early strategic planning to investor outreach and securing a favorable credit rating.

Our contributions spanned conducting in-depth growth trend analysis to construct accurate cash flow projections, building flexible financial models to run sensitivity analysis under various market conditions, preparing thoroughly researched investor materials highlighting the bond issue’s value proposition and providing ongoing counsel during the book-building process to optimize pricing and demand.

With our analytics and guidance we ensured that the client gained an invaluable competitive edge in demonstrating the resilience of their business to investors and ratings agencies alike. By benchmarking to industry standards and illustrating a range of probable financial outcomes, our client was able make a compelling case for the prudency of this capital raise.

Our collaborative engagement secured the client an A- rating from a top international credit agency – affirming the soundness of their strategy and future prospects. The success of this raise opened up major new funding channels that are now propelling their operations and investment/s globally.

A key determinant of our success with this bond issuance was the depth of our analysis into the client’s core business lines. By thoroughly evaluating historical performance across their various regional operations and product segments, we could accurately forecast future earnings potential and gain investor confidence into these investment/s.

Specifically, our models illustrated the countercyclical resilience of the client’s North American commercial lending during periods of broader economic contractions. We also demonstrated the vast headroom for further penetration in high-growth APAC markets–given favorable demographic shifts and rising consumer wealth.

Our sensitivity analysis stressed tested the impacts of rising interest rates, increased default rates and commodity price shocks. This enabled the client to showcase its diversified revenue streams and ability to adapt allocation to maintain stable profits.

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About Ruskin Felix Consulting LLC

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Understand multiple industries at a glance, which encompasses change as its core attribute.

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RFC helps clients generate long-term value for all stakeholders. We help clients transform, grow, and operate while fostering trust through assurance with our services and solutions, which are made possible by data and technology.

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About Ruskin Felix Consulting LLC

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Featured Reports

Understand the macroeconomic situations that affect the global positioning of countries.

Businesses can better understand how chatbots can advocate their vision.

DeFi helps reduce dependency on traditional methods of transactions.

Creating a sustainable environment for driving multiple countries into a better tomorrow.

Understand how the U.S. discrepancy in accordance to their debt creates a havoc. 

Sustainable blockchain technology has immense benefit for the environment which cannot go unnoticed.