MPI’s Financial Modeling

When contemplating various strategic initiatives, such as significant expansion, joint ventures or corporate partnerships, capital structure augmentation or a capital raise, it is critical to implement a rigorous financial forecast.  Too often, such forecasts lack the depth and flexibility necessary to capture industry dynamics, demand drivers or multiple scenarios.

MPI has built sophisticated models for companies operating in a multitude of industries and spanning the entire business life cycle – from incubation to maturity.  We leverage this experience to capture the complexity of your business, while still presenting our work in a model that is understandable and flexible.

Our financial models have been used for such initiatives as:

  • Forecasting the capital needs and likely timing of funding rounds of start-ups
  • Assessing the efficiency and optimal subset of capital forms such as preferred stock, participating preferred stock, convertible debt, etc.
  • Reviewing leverage constraints and targeting optimal debt / equity mix
  • Developing acquisition templates, complete with identification of deal synergies and borrowing capacity
  • Stress testing management projections with a view to assess reasonableness

Our Office Locations

Get in Touch with our Boston Team:

101 Arch Street
8th Floor
Boston, MA 02110
(617) 892-6078

Contact: Matthew Schoenfeld

Get in Touch with our Chicago Team:

203 North LaSalle Street, Suite 2100
Chicago, IL 60601
(312) 214-2299

Contact: Tadd A. Lindsay

Get in Touch with our MPI Headquarters:

1000 Lenox Drive
Lawrenceville, NJ 08648
(609) 924-4200

Contact: Mark E. Lingerfield, ASA
Joseph C. Hassan, CFA, ASA

Get in Touch with our New York Team:

100 Park Avenue
Suite 1600
New York, NY  10017
(212) 935-4422

Contact: Daniel M. Kerrigan, CFA
Todd G. Povlich, ASA
John L. Varga, ASA

Get in Touch with our Philadelphia Team:

One Liberty Place,

1650 Market Street, Suite 3600, Philadelphia, PA 19103

(267) 233-5033

Contact: Mark Lingerfield, ASA
Tracey M. Jasey

Get in Touch with our San Francisco Team

201 Mission Street
Suite 1200
San Francisco, CA, 94105


Contact: Thomas C. Berg, Jr., CFA, ASA, CVA

Get in Touch with our Seattle Team

Columbia Tower
701 Fifth Avenue
42nd Floor
Seattle, WA, 98104


Contact: David Eckstein, CFA

Get in Touch with our Connecticut Team:

225 Main Street, Suite 203
Westport, CT 06880

Contact: William Murray, CPA/ABV/CFF, ASA

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