Our vision
TMB Financial delivers high-integrity financial models and transaction-ready analysis for founders, CFOs, and investors.
We combine quantitative depth, valuation logic, and scenario engineering to support capital raises, acquisitions, strategic planning, and exit preparation.
Through our partnership with Adam Street Advisers, we also provide full corporate finance advisory, aligning modelling, strategy, and execution under one integrated approach.
Our work ensures that financial decisions are grounded in evidence, withstand investor and lender scrutiny, and give leadership teams clarity under pressure.
Adam Street Advisors (https://www.adamstreet.com/)
Who we work with
Founders and Owner-Managers Preparing for a Transaction
Businesses planning a capital raise, partial cash-out, succession event, or full sale.
We help founders understand valuation ranges, build investor-grade forecasts, and prepare for conversations with buyers, lenders, and private equity.
CFOs and Finance Teams Managing Complexity
Organisations with multiple revenue lines, operational complexity, or board-level reporting requirements.
We build the financial infrastructure that supports weekly cash visibility, scenario testing, and confident decision-making under pressure.
Investors and Acquirers Needing Clear Deal Logic
Private equity, search funds, strategic acquirers, and family offices requiring high-integrity models for diligence, integration planning, and value creation mapping.
Our work provides a consistent analytical foundation across opportunities.
We work with clients from early-stage capital planning through to exit preparation, building financial systems designed for high-stakes decisions. Whether you’re managing complexity, evaluating growth paths, or reshaping the business, our models give you the clarity and conviction needed to move forward decisively.
What we deliver
Investor-Grade Forecasting Models
Three-statement models built from first principles, structured for diligence, and engineered to withstand investor and lender scrutiny.
A single source of truth for valuation, forecasting, and scenario planning, giving founders and CFOs the clarity needed for high-stakes decisions.
Advanced Modelling Functionality
Practical tools that make decision-making faster and more accurate:
- Dynamic scenario and sensitivity toggles
- Cohort and unit-economics modelling
- 13-week cashflow planning
- Working-capital and covenant stress tests
- Multi-entity consolidation
- Debt-funding and leverage analysis
- Roll-up / acquisition cases
These features allow leadership teams to test funding options, evaluate risks, and run live conversations with investors and lenders.
Transaction Preparation & Option Mapping
We identify value drivers, constraints, strategic pathways and valuation logic, enabling clients to evaluate capital raises, partial exits, acquisitions, and debt funding with confidence.
Clear briefing materials ensure conversations stay focused and grounded in evidence.
Full Corporate Finance Execution
(in partnership with Adam Street Advisors)
Where required, we support complete advisory mandates across:
- Business sales
- Growth capital raises
- Cash-out transactions
- Private equity deals
- Debt facilities
- Strategic acquisitions
This gives clients access to structured execution and national-level reach.
Board-Ready Reporting & Insight
We turn complex financial data into strategic direction, building reporting packs, investor decks, and decision frameworks that help boards and stakeholders act with clarity rather than assumptions.
Calm, Controlled, High-Discretion Advisory
Every mandate is delivered with discipline: transparent modelling, structured planning, and measured execution.
Processes stay focused, communication stays clear, and outcomes are driven by analysis rather than noise.
Why choose TMB Financial
Analysis That Withstands Scrutiny
Every model and every output is built to hold up under investor, lender, and buyer review.
We remove ambiguity, tighten assumptions, and turn financial information into a reliable decision system.
Modelling and Advisory, Integrated Properly
Unlike firms who model or advise, TMB does both, giving clients one joined-up process from planning to execution.
This reduces friction, avoids misalignment, and leads to faster, clearer outcomes.
Close Client Collaboration With Broader Market Reach
You work directly with a senior adviser who is hands-on throughout, supported where needed by Adam Street Advisors’ wider execution capability and investor network.
It’s a blend of personal attention and institutional depth.
Calm, Low-Noise Delivery
We strip out unnecessary process and keep conversations focused on what matters: evidence, options, and outcomes.
Complexity is handled quietly and professionally so leadership teams can make decisions without distraction.
Strategic Options, Not Single-Track Thinking
We map every credible route: Growth capital, debt, partial exits, M&A, or alternative structures like cash-outs and EOTs.
This ensures founders understand the full landscape before committing to a transaction.