Financial Document Review and Analysis
Bankruptcy and restructuring cases involve extensive review of financial transactions leading up to the distress. A combination of proprietary technology, market and data expertise makes the Brean Strategic Advisors team uniquely qualified to review and explain the significance of technical financial production. We are routinely tasked with analyzing complex models, databases and financial documents underlying complex transactions and securities. Our objective is to explain the significance of the models we look at and their relevance to key issues in a case, given our understanding of the allegations and legal considerations of interest to counsel. We summarize our findings in presentations grounded in citations and screenshots of the relevant formulae from the materials we review.
Our team’s spreadsheet skills are honed building and running models for securities and loans used on the regulatory stress testing and valuation side of our business.