Transaction to operations model webinar materials
The materials from this session, to follow along at your own pace or share with your team.
The deal model is not built for what happens next
After financial close, every stakeholder wants to keep a close eye on the asset: actuals coming in, forecasts being revised and reconciliations back to the original transaction case.
The model that got the deal to financial close was built to negotiate and close a transaction, not to run an asset. This recorded webinar shows how to convert it into an operational tool: bringing in actuals, matching the funding structure to the executed deal, removing calculations only the transaction needed and aligning outputs for efficient reporting.
What you will learn
- Use cases and priorities: what the new model needs to do, and for whom, before anything changes
- Bringing in actuals and changing priorities, so the model shows what is happening on the asset
- Matching the funding structure to the executed deal and removing transaction-only calculations
- Structuring outputs so stakeholder reporting is efficient and repeatable
- How the operational model should work with external sources of information through the operating life
Questions from the webinar
Why does a model need to change after financial close?
A transaction model is built to negotiate and close a deal. Once the asset is operating, stakeholders need to track actuals, revise forecasts and reconcile them against the original transaction case, which a transaction model is not built to do.
What changes when a transaction model becomes an operational model?
The funding structure is adjusted to match the executed deal, transaction-only calculations are removed and the model is rebuilt to bring in actuals and changing priorities.
How should an operational model work with external data?
It should take in actuals and portfolio updates without manual rework each time, so stakeholder reporting stays efficient as the asset moves through its operating life.
Presenters
- Alex Portnoy (opens in a new tab), Partner, Forvis Mazars APAC Energy
- Ellyn Tan (opens in a new tab), Partner, Head of Financial Advisory, Forvis Mazars Singapore