Client Success Stories
Wiseworth Financial Modelling and Advisory has built financial models for capital raising, forecasting, scenario analysis and sales forecasting across Australia, New Zealand, the United Kingdom and Myanmar. Every model is built personally by Mark Jeanes, who spent 20 years at NAB, ANZ, Banque Paribas and Deutsche Bank before founding Wiseworth. These are the projects and the results.
AUSTRALIAN AND NEW ZEALAND CLIENTS
Sustainable Australia Fund, Melbourne
Forecasting, scenario analysis, capital raising
The Sustainable Australia Fund provides finance for businesses to upgrade their buildings and achieve savings through energy efficiencies. Its earlier incarnation, the Sustainable Melbourne Fund, was seeking to expand its footprint and needed clear forecasts, particularly of cashflows from the buildings it financed, to prepare the groundwork for further wholesale funding. Wiseworth built a model forecasting profit and loss, balance sheet and cashflow with full sensitivity analysis and scenario management. The results allowed for improved budgeting and capital planning, a successful capital raising, and a successful national expansion.
"The result was an accurate, flexible, transparent and presentable financial model that has been extremely valuable for our forecasting, business planning and for discussions with board members."
Scott Bocskay, CEO
Cashrewards, Sydney
Scenario analysis
Cashrewards is a cashback website that allows customers to receive cash rewards for shopping at retail stores around Australia. The company had limited forecasting and business planning capacity, with no means to test different business scenarios. Wiseworth built a scenario modelling tool that let the business test the effect of changing different drivers, including potential go-to-market initiatives. The results allowed the business to adjust its advertising spend and target its marketing more effectively.
"He hit the ground running, learning the commercials of the business with our team, while simultaneously building out the prototype, instilling confidence early on. Mark remains a trusted business partner."
Zelma van Woerkom, CFO
Store-It-Cheap, Melbourne
Forecasting, scenario analysis, capital raising through debt financing
Store-It-Cheap is a self-storage company that required finance to expand and move to a larger site. Wiseworth built a financial model that forecast the cash flows of the land purchase and the subsequent expansion of capacity and revenue. This helped to size and shape the required debt, and it provided comfort for the lending bank. The result was a successful lending arrangement, land purchase and growth in the business.
"He challenged and tested important assumptions and built a sophisticated level of scenario analysis."
Simon Vergers, CEO
Dot Loves Data, Wellington, New Zealand
Forecasting, scenario analysis
Dot Loves Data is a data consultancy supplying a suite of proprietary analytics tools that provide real-time strategic insights to corporate customers, governments and NGOs. Dot needed the capability to forecast sales and test scenarios in order to improve pricing and client targeting, and to predict staff recruitment requirements. Wiseworth built a three-way financial model forecasting profit, cashflow and balance sheet, with a full scenario manager allowing key inputs to be flexed.
"Working through this process with Mark forced us to really focus on our pricing strategy to ensure it is suitable for future growth."
Jessica Parkin FCA, Financial Controller
INTERNATIONAL CLIENTS
Medical Action Myanmar and Médecins Sans Frontières, Yangon
Forecasting, scenario analysis, corporate restructure and multilateral refinancing
In Yangon, Médecins Sans Frontières had established a series of HIV/AIDS clinics that it wanted to spin off into a separate operation under a new NGO. To do so, it had to attract funding from large multilateral development funds run by the United Nations, which required a full business plan and financial model. Wiseworth built a five-year model that forecast clinic and head office costs, patient numbers, drug costs, death rates, financing from global NGOs and other revenues, with scenario analysis. The result was a successful refinancing and the establishment of a new NGO, Medical Action Myanmar, which is still saving lives today.
Gartner Group Europe, London
Sales forecasting system
The Gartner Group is a global technology research and consulting firm with a strong presence in Europe. Gartner had a large sales force but it was inhibited by a manual sales forecasting system that took a fortnight to consolidate up to region and country level. Wiseworth was engaged to design, build and deploy an Excel-based global sales forecasting system. The result improved the accuracy, detail, speed and frequency of European sales forecasting, allowing upper management to make better-informed decisions. The system was rolled out globally.
"He had great ability to understand and interpret business requirements in such a way as to question them in the first instance, and then design the system to meet, and often exceed, our expectations."
Alister Christopher, Group Vice President
FREQUENTLY ASKED QUESTIONS
What kinds of organisations does Wiseworth work with?
Wiseworth Financial Modelling and Advisory works with organisations ranging from a single-site self-storage business in Melbourne to a global technology research firm in London. Clients include funds, not-for-profits, social enterprises, data and technology companies, and international NGOs.
Which services do these projects cover?
The projects on this page cover forecasting and budgeting, scenario and sensitivity analysis, capital raising including debt financing, corporate restructuring and refinancing, and the design of sales forecasting systems.
Does Wiseworth work with not-for-profits?
Yes. Not-for-profit and social enterprise clients include Sustainable Australia Fund, Hester Hornbrook Academy, MCM Housing and Médecins Sans Frontières. Models for NFPs handle grant and philanthropic income, restricted funds and cost capitalisation differently from commercial models.
Does Wiseworth work outside Australia?
Yes. Projects on this page were delivered in Sydney and Melbourne, and also in Wellington, London and Yangon.
Can I speak to a past client before engaging?
Yes. Mark Jeanes can arrange a direct reference call with a client in a comparable sector.
Who builds the financial models?
Mark Jeanes builds every model personally, from the first assumptions sheet to the last balance check.
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Find out how Wiseworth Financial Modelling and Advisory can help your organisation plan with confidence, raise capital, and make decisions that hold up under scrutiny.
Call: +61 449 502 425 | Email: contact@wiseworth.com.au