Overview:
This model was developed to adjust a security's current beta to estimate a security's future beta. The adjusted beta calculation uses the historic data of a security and assumes that a security's beta moves toward the market average over time. The calculation weights the historic raw beta and market beta for it's estimate and can calculate the beta for a variety of capital stack assumptions.
 
Model Highlights:
Dynamic pro forma financial model
Fully customizable user defined assumptions
Sensitivity analysis for various debt-equity levels and breakdown of leverage impact
Institutional-quality actionable reporting output to drive investment decision making
Fully unlocked and transparent model allowing users to customize
Support from a team of highly qualified investment and financial professionals
 
Key Features:
Built for anyone looking to accurately adjust a public company's security beta. The model:
Provides institutional-quality actionable reporting output to drive investment decision making
Calculates the unlevered, current levered, and optimally levered beta
Calculates beta at various level's of debt to equity and breakdown of how the beta changes at higher leverage
 
Support:
Built by investment and finance professionals with institutional experience in private equity, real estate, investment banking, consulting, entrepreneurship, and asset management.
 
Personalized and responsive support is available from our team of highly qualified investment and financial professionals. Please email hello@ProFormaModels.com for support.
 
Our team is available for custom financial model development and consulting engagements. Please email hello@ProFormaModels.com for a quote.