Institutional-Grade
Financial Models.
Pro forma model construction, review, and refinement — built to the analytical standards applied by private equity, private credit, and institutional lenders evaluating capital readiness.
Models built to be defended.
“A model is not the answer — it is the framework that makes the answer defensible. We build models the buy-side will trust.”CGC constructs, reviews, and refines pro forma financial models for sponsors preparing to engage institutional capital. Every model is built with assumption documentation, scenario flexibility, and the structural discipline that institutional evaluators expect.
Pro Forma Model Construction
New-build financial models for real estate, infrastructure, and operating businesses — fully integrated, formula-driven, and structured for institutional review.
Three-Statement Integration
Income statement, balance sheet, and cash flow built to flow consistently — so changes in one statement reconcile across all three without manual override.
Scenario & Sensitivity Analysis
Base, upside, and downside cases with toggleable drivers — revenue, costs, leverage, exit multiples — so capital evaluators can stress-test the thesis themselves.
DSCR & LTV Analysis
Debt service coverage ratios and loan-to-value positioning calculated against institutional benchmark thresholds — including covenant headroom and refinance scenarios.
IRR, NPV & Equity Returns
Investor-side returns modeled at the deal level and through the capital stack — including waterfall distributions, promote calculations, and preferred return mechanics.
Capital Stack Modeling
Senior debt, mezzanine, preferred equity, and common equity layered with their respective economics — payment priority, return profiles, and dilution implications.
Built by credentialed professionals.
Financial modeling at CGC is led by Edward Gleason, Managing Director responsible for financial modeling and analytical work product. Edward holds a CPA license, a Series 65 license, and an MBA from Yale School of Management. His work product reflects the analytical discipline expected at institutional capital providers — not the templates and shortcuts common in promotional documents.
Edward Gleason · Managing Director
Financial modeling at institutional standard requires more than spreadsheet fluency. It requires understanding how the buy-side reads a model — which assumptions get challenged, which sensitivities get tested, where credibility is won or lost. That is the work product CGC delivers.
Common use cases.
- Preparing for a capital raise where institutional sponsors expect a defensible base/upside/downside framework
- Refinancing or restructuring scenarios where DSCR coverage and covenant headroom must be modeled explicitly
- Acquisition analysis requiring LBO-style returns with leverage waterfall and exit assumptions
- Internal planning where leadership needs cash flow visibility, runway forecasting, or scenario decision support
- Validating an existing model — review, certification, and refinement before sharing with capital providers
- Recurring modeling support during multi-tranche deployments or active capital engagements
Flat fees. Pre-agreed in writing.
All fees are flat, pre-agreed in writing, and non-contingent. Exact scope and fee are documented in a separate written consulting agreement before work begins.
| Engagement Scope | Illustrative Fee |
|---|---|
| Model Construction · New build, single asset | $7,500 – $15,000 |
| Model Review · Existing model review & certification | $3,500 – $7,500 |
| Model Refinement · Scenario & sensitivity additions | $2,500 – $5,000 |
| Ongoing Support · Monthly retainer | $5,000 – $10,000 / mo |
Start with a $500 review.
If you have an existing model or financial package, start with our $500 Stage One Institutional Review — a written advisory brief delivered within 3-5 business days that covers documentation quality, capital structure, model integrity, and sponsor credibility. The review tells you exactly where your model stands before you engage capital providers.
Centurion Global Capital LLC is a strategic advisory and consulting firm. CGC is not a registered broker-dealer, investment adviser, or fiduciary under U.S. federal or state law, and does not solicit investments, negotiate transaction terms, or offer or sell securities of any kind. All advisory services are provided for strategic planning and preparation purposes only pursuant to executed written consulting agreements. All fees are fixed, pre-agreed, and non-contingent — not indexed to, computed as a percentage of, or triggered by capital raised or transaction outcomes. CGC is not a licensed CPA firm. Edward Gleason holds an individual CPA license and a Series 65 license each in his individual or separate registered capacity outside of CGC. No assurance is given that any engagement will result in financing, a completed transaction, or any specific outcome. Nothing on this website constitutes an offer or sale of securities.