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  • Home
    • Homepage
    • Mission
    • About Our Team
      • Contact
        • Contact
  • Our Services
    • Capital Markets
    • Corporate Finance
    • Strategic Finance
    • Technology Advisory
    • Finance & Risk
    • Portfolio Management
  • Markets
    • Commercial Real Estate
    • Real estate
    • Venture Capital
    • Private Equity
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Portfolio Management

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Our portfolio modeling practice helps clients transform their investment strategy to sustainable finance best practices. We consider sustainable growth planning, CFO mandates, FP&A processes, capital planning, regulatory compliance, and complex accounting practices. Sustainable growth modeling can aid in reviewing 37 variables that determine competitive advantage using KPIs that include market share, market growth, marketing expense to sales ratio and market position. Building mathematical models to represent present and expected performance of firms, portfolios, and projects will help develop optimal sustainable growth rates (SGR), while conducting requirements analysis, valuation exercises, discounted cash flow, and other valuation approaches. Modeling can also assist in scenario planning and management decision making, capital budgeting, cost of capital (i.e. WACC) calculations and provide solid a infrastructure for SEC Compliance  and financial statement analysis.

We provide business intelligence infrastructure with a full-service offering, including systems integration and technology consulting services, to assist in delivering high performance portfolio structures across all asset classes. This includes strategy, architecture design, operating model work, process improvement, systems building and trading package integration as well as application management, application outsourcing and business process outsourcing.

Our more than 25 years of experience working in the industry has enabled us to build our services and solutions in finance strategy, consulting, digital, technology and operations that help our clients with their financing and capital investment strategies. Capabilities we leverage for our clients include a powerful alliance network with leading capital markets software vendors, and programs such as the FinTech Innovation Lab that keep us at the forefront of innovation.

Building mathematical models to represent present and expected performance of firms, portfolios, and projects help develop optimal sustainable growth rates (SGR), while conducting requirements analysis, valuation exercises, discounted cash flow, and other valuation approaches. Modeling can also assist in scenario planning and management decision making, capital budgeting, cost of capital (i.e. WACC) calculations and provide solid a infrastructure for SEC Compliance and financial statement analysis.

Our services help clients transform their investing operations for maximum impact. We provide full business intelligence infrastructure supported firms with a full-service FP&A Business Process Outsourcing service including systems integration and technology consulting.

  • Financial Modeling
  • Financial Planning & Analysis
  • Tax Planning & Analysis
  • Analytics & Business Intelligence

Trust Our Team of Professionals

Transforming Portfolio Analytics  and  Business Intelligence with key capabilities in investment insight and Sustainability

Analyze & Execute Processes

Transforming FP&A Business Process Outsourcing with key capabilities in Operations and Project Management

Our Services

FUNDING BROCHURE Download the pdf file for Our Funding Segments.

Need Help ?

Please feel free to contact us. We will get back to you within 24 Hours, Or just call us now

+1-800-791-6962
cs@mmixl.com

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Project Management

PROJECT MANAGEMENT  Download Project Management Brochure.

Need Help ?

Please feel free to contact us. We will get back to you within 24 Hours, Or just call us now

+1-800-791-6962
cs@mmixl.com

Get A Quote

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