Bulge Bracket Investment Bank
About the Bulge Bracket Investment Bank Project
A leading bulge bracket investment bank partnered with DNA Growth to conduct a deep dive valuation and competitive analysis of the global cannabis industry. The goal was to create a multi-variable valuation model and a high-level executive dashboard to present directly to the Country Head for strategic decision-making.
The engagement involved:
- Assessing sector-specific macroeconomic trends
- Building a comparable company analysis (comps) model
- Evaluating market positioning, competitive intelligence, and growth levers
- Designing a robust, investor-ready valuation framework for internal strategy teams
Given the industry’s volatility and evolving regulatory landscape, the bank needed a data-driven, agile model with rich visual outputs that could guide investment committee decisions and support future M&A discussions.
The Solution
DNA Growth delivered a custom-built multi-variable DCF and comps-based valuation model, integrated with real-time data flows and supported by Power BI dashboards. The model allowed interactive scenario testing, revenue benchmarking, and key industry ratios and KPIs visualization.
Key components included:
- Advanced Excel modeling using Power Query and macros
- Sensitivity and stress testing frameworks
- Industry comps segmented by market cap, product line, and regional exposure
- Visual dashboards for faster insight delivery to C-suite and boardroom-level executives
We also integrated strategic business insights, market intelligence, and valuation trends into an intuitive format, enabling rapid comprehension and action by non-technical stakeholders.
The Impact
The solution enabled the Country Head to:
- Immediately grasp the cannabis sector dynamics
- Leverage visuals for internal board-level discussions
- Use the valuation as a base model for future deal structuring
Beyond delivering a model, DNA Growth helped the client evolve its internal analytics function by establishing new standards in data presentation, financial modeling services, and investment banking consulting. The dashboard and methodology are now being adapted across other verticals within the bank’s coverage.
