Illustrative Mandates

Over the years, Marquee has worked with corporations in a wide range of industries, including:

  • Agriculture
  • Banks
  • Forest Products
  • Insurance
  • Manufacturing
  • Mining
  • Professional Services
  • Real Estate
  • Solar Power
  • Wealth Management
Below is a list of selected recent mandates where Marquee has provided financial modeling consulting services:

Client Type Mandate Description
Large Canadian bank Rebuild of various line of business models used for regulatory stress testing
Large Canadian bank New model to assess leveraged lending transactions
Large Canadian bank Rebuild of model to assess performance and returns of an important bank-wide strategic initiative
Major insurance company New integrated model to provide financial forecasts for internal and regulatory reporting
Real estate company New model to evaluate the acquisition of a shopping center property
Public technology company New M&A model to assess acquisition opportunities
Public fertilizer company Various new operating forecast models
Mid-size software company Rebuild of internal budgeting / forecasting model
Government-owned lender Development of locked-down standard lending model
Executive Search Firm Developed a custom Excel solution to automate compensation within the firm