How Finance Modelers and Professionals Align Stakeholders and Support M&A Success with Morten

In this episode of Financial Modeler's Corner, Paul Barnhurst interviews Morten Lykke Pedersen, a partner at Deloitte and seasoned financial expert, about the art and science of financial modeling. Morten shares a horror story from early in his career, defines financial modeling, and discusses his passion for helping clients through transactional modeling. He emphasizes the importance of client engagement, collaboration, and storytelling in the modeling process, highlighting that a financial model is more than just a math exercise; it's a strategic tool for presenting a business's equity story. They discuss building effective modeling teams, the value of formal training and accreditation like the Financial Modeling Institute (FMI), and Morten's experience having his team complete the Chartered Financial Modeler (CFM) certification. The conversation also covers practical advice for aspiring modelers, Excel shortcuts, and the importance of being kind to people.