Financial Analysis & Modeling

Whether you need financial analysis expertise for your own business planning, to assess a potential partner/investee/grantee, or to understand the cost-benefits of a more complex scenario, David provides services oriented towards transparency and decision making.


CFA charterholder

David Wedick is a holder of the right to use the Chartered Financial Analyst® designation.



Maine Connectivity Authority (MCA) - State Broadband Office

  • Project level business analysis
  • Program level financial risk analysis & design
  • MCA organizational business model planning
  • EHCPLT modeling pre-BEAD implementation


Coastal Enterprises Inc. (CEI) - Community Development Finance Institution (CDFI)

  • CDFI business model
    • Investing
    • Lending
    • Advising
  • New Product Development Committee
    • Subsidiary concept design & implementation
    • Focus on maximizing impact with limited resources


MicroVest Capital Management - Microfinance Investment Vehicle (MIV)

  • Comprehensive investment fund design including:
    • Investee level
      • Market assessment
      • MFI business model assessment
    • Investor level
      • Risk
      • Return
      • Liquidity
      • Impact
    • Manager level
      • Management fee/Carried interest
      • Fund structure


    Trade Aid - Non-Governmental Organization (NGO)

    • Due diligence on micro enterprises across an array of industries
    • Portfolio management
    • Risk management


    JPMorgan - Investment Banking

    • Valuations
    • Financial modeling
    • Public company analysis
    • Sector & macro-economic analysis