Merger & Acquisition Data Support
The details are in the data and they don’t lie. Let us help you gain the clarity you need
Buy-Side Data Due Diligence
- Inventory all data sources, assess quality and completeness, identify proprietary datasets that drive competitive advantage
- Evaluate BI tools, ML models, data pipelines, and team capabilities; assess technical debt and scalability
- Review data privacy, security controls, regulatory compliance (GDPR/CCPA), and vendor contracts for data rights
- Identify synergy opportunities, estimate integration costs, uncover security incidents or liabilities, and assess migration challenges
Portfolio Data & Analytics Alignment
- Implement common data platforms, BI tools, and shared technology stacks to enable consolidated reporting and reduce costs.
- Deploy centralized governance frameworks, install analytics leaders at portfolio companies, and create data councils for alignment.
- Define core KPIs across all portfolio companies and build executive dashboards for consolidated performance monitoring.
- Establish centers of excellence for analytics talent, develop use case playbooks, and facilitate knowledge sharing across the portfolio.
Post-Merger Data & Analytics Integration
- Map and merge data sources, harmonize master data, build integration pipelines, and design target-state architecture
- Create consolidated financial dashboards, measure cost savings and revenue synergies, and identify rationalization opportunities
- Analyze customer overlap and churn risk, identify cross-sell opportunities, and optimize pricing and go-to-market strategy
- Benchmark operations, establish integration KPIs, track milestones, and report progress to leadership