iDeal in action
Deloitte have been deploying data analytics techniques in due diligence engagements for the last couple of years. One example was the recent acquisition of a portfolio of around 170 retail outlets.
The acquiring client wanted detailed insight into the relative financial and operational performance of the outlets across the portfolio, the key performance drivers, and a comparison between target and client performance. They also needed ‘geospatial’ analysis to identify sites at risk of Competitions and Markets Authority investigation post-completion.
Three years of weekly sales data, (over 25,000 lines), was overlaid with site data and site locations with open socio-economic, non-financial data, such as local population size, nearby amenities, social rating, senses data and other applicable open data. This created a comprehensive picture for each client and target location.
Within days, this data had been developed into a set of interactive dashboards, in tableau, which included:
- Financial snapshots of outlets with dynamic scatter plot, and data tables with key metrics.
- Interactive dashboards by outlet, with details of P&L, weekly sales peaks and troughs and financial metrics as a % of revenue.
- Target versus client financials, with a scatter plot.
- Analysis to outlets, which may be at risk of competition investigation, compared to client and other third party competitor data.
The use of analytics in this assignment has undoubtedly allowed the diligence team to provide more insights to help the client’s decision making process and is part of our desire to change the client experience
Iain Macmillan, Global Head of M&A Services and Transaction Services