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iDeal—defining M&A data analytics

Data analytics from diligence and negotiations to post-deal

Every mergers and acquisitions (M&A) decision is driven at least in part by data. In the past, you might not know the real story behind the numbers until your business was in the trenches of post-deal transition. Today, you have M&A data analytics: Within the typical tight time frame of most deals, iDeal enables you to go deep into the data to find out what’s really going on—before it’s too late.​

Watch the video: M&A data analytics

Smarter questions, smarter answers

M&A data analytics is all about asking—and answering—smarter questions throughout the M&A lifecycle. Using iDeal , here are some of the types of questions you could be answering today:

Diligence

  • What is the true source of this company’s growth? Specific customer segments? Products? Markets? Something else?
  • How successful is this company in retaining its customer base?
  • Where are margin trends negatively impacted by specific products, locations, or customers?

Negotiations

  • What is the specific net impact of decisions reflected in our purchase agreement?
  • Which risks are we likely to encounter in doing this deal? (Operational risks, critical employees, SKUs, product lines, geographies, etc.)
  • Which employees and customers should be covered by non-compete agreements?

Post-deal

  • Where should we pursue renegotiations with customers or suppliers to quickly achieve cost savings or revenue improvements?
  • How are customers responding to the change in ownership? How has our risk profile changed as a result?
  • What are the results of changes made to the business after the closing of the deal?

How we can help

Deloitte M&A is recognised around the world for its leadership in M&A, from strategy, and execution, to integration, and divestiture—a thorough range of experiences, and capabilities. Similarly, Deloitte Analytics has emerged as one of the most important forces in data analytics today, serving global clients across the industry with a range of advanced services and capabilities. So it’s natural that we combined our strengths in these two areas to create a complete approach to M&A deal-related data analytics available today.

iDeal is a combination of tools, processes, and techniques integrated to provide big-picture insights with a microscopic level of detail. We help clients put those capabilities to work through:

  • Strategy
  • Implementation
  • Analysis and decision support
  • Integration
  • Synergy capture​

Bottom-line benefits

​​iDeal's capabilities can generate game-changing benefits for companies when it matters most. Here are a few of those most frequently cited benefits by clients.

Get there faster. In M&A, insights are most useful when they are generated in time to affect decision making. With intuitive interfaces, and near real-time insight delivery, iDeal makes it easier to generate, and leverage insights.

Enhance the value of data. Today, many M&A analytics insights are used for highly focused moments or decisions. But the value of the data used in these scenarios, combined with data from elsewhere, can have an equally important impact in other phases of the lifecycle, such as integration, and post-integration.

Go deeper. Too often, surface-level data tells a misleading tale. With the ability to analyse micro-level details and correlate them to macro-level decisions, M&A leaders are better equipped to uncover the real story behind the numbers.​

Accelerate the sales and purchase agreement (SPA) process. The process of nailing down a SPA typically engages a wide range of time-strapped participants in a race to complete the agreement. It’s a process that can be inefficient and time-consuming—when time is of the essence. M&A analytics makes it easier to analyse more data and deploy it in a more intelligent manner. Not only is it faster, it’s smarter.​

Contact us

Learn more about how Deloitte M&A is focused on helping clients with strategy, execution, integration, and divestitures.

Key contacts

Matt Henderson

Matt Henderson

Partner

Matt leads the Transaction Services team in Yorkshire and North East as well as heading up private markets for the North East practice. His focus is leading on due diligence assignments for buy-side a... More

Ross James

Ross James

Partner

Ross leads our M&A Transaction Services team in London. He has over 20 years of deal experience, including extensive international exposure, and has spent six years working in our Paris office. Ross i... More

Maxine Saunders

Maxine Saunders

Partner, Partner in Charge of Transaction Services

Maxine is Head of UK Transaction Services and a Partner in Financial Advisory. She has been a partner since 1999 and has 29 years of experience with the Firm. Over the last twenty years Maxine has pri... More

Chris Woolley

Chris Woolley

Partner

Chris is a partner in our London Transaction Services practice within Financial Advisory with a focus on the Healthcare and Life Sciences sector in both the UK and Europe. His client base includes pri... More