Creating value across the deal lifecycle
Deal analytics
Make smarter investment decisions and accelerate performance with data-driven intelligence
We drive value creation by blending our rich experience in deals, industry knowledge, and technology-powered tools to achieve better business results. Using advanced analytics and technologies, explore how our diverse team deliver the insights you need to move decisively from strategy to execution.
Case studies
- Pre-deal strategic evaluation
- Post-deal value creation
Pre-deal strategic evaluation
Applying advanced analytics and cutting-edge technologies to surface valuable insights and strengthen the equity narrative in a high-stakes sale process
Using robust data platforms to increase the rigour of historical analysis, providing comprehensive analytical support for deal hypotheses and reinforcing business plans
Empowering negotiations with interactive storyboards and dynamic tools, gaining confidence and quantifying investment value to achieve strategic objectives
Case study
The client’s situation: Preparing for a divestment, the client sought transaction advisory services across a multi-entity portfolio. Despite detailed transactional sales data, the lack of stock keeping unit (SKU)-level gross margin transparency and decentralised reporting across subsidiaries created major obstacles.
Our approach: We used Alteryx for data consolidation and Power BI to visualise critical sales and margin trends. This empowered deeper client conversations around performance drivers and sharpened insight into both financial and operational health.
Value and impact: By providing incisive due diligence insights and clarifying key value drivers and risks early, the client made more informed decisions on bidder engagements. Our team benefited from a streamlined data preparation process, materially reducing manual effort—improving the overall efficiency of strategic planning.
Post-deal value creation
Leveraging industry-standard tools and technologies to deliver strategic and operational improvement, enhancing transparency and maximising value for our clients, particularly for private equity firms seeking to optimise their investments
Case study
The client’s situation: A local retailer engaged our turnaround team to move from loss-making performance to earnings before interest, taxes, depreciation, and amortisation (EBITDA)-positive.
Our approach: We used Alteryx and Power BI to identify inefficiencies and areas for growth. We built an automated Assortment Review Matrix, customised management reports, and a comprehensive KPI monitoring framework—all integrated into a real-time dashboard to guide decision-making.
Value and impact: Our strategic insights laid the foundation for operational optimisation and guided the retailer into a successful transformation to EBITDA-positive performance—positioning the business for long-term success in a competitive market.
Focus areas and techniques
Our suite of advanced analytical tools and techniques delivers innovative solutions and actionable insights for your business. Here are examples of how we deploy these capabilities in practice.
Sales deep dive
We apply advanced analytics to assess historical sales performance across products, channels, and customer segments to uncover top and low performing items, seasonal trends, and sales drivers. These insights on purchasing behaviour sharpen assortment and inventory decisions, optimise pricing and promotions, and strengthen demand forecasting to improve sales effectiveness and profitability.
Market basket analysis
We use advanced analytics to reveal which products are most frequently bought together by customer segment, then translate insights into frontline actions, informing cross-sell and upsell plays to enhance retail strategy.
Customer profile and lifetime value
We deploy Recency, Frequency, and Monetary (RFM) modelling to uncover decision-grade customer intelligence—mapping customer behaviour, visit frequency, and portfolio dynamics to identify high-value and loyal segments.
We evaluate retention rates, churn risks, and lifetime value to inform precise segmentation and engagement strategies, as well as use insights to assess campaign effectiveness and customer loyalty.
Annual recurring revenue analysis
We apply financial analytics to break down recurring revenue streams across customer cohorts and subscription tiers—illuminating growth trends, churn risks, and expansion opportunities. Insights around high-value segments and renewal patterns enable pricing model optimisation, enhanced customer retention strategies, and forecasting of future performance with greater accuracy.
Geospatial insights
We combine geospatial technology and visualisation tools to convert location data into actionable insights for location analytics and whitespace assessment. By analysing proximity to direct and indirect competitors, accessibility, demographics, and customer satisfaction ratings, we sharpen location analytics.
We evaluate potential locations and rank catchment areas using local market dynamics such as competition intensity, demographic profiles, and disposal income.
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