Business Intelligence

Actionable Solutions that Transform Business Operations

Technology-driven processes for analyzing data and presenting actionable information to help management teams make smarter real-time decisions.

Industry experts agree that proper data management coupled with advanced analytics is paramount to a company’s financial success and competitive advantage. By leveraging the latest technologies, methodologies, and best practices, a data-driven BI (Business Intelligence) solution can increase company value at exit and achieve optimum ROI.

Executives struggle with “not having enough data” or “not having reliable data.” We consolidate and harmonize data from disparate sources across an enterprise. This “one source of truth” lets decision makers be proactive instead of reactive, improving their ability to predict with enough time to course correct — instead of reacting when it’s already too late.

We bring quality experience and talent that put an end to the frustration of unnecessarily complicated BI systems.

We leverage our financial expertise and industry knowledge to identify the KPIs (Key Performance Indicators) metrics needed to manage the business. Our Data Integration and Analytics experts then build and implement the right solutions.

Our teams also consider the human elements like company culture, management teams, and employees which require diplomacy and rapport. It’s a key concern alongside properly collecting, translating, and using data.

Implementing a data-driven BI solution not only creates visibility into immediate profitability, it also creates enterprise value through investment in scalable technology.


Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations. For more details, download our capabilities brochure.


Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

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Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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Industry Experience


While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.


Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.


Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.


Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.


Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.



Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.



Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.


Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.



To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.



In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.


Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.


Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.