Data & Analytics Assessment

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.


Integrated Services

We enable businesses to better prepare for and execute on strategic events.

Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

Investment Banking

A full range of services that enable clients to position their businesses, structure acquisitions and divestitures, run targeted strategic processes, and raise capital.

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Financial Consulting

Perspectives on financial data that enable informed decisions, minimize business disruption, visualize opportunities, and drive value creation.

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Industry Experience


Rapidly evolving with a focus on electric and autonomous vehicles, driving M&A activity in technology and sustainability.

Building Products

Growth due to construction demand, sustainability concerns, and digitalization, which fuels M&A interest.

Business Services

Seeing robust M&A activity driven by technology adoption, remote work trends, and a shift towards outsourcing and digital solutions.

Consumer Goods

Evolving with a focus on e-commerce, sustainability, and changing consumer preferences, leading to active M&A strategies.

Entertainment & Media

Rapidly transforming due to digital streaming, content creation, and evolving consumer behaviors, fostering dynamic M&A opportunities.


Undergoing substantial changes, with a focus on telehealth, biotechnology, and healthcare IT, driving M&A activity in pursuit of innovation and improved patient care.


Evolving through automation, sustainability initiatives, and supply chain optimization, stimulating M&A transactions for efficiency and innovation.

Power & Energy

Transitioning towards renewable energy sources, grid modernization, and sustainability, leading to active M&A activity to reshape the industry landscape.


Adapting to changing consumer preferences and e-commerce, resulting in M&A deals focused on omnichannel strategies, digitization, and supply chain optimization.


Dynamic and driven by innovation, digital transformation, and emerging tech like AI and cybersecurity, fueling continuous M&A opportunities for growth and competitiveness.

Transportation & Logistics

Evolving with autonomous tech, e-commerce, and sustainability, prompting M&A for efficiency and market adaptation.

Other Industries

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