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Innovation in transactions Data and Analytics in the Transaction lifecycle Kenneth Ingram EY Transaction Analytics

Kenneth Ingram EY Transaction Analyticscdn.instantmagazine.com/upload/15042/data... · EY Transaction Analytics. Page 2 Markets are changing with data growth in volume, variety and

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Page 1: Kenneth Ingram EY Transaction Analyticscdn.instantmagazine.com/upload/15042/data... · EY Transaction Analytics. Page 2 Markets are changing with data growth in volume, variety and

Innovation in transactions

Data and Analytics in the Transaction lifecycle

Kenneth Ingram

EY Transaction Analytics

Page 2: Kenneth Ingram EY Transaction Analyticscdn.instantmagazine.com/upload/15042/data... · EY Transaction Analytics. Page 2 Markets are changing with data growth in volume, variety and

Page 2

Markets are changing with data growth in volume, variety and velocity

Business are facing incredible complexity

91%

are using big data andanalytics as part oftheir deal process

new data bytes are created

each day

2.5 quintillion 81%of senior executives

want

data to be at

the heart of all

decision-making

78%of organizations

agree big data

and analytics

are changing the nature of

competitive advantage

90%of today’s

data is just

two years old

20%of available

customer

data is used

12%of organizations

describe their

analytics maturity

as “leading”

Page 3: Kenneth Ingram EY Transaction Analyticscdn.instantmagazine.com/upload/15042/data... · EY Transaction Analytics. Page 2 Markets are changing with data growth in volume, variety and

Page 3

Data analytics enhances speed, capability and insights across the transaction lifecycle…

► Understand and validate business objectives

► Understand key value drivers and gaps

► Confirm strategy and rationale for disposal

► Identify and isolate business to be sold

► Assess exit readiness

► Perform initial modelling and valuation analysis

► Identify key areas for due diligence

► Preliminary value assessment

► Implement vendor assistance, as needed

► Quantify synergies and post-deal initiatives

► Identify and then institutionalise best practices

► Establish ongoing monitoring mechanisms post-integration

► Compare data and performance from acquired and legacy / existing systems

► Post-disposal performance monitoring

► Perform due diligence, identify business risk and refine pricing

► Data request and management throughout process, data analytics, dashboard reporting and presentation

► Define/build business to be sold

► Preparation for due diligence - financial, commercial, legal, tax and operational

► Define and prepare databooks and dashboard reporting for bidder release

► Support pricing and synergies case

► Data driven upside potential

► Provide information/access to finalise DD

1. Strategic analysis

2. Opportunity analysis

3. Transaction development

4. Negotiation and execution

5. Value Creation / Transaction

effectiveness

Buy side situation

Sell side situation

Lifecycle stage

Analytics

throughout

the

Transaction

Lifecycle

Page 4: Kenneth Ingram EY Transaction Analyticscdn.instantmagazine.com/upload/15042/data... · EY Transaction Analytics. Page 2 Markets are changing with data growth in volume, variety and

Page 4

EY’s framework for Analytics in transactionsFrom collecting the right data to monitoring success of synergy initiatives

EY analytics is…

• Sector LedDriven by deep industry expertise and tailored solutions

• Issue DrivenStart with the business issues and decisions that matter

• Technology EnabledLeverage “best of breed” tools and analytics assets

• Globally CoordinatedNetwork individuals from around the world to field the right team

• Value OrientedBring a commercial sophistication oriented towards creating value

• Automated data cleansing and collection

• Databases, not Excel spreadsheets

• Audit trail & full transparency

• One source of truth for all stakeholders

Data confidence

• Interactive deep-dive analysis; fact-driven Q&A discussions

• Connecting commercial, financial and operational KPIs

• Early red flags & interactive deliverables

Interactive data exploration

• Predictive analytics and other statistical techniques

• Enrichment with 3rd party data (market data, social media analytics, geospatial visualizations)

Incremental insights

• Operational analytics, fraud investigation, quantification of synergies and post-deal initiatives

• Continuous monitoring through analytics as a service

Post-DD activities and analytics

Page 5: Kenneth Ingram EY Transaction Analyticscdn.instantmagazine.com/upload/15042/data... · EY Transaction Analytics. Page 2 Markets are changing with data growth in volume, variety and

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