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Financial and Operational Due Diligence on an Analytics Serv

Private Equity Company wanted to invest on Data Analytics and Text mining services sector. Company has identified two potential investments targets, but was not sure which one to go ahead with. We at TBRC analysed both the companies and provided solution which involved complete details on Financial and Operational aspects. The research inputs helped the PE firm to finalize its investment target and price its offer.

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Financial and Operational Due Diligence on an Analytics Serv

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  1. THE BUSINESS RESEARCH COMPANY TECHNOLOGY CASE STUDIES

  2. Case Study -Financial and Operational Due Diligence on an Analytics Services Company The Private Equity (PE) arm of a global bank was looking for an investment in the expanding data analytics and text mining services sector. The company had identified 2 potential investment targets. Both companies had provided an information pack giving details on financials, operations, strategy and plans. One of the companies was being promoted for sale by a bank, the other had been identified by the client. The client wished to cross verify the information given in the packs, and make an independent assessment of the companies and their potential value. REQUIREMENT The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  3. Case Study -Financial and Operational Due Diligence on an Analytics Services Company • TBRC delivered the following: • Financial • Annotated financials with feedback on any points to note. • Independent profit and loss forecast. • Ratio analysis and price benchmarking. • Business unit and geographic contribution break down. • Cost Analysis. • Operational • Verification notes on the documented operational information. • SWOT analysis of company’s operations. • Gap analysis of its competencies and services. SOLUTION The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  4. Case Study -Financial and Operational Due Diligence on an Analytics Services Company • TBRC adopted the following approach. • Financial due diligence • Line-by-line analysis of financials and definitions. • Independent forecast of major P&L lines. • Comparative ratio analysis against industry norms and recent deals for pricing guidance. • Comparison of different business units and geographies. • Operational due diligence • Interviews with the target company, its clients, and competitors. • Desk research on trends and growth in the data analytics market. METHODOLOGY The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  5. Case Study -Financial and Operational Due Diligence on an Analytics Services Company The research inputs helped the PE firm to finalize its investment target and price its offer. CLIENT BENEFITS AND FEEDBACK The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

  6. DISCLAIMER All Rights Reserved. These presentations and reports should not be reproduced, re-circulated, published in any media, website or otherwise, in any form or manner, in part or as a whole, without the express consent in writing of TBRC Business Research. Any unauthorized use, disclosure or public dissemination of information contained herein is prohibited. Individual situations and local practices and standards may vary, so viewers and others utilizing information contained within a presentation are free to adopt differing standards and approaches as they see fit. You may not repackage or sell the presentation. The facts of this report are believed to be correct at the time of publication but cannot be guaranteed. Please note that the findings, conclusions and recommendations that TBRC Business Research delivers will be based on information gathered in good faith from both primary and secondary sources, whose accuracy we are not always in a position to guarantee. As such TBRC Business Research can accept no liability whatever for actions taken based on any information that may subsequently prove to be incorrect. The Business Research Company Copyright TBRC Business Research. All Rights Reserved.

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