kenneth ingram ey transaction analyticscdn.instantmagazine.com/upload/15042/data... · ey...
TRANSCRIPT
Innovation in transactions
Data and Analytics in the Transaction lifecycle
Kenneth Ingram
EY Transaction Analytics
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
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
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
EY | Assurance | Tax | Transactions | Advisory
Ernst & Young LLP
© Ernst & Young LLP. Published in the UK.
All Rights Reserved.
ED None
EY-000051670-01 (UK) 12/17. CSG London.
The UK firm Ernst & Young LLP is a limited liability partnership registered in England and Wales
with registered number OC300001 and is a member firm of Ernst & Young Global Limited.
Ernst & Young LLP, 1 More London Place, London, SE1 2AF.
ey.com