Data Analytics for Financial Transaction Advisory 

PRIMARY CONTACT: Joel M. Rosenthal CPA, CVA, CM&AA

In association with the Automation and Data Analytics Process Team (ADAPT), our business advisory professionals harness the power of data management, data discovery, data visualization, and problem-solving through data analysis to quantify value and identify missed opportunities for our clients.

In today’s fast-moving environment, there is a growing risk that relevant data is not analyzed correctly, misunderstood, or even not considered at all. Our professionals combine decades of industry-specific knowledge with state-of-the-art data analysis tools and techniques to design procedures that efficiently and effectively maximize value and minimize risk.  

Our professionals flip the traditional paradigm – instead of spending time sorting and gathering data, we use leading tools and analytic programs to quickly move beyond this stage to gain knowledge and deliver insight. 

How can Data Analytics be applied to Transaction Advisory and Business Valuation Services?

  • Discover formerly unknown patterns or inconsistencies in new and existing data
  • Determine the quantitative results of proposed transactions
  • Provide industry and sector-specific key performance indicator analysis to aid in executive decision making
  • Improve confidence in projections using statistical forecasting methods 
  • Identify and address inconsistencies early in the deal process to prepare for questions from buyers

ADAPT’s Big Thinking in Action:

  • Performed customer-type specific analysis to validate recorded revenue and predict collection of customer receivables 
  • Developed a model to predict the future customer attrition rate based on historical trends to value existing customer relationships and contracts
  • Evaluated profitability of operating locations by state to aid in the formation of executive strategy

About Schneider Downs Transaction Advisory

Our team of experienced advisors work with clients to maximize the success of all business transactions, including mergers, acquisitions, capital raising, due diligence, valuations and succession planning. Our advisors work with companies along every stage the process, helping guiding them toward successful outcomes.

Learn more about our Transaction Advisory services at www.schneiderdowns.com/fas-transaction-services or contact us for more information. 

case studies

 
Let’s discuss preventing ransomware attacks on your company. Email me directly <a href='mailto:twarren@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss preventing ransomware attacks on your company. Email me directly here.
big thinking:
Company impacted by ransomware.
 
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly <a href='mailto:dmorally@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly here.
big thinking:
Inefficient tax credit realization.

our thoughts on

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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

[email protected]
p: 412.261.3644     f: 412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

[email protected]
p: 614.621.4060     f: 614.621.4062

Map of DC Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

[email protected]
p: 571.380.9003