Financial Advisory Analytics Making Deals Successful The Impact of Analytics in M&A and Value Creation - Deloitte
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Financial Advisory Analytics Making Deals Successful The Impact of Analytics in M&A and Value Creation February 2019
Making Deals Successful - The Impact of Analytics in M&A and Value Creation
Thema 1: AI-Enabled Scenarios for M&A Business – Center for the Long View
The engineer strikes back
Customer relationship remains with telcos
Displacement from traditional customer relationship
the virtual telco
Cloud 9 –
„Künstliche Intelligenz wird
zukünftig einen großen Einfluss
Entertainment auf die Entscheidungsprozesse
im M&A Geschäft haben.
Neben der Identifikation von
Technology competence
Technology competence
returns to telco players
Wachstumsfeldern sowie
Data Analytics strategischer Handlungs-
fully with vendors
bedarfe kann KI dabei
unterstützen, potentielle M&A-
Displacement from the Technology layer Targets sowie Partner zu
identifizieren und hinsichtlich
ihrer Zukunftsfähigkeit zu
the new wholesale truth
bewerten. Das Center for the
Long View kombiniert
a Huawei Brand
AI Szenarioanalyse mit
Cinderella –
verschiedenen KIs, um Sie bei
der Bewältigung dieser
O2 –
Herausforderungen zu
unterstützen.“
Healthcare
Telcos fully displaced from
customer relationship
2019 Deloitte 2Making Deals Successful - The Impact of Analytics in M&A and Value Creation
Thema 2: iDeal M&A Analytics in Carve-outs
„iDeal M&A Analytics setzt technologisch neue Maßstäbe in Carve Out-Projekten. Sie erhalten mehr Insights zu den relevanten Fragen – durch bessere Berücksichtigung
der existierenden Komplexitäten. Unser datenbankbasiertes Tool liefert dabei den Zuschnitt des Carve Out-Objekts „auf Knopfdruck“ – Optimierungen des Zuschnitts
werden szenarienbasiert unterstützt. Sowohl umfangreiche als auch unstrukturierte Datensätze aus unterschiedlichen Quellen werden in Echtzeit analysiert und interaktiv
visualisiert. Carve Out-Perimeter können so noch bis kurz vor Signing einfach und schnell angepasst werden. iDeal M&A Analytics in Carve Outs eröffnet neue Möglichkeiten
– auf Käufer- und Verkäuferseite. Wann machen Sie den Upgrade in Ihren Carve Out-Projekten?“
Data Cube • Establish a central database • Full transparency on
Transparency &
containing multi-dimensional preparation process
financial information for all
documentation
• Documentation for
relevant business structures internal/external review &
Full flexibility • Design and evaluate different
iDeal audit purposes
Harmonized
on valuations deal perimeter (scenarios) • Prepare meaningful overviews reporting
and analyses to fulfill reporting
& sensitivities • Allow instant sensitivities
requirements on Day-1
• All workstreams use the same
Collaboration financial data set • Prepare combined/ carve-out Combined
financials for SpinCo Financials
• Information tailored to
workstream requirements • Consider financial rationale
(revealing hidden reserves)
Tracking of • Keep track of most recent
financial development by • Support your M&A sales track M&A track &
carve-out providing information on Youtube product video prospectus
• Support your equity story
measures & accrued project costs &
costs measures • Reliable financials for
prospectus
Separation • Interface (“nerve center”) between modules, countries, and workstreams
2019 Deloitte Management Office • Manage and balance the elements people, assets, processes, systems and contracts 3Making Deals Successful - The Impact of Analytics in M&A and Value Creation
Thema 3: Smart Contract Analytics
„Contract Analytics – Nutzen Sie moderne
Analysewerkzeuge um Vertragsdokumente
jeglicher Art und in großer Menge durchsuchbar zu
4
3
machen. Profitieren Sie von der automatischen
Erkennung und Klassifikation von Vertrags-
dokumenten innerhalb heterogener
Dokumentenmengen (bspw. eines Datenraumes) Reporting
2
sowie von der automatischen Identifikation Deloitte identifies potential risks in the
besonders risikoreicher Vertragsinhalte (wie bspw. contracts of Veracolor: There is a high risk
for revenue reduction at Veracolor after an
Klauseln zu Vertragsstrafen, Haftungs- acquisition because of a “Change of Control”
vereinbarungen, etc.)“ clause in a contractual framework with a
1
main commercial representative and with an
important supplier.
Review & extraction of relevant passages
Supported by AI, Deloitte performs quality control and extracts
the relevant passages of the contracts - supported by AI.
Classification & field recognition
Deloitte processes all contracts with the defined fields and classifies
them according to “contract/no contract” and document type.
Pre-sorting of Determination of fields to be extracted
documents Axochrom and Deloitte choose interesting fields for the
analysis and extraction: 18 fields in English and 12 in
German.
2019 Deloitte 4Making Deals Successful - The Impact of Analytics in M&A and Value Creation
Thema 4: Process Bionics – Tangible Financial Insights
Deal Type Deal Stage
M&A Strategy / Transformation
M&A Execution
Due Diligence (long-term)
1
Accelerated identification of
carve-out entanglements
Sell Side
Improved definition and pricing
of TSAs/SLAs
Corporates
2 3
Target Operating Model
Detailed process
Design: Decision on leading
Buy Side ‘process and IT system
comparison and
optimization
landscape’
M&A
4
Laying out specific value
Sell Side creation measures /
potential to bidders
Private Equity
(stand-alone portfolio
companies) 3
Detailed process
Buy Side comparison and
optimization
„Process Bionics bietet die Tools und Methoden, um über System- und Organisationsgrenzen hinweg alle
Unternehmensprozesse transparent darzustellen. Mit hoher Transparenz in den Prozessen im Unternehmen eröffnen sich
Immediate application areas
für Sie Möglichkeiten, die Effektivität und Effizienz dynamisch und kontinuierlich zu steigern.“ (our focus for today)
Potential further but not so
2019 Deloitte 5
obvious application areasThis presentation contains general information only, and none of Deloitte GmbH Wirtschaftsprüfungsgesellschaft or Deloitte Touche Tohmatsu Limited (“DTTL”), any of DTTL’s member firms, or any of the foregoing’s affiliates (collectively, the “Deloitte Network”) are, by means of this presentation, rendering professional advice or services. In particular this presentation cannot be used as a substitute for such professional advice. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on this presentation. This presentation is to be treated confidential. Any disclosure to third parties – in whole or in part – is subject to our prior written consent. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. Please see www.deloitte.com/de/UeberUns for a more detailed description of DTTL and its member firms. Deloitte provides audit, risk advisory, tax, financial advisory and consulting services to public and private clients spanning multiple industries; legal advisory services in Germany are provided by Deloitte Legal. With a globally connected network of member firms in more than 150 countries, Deloitte brings world-class capabilities and high-quality service to clients, delivering the insights they need to address their most complex business challenges. Deloitte’s approximately 286,000 professionals are committed to making an impact that matters.
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