Topic: Due Diligence with Data Analytics: From Surface Metrics to Real Insights
In this session, we’ll demonstrate how data analytics can elevate the due diligence process by uncovering the deeper drivers behind business performance, beyond surface-level metrics. Through real-world client examples, we’ll show how advanced techniques like cohort and churn analysis, margin bridge breakdowns, customer concentration reviews, and cash conversion trend evaluations reveal hidden risks and opportunities. These insights are essential not only for understanding growth and decline patterns, but also for informing deal negotiations and post-transaction integration, ultimately helping buyers distinguish between short-term anomalies and long-term structural trends to make smarter M&A decisions.
Speakers:
Stefan Mioc, MBA, CBV, Senior Engagement Manager, Sapling Financial Consultants Inc.
Ali Rezaei, Consultant, Sapling Financial Consultants Inc.
Time: Starting 12:00pm on Zoom
