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Deloitte M&A focus on: Analytics survey findings

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The Deloitte M&A focus on: Analytics survey collected responses from 500 corporate leaders (director-level or above) at large U.S. companies about analytics. In this presentation, we’ve shared some of their high-level insights on everything from where analytics is being used in the deal making process to what types of data is being examined, and much more. http://bit.ly/1LHNKKd

Publié dans : Business

Deloitte M&A focus on: Analytics survey findings

  1. 1. Deloitte M&A Focus on: Analytics Key survey findings February 2016
  2. 2. 2 Copyright © 2016 Deloitte Development LLC. All rights reserved. Respondent profile While there’s plenty of talk about the growing role that data analytics is playing in mergers and acquisitions (M&A), we wanted to assess how important it is—from the perspective of corporate leaders. That’s what this survey is all about. For this issue, we talked to 500 corporate leaders (director-level or above) at large U.S. companies about analytics. In this presentation, we’ve shared some of their high-level insights on everything from where analytics is being used in the deal making process to what types of data is being examined, and much more. One thing is clear: Analytics is already playing a role in M&A, and for most corporate leaders, they’re just getting started. Data analytics The practice of leveraging data to drive business strategy and performance. It includes looking backward to evaluate what happened in the past, as well as forward-looking scenario planning and predictive modeling. v Copyright © 2016 Deloitte Development LLC. All rights reserved.
  3. 3. 3 Copyright © 2016 Deloitte Development LLC. All rights reserved. About this survey of M&A Leaders For this survey, our focus was on high-level corporate leaders at some of the leading organizations in the U.S.—the people whose opinions are shaping the use of technology-driven data analytics in the M&A world. Here’s a closer look at those who participated in our survey. To qualify to participate in the survey, a respondent had to: Be the owner of a business or work full-time for a company. Be at the Director level or above in their company. Not work for a not-for-profit NGO, professional services firm or in the public/government sector. Work in a company with $10 million or more in annual revenue. # of respondents (n=) Margin of error @ 95% Confidence Level 500 +/- 4.5% Sample size, confidence interval and quotas Survey fielding period: December 8 – 14, 2015 v Copyright © 2016 Deloitte Development LLC. All rights reserved. *All percentages in this document may not equal 100 due to rounding
  4. 4. Key findings 4 Copyright © 2016 Deloitte Development LLC. All rights reserved.
  5. 5. 5 Copyright © 2016 Deloitte Development LLC. All rights reserved. Does your company deploy technology-driven data analytics in M&A? Is anyone actually using data analytics in M&A? If there was ever any doubt about the role of data analytics in M&A, our survey respondents offered a resounding answer: 68% report using technology- driven data analytics in M&A activities. In fact, 40% consider it a core component of their approach. As you can see in the graph on the right, usage as a core component tends to increase along with the size of the firm. 40% 28% 9% 12% 11% Yes, a core component of our M&A analysis 35% 29% 44% 47% 47% 58% 34% 26% 33% 24% 26% 19% 13% 12% 6% 10% 4% 6% 13% 21% 6% 8% 7% 2% 15% 5% 11% 11% 11% 15% Yes, in select areas of our M&A analysis No, but considering it No Don’t know/ Not sure (n=483) 5
  6. 6. 6 Copyright © 2016 Deloitte Development LLC. All rights reserved. In the past year, how have you changed your use of data analytics in the deal-making process? Is analytics usage on the rise–or is it declining? Over the past year, 64% of companies increased the use of data analytics— 30% significantly increased their usage. 13% 5% 1% 17% 34% 30% We have increased our use of data analytics significantly We have increased our use of analytics somewhat We haven’t changed our use of data analytics We have decreased our use of data analytics We don't use data analytics in the deal making process Don't know/not sure 6
  7. 7. 7 Copyright © 2016 Deloitte Development LLC. All rights reserved. In what stage(s) of the M&A lifecycle do you feel using data analytics is most valuable? Where does it matter most? The M&A lifecycle includes several widely recognized stages, starting with strategy development and target screening all the way through to integration. So where are firms using data analytics the most? When asked where data analytics is most valuable, M&A leaders pointed to strategy development. But the other areas are equally interesting. Multiple responses allowed (n=394) 21% 40% 42% 47% 49% 64%Strategy development Target screening Integration Due diligence Transaction execution Divestiture 7
  8. 8. 8 Copyright © 2016 Deloitte Development LLC. All rights reserved. How has your company applied data analytics?How exactly is analytics being used? Data analytics can be used anywhere there’s data—and since the M&A process is often loaded with data at every stage, there are myriad potential use cases. So how are leaders really using it today? The answers may surprise you. The analysis of customers and markets leads the way, but there are many other ways in which data analytics approaches are being used today. Multiple responses allowed (n=394) 35% 37% 38% 41% 43% 55% 64%Analysis of customers and markets Analysis of workforce and compensation Vendor analysis Analysis of contracts and legal agreements Analysis of intellectual property Analysis of plant, machinery and real estate Synergy identification and sizing 8
  9. 9. 9 Copyright © 2016 Deloitte Development LLC. All rights reserved. What is the greatest benefit to using data analytics in your M&A transaction? Why data analytics in M&A? There are plenty of reasons businesses use data analytics. But why use analytics approaches in M&A? Gaining deeper insights tops the list. Here’s what our respondents said. (n=483) 11% 10% 18% 26% 35% Gaining deeper insights Improved efficiency in the data analysis Getting answers more quickly Ability to visualize trends and anomalies No benefit/ Do not use 9
  10. 10. 10 Copyright © 2016 Deloitte Development LLC. All rights reserved. How important do you feel data analytics will be to your company’s M&A activity in the next three years? How important could it be in the future? Is interest in data analytics waning, or could it continue to be a force? In the world of M&A, most expect it to remain important over the next three years, with 61% indicating that it will be “very important”. (n=483) 9% 2% 5% 22% 61%Very important Somewhat important A little important Not important at all Don’t know/ not applicable 83% 10
  11. 11. 11 Copyright © 2016 Deloitte Development LLC. All rights reserved. What types of data does your company typically explore with data analytics? What types of data are used? Structured or unstructured? In the world of data analytics, it can make a big difference. And in M&A, so far structured data is relied on more heavily than unstructured. Multiple responses allowed (n=483) 40% 6% 39% 5% 10% Structured Unstructured Both Neither Don’t know/ Not sure 11
  12. 12. Respondent profile
  13. 13. 13 Copyright © 2016 Deloitte Development LLC. All rights reserved. v Occupation and role (n=483) Owner of a business Working full-time for a company Current occupation Title or role 12% 2% 0% 10% 2% 3% 5% 1% 8% 12% 6% 5% 11% 0% 3% 3% 2% 2% 10% Owner Operating Partner Board member CEO/President COO CFO CTO/CIO Other C-level executive Senior Managing Director Managing Director Head of business unit or department Senior Vice President Vice President Principal Controller Senior Director Senior Associate Associate Director 17% 83%
  14. 14. 14 Copyright © 2016 Deloitte Development LLC. All rights reserved. v (n=292) Functional area Title and function 37% 63% 5% 13% 9% 6% 1% 16% 7% 31% 11% Corporate development Finance HR Marketing M&A Sales Strategy Operations OtherC-suite, including owners/ partners Other Title
  15. 15. 15 Copyright © 2016 Deloitte Development LLC. All rights reserved. (n=483) Company profile The Manufacturing sector accounted for the highest proportion (18%) of the firms surveyed, followed by Financial Services/Real Estate (17%) and Technology/Telecom/Media and Entertainment (15%). What is your company’s primary industry? 18% 17% 15% 13% 11% 9% 4% 12% Manufacturing Financial Services/ Real Estate Technology/ Telecommunications/ Media & Entertainment Retail & Distribution Energy/ Alternative Energy/ Resources & Mining Other/ Travel, Hospitality & Leisure Construction Life Sciences/ Health Care Providers & Plans 15
  16. 16. 16 Copyright © 2016 Deloitte Development LLC. All rights reserved. (n=483) Company revenue The median annual revenue of respondents’ companies is between $250 million and just under $500 million. What is the annual revenue of your company? $10 million to less than $50 million $50 million to less than $250 million $250 million to less than $500 million $500 million to less than $1 billion $1 billion to less than $5 billion $5 billion or more 10% 14% 16% 16% 28% 17% 16
  17. 17. This publication contains general information only and Deloitte is not, by means of this document, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services. This publication is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making any decision or taking any action that may affect your business, you should consult a qualified professional advisor. Deloitte shall not be responsible for any loss sustained by any person who relies on this document. About Deloitte As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting. Copyright © 2016 Deloitte Development LLC. All rights reserved. Member of Deloitte Touche Tohmatsu Limited

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