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Determine the strategic fit of two customer bases in an M&A process without sharing data.

Simple

Confidential

Customer data is never shared with the collaborating party.

Simple

Accurate

Use real data to drive an accurate assessment, not secondary research data.

Simple

Efficient

A controlled approach ensures fast and robust delivery.

Simple

Trusted

Secure and isolated hosting eliminates privacy and security risks.

Quickly discover your business synergy

Whether the goal in acquiring or merging with another company is to increase business scale, penetrate a new market space or consolidate a competitor; understanding the customer crossover is a key factor in determining the financial value of the combined business.

Understand the customer intersection and quantify the value unlocked by offering a joined up service to shared customers.

Determine the profile of customers being acquired that are likely to become customers of your existing product or service.

Explore the profile of your existing customers that are likely to become customers of the new product or service.

Quantify the opportunity of the merger or acquisition by analysing the unique customers of both companies.

Analyse isolated datasets without needing to pool data

Currently, there is an over-reliance on sample or research data during the early stages of an M&A deal. This is due to the commercial, legal and security risk of sharing data. InfoSum’s approach ensures no raw data is ever shared or pooled.

Instead, each party uploads their data to a secure and isolated server, where it is encrypted and personal identifiers removed. The isolated datasets can then be statistically compared, and knowledge unlocked.

Trusted analysis at two critical M&A stages

IDENTIFY CUSTOMER INTERSECTION

With knowledge of the crossover between the two customer bases, quickly place an informed value on the acquisition or merger.

CROSS DATASET
REPORTING

Use Synergy to run reports across both isolated datasets prior to full integration, or where data is to remain siloed.

PRE-DEAL
NEGOTIATION
SALE & PURCHASE
DUE DILIGENCE
INTEGRATION

Support to ensure confidentiality, optimisation and validity.

Maintain confidentiality by initiating the project and inviting both parties to upload their data.
InfoSum
Facilitate a compliant data sharing relationship with the inclusion of standard agreements.
InfoSum
Ensure an optimum level of matching by assisting with the mapping and normalisation process.
InfoSum
Create and validate M&A specific reports, showing the quantity and quality of the customer intersection.
InfoSum

Free consultation

Contact us today to discuss how Synergy can optimise the M&A process with one of a product specialists.