The Dashboard Effect

Expert Insights Series - Kison Patel of M&A Science: Data’s Role in M&A Success


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This episode of the Blue Margin's Expert Insights Series with Kison Patel, CEO of M&A Science (www.mascience.com), provides valuable insights into a scientific approach to M&A, data management, and the potential impact of generative analytics in the industry. Kison Patel's extensive experience and forward-thinking perspective make for a compelling discussion on the future of M&A.

M&A Science is a community of practitioners dedicated to improving M&A practices through virtual roundtables, an annual summit, and a popular podcast (www.mascience.com/podcast) with over 50,000 users. It offers DealRoom, an M&A lifecycle management platform, and FirmRoom, "the world's most intuitive data room".

Key insights:
- Kison's perspective on the current state of the private equity market, with variations in activity across different industries.
- Private equity approaches during slower seasons, including cost-cutting initiatives and a focus on improving integration processes.
- The role of clean and reliable data in M&A deals, facilitating smoother and more successful transactions.
- Data lakehouses and their potential to revolutionize data management, and their relevance to the M&A industry.
- The upcoming generative analytics revolution and its potential impact on M&A, including AI's slow adoption in the industry due to skepticism.
- Exploration of potential AI applications for roll-up strategies in M&A, including training AI to extract and summarize diligence reports.

Click here to watch this episode on our YouTube channel.

Click here to read the interview highlights.

Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.

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The Dashboard EffectBy Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs

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