STRATEGIC M&A ADVISORY FOR FINANCIAL DATA MANAGEMENT INVESTMENTS
Client Background
A leading private equity firm was evaluating the acquisition of two financial data management businesses. Each provided critical reference data and infrastructure solutions, and the client wanted to assess whether the investments could deliver strong returns and expand its portfolio in the data and technology sector.
Client Objectives:
The client engaged Element22 to leverage our deep expertise in financial services, data, and technology to:
Assess the operational and commercial viability of both target companies.
Understand each firm’s market positioning and the competitive dynamics shaping future growth.
Determine whether the acquisitions would be sound, value-creating investments.
Element22’s Strategic Advisory Approach:
Drawing on our experience running businesses and divisions in this sector, Element22 conducted a rigorous due diligence and advisory process that included:
Industry & Competitive Landscape Analysis – Positioned the targets against incumbents and emerging cloud-native challengers.
Market Sizing & Growth Opportunity Assessment – Quantified current and future demand within each segment.
Technology, Resourcing & Operating Model Review – Assessed scalability, delivery efficiency, and alignment to future-state demands.
Client Base & Commercial Arrangements Evaluation – Analyzed revenue streams, contract stability, and client adoption.
Optimization & Value Creation Levers – Identified opportunities in commercialization, product expansion, and operational efficiency.
Strategic Recommendations – Delivered evidence-based guidance on risks, opportunities, and potential post-deal strategies.
Outcome:
Element22 equipped the client with the insight and confidence needed to make informed investment decisions. Our work:
Validated revenue sustainability, cost structures, and margin drivers for each business.
Highlighted market positioning, growth potential, and competitive risks from new entrants.
