Case Study: a PE firm focused on mid-sized manufacturing companies achieves faster, standardized deal analysis with Analytics8 and Databricks

a PE firm focused on mid-sized manufacturing companies speeds LBO scenario analysis with Analytics8

A private equity firm focused on mid-sized manufacturing companies faced a challenge with its highly manual process for evaluating acquisitions. Financial data from target companies arrived in inconsistent formats, forcing analysts to spend significant time standardizing information in Excel spreadsheets for leveraged buyout models. This spreadsheet-based approach, supported by Analytics8, was inefficient, made scenario comparisons difficult, and hindered the firm's ability to scale its deal evaluation volume.

Analytics8 developed a solution that centralized the firm's data on the Databricks Lakehouse platform. They automated the LBO calculations and built an interactive investment application. This new system provided faster scenario analysis, standardized investment metrics, and created a scalable foundation for deal evaluation. The results from Analytics8 enabled the firm's analysts to spend less time managing models and more time on strategic investment decisions.