From Weeks to Hours on Longlists and Company Valuations
How WTS Advisory's M&A team cut research time on longlists and multiple-based valuations by up to 90%, freeing up more time for analysis and client work.
The essentials at a glance.
Most valuable
Longlisting for buyer and target search
Benchmarking against relevant peers
Market and competitive analyses
Transaction and valuation data
Most frequently used
Longlisting
Benchmarking
Valuation
Market and competitive analysis
What works well
High data quality for the German Mittelstand
Transparent ownership structures
Continuous development of the platform
Combination of company analysis, market analysis, benchmarking and valuation in a single solution
A concise view of the case study.
The difference compared to before
Research and analyses that used to take weeks can now often be completed within a few hours or days.
Most used and valuable modules / services
Longlisting / Benchmarking / Valuation / Market and competitive analysis
The full story.
Initial Situation & Challenges
WTS Advisory's M&A team supports mid-sized companies in M&A transactions on both the sell- and buy-side. This includes researching potential buyers, valuing companies, mostly on a multiples basis, and conducting market research and competitor benchmarking.
Before using StrategyBridgeAI, many analyses relied on traditional databases, registry data, Google searches, and manual compilation. For every longlist, companies had to be identified, websites checked, financial data researched, and results validated.
Especially for buyer and competitor research, the team often invested several weeks in compiling reliable results.
High manual research effort
Long turnaround times for longlists
Labor-intensive validation of company data
Difficulty identifying all relevant market participants
Uncertainty about whether important companies had been overlooked
Usage & Impact
Today, WTS Advisory uses StrategyBridgeAI throughout the entire M&A process.
Even during the acquisition phase, the platform helps the team understand markets faster and produce initial company analyses. In ongoing mandates, longlists, competitive analyses, valuations, and market comparisons are used.
The impact is clearly noticeable.
Longlists that previously required two to three weeks of research can now be completed within a few afternoons. The research effort for multiple-based valuations has also been significantly reduced.
According to WTS Advisory's assessment, time savings for many of these use cases are in the range of 80 to 90 percent.
Buyer and target longlists
Company benchmarking
Market and competitive analyses
Multiple-based valuations
Pitch and mandate preparation, as well as creating marketing materials
Impact in daily work
Significantly faster longlist creation, from weeks down to a few afternoons
Substantially reduced research effort for multiple-based valuations
Broader data foundation, reducing the risk of overlooking relevant companies or transactions
More time available for analysis and client work
Quotes
Nikolai Üstündağ
Senior Manager, WTS Advisory
"Because information is available faster and at higher quality, our analyses are more meaningful. For multiple-based valuations and longlist research, we've reduced the time required by roughly 85% in some cases."
"Today information is available faster and at better quality. This lets us focus more on analysis and client work."
About the company
The interview partner is Nikolai Üstündağ, Senior Manager at WTS Advisory.
WTS Advisory is part of the WTS Group and an independent solutions provider covering the entire CFO agenda. In the area of Deal Advisory and M&A Strategy, it supports companies through every phase of a transaction: from transaction strategy and valuation, through process preparation and marketing, to managing and conducting Financial and Tax Due Diligence and negotiations, all the way to signing, closing, and post-merger integration. By deliberately not offering statutory audit services, WTS Advisory remains an independent partner.
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