Streamlining M&A Data Onboarding for Finance

Background

Our client is one of the world's largest and most influential alternative asset managers. Founded in 1990 and headquartered in America, the firm has evolved from a specialist in distressed debt into a diversified global powerhouse. With over $800 billion in assets, this client frequently pursues the latest in cutting-edge technology to continually be a leader in how asset management firms operate.

Challenge

Our client’s growth strategy relies heavily on the rapid acquisition and integration of new companies. However, this aggressive expansion was hampered by a rigid and cumbersome data onboarding process that took over a month to complete for each new entity. This delay created a significant "visibility gap," where executive leadership remained in the dark regarding the real-time health and performance of newly acquired assets during the most critical stages of integration. The lack of standardized data mapping meant that every acquisition required a manual, ground-up rebuild of data models, leading to fragmented reporting and inconsistent KPIs.

Approach

Keyrus met with business to understand what datasets are common amongst the companies, and what metrics / KPIs were important to the client. The goal was to create the most efficient process for a newly acquired company to have their data onboarded into our clients database, and in a spot where it could quickly be consumed. This resulted in the identification and classification of expected data; three data models that organzied, cleaned, and output metrics identified as critical for the business; and three dashboards that allowed users to review the health of the company's metrics within one week of onboarding.

Key results

Benefits

Increased trust, reliability, and speed to understand a client's data and the health of its business. Faster insights into acquired companies.

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