We create bespoke ‘data-to-dollars’ playbooks using decision intelligence systems (DIS) that deliver real-time, system-level insights to enhance EBITDA. DIS encompasses a fit-for-purpose pre-provisioned technology infrastructure, data integration, self-service analytics, live KPI reporting and AI solutions. We supplement the DIS with advisory services to help business leaders operationalize analytics-driven strategies. Along with the DIS, we provide pointed insights for value creation and work closely with management to embed analytics in strategic planning, and tactical monitoring for timely course corrections.
Rapidly scaling a business requires a fit-for-purpose analytics and AI strategy
Our solutions rapidly integrate data from disparate systems to establish a single source of truth. This is the foundation to enable granular performance analysis in any dimension across customers, products, services, and locations. Real time reporting on leading performance indicators stems from this foundational analytics layer, empowering management to ask the right questions and take timely action. The analytics foundation layers we develop are designed to facilitate rapid integration of bolt-on acquisitions, since inorganic growth is a key component of PE value creation.
Our analytics engineering and AI solutions are designed to be rapidly deployed and typically generate a $250+ million enterprise value boost depending on the runway and business scale. We deliver targeted insights for EBITDA improvements using our diagnostics tools, within weeks. Our AI solutions help business leaders optimize customer, product, services, and location portfolios as well as resource allocation.
Our team has deep M&A expertise, spanning over 400 transactions, collectively worth more than $400 billion. We help PE investment teams and portfolio company management to maximize exit value by co-developing proformas pre-exit. We help our clients to empirically defend the adjustments during the exit process and efficiently serve reliable data to sell-side advisors, bidders and buy-side advisors through sophisticated technologies.
Connect disparate source data systems to data warehouse, regardless of the system sophistication
Create bespoke enterprise data models to enable downstream analytics and AI solutions for faster growth
Develop curated analytics and AI solutions to identify, monitor and capture EBITDA improvement opportunities
Partner with management to realize $250+ million enterprise value boost through analytics enablement
Connect disparate source data systems to data warehouse, regardless of the system sophistication
Our data integration solution sits atop existing systems (e.g., Payroll, ERP, HR, Point-of-Sale, etc.) and delivers better results, in a faster timeline, and with more capabilities than a traditional ERP overhaul.
Create bespoke enterprise data models to enable downstream analytics and AI solutions for faster growth
An enterprise data model is a grouping of data, relationships and KPIs that serves as the source of truth for downstream analytics and AI solutions. In other words, it can be thought of as a master pivot table at the enterprise level, for performing any analysis.
Poor data model planning and design compounds to an exponential problem due to the growth under PE ownership. As the company grows rapidly through acquisitions and organic value creation initiatives, the data sources grow larger and more disparate. Therefore, it is vital to have a robust, well-designed enterprise data model to support and augment data-driven strategies. We deeply understand your business strategies and custom design the optimal data model for you, that can withstand the pressures of rapid organic and inorganic growth.
Develop curated analytics and AI solutions to identify, monitor and capture EBITDA improvement opportunities
Live KPI reports: Once the data modeling has been complete we develop live KPI reporting focusing on select performance indicators that materially influence the business growth. We advise and guide the management in identifying and defining the KPIs leveraging our extensive PE experience.
Value creation diagnostics: Soon after the live KPI reporting is activated, we develop pointed insights for EBITDA gains using our proprietary revenue and margin diagnostics tools. Typically, we identify 2% – 5+% actionable EBITDA improvement opportunities. If we are engaged post-close, we develop the analytics and AI solutions to capture these gains. If we are engaged post mid-holding period, then we work with the sponsor and the C-suite to develop pro-forma EBITDA adjustments to capture the value during exit.
AI solutions: Our bespoke AI solutions primarily focus on top-line growth and includes recommendation engines, live sales lead scoring, smart segmentation, dynamic pricing, and smart bundling and discounting solutions and many more. Contact us to learn more about how we can help you with generative AI solutions.
Partner with management to realize $50 – $500+ million enterprise value boost through analytics enablement
Reliable data only benefits decision-makers when they are equipped to act on it. Our experienced management consultants and transformation leaders excel in helping management foster a data-driven culture. We focus on crucial aspects such as cross-functional coordination and eliminating roadblocks to activate metric-oriented business planning and monitoring. We work closely with management in identifying strategies to embed the analytics insights in strategic planning and tactical monitoring. Successfully implementing these strategies is vital for realizing the expected enterprise value. If the analytics program is not managed effectively, i.e., if the human resources attached to the operational processes are not enabled to act based on the analytics insights, then the time, effort and amount invested in the analytics program could be an utter waste. We empower and enable investors and operators to confidently drive successful outcomes through our tools, expertise and playbooks.
Our data integration solution sits atop existing systems (e.g., Payroll, ERP, HR, Point-of-Sale, etc.) and delivers better results, in a faster timeline, and with more capabilities than a traditional ERP overhaul.
An enterprise data model is a grouping of data, relationships and KPIs that serves as the source of truth for downstream analytics and AI solutions. In other words, it can be thought of as a master pivot table at the enterprise level, for performing any analysis.
Poor data model planning and design compounds to an exponential problem due to the growth under PE ownership. As the company grows rapidly through acquisitions and organic value creation initiatives, the data sources grow larger and more disparate. Therefore, it is vital to have a robust, well-designed enterprise data model to support and augment data-driven strategies. We deeply understand your business strategies and custom design the optimal data model for you, that can withstand the pressures of rapid organic and inorganic growth.
Live KPI reports: Once the data modeling has been complete we develop live KPI reporting focusing on select performance indicators that materially influence the business growth. We advise and guide the management in identifying and defining the KPIs leveraging our extensive PE experience.
Value creation diagnostics: Soon after the live KPI reporting is activated, we develop pointed insights for EBITDA gains using our proprietary revenue and margin diagnostics tools. Typically, we identify 2% – 5+% actionable EBITDA improvement opportunities. If we are engaged post-close, we develop the analytics and AI solutions to capture these gains. If we are engaged post mid-holding period, then we work with the sponsor and the C-suite to develop pro-forma EBITDA adjustments to capture the value during exit.
AI solutions: Our bespoke AI solutions primarily focus on top-line growth and includes recommendation engines, live sales lead scoring, smart segmentation, dynamic pricing, and smart bundling and discounting solutions and many more. Contact us to learn more about how we can help you with generative AI solutions.
Reliable data only benefits decision-makers when they are equipped to act on it. Our experienced management consultants and transformation leaders excel in helping management foster a data-driven culture. We focus on crucial aspects such as cross-functional coordination and eliminating roadblocks to activate metric-oriented business planning and monitoring. We work closely with management in identifying strategies to embed the analytics insights in strategic planning and tactical monitoring. Successfully implementing these strategies is vital for realizing the expected enterprise value. If the analytics program is not managed effectively, i.e., if the human resources attached to the operational processes are not enabled to act based on the analytics insights, then the time, effort and amount invested in the analytics program could be an utter waste. We empower and enable investors and operators to confidently drive successful outcomes through our tools, expertise and playbooks.
Quickly uncover actionable insights for EBITDA improvement within weeks
Granular insights on business risks and value creation opportunities from transaction-level invoice data, through multi-dimensional analytics on price-volume-mix trends, customer cohort behaviors, customer churn risk and end-market patterns
Uncover retention improvement, up-sell and cross-sell opportunities from customer contact-level data on bookings or billings information, through industry standard revenue roll forward and retention analytics for recurring-revenue model businesses
Disclaimer: Our estimated enterprise value gains from analytics enablement are dependent on several project-specific variables. Terms of each engagement, including deliverables, will be governed by the respective master service agreement or engagement agreement. Please reach out to us to discuss.
Chartered Accountant | Institute of Chartered Accountants of Scotland
Master’s in International Accounting and Finance | University of Strathclyde, U.K.
Master’s in Finance | Mahatma Gandhi University, India
A proven business builder, innovator and M&A advisor with significant global experience, and adept in quantitative techniques and technology, Thomas brings forth a unique set of perspectives and capabilities to boost the systemic efficiency of fast-growing enterprises. Thomas has been a trusted advisor throughout his professional services career to several financial sponsors, sovereign wealth funds and Fortune 100 corporations, throughout the M&A life cycle from deal sourcing, deal execution, post-close value creation, to exit.
Prior to founding Teragonia, Thomas worked at Houlihan Lokey for five years where he established two successful and fast-growing practices from the ground up, including a traditional financial due diligence practice as well as a sophisticated data science practice. At Houlihan Lokey, he led the design and development of a fit-for-purpose, cutting-edge, and highly secure data science technology platform capable of hosting thousands of users and supporting several hundred clients. Leveraging the platform, he innovated several scalable and quickly deployable analytics applications creating significant value for the financial sponsor clients. Examples include various analytics and data science applications for deal sourcing, greenfield growth strategy, price optimization, salesforce effectiveness, customer retention, workforce rationalization, and location performance optimization.
Prior to Houlihan Lokey, Thomas spent more than a decade at Ernst & Young working in the Assurance, M&A Diligence and Strategy Consulting practices across the Atlantic.