Private Equity Data Analysis

Client: Private Equity Firm

The company engaged us to assist with analyzing sales performance by distinct filters. The client was in the process of acquiring a company and needed a better understanding of key product segments, growth, and customers.

3 Key Insights:

Our first step was to understand the underlying data sources/sets and determine if any clean ups were required. Next, we mapped out the key filters needed to acquire the specific data cuts the client was looking for.

A database was setup using MySQL where all data was stored, and queries were run using our schematic. Using MySQL, we were able to query the data sets, create multiple views, and work with the client on an ongoing basis to adjust filters.

Our final outputs were then sent to the client where they could use their findings and drill/filter down into sub-level data groups.

Data Cut Output

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