Mergers and acquisitions (M&A) are vital strategies for business growth and diversification. However, the M&A process is intricate, involving extensive due diligence, financial analysis, and integration challenges. In late 2022 and 2023, M&A deal volumes declined sharply, with a 15% drop in 2022 and a 26% drop in 2023. This decline can be attributed to factors such as economic uncertainty, market volatility, regulatory compliance issues, and integration difficulties.

Despite this, 2024 has brought a newfound optimism to the M&A market. Industry leaders believe that successful dealmakers will be those who prioritize strategy and assess the impact of megatrends—such as technological transformation, climate change, and demographic shifts.

In the context of the need for speed and advancement in technological transformation, the Oracle Fusion Data Intelligence Platform stands out as a frontline solution for M&A. This platform offers comprehensive tools for data management, analytics, and insights, enabling businesses to streamline their M&A processes and make informed decisions.

To ensure successful outcomes and maximize value from this process, Jade Global, as a certified Oracle partner, has developed a transformative accelerator called Finance Assist, an advanced analytics accelerator for Oracle Analytics Cloud (OAC), available on Oracle Marketplace.

Jade's Finance Assist Accelerator complements the Oracle Fusion Data Intelligence Platform by offering specialized tools designed to further enhance the efficiency of the M&A process.

This blog highlights how Jade Finance Assist enhances M&A efficiency, its key features, how it works, and the real-life benefits it can bring to your business.

The Challenges of Mergers and Acquisitions

M&A activities pose several challenges, including:

  • Data Overload: M&A involves vast amounts of data from multiple sources, making it difficult to consolidate and analyze.
  • Due Diligence: Thorough due diligence is required to assess the financial health and potential risks of the target company.
  • Integration Issues: Post-merger integration of systems, processes, and cultures is often challenging.
  • Regulatory Compliance: Ensuring compliance with regulatory requirements throughout the M&A process is crucial.

Oracle Fusion Data Intelligence Platform: Transforming M&A

The Oracle Fusion Data Intelligence Platform provides a comprehensive solution for managing the complexities of M&A. By integrating data from various sources and leveraging advanced analytics and automation, it streamlines the entire M&A process.

Key Features of Oracle Fusion Data Intelligence Platform

  • Data Consolidation: Integrates data from ERP systems, financial applications, and other sources, providing a unified view of both companies' financial and operational data.
  • Advanced Analytics: Utilizes predictive analytics and machine learning to evaluate financial health, identify synergies, and uncover potential risks.
  • Automation: Automates due diligence processes, financial analysis, and reporting, reducing manual efforts and enhancing accuracy.
  • Compliance Management: Ensures regulatory compliance through automated checks and comprehensive reporting capabilities.

Jade's Finance Assist Accelerator: Enhancing M&A Efficiency

  • At Jade Global, we understand the complexities of financial reporting at organizations like yours. Hence, we have introduced a unique solution called Jade Finance Assist that aligns perfectly with Oracle Analytics Cloud (OAC).
  • Jade's Finance Assist is an advanced analytics accelerator for Oracle Analytics Cloud (OAC), built by Jade Global’s Oracle Certified Team. It simplifies financial analytics and reporting at and complements the Oracle Fusion Data Intelligence Platform, offering specialized tools to further enhance the efficiency of the M&A process. Finance Assist implements 50% faster than other contemporary solutions.
  • Finance Assist is an advanced analytics accelerator that helps streamline your financial reporting and improve your report build time by 40%.

How Jade's Finance Assist helps you:

  • Powered by advanced statistical analytics
  • ANN-based machine learning capabilities
  • Multi-sources and entity consolidations and reporting
  • 50 + Prebuilt KPI and Presentation-ready Dashboard
  • Automated report distribution

Mergers and acquisitions (M&A) are intricate and often lengthy processes that demand thorough due diligence, effective risk management, real-time insights, and seamless integration. Jade's Finance Assist Accelerator, in conjunction with the Oracle Fusion Data Intelligence Platform, offers a range of features specifically designed to address these challenges. Below, we delve into the key benefits of using Jade's Finance Assist Accelerator for optimizing M&A activities.

1. Streamlined Due Diligence: Automated Data Collection and Validation

One of the most time-consuming aspects of M&A is the due diligence process, which requires collecting and validating vast amounts of data from the target company. Jade's Finance Assist Accelerator automates these tasks, ensuring:

  • Efficiency: Automated tools reduce the manual effort involved in data collection, significantly speeding up the due diligence process.
  • Accuracy: Automated validation processes minimize the risk of errors, ensuring that the data collected is accurate and reliable.
  • Consistency: Standardized data collection protocols ensure that all relevant information is gathered in a consistent manner, facilitating easier analysis and comparison.

2. Risk Management: Identifying and Mitigating Potential Risks

Effective risk management is critical to the success of any M&A transaction. Jade's Finance Assist Accelerator provides robust tools for identifying and mitigating potential risks, including:

  • Advanced Analytics: Leverages predictive analytics to identify financial, operational, and strategic risks.
  • Scenario Analysis: Allows users to simulate various scenarios and assess the potential impact of different risks on the merged entity.
  • Actionable Insights: Provides clear, actionable recommendations for mitigating identified risks, helping organizations to take proactive measures to address potential issues before they become problematic.

3. Real-time Insights: Real-time Visibility into Financial and Operational Performance

In the fast-paced world of M&A, having real-time access to financial and operational data is essential for making informed decisions. Jade's Finance Assist Accelerator offers:

  • Live Dashboards: Interactive dashboards provide up-to-date information on key performance indicators (KPIs) and other critical metrics.
  • Instant Reporting: Generates near real-time reports that highlight the current financial and operational status of both companies involved in the merger.
  • Proactive Decision-making: Enables executives to make informed decisions quickly, based on the latest available data, thereby improving the chances of a successful merger.

4. Integration Support: Prebuilt Universal Adaptor and Data Model

One of the most challenging aspects of M&A is the post-merger integration of systems and processes. Jade's Finance Assist Accelerator simplifies this process by providing:

  • Prebuilt Universal Adaptor: Facilitates the integration of various ERP platforms and other systems, ensuring that data flows seamlessly between the merged entities.
  • Comprehensive Data Model: A prebuilt data model that supports the integration of diverse data sources, providing a unified view of the merged entity's financial and operational data.
  • Smooth Transition: These tools ensure a smoother and faster post-merger integration process, minimizing disruptions and allowing the merged entity to realize synergies more quickly.

5. Prebuilt Data Model, KPI, and Dashboard: Easy Integration with Existing Systems

Jade's Finance Assist Accelerator comes with prebuilt data models, KPIs, and dashboards designed to integrate seamlessly with existing ERP platforms and Oracle analytics environments. Benefits include:

  • Plug-and-Play Capability: The prebuilt components can be easily deployed, reducing the time and effort required to set up and configure the system.
  • Comprehensive Analytics: The prebuilt KPIs and dashboards provide comprehensive analytics capabilities, enabling users to track and monitor key metrics from day one.
  • Enhanced Decision-making: By providing a holistic view of the merged entity's performance, these tools facilitate better decision-making and strategic planning.

How Does It Work?

  • Data Integration: The Oracle Fusion Data Intelligence Platform integrates data from both companies involved in the M&A, creating a consolidated dataset.
  • Automated Due Diligence: Jade's Finance Assist Accelerator automates due diligence tasks, such as data validation and financial analysis, ensuring thorough and accurate assessments.
  • Advanced Analytics: The platform leverages advanced analytics to evaluate financial health, identify synergies, and forecast future performance.
  • Compliance and Reporting: Automated compliance checks and reporting tools ensure that all regulatory requirements are met throughout the M&A process.
  • Post-Merger Integration: Tools and templates provided by Jade's Finance Assist Accelerator support the integration of systems and processes, ensuring a seamless transition.

Real-World Impact

Organizations that have adopted the Oracle Fusion Data Intelligence Platform and Jade's Finance Assist Accelerator for their M&A activities have experienced significant benefits:

  • Accelerated M&A Process: The time required for due diligence and financial analysis has been reduced by up to 40%.
  • Enhanced Accuracy: Automated data validation and analysis have reduced errors, ensuring more accurate assessments.
  • Risk Mitigation: Advanced analytics and risk management tools have helped identify and mitigate potential risks, reducing post-merger issues.
  • Cost Savings: Automation and efficiency improvements have led to significant cost savings in the M&A process.
  • Smooth Integration: Enhanced support for post-merger integration has resulted in a smoother transition and faster realization of synergies.

Conclusion

Optimizing mergers and acquisitions is essential for realizing the full potential of these strategic initiatives. The Oracle Fusion Data Intelligence Platform, combined with Jade's Finance Assist Accelerator, provides a robust solution to streamline and enhance the M&A process. By leveraging data integration, advanced analytics, automation, and comprehensive compliance management, organizations can achieve faster, more accurate, and cost-effective M&A outcomes. Embracing these innovative technologies will not only enhance efficiency but also ensure successful mergers and acquisitions that drive growth and competitive advantage.

Connect with Jade's experts for a no-obligation demo of Finance Assist and explore how it can support your mergers and acquisitions.

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About the Author

Soumit Roy

Soumit Roy

Head of Data Analytics- Oracle & NetSuite, Jade Global

Soumit serves as the Head of Data Analytics- Oracle & NetSuite, bringing with him a robust background in analytics. With his expertise, he has assisted over 100 clients in modernizing their analytics platforms.

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