Listen "Revolutionizing M&A with Power BI and Real-Time Data"
Episode Synopsis
Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM 🎙️FULL SHOW NOTES https://www.microsoftinnovationpodcast.com/695 Imagine navigating a multi-million-pound business acquisition without flipping through a 700-page PDF. In this episode, Ian Fishwick, a veteran of 43 tech M&As, and Sam Godfrey, Director at Evolution Capital, reveal how they’re transforming the financial due diligence process using Microsoft Power BI. From real-time insights to interactive dashboards, they share how data visualization and automation are reshaping how deals are evaluated, negotiated, and closed. Whether you're buying, selling, or advising, this conversation offers a masterclass in using technology to make smarter, faster decisions. 🔑KEY TAKEAWAYS Power BI is replacing static PDFs in M&A: Interactive dashboards allow buyers to ask real-time questions of the data, eliminating the need to sift through hundreds of pages. Granular transaction-level analysis: By mapping raw financial data directly into custom charts of accounts, buyers gain a clearer, unbiased view of a target company’s performance. Speed and efficiency gains: API integrations and automated updates mean due diligence can be completed in weeks, not months—crucial for both buyers and sellers. Trust through transparency: Sellers who provide access to raw data build credibility, while buyers gain confidence in the integrity of the deal. Portfolio-level decision-making: Serial acquirers can now overlay multiple acquisition targets onto their own financials to assess strategic fit and impact. 🧰 RESOURCES MENTIONED 👉 Microsoft Power BI – https://powerbi.microsoft.com/ 👉Power Query & Power Pivot – Built-in tools within Excel and Power BI for data transformation and modeling. 👉 Evolution Capital – https://www.evolutioncapital.com/ Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoptionSupport the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening 🚀 - Mark Smith
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