Services
Stax was founded with an approach of bringing specialized data and analytics teams and proprietary technology to our corporate and private equity clients—it's part of our DNA. While we’ve been doing this for almost 3 decades, it's still early days for PE sponsors, their portfolio companies, and opportunity abounds. We see a handful of natural entry points for bringing data and analytics to private equity sponsors and the management teams of portfolio companies.
What We Do
➤ Location analytics to support site selection and market expansion strategy that uses a wealth of external data
➤ Hyper Custom Modeling to suit each business situation, and flexible design to accommodate unique Management / PE needs and testing of various hypotheses
➤ Predictive model insights to support various expansion decisions, such as acquisition vs. de-novo, expected ramp period, and revenue expectations
Analytics aimed at answering high-value questions about customer behavior, customer lifetime value, and retention.
Analytics for managing uncertainty around the business cycle
Analytics and Infrastructure to increase operational efficiencies:
Increasing in-house capacity with On Demand Analytics
What We Do
➤ Location analytics to support site selection and market expansion strategy that uses a wealth of external data
➤ Hyper Custom Modeling to suit each business situation, and flexible design to accommodate unique Management / PE needs and testing of various hypotheses
➤ Predictive model insights to support various expansion decisions, such as acquisition vs. de-novo, expected ramp period, and revenue expectations
Analytics aimed at answering high-value questions about customer behavior, customer lifetime value, and retention.
Analytics for managing uncertainty around the business cycle
Analytics and Infrastructure to increase operational efficiencies:
Increasing in-house capacity with On Demand Analytics
Stax analytics combines business insights and capability development for investors and management teams across the investment lifecycle. That means, regardless of the current stage of the investment lifecycle and your current data maturity level (from messy data to machine learning-ready data), Stax can help you increase your growth potential.
01
Deal Analytics
Validate value during diligence, uncover risks, and explore + recommend go-forward analytics opportunities.
03
Accretive Analytics
Develop untapped revenue streams, find pockets of lost margin, tighten up cash outlays, and mitigate leakage risks.
05
Exit Support
Prep infrastructure and data sets for the pace needed during an exit process.
Proactively provide customer, market, competitor research to give buyers an extra degree of confidence.
02
Analytics Infrastructure
Lay or modernize the foundation that will support data-driven revenue, margin and risk management opportunities for years to come
04
M&A Support
Validate value during diligence, uncover risks, and explore + recommend go-forward analytics opportunities.
01
Deal Analytics
Validate value during diligence, uncover risks, and explore + recommend go-forward analytics opportunities.
02
Analytics Infrastructure
Lay or modernize the foundation that will support data-driven revenue, margin and risk management opportunities for years to come
03
Accretive Analytics
Develop untapped revenue streams, find pockets of lost margin, tighten up cash outlays, and mitigate leakage risks.
04
M&A Support
Validate value during diligence, uncover risks, and explore + recommend go-forward analytics opportunities.
05
Exit Support
Prep infrastructure and data sets for the pace needed during an exit process.
Proactively provide customer, market, competitor research to give buyers an extra degree of confidence.
Identify a high-value business problem
Most companies have many business issues that need fixing. Stax works with the management and PE fund to identify an issue that drives the most impact and value and is timely.
Hypotheses Generation
Dozens of years of cumulative industry experience at the company and hundreds of project experience from Stax meet to build a robust set of hypotheses and outcomes that align with all stakeholders for the identified business problem.
Data Collection and Preparation
Stax starts with the existing data at the company and brings in or creates additional market data to fill gaps.
Analysis and Insights and Models
Our team of data scientists will run analytics, identify patterns and insights, and build state-of-the-art machine learning models to meet the overall objectives.
Implementation, monitoring and change management
Productionize the models and create dashboards to support ongoing monitoring of KPIs. Work with the management to roll-out a change management strategy based on the findings.
Our Data Analytics Drive Values By:
1. Prioritizing the Important Questions
Why? Most organizations have important questions, but their data resides in multiple data systems often with data integrity issues which prevents clients from taking action.
Similarly, while organizations believe there is external data to match, they do not have the resources to bring them together for insights. Stax brings a PE-mindset, specialized teams, and proprietary technology, coupled with deep expertise in data extraction, ingestion, cleaning, data science, and strategy consulting, to bring these elements together in an offering that is fast, agile, outcomes oriented, and cost effective for mid-cap and private equity-backed companies.
2. Using Data Science to Provide Insight
Private equity backed executives and their investors know there should be enough data on market externalities that can be analyzed together with company performance data, to gain insights to inform key operating and investment decisions. Such scenarios often require real data science and technical skills for acquiring and managing large data sets, an experience-based creativity in sourcing data to test, industry perspective, and the intellectual curiosity and persistence to get to the answers that matter.
Our data science projects are staffed with experts across our specialist teams. Using this unique structure and an agile process, we help clients who can hire any firm in the world, answer incredibly valuable questions for major investment and operating decisions. For management teams, we answer their important and historically nagging questions, helping them focus on what matters more, clearing away what matters less, and driving better overall performance.
3. Standing Up Analytics Platforms as Design-Build-Transfer or Design-Build-Host
Most organizations either want to better leverage data to manage their business or they are already on a data journey. When clients ask the best way to set-up analytics platforms, we first suggest choosing important questions to answer and building agile platforms, utilizing mostly off-the-shelf technology to answer those questions.
Why? Because we deliver what you need. We find it’s an easier lift for the organization to quickly drive ROI and learnings, and the organization generates internal energy to continue along with a better view as to what might need scaling up. This also minimizes the risk of trying to install new, large-scale analytics platforms before demonstrating the answers and insight you can derive.
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