Revolutionizing M&A with Power BI and Real-Time Data – YouTube

Revolutionizing M&A with Power BI and Real-Time Data

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM 

Ever wondered how the world’s savviest deal-makers evaluate businesses worth millions? In this eye-opening episode, we pull back the curtain on the rapidly evolving world of mergers and acquisitions with two exceptional guests from the UK.

🔴 What You Will Learn:

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.

🔴 For full Show Notes https://www.microsoftinnovationpodcast.com/697

✅ Find Sam and Ian Online:
Sam Godfrey
LinkedIn: https://www.linkedin.com/in/sam-godfrey-999015bb/
Personal Blog/Website:   https://www.evolutioncapital.com/buy-side/sam-godfrey

Ian Fishwick
LinkedIn: https://www.linkedin.com/in/ianfishwick/

🧰 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 – https://support.microsoft.com/en-us/office/how-power-query-and-power-pivot-work-together-a5f52cba-2150-4fc0-bb8f-b21d69990bc0
👉 Evolution Capital – https://www.evolutioncapital.com/

🔴 Subscribe for all the latest Microsoft Power Platform News: https://www.youtube.com/nz365guy?sub_confirmation=1

🔴 Share this video with a Youtuber friend: https://youtu.be/_K31qL90Bk4

✅ Recommended Playlist: Power 365 Show. Hear the latest from Senior Microsoft Staff – https://www.youtube.com/playlist?list=PLzf0yupPbVkqyy0tYMOozNcXsEdVn4sqh

✅ All our Microsoft Business Applications Podcasts: https://www.youtube.com/playlist?list=PLzf0yupPbVkr6hhBH1cT4E3E8ceQt1S_z

✅ Let’s Connect:
Collaborate with me here – https://cloverbase.com
YouTube – https://www.youtube.com/nz365guy
Website: http://www.nz365guy.com/subscribe
LinkedIn – https://www.linkedin.com/in/nz365guy
X – https://twitter.com/nz365guy
Facebook – https://www.facebook.com/nz365guy
Instagram – https://www.instagram.com/nz365guy
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I’m Mark Smith – nz365guy – Helping people reach their full potential

I have been a Microsoft Business Applications MVP for over 13 years. I am passionate about helping people reach their full potential, through training, coaching and mentorship.

This year we’re adding a new show to our line up – The AI Advantage. We’ll discuss the skills you need to thrive in an AI-enabled world.

Accelerate your Microsoft career with the 90 Day Mentoring Challenge (https://www.90daymc.com/)

We’ve helped 1,300+ people across 70+ countries establish successful careers in the Microsoft Power Platform and Dynamics 365 ecosystem.

Benefit from expert guidance, a supportive community, and a clear career roadmap. A lot can change in 90 days, get started today!

Support the show (https://buymeacoffee.com/nz365guy)

If you want to get in touch with me, you can message me here on LinkedIn (https://www.linkedin.com/in/nz365guy/).

Thanks for listening 🚀 – Mark Smith

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVM 

Ever wondered how the world’s savviest deal-makers evaluate businesses worth millions? In this eye-opening episode, we pull back the curtain on the rapidly evolving world of mergers and acquisitions with two exceptional guests from the UK.

🔴 What You Will Learn:

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.

🔴 For full Show Notes https://www.microsoftinnovationpodcast.com/697

✅ Find Sam and Ian Online:
Sam Godfrey
LinkedIn: https://www.linkedin.com/in/sam-godfrey-999015bb/
Personal Blog/Website:   https://www.evolutioncapital.com/buy-side/sam-godfrey

Ian Fishwick
LinkedIn: https://www.linkedin.com/in/ianfishwick/

🧰 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 – https://support.microsoft.com/en-us/office/how-power-query-and-power-pivot-work-together-a5f52cba-2150-4fc0-bb8f-b21d69990bc0
👉 Evolution Capital – https://www.evolutioncapital.com/

🔴 Subscribe for all the latest Microsoft Power Platform News: https://www.youtube.com/nz365guy?sub_confirmation=1

🔴 Share this video with a Youtuber friend: https://youtu.be/_K31qL90Bk4

✅ Recommended Playlist: Power 365 Show. Hear the latest from Senior Microsoft Staff – https://www.youtube.com/playlist?list=PLzf0yupPbVkqyy0tYMOozNcXsEdVn4sqh

✅ All our Microsoft Business Applications Podcasts: https://www.youtube.com/playlist?list=PLzf0yupPbVkr6hhBH1cT4E3E8ceQt1S_z

✅ Let’s Connect:
Collaborate with me here – https://cloverbase.com
YouTube – https://www.youtube.com/nz365guy
Website: http://www.nz365guy.com/subscribe
LinkedIn – https://www.linkedin.com/in/nz365guy
X – https://twitter.com/nz365guy
Facebook – https://www.facebook.com/nz365guy
Instagram – https://www.instagram.com/nz365guy
Pinterest – https://www.pinterest.nz/nz365guy

I’m Mark Smith – nz365guy – Helping people reach their full potential

I have been a Microsoft Business Applications MVP for over 13 years. I am passionate about helping people reach their full potential, through training, coaching and mentorship.

This year we’re adding a new show to our line up – The AI Advantage. We’ll discuss the skills you need to thrive in an AI-enabled world.

Accelerate your Microsoft career with the 90 Day Mentoring Challenge (https://www.90daymc.com/)

We’ve helped 1,300+ people across 70+ countries establish successful careers in the Microsoft Power Platform and Dynamics 365 ecosystem.

Benefit from expert guidance, a supportive community, and a clear career roadmap. A lot can change in 90 days, get started today!

Support the show (https://buymeacoffee.com/nz365guy)

If you want to get in touch with me, you can message me here on LinkedIn (https://www.linkedin.com/in/nz365guy/).

Thanks for listening 🚀 – Mark Smith

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