Case Study: Maximizing M&A Value Using Machine Learning

Horatius Group is a boutique investment bank focusing on M&A transactions with private founder-owned companies. The transactions are challenging because there is relatively little public data to compare valuations for these companies, and each has extremely high consequences–once in a lifetime consequences.  

Listen to Horatius Group managing director Billy Birdzell on how his firm uses Krista to help evaluate which private companies are the right M&A targets. Using machine learning and artificial intelligence with limited data sets on low volume, high consequence transactions, his firm maximizes returns for the businesses they represent.  

“The value for us is prioritizing the hours to turn unstructured data into a product that allows us to evaluate a particular company and then accurately present that company to potential acquirers. Krista will enable us to digest data, both text, and numbers, to structure data to make decisions using AI and ML,” said Billy Birdzell.