How a mid-market advisory firm cut deal time by 60%.
A 40-person transaction services team was spending 70% of analyst time on manual data work. This case study shows how they restructured their workflow — and what the numbers looked like after 6 months.
Read by 800+ TS professionals
Before & after metrics
Hours per deal, realization rates, and analyst utilization — compared side by side.
Implementation timeline
Week-by-week breakdown of how the team rolled out the new workflow without disrupting live deals.
ROI calculation
Detailed return analysis including time savings, capacity gains, and revenue impact.
Team feedback
Direct quotes from analysts, managers, and partners on what changed in their day-to-day.
Datapack-MA-Case-Study.pdf
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