Analytics and FP&A for Private EquityPortfolio CompaniesMid Market Businesses
We turn fragmented deal and portfolio data into decision-ready insights on top of your existing systems, without the manual reporting lag. For private equity firms, investment banks, and mid-market businesses companies across Canada and the US.
Deal Analytics
Buy-Side Data Diligence
Sell-Side Data Readiness
Data Cubes
KPI Validation
Risk Identifcation
KPI Standardization
FP&A Automation
AI Roadmap
Value Creation
Synergy Tracking
Post-Close Integrations
We’ve sat on the deal side of the table. We know what deal teams need: reliable numbers,
delivered inside deal timelines, not months later.
Every engagement is led by experienced consultants, ensuring strategic guidance without junior hand-offs.
Diligence runs on a clock. We deliver analysis inside deal timelines: days, not months.
NDAs, restricted data access, and clean-room protocols on every engagement. Your deal stays your deal.
We build on top of your existing ERPs, CRMs, and spreadsheets. No system migration, no disruption.
NE Analytics was founded on a simple observation: deal teams don’t have a data problem, they have a translation problem. The numbers exist, buried across ERPs, CRMs, and spreadsheets. What’s missing is someone who speaks both languages: finance and data. That’s the gap we fill.
Our team combines hands-on finance leadership with modern data expertise: people who have worked inside deal environments and understand what it takes to deliver when timelines are tight. We serve deal teams and portfolio companies across Canada and the US, and every engagement is senior-led, confidential, and built to move at deal speed.
Delivering trusted analytics consulting with proven expertise across diverse business sectors.
Business Growth
Start your analytics journey with trusted consultants focused on measurable business success.
Begin building smarter business decisions with confidence.
Structured analysis built to withstand investment committee scrutiny.
End-to-end data architecture: from your source systems to executive-ready reporting.
Dashboards that replace manual spreadsheets with decision-ready reporting.
Post-close KPI tracking for the first 100 days and beyond.
Deal-stage analytics and post-close KPI infrastructure.
Data preparation and deal-readiness analysis for buy- and sell-side mandates.
FP&A modernization for finance teams scaling beyond spreadsheets.
Before you commit: data quality checks, KPI validation, and risk flags, so diligence rests on numbers you can trust.
After close: KPI standardization, investor-grade reporting, and portfolio dashboards—visibility from day one.
As you operate: value driver tracking, board reporting, and advanced analytics measuring what moves the investment.
Every engagement starts with a scoping call and a clear timeline—no six-month discovery phases.
Founder & Managing Director
Associate, Fabric & Analytics
Connect with our experts to discuss your analytics needs and discover tailored solutions for sustainable business growth.
Tell us about your deal or your data challenge. We’ll reply within one business day and everything you share stays confidential.
One conversation is enough to find out. Confidential, senior-led, at deal speed.
Analytics and FP&A partners to Private Equity, Portfolio Companies and Mid-Market Businesses
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