Data Analytics & Management Consulting


Data and Analytics Across the Fast-Pace and Lifecycle of Private Equity

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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

    Location analytics to support site selection and market expansion strategy that uses a wealth of external data

    • Granular Demographics
    • Competitor Data
    • Point-of-Interest Data
    • Mobile Foot Traffic Data
    • Social Media 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


  • Customer Analytics

    Analytics aimed at answering high-value questions about customer behavior, customer lifetime value, and retention.

    • Predicting Customers at Risk
    • Strategies to increase customer LTV.
    • Current health of the customer base.
    • Market Basket Analysis and opportunities to upsell and cross-sell
    • Customer Segmentation and Profiling using internal and external data to support marketing and new customer acquisition strategy

  • Market Forecasting

    Analytics for managing uncertainty around the business cycle

    • Market simulation and forecasting under various scenarios
    • Identification of key market indicators related to business drivers
    • Business Revenue forecasting under various market conditions
    • Understanding subsegments of the industry (e.g., geography, specific products) that are less cyclical than others.

  • Data Unification/Data Augmentation

    Analytics and Infrastructure to increase operational efficiencies: 

    • Addresses data accuracy and standardization issues and connects siloed commercial data sources.
    • Improves organizational access to analysis-ready, standardized, and interlinked data points through a middleware solution.
    • Develops prioritization frameworks to guide the company in their journey to become a data-driven organization.

  • On-Demand Analytics

    Increasing in-house capacity with On Demand Analytics

    • An agile, fast-paced deal analytics and portfolio support process to support key challenges in private equity.
    • Access a variety of skills and capabilities on-demand, helping serve nuanced business needs.
    • A dedicated team structure to work with your in-house teams to ensure a smooth flow of information.
    • Data-driven, actionable insights through streamlined processes; Analyze large volumes of data faster.

How we work with clients

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.

How we work with clients

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.

Our Client Work

Growth Strategy: How AMR Helped IEG Become a Catalyst
By Florent Jarry September 9, 2022
In this case study, discover the five-year digital roadmap we developed for the Italian Exhibition Group (IEG).
Assessing a Potential Acquisition Target in Cybersecurity Space
December 7, 2021
In this case study, we explore how Stax supported a client looking to invest in a French cyber security firm. Click to see more.
Evaluating a European-Based Cybersecurity Value-Added Reseller
By Florent Jarry November 2, 2021
We supported a private equity firm’s evaluation of a Northern Europe-based cybersecurity value-added reseller (VAR) transitioning to managed security service provider (MSSP).
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Our Process

1. Identify a high-value business problem

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.

2. Hypotheses Generation

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.

3. Data Collection and Preparation

Data Collection and Preparation

Stax starts with the existing data at the company and brings in or creates additional market data to fill gaps.

4. Analysis and Insights and Models

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.

5. Implementation, monitoring and change management

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 Drives Value 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.

What Our Clients Have to Say

Recent Data & Analytics Insights

Unlocking Value Post-Acquisition: How a Pricing Diagnostic Can Drive Margin and Growth
By Alex Erines June 11, 2025
Alex Erines outlines Stax Pricing Diagnostic product, designed to help sponsors and management teams pinpoint actionable insights and improve profitability fast. Click here to learn more.
Six Key Takeaways from the Stax Consumer Survey
By Samantha Pinkes & Marko Begonja June 10, 2025
Stax Consumer group recently conducted a survey identifying consumer sentiment, revealing multiple key takeaways across several industries. Click here to see the results.
A Statistically Driven Solution to Understanding Customer Needs
By Marko Begonja, Samantha Pinkes & Asiri Silva June 2, 2025
Stax moves beyond surface-level customer research, using MaxDiff and clustering to deliver actionable insights that align with real customer behavior. Read more about Stax Value Creation.
How Can Advanced Analytics Help SaaS Companies Accelerate Growth?
By Asiri Silva & Iranga Mendis January 22, 2025
Retaining customers is crucial for SaaS growth. Asiri Silva and Iranga Mendis share how Stax supports companies in using advanced analytics to create growth. Click here to read more.
Unlocking Deeper Insights: Leveraging Alternative Data for Commercial Due Diligence
By Asiri Silva & Iranga Mendis January 21, 2025
Asiri Silva and Iranga Mendis discuss how Stax uses data like social sentiment, workforce metrics, and POI data to refine due diligence and provide actionable insights. Read more.
How Data Maturity Creates Value Across Organizations
By Asiri Silva & Iranga Mendis January 15, 2025
Asiri Silva and Iranga Mendis discuss how building data maturity requires identifying high-impact use cases and fostering a data-driven culture—key areas where Stax supports clients. Read more.
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