Customer Case Study - MHA Tait Walker

Find out why MarktoMarket is MHA Tait Walker's "go to" research tool for all things M&A related


Industry


accountancy

Size


200 Staff across six offices

Location


North-East England

Client Focus


SMEs / Owner Managed 

Customer Profile

Established in 1937, MHA Tait Walker is the largest independent accountancy and advisory practice in the North East of England. The firm has six regional offices and offers large corporates, owner-managed businesses and individuals a complete set of accountancy and advisory services, from taxation to corporate finance.

Dedicated to making clients more successful, the multi-award winning MHA Tait Walker Corporate Finance team offer a full range of advisory services for buying and selling companies, strategic planning and raising finance.

The Corporate Finance team work with a wide spectrum of businesses in North East. Described by clients as proactive, committed, and diligent, the team is made up of broad thinkers who can pivot rapidly to help clients through situations where conventional structures don’t work. Their partner led approach focuses on the creation of innovative, client-centric solutions, which is made possible by the breadth of practice and industry knowledge on the team.


Why is data important to MHA Tait Walker?

Data plays a key role within MHA Tait Walker, so much so that the firm have a specialist team dedicated to it. The Data Insight team ensure that data from a wide range of sources is being effectively utilised to provide the most up-to-date and accurate analysis of businesses and markets for clients.

“Those who use and embrace technology will be well placed in the future: it’s efficient, quick and allows us and our clients to make better informed decisions in a more timely fashion.” Lee Humble, Associate Partner

The Corporate Finance team relies on platforms which are user friendly, can generate results quickly, and whose data stands up to rigorous due diligence. High data integrity is essential in all aspects of the team’s work, but especially when working on projects which have a material impact on clients. Robustness of intelligence is therefore a non-negotiable feature when it comes to platform choice.


You need platforms which are user friendly and succinct, but that also have integrity. MarktoMarket does exactly that. It’s our key research tool for all things valuation and M&A related. I brought the platform in at my old firm and again when I moved to MHA Tait Walker.

Why Did MHA Tait Walker Choose MarktoMarket?

Comprehensive M&A Research Tool


The team uses MarktoMarket for a variety of M&A work, including valuations projects, buyer research and general sector insight. The platform is currently utilised as a research tool in around three quarters of the mandates that come through the Corporate Finance function. It is also used as a resource to inform discussions with private equity and investment advisors, as well as potential clients.

Ease and Speed of Use


For MHA Tait Walker, one of the main benefits of the platform is the speed at which it allows the team to pull relevant data for complex research projects. For example, the platform’s dedicated buyer research tool allows the team to quickly identify relevant buying activity in a given sector, including detailed breakdowns of all companies involved. This means buying landscapes can be understood in minutes, not hours.

Accurate & Defensible Data


In a team which relies on the robustness of its data, MarktoMarket’s granular audit trails also prove valuable; for example, to delve into the enterprise to equity value bridge or to understand how exactly a multiple has been derived. Each deal on our system is regularly updated with new information as it becomes available, and each multiple is auditable back to source documentation.

Ability to input into future releases


As an early adopter of MarktoMarket, Lee has seen the platform develop over the last couple of years and enjoys working with our team to provide feedback and share market commentary. This feedback loop is something MarktoMarket encourages with all customers – it helps us ensure we’re building the most relevant features for the Corporate Finance community.


What does the team say about MarktoMarket?

Provides real-time sector insights

“MarktoMarket is one of my go-to resources. I’m always talking to people in terms of buying and selling, so I’m on it literally every week to see what’s going on in certain sectors.”

User-friendly and intuitive to use

“I can jump on the platform and see within a couple of minutes which way things are tracking in any given sector, which is mostly due to the user-friendly nature of the product.”

Feel like valued customers, not numbers

“We like supporting businesses like MarktoMarket because we know how valuable your customers are to you. I’m looking forward to seeing what you come out with next.”

Trust the data to stand up to scutiny

“You need to be absolutely certain your numbers will stand up to scrutiny. You can’t use anything that is vulnerable to challenge, so the platforms we use need to be slick, quick and robust, like MarktoMarket.”

Interested in finding out how MarktoMarket can help you streamline your research?

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