Ofelia Heffron

WORK HISTORY

EDUCATION

ABOUT OFELIA HEFFRON

My role is to work with clients on deals to help them understand the value creation opportunities that are available to them pre and post deal in order to realise the target’s full value creation potential. The best way to accurately assessing and realizing the value creation opportunities starts with operational due diligence (ODD) and my role is to help buyers and other stakeholders alike navigate the operational due diligence hurdles. Historically M&A advisors have successfully performed operational diligence by undertaking an assessment of the target businesses and operating models and have been able to deliver value driven insights to prospective buyers purely on that basis. However, the rise of platform driven business models, new consumer ecosystems and the ongoing drive toward digitization has led businesses rethink the way value is created and retained beyond their traditional value chain. As new consumer ecosystems emerge, businesses are able to access parts of other players’ value chain to create, transfer and exchange value. While the breadth and depth of value creation opportunities is expanding, this evolution brings new challenges for players to create sustainable value. As an advisor, I absolutely enjoy the challenge of explaining how the FIG assets operate, create and deliver value creation opportunities whether operating in a conventional business environment or one dominated by fluid value chains. In delivering buy side ODD I focus on the following objectives- Provide clarity around how the business operates and what assets are being acquired - Highlight any operational and IT risks/issues that may constitute deal breakers - Evaluate the savings potential from operational improvements and translate these into hard numbers to inform the investment case and price negotiations - Assess transformation, cost saving or profit improvement initiatives and more importantly form a view on any additional value creation opportunities - Develop a plan to create maximum value and prioritize value creation opportunities I bring significant M&A advisory experience in integrations, carve-out, operational due diligence and value creation services, and have advised on some of the financial services industry’s largest deals. My industry expertise is mainly in financial services and extends to industries including eCommerce, digital assets, FMCG and TMT. I joined KPMG in Jan 2019 to help build an Operations and Value Creation services practice and I lead on operational due diligence and value creation propositions across financial services.