--- title: "Acquisition KPI Tracker & ROI Forecasting | Case Study" description: "Sanlam: A large South African insurance business acquired a controlling stake in a smaller insurance business. The acquirer knew how much they spent" lang: en json-ld: --- [](https://wa.me/27833241850?text=Hello!%20I'm%20reaching%20out%20from%20The%20Shard%20website.%20I'd%20like%20to%20learn%20more%20about%20your%20services.) [![The Shard](/assets/logo-full-color-CcISE1vd.png)](/) [About Us](/about/our-story) [Services](/services) [Clients](/clients) [Our Team](/about/leadership) [Insights](/insights) [Careers](/careers) [Contact](/contact) Back to Clients & Impact Financial Services Data Analytics # Acquisition KPI Tracker & ROI Forecasting Sanlam ## The Challenge A large South African insurance business acquired a controlling stake in a smaller insurance business. The acquirer knew how much they spent on the acquisition and knew their desired return on investment, but was unsure of the targets to set and KPIs to monitor to achieve the desired return, running the risk of the acquiree underperforming without timely detection. ## Our Solution Our team performed an analysis of competitors of a similar size and market to determine achievable and acceptable growth levels and ratios. We created a model capable of showing KPIs of competitors by accepting Income Statement data to calculate historical metrics. The model accepts forecasted metrics for the acquiree and forecasts their Income Statement along with resulting KPIs. It compares actual to forecasted figures as the period progresses and displays everything in a user-friendly format with charts and graphs, enabling management to quickly identify shortfalls and calculate Return on Investment on both a forecasted and actual basis. ## The Results Management could quickly identify areas of underperformance by the acquiree based on forecasted and expected KPIs when comparing to actuals. This enabled data-driven decision-making, allowing management to allocate resources and propose improvement plans early enough to still achieve the required Return on Investment. Similar principles and techniques can be applied to most forecasting and budgeting projects, where industry and historical performance are analysed to predict future performance while retaining the ability to modify inputs and see their effects in real time. ### Quick Facts Client Sanlam Industry Financial Services Service Data Analytics [Discuss Your Project](/contact) ## More Success Stories [ ### AI-Powered Branch Risk Management African Bank Financial Services ](/case-studies/african-bank-branch-risk-management)[ 50% Reduction in Findings ### Driving Efficiency in Internal Audit Large Retail Bank Financial Services ](/case-studies/driving-efficiency-internal-audit) [View All Case Studies](/clients) ## Ready to Achieve Similar Results? Let's discuss how The Shard can help your organization overcome challenges and achieve measurable success. [Get In Touch](/contact)[Explore Our Services](/services) [![The Shard Logo](/assets/logo-full-color-CcISE1vd.png)](/) Consulting firm providing actuarial, risk assurance, accounting and data science and analytics services to leading institutions across the world. [](https://www.linkedin.com/company/theshard) Quick Links - [Home](/) - [Our Story](/about/our-story) - [Leadership](/about/leadership) - [Clients & Impact](/clients) - [Careers](/careers) - [Contact](/contact) - [Employee Login](https://secure.payspace.com/) Our Services - [Risk Assurance & Advisory Services](/services/risk-assurance) - [Actuarial Consulting](/services/actuarial) - [Accounting Advisory](/services/accounting) - [Data Science & Analytics](/services/analytics) Contact Us - [info@theshard.co.za](mailto:info@theshard.co.za) - South Africa [+27 (0) 87 049 2302](tel:+27870492302)One Sturdee, Building B, 2nd Floor 10 Baker Street, Rosebank Johannesburg, 2196 - Kenya [+254 726 809 545](tel:+254726809545)Office No 9, Karen Village Nairobi © 2026 The Shard. All rights reserved. [Admin](/admin/login) Level 1 B-BBEE 100% Black-Owned