Deal and Deal Lifecycle

USE CASE

Steven Miller at XYZ Advisory LLP starts working on a potential sell side M&A opportunity. After promising initial discussions, he wishes to collaborate with his team to track the deal’s progress throughout its lifecycle.

WORKFLOW 1 - DEAL CREATION AND TRACKING PROGRESS

1. Steven creates a new deal with relevant data such as deal name, account name, deal type, status, stage, industry, region, and adds a brief synopsis of this opportunity.

2. After the deal creation, regular updates to the deal and on-going activities ont eh deal are tracked until hopefully he wins the mandate.

WORKFLOW 2 - CREATING BUYERS LIST

Post mandate Steve creates and updates the list of target companies.

1. He copies lists prepared for past transactions within the same industry and geography and picks the most appropriate prospects from this consolidated list to prepare the final list.

2. Alternatively, Steven can use integrated data sources like Pitchbook to source prospects and then drag them into lists created within Client Center.

3. He uses the inline edit grid to track the progress of each target company.

WORKFLOW 3 - INTRALINKS INTEGRATION FOR SETTING UP DATA ROOM

Once Steve identifies a suitable buyer and the deal progresses to the due diligence stage, he sets up a virtual data room. With Tier1 Intralinks integration, he can onboard all the users seamlessly from the working group with a few clicks.

1. Once Steve sources a virtual data room from Intralinks, he can click on the Intralinks tab, selecting the virtual data room exchange and then choose the appropriate roles within the data room for all the relevant deal team members and contacts.

2. Once the deal contacts are synced with Intralinks, the invitees receive Intralinks activation emails to enter the data room. He can use this tab to keep the contacts synchronized.