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Toronto Dominion Capital Investment

"We have now completed two transactions on the Firmex virtual deal room. We found the system secure, user friendly and effective as a diligence/ organizational tool.

-Daniel Klass,
 Managing Director,

 
TD Capital Mezzanine
 Partners

Executive Management and Directors
 Joel Lessem - CEO

Joel Lessem  - Chief Executive Officer
Joel joined the management team in September 2005 and became Firmex’s business architect. He is responsible for over-all business strategy and execution. Over the last 15 years Joel has succeeded in rapidly building revenues in growth companies. Prior to being hired to build the Firmex business, Joel drove the US growth of PointForce (a 60-person software company) before the company was acquired in 2004. Joel also co-founded Crescent Logic in 1999, a software company that designed and licensed online equity research tools for mid-size investment banks.


 Robert Wilder - COO

Robert Wilder - Chief Operating Officer
Robert is responsible for product management, client service and operations. Prior to founding Firmex, Robert spent 19 years as a managing partner in two successful businesses: Dakis & Wilder (10 years) and Version5.1 Inc. (9 years).  Robert's key strengths are multi-faceted.  He is a strategic thinker who pays great attention to detail, project implemention and ensuring customer satisfaction.


Randy Rosenberg - CTO Randy Rosenberg - Chief Technology Officer
Randy directs the Firmex development team. Randy has over 20 years of software development experience. Prior to Firmex, He co-founded Version5.1 Inc. where he designed Lexicon – an application development environment that now powers a multitude of complex web applications. His key strengths include conceiving and implementing efficiencies in development methodologies and strategies. He guides other senior technical staff on approaching new designs and solving technical challenges.

 Jeffrey Parker - Director

Jeffrey Parker - Director
Jeffrey was the founder and CEO of Technical Data Systems, Business Research Corporation and First Call. All of these businesses were acquired by Thomson Financial in 1986. Jeff went on to serve as CEO Thomson Financial. In 1997 he co-founded and was the CEO of CCBN which was later also acquired by Thomson Financial in 2004.


Ian Kidson - Director Ian Kidson - Director
Ian has 24 years of experience in the private equity and investment banking industries. He is currently the co-head and Managing Director of TD Capital Mezzanine Partners. Previously, Ian spent 16 years at CIBC Capital Markets/Wood Gundy primarily leading both mezzanine and equity investments.

Firmex is used for a variety of document-intensive processes

such as:

Mergers & Acquisitions
Corporate Finance
Restructuring & Insolvency
Litigation
Legal Client Extranet
Financial Audits
Fairness Opinions
Fund Raising
LP Reporting
Biotech Licensing
Transaction Closings
Real Estate
 
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FIRMEX SOLUTIONS
Mergers & Acquisitions
Corporate Finance
Restructuring & Insolvency
Litigation
Legal Client Extranet
Financial Audits


Fairness Opinions

Fund Raising
LP Reporting
BioTech Licensing
Transaction Closings
 
Real Estate

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NORTH AMERICA 1 888 688 4042
EUROPE 44(0) 20 3371 8476
INTERNATIONAL +1 416 840 4241

FIRMEX
Firmex is designed for law firms, investment banks, private equity firms, accountancies and corporations worldwide and
provides legal, financial and corporate professionals with a privately branded website that streamlines the process of deal and document distribution, review, revision, execution, and archiving.

     DEAL LIFECYCLE
     Preliminary due diligence
     Document organization
     Transaction marketing
     Due diligence
     Transaction closing
     Draft management
     Version management
     Signature collection
     Record book publishing

COMMON USES FOR FIRMEX

Mergers & Acquisitions
Mid-Market M&A
Restructuring & Insolvency
Private Equity Funds
Divestitures
Debt & Equity Finance

 


Client document review
Complex licensing agreements
IP transactions 
Client minute books
Business Litigation
Commercial Litigation
Real Estate
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