Firmex has been thoroughly tested by thousands of M&A professionals on thousands of transactions. Deals have ranged from lower middle market transactions to multi-billion dollar deals involving millions of pages of documentation on a single due diligence checklist.
Business Benefits:
- Cost Certainty – Eliminate escalating bills and variable fees
- Deal Velocity – Avoid time consuming virtual data room negotiations and run an unlimited amount of deals
- Security – Securing documents in a proven, trusted environment
- Support – Resolving internal and client issues quickly
Why Firmex works:
- One flat monthly fee with no variable costs for deals or documents
- Instant deal creation and online access to documents within minutes
- Redundant, SAS 70 compliant data hosting to secure client data
- Free training and unlimited 24/7 support for you and your clients
Firmex allows financial advisors, executives, underwriters and legal counsel to manage transactions efficiently. Firmex is commonly used for IPOs, private placements, secondary offerings, debt financings and related syndication.
Business Challenges:
- Cost Control – Cost uncertainty of 3rd party virtual data rooms
- Deal Velocity – Sharing files to review quickly and easily
- Closings – Organize and manage the drafting of documents
- Security – Securing documents in a proven, trusted environment
Firmex Private Label Solution:
- One flat monthly fee with no variable costs for deals or documents
- Instant deal creation and online access to due diligence documents within minutes
- Unique transaction closing tool for document drafting and execution
- Redundant, SAS 70 compliant data hosting to secure client data
Restructuring and insolvency requires managing multiple transactions simultaneously, while minimizing cost. Restructuring deals on Firmex have ranged from mid-size companies to multi-billion dollar transactions involving thousands of participants.
Business Challenges:
- Scalability – Managing financings, asset sales, litigation, and court filings
- Cost Certainty – Keep costs manageable and avoid hidden fees
- Efficiency – Distributing thousands of documents for review
- Security – Securing documents in a proven, trusted environment
Firmex Solution:
- Run an unlimited number of projects/deals at no incremental cost
- One flat monthly fee with no variable or hidden costs
- Upload hundreds or thousands of documents in minutes for immediate review
- Redundant, SAS 70 compliant data hosting to secure client data
Financial Advisory professionals review large volumes of documents when preparing fairness opinions for financial transactions. Firmex is currently being used to post information request lists online for document collection and review by multiple parties.
Business Challenges:
- Cost Scalability– Eliminating variable costs to run hundreds of opinions
- Time Sensitivity – Sharing files for review quickly and easily
- Opinions – Organizing and managing the drafting of opinions
- Security – Securing documents in a proven, trusted environment
Firmex Private Label Solution:
- One flat monthly fee with no variable costs for multiple files
- Start new deals immediately and go live with clients in minutes
- Unique document versioning tool for drafting and executing fairness opinions
- Redundant, SAS 70 compliant data hosting to secure client data
