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Brooks Solicitors & Barristers

"It’s a competitive business. Relationships are critical but corporate executives and entrepreneurs generally know more than a few good business lawyers. Having the tools that make the legal process easier for everyone involved is only going to benefit your business in more ways than one.

-Richard Brooks,
 Partner,

 
Brooks Barristers

Firmex Clients

Our clients are a mix of investment banks, law firms, private-equity groups, accountancies and corporations. Currently, Firmex- powered private-label virtual data rooms are facilitating tens of thousands of monthly users with distributing, reviewing, revising and executing documents.


We couldn't have said it better


Davies Ward Phillips & Vineberg LLP

Gillian Stacey - Partner & Chair of Technology Committee - Davies Ward Phillips & Vineberg
"Davies is one of the top transactional firms in Canada. Of course this requires top talent, but that talent has to be supported with the best infrastructure in order to deliver superior service to our clients. Our experience with existing commercial data sites showed that they were somewhat limited. Davies’ experience with the Firmex product has been tremendous. We consider it a major asset to our practice and our clients."


Bundy Group Mergers & Acquisitions

Jim Mullens - Bundy Group
"The Firmex platform has provided us everything we need in a secure deal room. The user interface and unlimited access has not only kept our cost low but provided us with another tool to maximize our deal flow. The Firmex Support Team has provided ongoing training that helped us get off the ground quickly and is always there for additional questions. We expect that our use of the Firmex Data Room will increase the efficiency with which we can process transactions and the quality of our services to the client."


Bennet Jones LLP Donald Greenfield - Co-Leader, Energy Practice Group - Bennett Jones
"Advising on both domestic and cross-border transactions in the energy sector have been a hallmark of our practice. We recently launched a Firmex-powered deal website and are conducting a number of significant energy deals using these electronic deal rooms. We are delighted with the facility."

Boxwood Partners

Matt Schumacher - Boxwood Partners LLC
"Our firm just closed the first deal using the Firmex platform since becoming a Firmex client and we couldn’t be more pleased with the results! From the beginning, we really liked Firmex’s features, functionality, and value proposition which are truly differentiated from other providers who we have worked with in the past and we believed that the Firmex data room would provide a best-in-class product for our M&A engagements. As evidence, we specifically polled the legal, accounting, and buyer due diligence teams, as well as our client for feedback on the Boxwood Firmex data room experience.  We only received very positive comments from all parties who used the data room, thus confirming that Firmex is the right solution. We highly recommend Firmex to any firm wanting a quality dataroom provider with responsive customer service, reliability, and much more."


Imperial Capital David W Albo - Associate - Imperial Capital Group Ltd.
"My experience with the Firmex deal room product has been fantastic.  The interface is user friendly and reliable and the support staff is helpful and resourceful.  The Firmex model is superior in that with the subscription comes unlimited deal rooms and deal room participants, as opposed to other providers who charge by the page or otherwise.  As a private equity client, I initially went to Firmex to set up a deal room to aid in fundraising but I envision expanding my firm’s usage to utilizing deal rooms for portfolio company refinancing and add-on acquisitions."

CRG Partners Dan Dixon - Partner - CRG Partners.
"Every year we turn around numerous distressed companies. Initially we contacted Firmex for a VDR service for a single transaction. What we discovered was a continuous use deal website. This year we have initiated over a dozen” deal rooms” without having to contact a 3rd party service or internal IT resources. The service and response from our customer service contacts at Firmex has been excellent."

Stark Knoll Jim Rench – Partner – Stark & Knoll.
"As a transactional law firm we service a lot of emerging and growth businesses. We have used our deal room for managing both diligence and deal closing documents. It gives all the stakeholders in the transaction better visibility and provides superior organization."

Davies Ward Phillips & Vineberg LLP Pierre-André Themens – Managing Partner – Davies Ward Phillips & Vineberg.
"Meeting with a client in respect to an RFP we were given an hour to present. The client spent twenty minutes of the hour reviewing our deal room. We won the competition and the deal room was given as a key differentiating factor."

Brooks Barristers & Solicitors Richard Brooks – Partner – Brooks Barristers.
"It’s a competitive business. Relationships are critical but corporate executives and entrepreneurs generally know more than a few good business lawyers. Having the tools that make the legal process easier for everyone involved is only going to benefit your business in more ways than one."

Woods Oviatt Gilman L.L.P. Stacy Briggs, Paralegal, Woods Oviatt Gilman.
"We now have eight lawyers involved in our department. It saves time not having to email all the time, or having to Fedex large documents that you can’t email. It makes everything more accessible and organized. So far all our transactions have been M&A transactions or financings. Sometimes I will set up a deal room just to share twenty or so documents. It's easier for our clients to find documents as well, they appreciate having access to the Woods Oviatt deal room. Of course, they all love the reports."

Toronto Dominion Capital Investment Daniel Klass, Managing Director, TD Capital Mezzanine Partners.
"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. We were pleased that our counsel provided the product as part of their service offering."

Emory & Co. Investment Banking

Susan Kalmuck  - Associate - Emory & Co., LLC.
"We are just about to complete our first transaction using the Firmex data room. Firmex has taken a very difficult and complicated task and developed an efficient, organized tool for dealing with it. The Firmex Client Services team has done an outstanding job supporting our learning curve. Each new task brings a new question and the team has been there every step of the way with prompt communications and answers to our questions.

We have had nothing but positive feedback from all parties related to the transaction. Our data room has been accessed for the past two weeks 24/7 by two law firms and we have not had one negative comment. I have been involved in other non-Firmex data rooms where documents just get lost. Our data room is easy to use and extremely organized. I can recommend the Firmex data room to any firm faced with the need for an organized solution to a stack of bankers boxes full of documents."


Lang Michener LLP Shannon Seitz -  Lang Michener LLP.
"The reason I would recommend Firmex is because of the exceptional customer service that their team has provided. From site customization requests, enhanced security features or general "how-to questions", the Firmex staff has always been available and they have tackled every request effectively and efficiently. I have always received great service from your team."

Prime Locations Ron Thomas  - Prime Locations LLC.
"In order for us to maximize value and minimize liabilities related to leased and owned properties for our clients, time is money. We turned to FIRMEX and the online Deal Room to streamline the process of managing a large portfolio of different properties. Our clients enjoy easy access to important documents located within the Deal Room - which makes our work less complicated. The Firmex support group responds very quickly to any questions that may arise."

The McLean Group Whitney E.L. Weiss, AVA - Senior Analyst - The Mclean Group.
"The FirmEx product keeps our deal rooms well organized and allows us to efficiently manage all due diligence processes. It is an incredibly intuitive product that affords us the security we require. Our representative is always available, courteous and goes out of his way to help us. This product saves us a lot of time, which is of the utmost importance in Mergers & Acquisitions."

Thomas Capital Group Stephen J. Myott - Managing Director - Thomas Capital Group.
"As a global private equity fund marketer, we introduced sophisticated due diligence CDs to the market, utilizing custom printed cases and disk labels that conformed to each client offering memorandum. Considerable resources were devoted to organizing and indexing documents on the disk and getting the exterior look and feel of the disk and case just right. And of course, updates to individual files and the disks represented another recurring effort. Along comes Firmex – in a period of 10 minutes, I was able to get our first deal room up and online. Updating files and investor notification was a snap. And now we can know who is actually looking at the files. Service responsiveness has always been excellent."

Deloitte Global Management Ryan Tizzard - Deloitte.
"Why do you like Firmex better than the competition? “Smoother flow, easier to find stuff, and of course price!"

Goodmans Barristers & Solicitors LLP

Tim Heeney - Partner - Goodmans.
"Firmex allows us to provide a valuable service to our clients at a significantly lower price than other third party providers. The features, functionality and reliability of Firmex rival or exceed other providers and the customer service is excellent."


Cohen&Grigsby Law Firm

Andrew T. Flowers - Partner - Cohen & Grigsby.
"As a business law firm, we are regularly involved in transactions that include multiple parties and numerous documents; our co-branded Firmex document rooms are immensely valuable tools that help us maintain an efficient and organized deal process. In addition, having the in-house capability to launch a new deal room in minutes without third party intervention reflects favourably on our firm and helps distinguish us from our peers. Moreover, the Firmex support personnel have been incredibly responsive and feel like a part of our team."


Forbes Mergers & Acquisitions

Michael Burt - Forbes Mergers & Acquisitions.
"After several live demos and unhappy trials with competing data room products, I was like a lost deal dog without a virtual home. In comes Firmex, an absolute superior product in terms of usability and features that immediately could sync with the deal momentum I was after. What looked and felt like a fairly simple tool, was blown open after I was graciously given unlimited access to round the clock tutorials and troubleshooting in order to maximize the many features available. To my point, on a Sunday afternoon at 4pm I received a frantic call from a PEG analyst deep in buyer due diligence, I called in to Firmex and received a phone call back within the hour from the Director of Client Services to troubleshoot and resolve the issue.

Given the direction of the deal making profession where tools once exclusive to bulge bracket I-Banks have now become available to the lower middle market, Firmex is without a doubt the best in class. The response from sellers, attorneys, accountants, lenders, buyers, and our staff internally, all of whom have been introduced to the Forbes deal room, has taken our reputation for running a best practice firm to a new level that has widened the gap from those we compete with for deals."


Belley Integrated Packaging Solutions

Alexandre Jolie - Principal Director of Finance -
A & R Belley.

"Traditional ways of doing due diligence took long time to complete any transaction or financial audit. With the arrival of Firmex we can set up multiple data rooms, accessible 24 hours a day and 7 days a week, we can complete these processes in far less time. Time is Money for both parties!"


e-Verifile.com Inc.

Devon Wijesinghe - e-Verifile
"Firmex was hands down the best deal room company we could have chosen. I reviewed several, but Firmex was by far the most economical and had all the necessary features I wanted. I was one of their first clients but now that they are much larger....I still get the same golden treatment that I received in the early days, from all their people. If there was ever a company I would cheer for and that deserves to exceed, it's Firmex."


Arch Capital Inc

David Turnbull - Arch Capital Inc
"Firmex is a powerful tool that enables control over the transaction process making it efficient and transparent.  The data room is an ideal way to monitor activity of all stakeholders allowing us to view who, when, what and for how long users are accessing information.  Interactive training and technical support from Firmex has been  prompt, proactive and truly exceptional. We would highly recommend this service."


Clark Wilson LLP

Shawna Towriss - Associate - Clark Wilson
"We are very happy with our experience with Firmex deal rooms and cannot recommend them enough. The service offered by Firmex is first-class -- it is efficient, it enhances organization and it is extremely user friendly. Whether it's a small transaction located within BC, or something national or cross-border in scope, Firmex deal rooms have helped us provide superior service to our clients. We have found the deal rooms effective for organizing the due diligence process, exchanging closing documents and facilitating the closing of transactions. We have had a great response to the Firmex deal rooms from all parties involved our transactions, many of whom have told us that they appreciate the security of documents, the multiple levels of access and the ready availability of training and assistance from Firmex representatives."


Royal Bank of Canada Capital Markets

Sean Cahill - Royal Bank Capital Markets
"The product quality and customer service at Firmex is unrivaled by any other data room provider in the industry.  The Firmex team is always responsive to client needs and exerts a great deal of effort to continually improve the features and functionality of its product set.Firmex is the most cost-effective and innovative data room provider in the space."

Firmex is used for a variety of document-intensive processes

such as:

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Restructuring & Insolvency
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Fund Raising
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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
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