Firmex has achieved SOC 2 Type 2 attestation, which exemplifies our commitment to confidentiality and security for all of our clients.
Firmex supported Feldan Therapeutics with a purpose-built virtual data room for their fundraising and board portal needs.
Improve your workflow with this practical guide filled with useful ChatGPT tips and prompts for M&A professionals.
Touchpoint by Firmex highlights the human dimension of corporate transactions, dealmaking, and the relationships behind them.
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Jim Friesen, the founder of Portage M&A Advisory, outlines how smart structuring can provide buyers with valuable certainty.
The co-founder of DEALCIRCLE shares his insights with us on the state of the DACH market and reveals how firms can thrive in this environment.
Leading M&A advisory firms are leaning into adaptability to successfully navigate a complex middle market.
Compare the best virtual data room providers to get the right features and security for your deals and transactions.
Jim Friesen, the founder of Portage M&A Advisory, shares his valuable advice for advisors just setting out on their own, and what sellers should consider when looking for their own advisor.
Shane Mahmood, managing director at Allegiance Capital, shares his expertise on tax considerations and diligence approaches for sellers.
Founder and lead advisor of OpnRoad, Scott Duke, sits down with us to discuss exit planning, due diligence, and increasing cash at close.
