January 2019 Bar Bulletin
By Ryan Gerhardy
Before creating a deal experience database for your firm, it is important to understand how the information will be used. In a well-organized experience database with restrictive user-permissions, deal information is useful for three functions of a transaction advisory firm:
1. Front office — Deal makers can use the database to search for comparable transactions and advise on “market” terms and conditions for their most recent deals.
2. Marketing — Business development and marketing teams can document deals to tombstones, easily submit information to league tables, and prepare differentiated analytical content to demonstrate firm experience.
3. Operations — Executives benefit from implementing...