Bar Bulletin

Bar Bulletin

What To Record in Your Proprietary Experience Database

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...

CURRENT MEMBER?

SIGN IN TO VIEW THE REST OF THIS ARTICLE

NOT A MEMBER?

King County Bar
Association

1200 5th Ave, Suite 700
Seattle, WA 98101

Main (206) 267-7100

 Contact Us