Case Study

Raymond James Financial Ditched Their Spreadsheets To Save Significant Time And Effort

Source: Intralinks, a Synchronoss Business

During various deals, the M&A team in the Raymond James Nashville offi ce relied on cumbersome manual processes for due diligence. For instance, to handle the question and answer process, the deal team used traditional met hods, conducting diligence via email and with Microsoft Excel® spreadsheets. Buy ers would create individual spreadsheets with different tabs for each category of questions, and submit them to Raymond James’s deal team. The deal team members then manually tracked the status and response of each question to en sure they sent the correct answers to the right bidder.

Intralinks, a Synchronoss Business