Issue:

FC needed a comprehensive solution that was capable of:

1. Handling all the M&A projects which included:
   
   

   	Standardizing the execution process for every deal
   	Getting a detailed company profile for each client
   	Tracking the level of interest with each potential buyer/seller
   	Automatically matching and displaying relevant potential buyers/sellers for each project
   	The FC team initially defined its own matching criteria (e.g: business area, company size range, key words)
   	Generating statistics tools on projects' durations / fees / expenses with dynamic charts
   Solution DAVIGOLD: Deal management module

   
   
2. Populating a very strong general database of all potential buyers/sellers
   
   

   	Getting a classification of potential buyers/sellers by type of firm, industry preference
   	Having the history of all actions completed between FC team and the potential buyer/seller (meetings, e-mails, phone calls)
   	Acquisition background and preferences of each potential buyer/seller       Regions ( Europe , Middle-East, North America ) / Countries       Type of investment: Equity, Debt, Private Equity       Size (ranges of size defined by the user)       Control: Minority stakes, Controlling stakes, Co-investment       Business areas preferences: IT, Financial services
   	Tracking and updating all the information about the acquisitions/divestments completed by each potential buyer/seller (date, amount, reason of transaction, advisors involved)
   Solution DAVIGOLD: "Buyers/sellers" management module

   
   
3. Communication:
   
   

   	Generating and advance programming of automatic mass e-mail campaigns for specific buyers/sellers
   	Offering a comprehensive, secure web access portal to clients, where they will be able to:       See the status on their project       See the list of all meetings, phone calls, letters sent relating to their project        Check the evolution of the level of interest by each potential buyer/seller       See the list of documents to prepare for specific buyers/sellers
   Solution DAVIGOLD: Marketing & Communication module

   
   
4. Knowledge Management:
   
   

   Real-time online tracking and storage of all the news relating to clients and to their database of potential buyers/sellers FC wanted the solution to automatically populate the database of "Buyers/sellers" (list of recent deals for each potential buyer/seller). The solution also had to produce statistics showing the evolution of the preferences for each buyer/seller, helping the FC team to identify a specific, updated list of the relevant buyers/sellers for a particular project, on a specific timeline.

   Solution DAVIGOLD: Knowledge Management module