M&A Diligence and Corporate Filings Streamlined for Big Data Firm

Challenge

A data and analytics firm is active in the M&A market, but they lack the bandwidth to support thorough due diligence and entity management. They need a corporate lawyer to direct due diligence across numerous deals and support subsidiary compliance for over 100 entities worldwide.

Approach

Axiom installs an M&A workhorse to power through due diligence on deals for four months. The Axiom attorney drafts letters of intent to secure first refusal on potential transactions and adjusts existing plans according to updated numbers and findings. He also optimizes their corporate processes by conducting pre and post M&A cleanup, running cost/benefit analyses of foreign/domestic filing fees, and creating inter-departmental trackers to monitor hundreds of foreign authorities and licenses.

Impact 

• Boosted in-house M&A capacity, freeing up resources to focus on time-sensitive contracts and core business initiatives
• Accelerated entity management decision-making processes by creating cross-functional trackers and templates
• Optimized corporate spend for the client by running cost-benefit analyses of foreign vs domestic filing fees (and related tax)