Effective diligence and deal management streamlines complex sell-side transaction

Case Studies

Effective diligence and deal management streamlines complex sell-side transaction

ClearyX led the management of a complex sell-side diligence project in preparation for the auction of a portfolio company.

Project Overview

The team performed end-to-end diligence, including VDR management, contract review, report preparation, redaction, preparation of disclosure schedules, project management of multiple workstreams, and relationship management of multiple stakeholders. The team effectively adapted to the client’s evolving needs by utilizing advanced technology, proven processes, and innovative methods over several weeks.

Challenge

Provide comprehensive deal management and end-to-end diligence, including VDR management, contract review, report preparation, redaction, preparation of disclosure schedules, project management of multiple workstreams, and relationship management of multiple stakeholders.

Solution

Conduct a detailed review of 1000+ contracts and deliver a high-quality due diligence report on time and within budget.
Streamline the document scoping and categorization process and leverage AI-driven tools , along with specialized experts to accelerate document analysis, redactions, and reporting.
Synthesize the diligence findings, highlight key red flags, and present in practical format that the Client could use to inform their decision-making.

Highlights

Documents Reviewed

Estimated Savings

$ 0 M

Client Testimonial

"From the outset, ClearyX's involvement in due diligence, document review and redaction, the preparation of the vendor due diligence report and assistance with disclosure schedules has been nothing short of outstanding.”

Our Solutions

At ClearyX, we are striving to revolutionize legal services and provide efficient, tech-forward solutions for some of the most frustrating challenges experienced by legal teams and business leaders, such as contract management, document and process automation.

Case Studies