Case Study: Rothschild & Co enhances M&A insight and advisory value with Datasite

Technology is redefining the relationship between client and M&A advisor

The customer, Rothschild & Co, a leading independent financial advisory group, faced the industry-wide challenge of technology commoditizing core M&A processes like target identification. Their client relationships were being distilled as sophisticated data analysis became an expected standard, and there was a risk of information overload during due diligence. The vendor, Datasite, provided its virtual data room and deal management solutions to address these modern M&A challenges.

By implementing Datasite’s platform, Rothschild & Co gained the ability to conduct deep-dive data analysis to identify unique opportunities for clients and pool extensive comparative data for pricing negotiations. The Datasite solution freed junior staff from low-value tasks to focus on high-value analytical work like modelling and valuation. This allowed Rothschild to elevate its service, focusing client relationships on providing valued-added judgement and trusted strategic advice, for which clients are demonstrably willing to pay a premium.

Rothschild & Co

Warner Mandel

Global Co-Head of the Technology, Media and Telecoms Practice