Case Study: Nomura empowers M&A advisors with Datasite

Using technology to empower the advice of M&A advisors

Nomura, a global financial services group, faced the challenge of equipping its M&A bankers with the right analytical tools to build constructive client dialogues and identify the right opportunities at the right time. Seeking to transform its least automated process, the bank engaged with vendor Datasite to leverage technology to augment its bankers' skills, including through the use of a new customer relationship management (CRM) system and cloud-based data rooms.

The solution implemented by Datasite was a banker-led initiative focused on augmentation, not just automation. This involved a 'Day in the Life' collaboration to map bankers' workflows and develop tools like electronic pitch-books and price comparison models. Datasite's solution also utilized smart analytics to pull together market data and banker notes, providing probability scores on a client's likelihood to pursue M&A. This approach armed Nomura's bankers with valuable intelligence, giving them more time to spend with clients and deliver value-added content, which in turn positively impacted the firm's overall revenues.

Nomura

Mark Chapman

Head of Wholesale Client Ecosystem Group