Case Study: McCarthy & Stone executes complex, secure deals faster with Donnelley Financial Solutions' Venue and Data Protect Solutions

How we helped the UK’s leading retirement communities company execute complex deals

McCarthy & Stone, the UK’s leading retirement‑communities developer, needed a secure, easy‑to‑manage way to run complex financial transactions — from a London Stock Exchange listing to large property sales and a private‑equity take‑private — while sharing sensitive data with many stakeholders. They turned to Donnelley Financial Solutions and deployed Venue, the vendor’s virtual data room, to manage document access and deal workflows.

Donnelley Financial Solutions combined Venue’s intuitive, same‑day data‑room setup, 24/7 local support and streamlined uploads with hands‑on deal expertise to accelerate transactions and simplify stakeholder collaboration. McCarthy & Stone is also piloting Donnelley Financial Solutions’ Data Protect Solutions to automatically locate and redact personal information for DSARs, boosting efficiency and helping control costs.

McCarthy & Stone

Anna Brown

Director of Strategic and Corporate Finance