Case Study: StoneX accelerates deal management and due diligence with iDeals VDR

How US-based financial provider StoneX’s growth has accelerated its growth thanks to iDeals’ VDR

StoneX, a US-based financial services provider, needed a faster and more secure way to manage due diligence for multiple buy-side and sell-side M&A deals. As its deal activity grew, the team looked for a cost-effective, easy-to-use virtual data room with fast uploads, granular permissions, real-time tracking, and strong communication tools.

iDeals provided StoneX with a flexible VDR that supports automated indexing, folder creation, user invitations, and separate rooms for roadshow bidders. The solution helped streamline due diligence, improve efficiency, and support both buy-side M&A and sell-side fixed-income/equity use cases; StoneX now has 34 projects running on iDeals’ Enterprise Plan.

StoneX

Jonathan Kay

Corporate Development Director