Case Study: Raymond James achieves 20% time savings in M&A due diligence with IntraLinks Dealspace

Raymond James - Customer Case Study

Raymond James, a diversified investment bank based in St. Petersburg, FL, faced time-consuming, error-prone due diligence during M&A deals: the Nashville team managed Q&A and document requests via email and multiple Excel spreadsheets for several bidders, making tracking and timely responses difficult.

They deployed an Intralinks Dealspace virtual data room with centralized Q&A, dashboards, bulk upload and auto-populated invitees, supported by responsive service. The team handled roughly 659 questions, saved about 1–2 hours per day (around 20% time savings), improved transparency and risk mitigation, and adopted Intralinks as their go-to VDR.

Raymond James

Jason Lowry

Associate