Knowledge Center
Find out about critical issues affecting business today and the solutions that can help you drive your deals to a successful close. Check out our extensive library of White Papers and Survey Reports and gain an insight into the current M&A trends, inherent challenges in doing deals and much, much more.
Please select the reports you would like to receive below and gain access to our extensive library of offers, all under one link. Access any of our reports at the click of the mouse, free of charge.
Biotech Preview 2013: The State of the Markets, Current Trends and Products to Watch
This biotech special report provides an overview of the current ecosystem and points out what to look for in 2013, including product launches and what companies are next to reach major milestones
BioPharma Partnerships Go Virtual
Top BioPharma companies reveal how organizations are filling up their R&D pipeline with promising ideas, and building critical relationships to keep their businesses vibrant and future-oriented.
PitchBook 2013 Annual Private Equity Breakdown
The report provides a review of all U.S private equity investment, exits and fundraising activity in 2012, and useful insight to help plan for private equity endeavors in 2013.
Principles to Help Understand the Science and Art of Your IP Valuation
This IP valuation special report is an invaluable tool to help you select the appropriate valuation methods, perform credible due diligence and construct effective valuation models and reports.
M&A 2013 Opportunities and Trends for European Deal Making
This ROUNDTABLE report provides a comprehensive in depth analysis of the current dealmaking in Europe and serves as a useful tool for planning M&A endeavors in 2013.
Biotech Companies Need to Be Opportunistic
This biotech special report updates you on today’s competitive life sciences funding environment, helping you navigate the challenges successfully.
The Long Pause: M&A in a Time of Uncertainty
This piece assesses the global M&A market for executives, investors, and other professionals thinking strategically in the current economic environment.
Device and DX Innovations to Watch in 2013
This medical device special report looks ahead at device innovation in 2013.
The Best Practices of the Best M&A Dealmakers – Negotiating, Valuing & Structuring Deals
"Negotiating, Valuing & Structuring Deals" outlines the best negotiating practices for buyers, sellers and their advisors.
Today's Key Healthcare Innovation Principles
This healthcare must-keep guide provides a critical analysis of innovation opportunity and the considerations one must review within each of the following healthcare sectors: Pharmaceutical, Biotechnological, Medical Device and Information Technology.
Basel iii: Gauging the Impact on the Global Economy and Financial Institutions
The provisions of Basel iii include recommendations for new global regulations designed to strengthen the international banking system. They have far-reaching implications on credit worldwide and therefore affect M&A deal making.
Negotiation Between Healthcare Professionals and Venture Capitalists
This healthcare special report provides you with information on the needed preparation, terms and process guidelines to ensure the best outcomes of a negotiation.
M&A in Emerging Markets
This report offers an insightful glimpse into a segment of investment banking that has suffered from the malaise in the general market but which shows enormous promise.
Healthcare Valuation: How to Prepare and Effectively Defend Your Position
This healthcare special report offers a detailed description of the different methods of valuation, based on objective data and subjective elements.
Executing Effective M&A, part 3 - Post deal integration
In this paper we examine industry best practices for maximising value and capturing synergies after the deal is done. Thinking innovatively and leveraging best-in-class technology to facilitate communication can enhance prospects for a successful post-merger integration and the creation of lasting value.
Pharma Experimentation & Innovation: An In-Depth Look at Two Strategies
This pharma special report provides an intimate look at two strategies that are using innovation and experimentation to drive growth.
Deal Drivers EMEA, Half-Year 2012 Report
This report provides a comprehensive review of M&A activity for Europe, the Middle East and Africa, with targeted analysis of regional and sector-specific trends.
Deal Drivers Americas, Half-Year 2012 Report
This report provides a comprehensive review of M&A activity in both North and South America, with targeted analysis of regional and sector-specific trends.
Executing Effective M&A, part 2 – During the deal
M&A transactions that succeed in creating enhanced value always follow certain steps before, during and after the deal itself. In Part 2 of this 3-part series, we examine best practices during the actual process of due diligence, as potential buyers and sellers begin to dig deep and share critical information that will ultimately affect not only the success of the proposed deal, but also the final valuation.
Executing Effective M&A, part 1 – Pre-Deal Phase
In the world of M&A, executing a smartly conceived, well-timed plan is everything. In Part 1 of this 3-part series on Executing Effective M&A, we will examine the critical pre-negotiation preparations that must take place to properly position a deal for success and ensure value creation after the deal is done.
Fail to prepare, prepare to fail: Roundtable Report
When executing deals in the current economic environment, advisers must navigate a dynamic landscape, aligning their M&A strategy to the market focus whether that means consolidating or pursuing opportunistic buys. The key to success is to always be prepared. In this report, you will learn from three industry experts the practical ways to prepare for successful M&A.
The Road to Recovery: Mastering the Art of Distressed Investing
This second part of the third chapter of the The Best Practices of The Best M&A Dealmakers series outlines best practices for buyers of a distressed company or its assets.
Growing Businesses in Tough Economic Times
Learn how businesses can grow through tough economic times, and how VDR technology can support that growth; underpinning due diligence activities throughout the seven typical stages of a company’s financial lifecycle. From initial funding and investment through to restructuring, it will demonstrate how to compete harder, protect profitability and aim for growth in a highly challenging climate.
The Road to Recovery: Creating Value from Distressed Companies
The third chapter of the The Best Practices of The Best M&A Dealmakers series is presented in two parts, which will outline best practices for both buyers and sellers of a distressed company or its assets. This first part focuses on the complex business of turning around a distressed company from within.
Mitigating Risk and Creating Value: A Focused Approach to Due Diligence
This second chapter of the Best Practices of the Best M&A Dealmakers series illustrates the redefinition of due diligence in today’s market and how it can be applied to due diligence planning, methodology, and team organization.
Academic and Pharma Partnerships: Tapping the Ivory Tower for the Next Blockbuster
This unique Life Sciences Special Report examines the unique opportunities and hurdles faced, when the worlds of pharma and academia come together; from managing expectations, adherence to deadlines, enabling and maximizing collaboration, to assuring secure working environments.
Creating Strategic Advantage in the Negotiation of Life Sciences Deals
This Life Sciences Special Report helps you practice your negotiation skills. Become a more effective negotiator by walking through a series of stages that optimize your deal-making capabilities.
Royalty Rate Derivation Methods for Pharmaceuticals & Biotechnology
This Special Report on Royalty Rates for Pharmaceuticals & Biotechnology is a tool that can be used to optimize the pricing of biotechnology and pharmaceutical intellectual property by providing specific derivation methods.
Cloud Primer For Life Sciences Execs
This unique Life Sciences Special Report highlights the growth of cloud service IT applications, while providing examples of cost savings and efficiency gains that suggest the cloud is gaining traction in the life sciences industry.
Economic Indicators and Their Impact on Business Decisions
This collaborative research report between Financial Executives Research Foundation (FERF) and Merrill DataSite explores the relationship between economic indicators and how senior financial executives use them in their strategic business plans in an effort to understand how economic indicators impact business decisions.
Global Reference Guide: Mergers & Acquisitions 2011
Financier Worldwide has released this guide which details current international M&A trends, featuring articles written by industry professionals. The guide features article submissions from three of DataSite’s International Regional Directors.
The Best Practices of The Best M&A Dealmakers
The first chapter in this series, “Dynamics of Culture – The Impact of Cultural Integration on Cross-border M&A,” addresses the many facets and challenges dealmakers face today and was created precisely for the International M&A dealmakers to gain a better insight into the cultural challenges and how experts in the industry have managed to overcome them.
M&A and Corporate Development Outlook
Merrill DataSite recently commissioned a new report based on interviews with 150 corporate executives and investment bankers to gauge their outlook for the M&A market over the next 12 months, and the role of corporate development in the M&A process.
Asia-Pacific M&A Outlook
This report provides an insight into transactional, geographic and sector expectations for the next twelve months across the Asia-Pacific region. Produced by mergermarket in association with Merrill Datasite, the report is based on a series of interviews with 150 Asia-Pacific-based executives, private equity practitioners, legal advisors and financial advisors with recent M&A experience in the region.
The Great Game: Corporate Finance in the Era of Innovation, Crisis and Recovery
This study piece examines the innovation in corporate finance from 1985 to the present day highlighting key adoptions and advancements and their contribution to the recent financial crisis and the effects on the current corporate finance climate.
Four Practical Steps to Minimizing FCPA Risk in Cross Border M&A
This four-step guide will advise best practices on how to enhance due diligence management and establish a compliance program to minimize FCPA risk.
The process for raising Life Sciences venture capital can be a difficult and time-consuming set of tasks, ultimately keeping you from executing your core business objectives. Employing the right tools can play a large part in the effort to relieve this burden. This white paper provides a step-by-step guide through 10 key Life Sciences fundraising components that help to assure a well-run fundraising process and ability to obtain the very best deals possible.
A Winning Edge: How a Virtual Data Room Can Drive Better Fundraising Results
Today’s PE firms need much more flexible communication tools that allow them to quickly reach out to a broader audience of potential investors, monitor investors’ due diligence activities, rapidly respond to investor queries and requests, as well as develop and maintain ongoing communications with potential investors. Learn how to streamline these processes and much more.
How to Do Better Multilingual Deals: Making a Difference with Translations
Anyone involved in cross-border M&A transactions can improve communications and do better deals with language translations. Find out how to do better multilingual deals with the right translation provider.
Five Best Practices for Life Sciences Companies
Virtually all bio-pharma companies today see in- and out-licensing of their intellectual property as an essential component of their growth strategy. This white paper explores several factors and safeguards that when addressed early-on will help to streamline and secure the process, minimize risk, maintain harmony inside the company and maximize the value of each licensing deal.
Now We Are All Reformers - A View of Financial Reform by Marshall Sonenshine
The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law on July 21, 2010 and marks the greatest legislative change to financial supervision since the 1930s. Please download this editorial analysis from Marshall Sonenshine to gain a true insight into the findings of our survey.
Health Care Reform and Its Effect on Corporate America
This report is based on survey responses from 200 executives from the Financial Executives International membership on how companies are responding to this legislation and what financial executives should be doing in preparation for the coming changes required by the legislation. Additionally, in-depth follow-up interviews were conducted with financial executives to provide “real world” examples of how companies are responding to the bill.
M&A Deal Flow in the Post-Recessionary Period
Merrill DataSite® and Financial Executives Research Foundation (FERF) joined together to conduct a roundtable discussion and white paper on Post-Recessionary M&A deal flow. This report includes the historical factors of previous recessions along with the outlook for the M&A market in the future.
Riding Out the Storm: How Private Equity Firms Survive and Thrive in Tough Economic Times
For decades many private equity firms have generated big returns by heavily leveraging debt, but the recent global credit crunch has clearly separated the survivors from the victims when economic winds changed. This must-read report describes what many private equity groups did to endure through the recent recession and will serve as a guide for other PE firms to follow, preparing the industry for the future and inevitably, the next economic slowdown.
Streamline the IPO and Financing Process - How Technology and Expertise Can Ensure More Secure, Efficient and Successful Deals
The excitement surrounding initial or other public offerings is matched by the challenge of what could be one of the most time consuming events in a company’s life cycle. Preparing for an initial public offering can be most demanding and possibly the lengthiest process for a deal team to undergo if not given the correct tools and requirements.
Buyer Beware, Seller Beware – Best Practices in Due Diligence that Yield Long-Term Success
This relevant white paper speaks to today’s M&A players and emphasizes the value of preparing their due diligence efforts to delve deeper into the financial, legal, structural, operational and cultural attributes of their target company.
Doing Deals in a Challenging Market. Four Critical Success Factors for Mid-Market Deals
Amid the current market volatility M&A deals are still getting done. Find out how to position for success and get prepared by understanding buyer mentality.
Four Ways to Optimize a Distressed Asset Sale
With M&A and funding options dramatically curtailed, the prospect of a distressed asset sale can be daunting. Learn how to conclude the sale quickly, getting a better deal faster.
The Five Compliance Challenges Inherent in Bankruptcy and Restructuring
Organizations filing for bankruptcy protection must manage an abundance of complex procedures and deadlines. Learn about the potential information management challenges, as well as how VDRs can help you gain greater control over the process.
The Seven Critical M&A Transaction Mistakes and How to Avoid Them
Even the best M&A opportunities can be derailed by a single misstep. That's why it is essential to understand and avoid the most common pitfalls that can disrupt or even kill a deal.
Post-Merger Integration
Deciding to merge two companies is easy. Integrating them is not. Merrill DataSite recently compiled insights from experts who have lived the process. The result is this exclusive online white paper.
Five Keys to Ironclad Security in Your M&A Transactions
M&A transactions are characterized by a series of complex, detailed activities that must be carefully orchestrated. End-to-end security on every deal is the number one necessity. Find out how virtual security, if professionally installed, can often be far more effective than anything else available in the physical data room.
The Power of Asset Readiness: How a DataSite Can Help You Optimize Exit Strategies
If you are an equity or venture player with a stake in corporate assets, this guide will show you how to use a VDR to prepare an asset for the best exit and greatest ROI.
Top Ten Ways a Virtual Data Room Can Help You Do Better Deals
This must-read guide is for everyone involved in M&A. Get practical advice and solid tips on how to drive more informed better deal-making. Find out how to leverage a datasite to accelerate your deal time, maximize sale price and do better transactions.
Transforming the Paper Chase. How a DataSite Can Help You Take Control of Due Diligence
As someone concerned with M&A, you want to learn all you can about improving deal-making. Find out how to easily manage large volumes of documents and provide access to everyone - securely and confidentially.
Take M&A to the Next Level. How Technology & Insight Can Help You Do Better Deals
Working with M&A, you want to find out how to accelerate deals, engage more competitive bidders, maximize sale price, and gain strategic advantage on every M&A transaction.
DataSite: The Virtual Data Room from Merrill Corporation
How can I optimize the due diligence process? Merrill has the answer with our Virtual Data Room solution – Merrill DataSite. In this brochure, we’ll show you why Merrill DataSite is the most reliable way to share due diligence information – quickly and securely.
Brazilian M&A Outlook
In the first half of 2011 Brazil saw 142 M&A deals worth US$41bn representing a 15% increase in volume and 24% increase in value over the previous year. According to the newly released Brazilian M&A Outlook survey published by mergermarket and Merrill DataSite, this trend is expected to continue.




