October 15, 2019

Merrill Corp to launch new tool to send teasers


Merrill Corp, the US provider of SaaS tools for M&A clients, will launch a new tool to help advisers send teasers next week, said Chief Product Officer Thomas Fredell.

DatasiteOne Marketing will help investment bankers and other advisers send customized emails to potential buyers and keep track of their answers, Fredell said. It will also offer a seamless transition into the Minnesota-based company’s virtual data-room (VDR), DatasiteOne, he said.

The tool has been tested by Merrill Corp’s reference customers, who have used it to send teasers to up to 400 buyers in one deal, Fredell said. The idea is to “take the grunt work out,” he added.

One advantage of the new tool is that advisers can use it to collate information on how many deals they have invited buyers to consider, the executive said. This can be leveraged to gain sell-side mandates, he added.

The new application will optimize buyer outreach, workflow tracking and reporting, document management, and customizing email content, a Merrill Corp spokesperson said.

At the same time, the company is also rolling out a new landing page for its VDR, Fredell said, including more redaction tools and a deal cockpit.

The landing page will allow users to engage with several projects simultaneously, the spokesperson said. Also, users will now be able to redact multiple documents at once and automate the watermarking of documents for security reasons, she added.

M&ATech covers technology trends aimed at M&A professionals. If you would like to give us any feedback, please contact rupert.cocke@acuris.com.


Media Relations
Marta Carraro

Vice President, Communications



Investor Relations
Jennifer Percy



Here are some other items you might be interested in:

DealTech: Remote dealmaking likely to thrive in 2021 despite return to office - experts

CEO Rusty Wiley shares insights on how dealmakers will use more technology post-pandemic to manage the M&A process. The article also features findings our Dealmakers Get Ready to Return to the Office survey, which shows many dealmakers are facing pressure to hold in person meetings in support of building client relationships.

Planning Benefits for a Post-Pandemic World

Comments from CHRO Deb LaMere are featured in this article on the outlook for the future of work, including how location agnostic work environments may be the future.