Global Investment Bank Saves 70 Hours on NDAs with SS&C Intralinks Deal Services
How end-to-end NDA management kept stakeholders aligned through a complex continuation vehicle process
Situation
A global investment bank was advising on a continuation vehicle involving multiple financial advisors and hundreds of counterparties. Limited functionality, a 48-hour outage and unclear pricing from their previous technology provider prompted the deal team to seek a more reliable partner for the next phase of the transaction.
The process required the deal team to coordinate the distribution of non-disclosure agreements (NDAs), negotiation and execution at scale. Multiple advisors and external counsel also required visibility into transaction progress and a clear process for reviewing non-standard terms.
Managing the high volume of document exchanges and communications internally would have placed significant demands on the junior deal team and required extensive coordination. To execute the NDAs within the client’s timeline and budget, the team needed a scalable platform with predictable pricing and hands-on support that would allow its bankers to stay focused on the transaction.
Solution
The bank entrusted SS&C Intralinks and its Deal Services team to support the complex, high-stakes process. Prior to distributing the NDAs, Intralinks Deal Services worked with all parties involved in the transaction to define responsibilities, approval thresholds and handoffs. This created a scalable operating model for managing hundreds of NDA conversations in parallel.
Once the process launched, the Intralinks team took full ownership of the entire operational workload across the NDA life cycle, from initial drafts through negotiation and execution. The bank and its counsel retained control over substantive terms without having to coordinate administrative tasks.
Combining VDRProTM, Intralinks’ virtual data room, and Deal Services under a single vendor and work order also brought platform and service costs into a more predictable commercial structure.
Results
Intralinks Deal Services took on the operational heavy lifting, saving the bank’s junior deal team approximately 70 hours of work. This allowed the bankers to focus on the transaction rather than coordinating routine NDA activity. Deal Services also provided a more predictable and economical alternative to external legal resources, which the bank estimated would have cost approximately USD 30,000–50,000 for NDA management.
Beyond the immediate time and cost savings, Deal Services established a repeatable process for managing complex NDA workflows across large stakeholder groups. Intralinks took on the repetitive administrative work while ensuring the bank and its counsel retained control over material decisions.
The success of the first engagement led the bank to extend the relationship to a second deal team, which adopted Intralinks NDA Management for a separate transaction. By providing specialized support when needed, Intralinks gave the bank a key strategic advantage: the ability to scale operations while keeping bankers focused on the decisions and relationships that drive deal outcomes. With Intralinks as a trusted partner, the bank can take on increasingly complex transactions while preserving the focus, agility and expertise needed to drive successful outcomes.
Ready to streamline NDA execution on your next transaction? Talk to our sales team about how Intralinks Deal Services can give your bankers more time to focus on the deal.