Financial Transactions

Advocate Solutions provides a secure, redundant, web-based environment to connect multiple parties, and professionals from various disciplines for collaboration on complex financial transactions.

Our virtual deal rooms can expedite and reduce transactions costs associated with a wide range of financial transactions:

 

 

  
Mergers and Acquisitions
Financial Restructuring Transactions
Commercial Real Estate Transactions
Initial Public Offerings
Post-Merger Integration
   

Our software applications will enable professionals to perform a variety of functions and tasks, including:

Due Diligence Review
Concurrent Review and Annotation of Key Documents
Coordination of Tasks, Deadlines and Contacts
Share Work-Product and Strategies
Prepare Status Reports
Export Documents into Word or Excel format

Clients may also customize administrative rights that enable or disable access for individual users or groups. All data is encrypted as it passes through the network to ensure the highest level of security. Our security infrastructure also complies with HIPAA, Gramm-Leach-Bliley, and Sarbanes-Oxley.

     

 

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