Q&A. for M A. A specialised solution from. designed exclusively for

Size: px
Start display at page:

Download "Q&A. for M A. A specialised solution from. designed exclusively for"

Transcription

1 for M A A specialised solution from ansarada

2 WHY DOES ANSARADA EXIST? During M&A, once your data room is up and ready, your ability to keep the deal running smoothly will largely revolve around due diligence. Naturally, with all the documents relates to being held within the data room, it makes sense to run within the data room as well. Yet, with the complex legacy systems in place, despite the inherent risks of running externally, it can seem easier to stick to Excel and . However, at ansarada we see problems as opportunities, so we set out to change things for the better to centralise workflow and make life easier on both sides of the deal. Designed exclusively for M&A, you will find ansarada to be a more transparent, manageable, automated and efficient process. now you have 2 choices: The OLD WAY & Excel THE WAY Ahead designed for M&A Read on to find out exactly how much easier your life will be.

3 roles roles should be assigned within the data room? buy side author sell side ANSWER APPROVER ANSWER AUTHOR ANSWER DRAFTER observer Purchaser management Advisors Purchaser advisors Deal manager/ gatekeeper Legal advisors CFO May be a number of experts in different areas Co-advisors Vendor Directors Managers Vendor Vendor middle management (HR advisors, accountants...) Probity auditors Legal advisors Draft questions & view own bidder group activity. If Approver exists, can only send to Approver, not direct to administrator Also possible to create a Viewer role: can view own bidder group activity but cannot take any action. Draft questions Edit, approve or reject Author questions Control answer disclosure to own group. Full access & control across all questions, answers and reporting Works to itemised action list However, can view and take action on anything at any time to manage bottlenecks Q action: accept/ reject; control submission levels A action: answer directly; draft, forward, edit, reject, seek approval, disclose. Give approval for disclosure Draft, forward, edit, comment, reject Full access to view all questions, answers and reporting Can only take action on questions assigned to them. Draft, forward, edit, comment, reject Seek approval for answers Viewing access to questions, answers and reports limited to activity they have been directly involved in. Draft answer and seek approval Cannot send answers directly to administrator Viewing access to questions, answers and reports limited to activity they have been directly involved in. View only access to all activity including reports Cannot take any action within the data room Receives no automated notification s regarding any data room activity.

4 how can ansarada workflow be tailored to suit my deal?

5 AnSARADA workflow scenario 1 Buy side s Sell Side s bidder 1

6 AnSARADA workflow scenario 2 Buy side s Sell Side s authors bidder 1 Approvers

7 AnSARADA workflow scenario 3 Buy side s Sell Side s Bidder 1 authors Approvers bidder 2 Drafters

8 AnSARADA workflow scenario 4 Buy side s Sell Side s OBSERVER Bidder 1 authors bidder 2 Approvers bidder 3 Drafters

9 Where can i find out more? If you d like to hear more about how much easier running your M&A data room with ansarada could be, give our friendly team a call now to arrange a free demonstration. Alternatively, visit our website at ansarada.com for more information, client testimonials, and to see our data room in action. We look forward to working with you soon. trusted by

Regulated Documents. A concept solution for SharePoint that enables FDA 21CFR part 11 compliance when working with digital documents

Regulated Documents. A concept solution for SharePoint that enables FDA 21CFR part 11 compliance when working with digital documents Regulated Documents A concept solution for SharePoint that enables FDA 21CFR part 11 compliance when working with digital documents Contents Life science industry challenges Regulated Documents our service

More information

The Official Guide. Choosing your Point of Sale

The Official Guide. Choosing your Point of Sale The Official Guide Choosing your Point of Sale Why do you need a Point of Sale (POS)? Owning a business is not easy. Business owners rely on efficient tools to help run every aspect of their business,

More information

THE BENEFITS OF CHANGE MANAGEMENT SAASAM WHITE PAPER. 439/35 Hobson Street, 1010, Auckland, New Zealand www.saasam.co.nz

THE BENEFITS OF CHANGE MANAGEMENT SAASAM WHITE PAPER. 439/35 Hobson Street, 1010, Auckland, New Zealand www.saasam.co.nz THE BENEFITS OF CHANGE MANAGEMENT SAASAM WHITE PAPER 439/35 Hobson Street, 1010, Auckland, New Zealand www.saasam.co.nz Why Do We Need Change Management? Change is an inevitable part of every IT department

More information

Introduction to Buying a Small Business Cloud ERP Solution from VersAccounts

Introduction to Buying a Small Business Cloud ERP Solution from VersAccounts Introduction to Buying a Small Business Cloud ERP Solution from VersAccounts Global Dec 1, 2014 Thank you for your interest in VersAccounts! Data Sheet Contact Us: North America: +1 855 445 2281 Europe:

More information

Get smart before buying and selling property

Get smart before buying and selling property Get smart before buying and selling property About the Real Estate Agents Authority (REAA) If you have a problem with an agent please let us know. We re independent and we re here to help buyers and sellers

More information

ENTERPRISEWIZARD WHITE PAPER

ENTERPRISEWIZARD WHITE PAPER ENTERPRISEWIZARD WHITE PAPER THE BENEFITS OF CHANGE MANAGEMENT E N T E R P R I S E W I Z A R D 460 Seaport Court Suite #200 Redwood City, CA 94063 888.727.2209 650.587.8615 sales@enterprisewizard.com www.enterprisewizard.com

More information

Travel and Expense Service Level Agreement Last revised July 5, 2011

Travel and Expense Service Level Agreement Last revised July 5, 2011 Travel and Expense Service Level Agreement Last revised July 5, 2011 1 P age Table of Contents General Information..................................... 3 Roles and Responsibilities.................................

More information

Free, Impartial Debt Advice. Carter Green IVA Guide 1

Free, Impartial Debt Advice. Carter Green IVA Guide 1 IVA Guide Free, Impartial Debt Advice Carter Green IVA Guide 1 Contents INTRODUCTION HOW WILL THIS GUIDE HELP YOU 2 SECTION 1 SECTION 2 SECTION 3 IVAS About IVAs 3 How an IVA works 4 Why an IVA? 5 How

More information

REGULATIONS FOR PROPRIETARY TRADING, 2004

REGULATIONS FOR PROPRIETARY TRADING, 2004 REGULATIONS FOR PROPRIETARY TRADING, 2004 OF ISLAMABAD STOCK EXCHANGE, 2004 (As amended on November 25, 2009 and sent for Gazette Notification) REGULATIONS FOR PROPRIETARY TRADING OF ISLAMABAD STOCK EXCHANGE,

More information

The Mayor s London Housing Strategy includes a policy to create Housing Zones across London.

The Mayor s London Housing Strategy includes a policy to create Housing Zones across London. REQUEST FOR MAYORAL DECISION MD1438 Title: Housing Zone Consultancy Support Executive Summary: The Mayor s London Housing Strategy includes a policy to create Housing Zones across London. The Housing Zone

More information

How To Manage Time And Expense On A Computer Or Tablet Or Ipad Or Ipa Or Ipo Or Ipod Or Ipode Or Ipro Or Ipor Or Ipora Or Ipore Or Ipot Or Ipos Or Ipom Or Ip

How To Manage Time And Expense On A Computer Or Tablet Or Ipad Or Ipa Or Ipo Or Ipod Or Ipode Or Ipro Or Ipor Or Ipora Or Ipore Or Ipot Or Ipos Or Ipom Or Ip M4 Systems Advanced Time and Expense Management Brochure M4 Systems Ltd Tel: 0845 5000 777 International: +44 (0)1443 863910 www.m4systems.com www.dynamicsplus.net Table of Contents Introduction ------------------------------------------------------------------------------------------------------------------

More information

Blue Data Management. An introduction February 2014

Blue Data Management. An introduction February 2014 Blue Data Management An introduction February 2014 Blue Data Management - The Permanent Data Room Concept - Rethinking data rooms The M&A market is defined by highly specialised processes and players.

More information

Parallels Automation. Five Critical Success Factors for Cloud Service Delivery. White Paper. www.parallels.com

Parallels Automation. Five Critical Success Factors for Cloud Service Delivery. White Paper. www.parallels.com Parallels Automation White Paper Five Critical Success Factors for Cloud Service Delivery www.parallels.com Table of Contents Five Critical Success Factors for Cloud Service Delivery... 3 The SMB Challenge...

More information

Advisory Services Application Services. The right choice.* Implementation starts with selection. *connectedthinking

Advisory Services Application Services. The right choice.* Implementation starts with selection. *connectedthinking Advisory Services Application Services The right choice.* Implementation starts with selection *connectedthinking Headline 2 The right choice.* Table of contents The heart of the matter 4 Making the right

More information

Supply chain management with Microsoft Dynamics GP. Microsoft Dynamics GP: The proven solution for efficiency and insight across your business.

Supply chain management with Microsoft Dynamics GP. Microsoft Dynamics GP: The proven solution for efficiency and insight across your business. Supply chain management with Microsoft Dynamics GP Microsoft Dynamics GP: The proven solution for efficiency and insight across your business. More than 40,000 customers use Microsoft Dynamics GP. And

More information

Windows IT Pro. Storage Optimization for. SharePoint. by David Chernicoff. sponsored by. Brought to you by AvePoint and Windows IT Pro

Windows IT Pro. Storage Optimization for. SharePoint. by David Chernicoff. sponsored by. Brought to you by AvePoint and Windows IT Pro Windows IT Pro Storage Optimization for SharePoint by David Chernicoff sponsored by Tech Advisor AvePoint p. 2 Contents Chapter 1 Dealing with Existing and Legacy Data page 3 Chapter 2 Optimizing SharePoint

More information

helpful information on buying your home at auction

helpful information on buying your home at auction helpful information on buying your home at auction A Roadmap to Auctions Get funded To bid at Auction you need to be bidding in cash and fully funded. A 10% deposit is required on the day of the auction,

More information

New Zealand Cloud Computing Code of Practice

New Zealand Cloud Computing Code of Practice New Zealand Cloud Computing Code of Practice Draft Code Consultation Document March 2012 v1.3 Contents Introduction... 3 Consultation Process... 3 Areas of Consultation.... 4 1. Approach of The Code...

More information

Vendor to Plan Fiduciary Investment and Fee/Compensation Disclosure

Vendor to Plan Fiduciary Investment and Fee/Compensation Disclosure ADP RETIREMENT SERVICES Vendor to Plan Fiduciary Investment and Fee/Compensation Disclosure HR. Payroll. Benefits. Vendor to Plan Fiduciary Investment and Fee/Compensation Disclosure New vendor to plan

More information

FINANCIAL DUE DILIGENSE SERVICES

FINANCIAL DUE DILIGENSE SERVICES FINANCIAL DUE DILIGENSE SERVICES 2 BDO Kazakhstan OVERVIEW failed transaction or ill-researched business venture can be a costly scenario on many levels. Generally, Adue diligence refers to the care a

More information

THE SELL-BUY FLIP SELLER INITIATED WARRANTY & INDEMNITY INSURANCE IN PRIVATE MARKET MERGERS AND ACQUISITIONS

THE SELL-BUY FLIP SELLER INITIATED WARRANTY & INDEMNITY INSURANCE IN PRIVATE MARKET MERGERS AND ACQUISITIONS THE SELL-BUY FLIP SELLER INITIATED WARRANTY & INDEMNITY INSURANCE IN PRIVATE MARKET MERGERS AND ACQUISITIONS CONTENTS P1 P2 P4 P5 INTRODUCTION THE STEPS INVOLVED IN THE SELL-BUY FLIP COMMON SPA PROVISIONS

More information

CCMS Bulk Claim Upload Pilot Use Only

CCMS Bulk Claim Upload Pilot Use Only The bulk upload facility in CCMS allows you to export data from your case management system and upload it directly into CCMS. This replaces the need for you to manually enter bills line by line. Your software

More information

ADELAIDE BRIGHTON LIMITED ACN 007 596 018

ADELAIDE BRIGHTON LIMITED ACN 007 596 018 ADELAIDE BRIGHTON LIMITED ACN 007 596 018 CONTINUOUS DISCLOSURE POLICY 1 Introduction This policy sets out Adelaide Brighton Limited s (the Company) practice in relation to continuous disclosure. This

More information

Improve Business Efficiency by Automating Intercompany Transactions

Improve Business Efficiency by Automating Intercompany Transactions SAP Brief SAP s for Small Businesses and Midsize Companies SAP Business One Objectives Improve Business Efficiency by Automating Intercompany Transactions Streamlined intercompany transactions and integration

More information

Less paper less costly way to manage documents! Document and Process Management System

Less paper less costly way to manage documents! Document and Process Management System Less paper less costly way to manage documents! and Process System What is AVILYS (eng. Hive) Processes and documents in each organisation are very closely related. Managing them is not an easy task at

More information

Factoring Structured Settlement Life - Contingent Payment Annuities What Judges Should Know

Factoring Structured Settlement Life - Contingent Payment Annuities What Judges Should Know Factoring Structured Settlement Life - Contingent Payment Annuities What Judges Should Know By: Andrew S. Hillman, Esq., President and CEO, Specialty Asset Advisors, Inc. for Seneca One Finance, LLC May

More information

Leave management automation speeds up processes for a Financial Services firm

Leave management automation speeds up processes for a Financial Services firm i Streamline Save Time Better Clime Leave management automation speeds up processes for a Financial Services firm Leave Management Automation Speeds Up Processes, Eliminates Manual Data Computation For

More information

2012 STC. All Rights Reserved. The reproduction, duplication or distribution of this document is prohibited without express permission of STC.

2012 STC. All Rights Reserved. The reproduction, duplication or distribution of this document is prohibited without express permission of STC. Delivering Exceptional Performance in Investment Management Our Investment Management business model focuses on five main areas of service delivery consultancy Investment System Evaluation & Selection

More information

RealTests.M2020-615.37questions

RealTests.M2020-615.37questions RealTests.M2020-615.37questions Number: M2020-615 Passing Score: 800 Time Limit: 120 min File Version: 4.5 http://www.gratisexam.com/ M2020-615 IBM Business Analytics Performance Management Sales Mastery

More information

SAP Audit Management A Preview

SAP Audit Management A Preview SAP Audit Management A Preview SAP AG November 2013 Customer 1 Agenda Business Challenges The Idea The Solution Roadmap Demo 2013 SAP AG. All rights reserved. Customer 2 Disclaimer The information in this

More information

White Paper Benefits of the Cloud

White Paper Benefits of the Cloud White Paper Benefits of the Cloud For outsourced help desks and managed service providers White Paper Benefits of the Cloud For Outsourced Help Desks and Managed Service Providers According to Gartner,

More information

Turn Your Business Vision into Reality with Microsoft Dynamics NAV

Turn Your Business Vision into Reality with Microsoft Dynamics NAV Turn Your Business Vision into Reality with Microsoft Dynamics NAV You have worked hard to build a vision for your business. With Microsoft Dynamics NAV, you can turn that vision into reality with a solution

More information

Request for Proposal Insurance Broker Agent of Record

Request for Proposal Insurance Broker Agent of Record Request for Proposal Insurance Broker Agent of Record Request for proposal (RFP) for selecting Insurance Agent/Broker Agent of Record for the City of Dodge City (CITY), for the City s Commercial Insurance

More information

Financial services that carry the load. Finance, leasing and insurance for commercial vehicles.

Financial services that carry the load. Finance, leasing and insurance for commercial vehicles. Financial services that carry the load. Finance, leasing and insurance for commercial vehicles. Contents Leasing 4 Finance 6 Insurance 10 Fleet Services 12 We make sure the road ahead is clear on the way

More information

WHITE PAPER Embedding Additional Value into Applications: What Enterprises Need Most from Application Vendors

WHITE PAPER Embedding Additional Value into Applications: What Enterprises Need Most from Application Vendors WHITE PAPER Embedding Additional Value into Applications: What Enterprises Need Most from Application Vendors Sponsored by: InterSystems Sandra Rogers January 2010 Stephen D. Hendrick Global Headquarters:

More information

Get smart before buying and selling property

Get smart before buying and selling property Get smart before buying and selling property About the Real Estate Agents Authority (REAA) If you have a problem with an agent please let us know. We re independent and we re here to help buyers and sellers

More information

UIDE TO YOUR G NG A sellint in NsW. A checklist for ApArtme house or

UIDE TO YOUR G NG A sellint in NsW. A checklist for ApArtme house or YOUR GUIDE TO A checklist for SELLING a house or apartment in NSW. Do I really need a solicitor to sell my house? Our home is usually our most important asset. Making a mistake or misunderstanding your

More information

Managing GST with data analytics

Managing GST with data analytics www.pwc.com Managing GST with data analytics Adrian Abbott Partner, Australia Philippe Norre Global ITX Compliance Technology Leader, UK Agenda Indirect tax function of the future (and predictions) Data

More information

PROACTIS Solutions & Services for Procurement

PROACTIS Solutions & Services for Procurement PROACTIS Solutions & Services for Procurement What we do for you as the person responsible for procurement How We Help increase savings, reduce risk and improve efficiencies by increasing your organisation

More information

Peckar & Abramson. A Professional Corporation Attorneys & Counselors at Law

Peckar & Abramson. A Professional Corporation Attorneys & Counselors at Law A Professional Corporation Attorneys & Counselors at Law EXPANSION OF FEDERAL GOVERNMENT AUDIT POWERS AND PROGRAMS: WHAT TO DO WHEN THE AUDITORS ARRIVE Our earlier s described initiatives by the federal

More information

ISS Institutional Shareholder Services Inc.

ISS Institutional Shareholder Services Inc. ISS Compliance Statement to Japan s Stewardship Code August 2014 ISS is pleased to submit the following Compliance Statement to Principles for Responsible Institutional Investors, Japan s Stewardship Code

More information

Electoral Commission. Auction # 10220759. Patch Management Solution

Electoral Commission. Auction # 10220759. Patch Management Solution Electoral Commission Auction # 10220759 Patch Management Solution IMPORTANT NOTICE Failure to comply with the completion of the auction conditions and the required information (i.e. Make, model and size

More information

DOCUMATION S TRAVEL & EXPENSES

DOCUMATION S TRAVEL & EXPENSES Documation is a leading provider of document-centric workflow and content management software, delivering services and solutions to businesses and organisations in the UK, Europe and around the world.

More information

<risk> Enterprise Risk Management

<risk> Enterprise Risk Management Global Resources... Local Knowledge is vital in supporting business continuity across diverse and challenging environments and operating models. By consolidating risk management activities into a single,

More information

CODE OF CONDUCT MADE UNDER THE BERMUDA STOCK EXCHANGE TRADING MEMBERSHIP REGULATIONS

CODE OF CONDUCT MADE UNDER THE BERMUDA STOCK EXCHANGE TRADING MEMBERSHIP REGULATIONS MADE UNDER THE BERMUDA STOCK EXCHANGE TRADING MEMBERSHIP REGULATIONS The Bermuda Stock Exchange All rights reserved CODE OF CONDUCT FOR TRADING MEMBERS 1 CITATION 1.1 This Code of Conduct shall be known

More information

Strategies for Achieving Successful Audit Outcomes. Presented by: Noah Leiden, CPA Partner Patrick J. Fitzgerald, CPA Director

Strategies for Achieving Successful Audit Outcomes. Presented by: Noah Leiden, CPA Partner Patrick J. Fitzgerald, CPA Director Strategies for Achieving Successful Audit Outcomes Presented by: Noah Leiden, CPA Partner Patrick J. Fitzgerald, CPA Director Agenda What is Success? Understanding and Impacting the Audit Process Strategies

More information

A director s guide How to prepare an RFI for an HR & payroll software system

A director s guide How to prepare an RFI for an HR & payroll software system A director s guide How to prepare an RFI for an HR & payroll software system consulting software solutions www.access-select.co.uk Selecting a new HR & payroll system is a big decision, one requiring significant

More information

Lead Generation Specialists

Lead Generation Specialists Lead Generation Specialists Creating a solid lead generation strategy helps to build trust with prospective buyers and identify qualified opportunities. Our network of UK lead generation specialist sites

More information

Demystifying succession in a consulting engineering firm. Make transitioning your equity a smooth and painless process

Demystifying succession in a consulting engineering firm. Make transitioning your equity a smooth and painless process Demystifying succession in a consulting engineering firm Make transitioning your equity a smooth and painless process CONTENTS Succession is a complex process... 4 Traditional succession plans they may

More information

Table of Contents. Headquarters Cary, NC USA US 1-866-538-3588. Fax 1-919-380-5121 International 1-919-380-5000

Table of Contents. Headquarters Cary, NC USA US 1-866-538-3588. Fax 1-919-380-5121 International 1-919-380-5000 Desktop Automation Table of Contents Easy Automation for the Contact Center and Back Office... 3 Use Cases... 3 Activity Intelligence + Automation... 4 Cicero Discovery Automation Architecture... 5 Cicero

More information

Multi Channel Invoice Processing the way forward

Multi Channel Invoice Processing the way forward Multi Channel Invoice Processing the way forward eflow GUIDE: ONE PLATFORM. MULTIPLE SOLUTIONS Top Image Systems A Guide to: Multi Channel Invoice Processing Money makes the world go round, or so they

More information

Business Acquisition Process

Business Acquisition Process Ilse De Loof Business Acquisition Process Target Identification Engagement Due Diligence Negotiation of the transaction Closing Implementation & transition Phase 1: Target identification Deal teams Key

More information

Contract Management Challenges and Practical Solutions

Contract Management Challenges and Practical Solutions Contract Management Challenges and Practical Solutions Olivier FISCHER, Managing Director of LS Canada Laurelly DALE, In-House Counsel at Dye & Durham LS Canada Inc. All rights reserved Introduction of

More information

Getting Smart About Revenue Recognition and Lease Accounting

Getting Smart About Revenue Recognition and Lease Accounting SAP Thought Leadership Paper Revenue Recognition and Lease Accounting Getting Smart About Revenue Recognition and Lease Accounting What the Rule Changes Mean for Your Business Table of Contents 4 New Rules

More information

Buyer s Guide: Evaluating Content Marketing Solutions

Buyer s Guide: Evaluating Content Marketing Solutions Buyer s Guide: Evaluating Content Marketing Solutions Evaluating Content Marketing Solutions 2 Executive Summary Across industries, companies are looking for smarter ways to attract and engage customers

More information

Financial Planner Remuneration

Financial Planner Remuneration Financial Planner Remuneration Discussion Paper 28 February 2014 Background In 2011 the FPI formed a Remunerations Working Group ( WG ). The objective of the WG was to investigate, analyse and formulate

More information

Job Posting Process Overview

Job Posting Process Overview Job Posting Process Overview A job opening triggers a requisition request. HR reviews the requisition and posts the job to the Web. The application is either rejects or forwarded to the hiring manager

More information

Enablement Material Workflow Overview Available Workflow types and Samples

Enablement Material Workflow Overview Available Workflow types and Samples Workflow Overview Available Workflow types and Samples 2010 IBM Corporation page 1/23 1- Introduction 1-1 Definition 1-2 Notifications Overview 1-3 Send Link Overview 1-4 Other notifications 2- Changes

More information

Email Marketing and Marketing Automation in Complex Buying Processes

Email Marketing and Marketing Automation in Complex Buying Processes Email Marketing and Marketing Automation in Complex Buying Processes Email Marketing and Marketing Automation in Complex Buying Processes 1 Introduction We often hear the question: How is Marketing Automation

More information

alta5 Risk Disclosure Statement

alta5 Risk Disclosure Statement alta5 Risk Disclosure Statement Welcome to alta5. alta5 is both a platform for executing algorithmic trading algorithms and a place to learn about and share sophisticated investment strategies. alta5 provides

More information

Frequently Asked Questions Re: Bank Change for taxpayers that make ACH credit payments

Frequently Asked Questions Re: Bank Change for taxpayers that make ACH credit payments Frequently Asked Questions Re: Bank Change for taxpayers that make ACH credit payments For tax payments made to the North Carolina Department of Revenue (NCDOR) by the Electronic Funds Transfer/ACH credit

More information

UNO CHARTER SCHOOL NETWORK ( UNO-CSN ) Invitation for Bids ( IFB ) for ELECTRICAL UPGRADES

UNO CHARTER SCHOOL NETWORK ( UNO-CSN ) Invitation for Bids ( IFB ) for ELECTRICAL UPGRADES UNO CHARTER SCHOOL NETWORK ( UNO-CSN ) Invitation for Bids ( IFB ) for ELECTRICAL UPGRADES All Bids must be sent electronically to: ucsnbidresponse@unocharterschools.org All communications should be addressed

More information

Capital Works Management Framework

Capital Works Management Framework POLICY DOCUMENT Capital Works Management Framework Policy for managing risks in the planning and delivery of Queensland Government building projects Department of Public Works The concept of the asset

More information

Reg AB Is Here to Stay:

Reg AB Is Here to Stay: PwC Reg AB Is Here to Stay: What does this mean for servicers? By LaWanda Morris Tom Knox PwC Reg AB Is Here to Stay: What does this mean for servicers? By LaWanda Morris/Tom Knox Background The Securities

More information

Pg1. Pg2. Pg3. Pg4. Pg5. What s the best business management software for my business? Accounting centric systems VS Industry.

Pg1. Pg2. Pg3. Pg4. Pg5. What s the best business management software for my business? Accounting centric systems VS Industry. What s the best business management software for my business? Pg1 Accounting centric systems VS Industry Specific ERP Pg2 What Are Industry Specific ERP Solutions? What Is The Difference Between Accounting

More information

Request for Proposals. Annual Audit Services For the fiscal years ending December 31 st : 2012 2013 2014 2015 2016

Request for Proposals. Annual Audit Services For the fiscal years ending December 31 st : 2012 2013 2014 2015 2016 Request for Proposals Annual Audit Services For the fiscal years ending December 31 st : 2012 2013 2014 2015 2016 Proposals will be received up to and including close of business on December 23, 2011 and

More information

Easy, practical and affordable

Easy, practical and affordable Easy, practical and affordable Piilo software is focused on making talent and human capital management easy, practical and affordable for small, medium and large businesses. Piilo software helps you manage

More information

Capgemini and Pegasystems: Delivering Business Value through Partnership

Capgemini and Pegasystems: Delivering Business Value through Partnership Capgemini and Pegasystems: Delivering Business Value through Partnership Continuous process improvement to drive sustainable results Our partnership combines Capgemini s consulting and industry strengths

More information

Finding the Sweet Spot. Using analytics to combine Fraud and AML

Finding the Sweet Spot. Using analytics to combine Fraud and AML www.pwc.com Finding the Sweet Spot Using analytics to combine Fraud and AML October, 2012 Overview Who are we? John Sabatini Partner PwC John.a.sabatini@us.pwc.com Vikas Agarwal Managing Director PwC Vikas.k.Agarwal@us.pwc.com

More information

Transactions and Restructuring. kpmg.cz

Transactions and Restructuring. kpmg.cz Transactions and Restructuring kpmg.cz Contents Corporate Finance 08 Mergers, Acquisitions and Disposals 08 Valuations, Fairness Opinions and Appraisals 10 Financing 12 Debt Raising 13 Restructuring 14

More information

Technology Focus: CURO from Time4Advice

Technology Focus: CURO from Time4Advice Insight Innovation Inspiration Technology Focus: CURO from Time4Advice Adviser Business Review editor Rob Kingsbury interviews Roland Rawicz-Szczerbo, sales director of Time4Advice, about CURO the firm

More information

ORACLE PROCESS MANUFACTURING QUALITY MANAGEMENT

ORACLE PROCESS MANUFACTURING QUALITY MANAGEMENT ORACLE PROCESS MANUFACTURING QUALITY MANAGEMENT KEY FEATURES Automated stability study management Lot expiration handling and retesting Potency or variability management Quality holds during receiving

More information

14724 Ventura Blvd., Suite 1205 Sherman Oaks, CA 91403. Firm Contact: Matt Stadelman Chief Compliance Officer

14724 Ventura Blvd., Suite 1205 Sherman Oaks, CA 91403. Firm Contact: Matt Stadelman Chief Compliance Officer Privacy Policy September 2015 14724 Ventura Blvd., Suite 1205 Sherman Oaks, CA 91403 Firm Contact: Matt Stadelman Chief Compliance Officer Firm Website Address: www.1080financial.com This Privacy Policy

More information

Basic Securities Reconciliation for the Buy Side

Basic Securities Reconciliation for the Buy Side Basic Securities Reconciliation for the Buy Side INTRODUCTION This paper focuses on the operational control requirements of a buy-side securities trading firm with particular reference to post trade reconciliation.

More information

E-Tendering/E-Procurement Help Manual For Contractors Govt. of Lakshadweep

E-Tendering/E-Procurement Help Manual For Contractors Govt. of Lakshadweep E-Tendering/E-Procurement Help Manual For Contractors Govt. of Lakshadweep KARNATAKA STATE ELECTRONICS DEVELOPMENT CORPORATION LIMITED (A Govt. of Karnataka U/T, Ministry of Information Technology) Corp

More information

The Role of the Financial Advisor in an M&A Transaction. Andrea Foti 23 November, 2015

The Role of the Financial Advisor in an M&A Transaction. Andrea Foti 23 November, 2015 The Role of the Financial Advisor in an M&A Transaction Andrea Foti 23 November, 2015 My background 1999 Investment Banking (Internship) Rome 2000 Degree in Business Rome 2000 Financial Institution Strategy

More information

www.pwc.com/hu Power issues A PwC üdvözli PwC s services Győrt for the energy sector PwC welcomes Győr

www.pwc.com/hu Power issues A PwC üdvözli PwC s services Győrt for the energy sector PwC welcomes Győr www.pwc.com/hu Power issues A PwC üdvözli PwC s services Győrt for the energy sector PwC welcomes Győr PwC has a strong presence in the field of energy consulting both in Hungary and in the region. Using

More information

Top 10 Do s and Don ts in Selecting Campus Recreation Software

Top 10 Do s and Don ts in Selecting Campus Recreation Software Top 10 Do s and Don ts in Selecting Campus Recreation Software Discussion Paper Investing in technology can make your Campus Recreation department more efficient, increase revenues, reduce costs, and improve

More information

Guidelines for Choosing Records Management Software

Guidelines for Choosing Records Management Software Guidelines for Choosing Records Management Software by Nancy Graham Moreland Publication No. 63 2002 Introduction Records management software is any computer program designed to systematically control

More information

May 7, 2012. Dear Dr. Mostashari:

May 7, 2012. Dear Dr. Mostashari: McKesson Corporation One Post Street San Francisco, CA 94104-5296 Ann Richardson Berkey Senior Vice President, Public Affairs May 7, 2012 Farzad Mostashari, M.D., ScM. Director Office of the National Coordinator

More information

Questions and Responses. Request for Proposal #50019 Learning Management System Software and Implementation Services

Questions and Responses. Request for Proposal #50019 Learning Management System Software and Implementation Services Questions and s Request for Proposal #50019 Learning Management System Software and Implementation Services Below are questions received and the corresponding responses relating to the above referenced

More information

Loan Operations/Settlement System Solutions Mike Johnstone - LMA

Loan Operations/Settlement System Solutions Mike Johnstone - LMA Loan Operations/Settlement System Solutions Mike Johnstone - LMA Agenda Overview The LMA Loan Operations Committee Projects to date Next steps Overview LMA Loan Operations Committee formed in 2007 Comprises

More information

EXACT ONLINE FOR ACCOUNTANTS

EXACT ONLINE FOR ACCOUNTANTS Exact Online EXACT ONLINE FOR ACCOUNTANTS exactonline.com WHAT IS EXACT ONLINE? Exact Online is the online business software for business owners and accountants. The combination of accounting and CRM

More information

Financial Management TRANSACTION CONTROL AND APPROVAL

Financial Management TRANSACTION CONTROL AND APPROVAL Financial Management In today s complex, global, and regulated environment, organizations face numerous challenges in trying to meet deadlines, comply with local regulations and multiple reporting requirements,

More information

Copyright: Adwords Direct Response

Copyright: Adwords Direct Response Copyright: Adwords Direct Response Disclaimer: ANY EARNINGS, OR INCOME STATEMENTS, OR INCOME EXAMPLES, ARE ONLY ESTIMATES OF WHAT WE THINK YOU COULD EARN. THERE IS NO ASSURANCE YOU'LL DO AS WELL. IF YOU

More information

Renewable Energy M&A. TJP Advisory & Management Services GmbH

Renewable Energy M&A. TJP Advisory & Management Services GmbH Renewable Energy M&A TJP Advisory & Management Services GmbH Process results Process results Process elements (weeks) Fund raising process 9 7 Structure Contact of potental Investors Letter of Intent Due

More information

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors

BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors BUSINESS CONSULTING SERVICES Comprehensive practice management solutions for independent investment advisors Insights, tools and resources to help you Accelerate Your Growth, Scale Your Business and Elevate

More information

Submission to the SFC Consultation Paper on the Proposed Amendments to the Guidelines for the Regulation of Automated Trading Services

Submission to the SFC Consultation Paper on the Proposed Amendments to the Guidelines for the Regulation of Automated Trading Services Submission to the SFC Consultation Paper on the Proposed Amendments to the Guidelines for the Regulation of Automated Trading Services Josephine Chung Director, 29 December 2015 For enquiries on this submission,

More information

The cutting-edge solution that drastically lowers CRM costs while providing world-class functionality.

The cutting-edge solution that drastically lowers CRM costs while providing world-class functionality. The cutting-edge solution that drastically lowers CRM costs while providing world-class functionality. Lead-Xpress is an industry first in providing rock bottom prices coupled with crucial Lead Management

More information

Procurement Policy. Finance Policy

Procurement Policy. Finance Policy 1 Purpose Victoria University of Wellington (the University ) and its subsidiaries are large scale procurers of goods and services. To ensure continued accountability and robust governance, it is critical

More information

Enterprise Risk Management in Compliance 360

Enterprise Risk Management in Compliance 360 Enterprise Risk Management in Compliance 360 2 Enterprise Risk Management in Compliance 360 Effective risk management involves identifying and understanding the risks the organization is faced with, analyzing

More information

XEGENCY ARTWORK PRODUCTION MANAGEMENT SYSTEM FOR AD AGENCIES

XEGENCY ARTWORK PRODUCTION MANAGEMENT SYSTEM FOR AD AGENCIES XEGENCY ARTWORK PRODUCTION MANAGEMENT SYSTEM FOR AD AGENCIES An innovative workflow management solution for Ad agencies and Design agencies to efficiently manage the artwork production process. Right from

More information

Identity and Access Management

Identity and Access Management Cut costs. Increase security. Support compliance. www.siemens.com/iam Scenarios for greater efficiency and enhanced security Cost pressure is combining with increased security needs compliance requirements

More information

Audit of Financial Management Governance. Audit Report

Audit of Financial Management Governance. Audit Report Audit of Financial Management Governance Audit Report March 2015 TABLE OF CONTENTS Executive Summary... 2 What we examined... 2 Why it is important... 2 What we found... 2 Background... 4 Objective...

More information

LSB Procurement Framework

LSB Procurement Framework LSB Procurement Framework Introduction Procurement covers the typical purchase of services, supplies and works required to enable project delivery and to manage the infrastructure. The Services Board (LSB)

More information

Advantages of using an automated control system for multiple transactions

Advantages of using an automated control system for multiple transactions Advantages of using an automated control system for multiple transactions White Paper By Boris Shapira, Ph.D. White Paper 2 Copyright 2010 Control s Force. All rights reserved. While every attempt has

More information

Designing a Social Media Policy

Designing a Social Media Policy Designing a Social Media Policy Executive Summary Unlike broker/dealers, the social media content and communications of registered investment advisers or their investment advisory representatives through

More information

Software M&A: What you need to know before buying or selling software assets

Software M&A: What you need to know before buying or selling software assets Software M&A: What you need to know before buying or selling software assets A Webinar from Black Duck Software, Clearvision and Kemp Little Copyright 2011 Black Duck Software, Inc. All Rights Reserved.

More information

Remodeling Your Organization with the ICD-10 Catalyst

Remodeling Your Organization with the ICD-10 Catalyst Remodeling Your Organization with the ICD-10 Catalyst ICD-10 and Other Regulatory Changes as Catalyst for Transformation John W. Stanton (Senior Healthcare Consultant, Dell Global Healthcare Services)

More information