CUSTOMER SUCCESS

Hunter Wise Business Challenge

"Virtual Data Rooms are

a tremendous time-saver for M&A professionals.

I cannot imagine why any dealmaker would not

use a VDR, regardless of transaction size."

Bill Peck, Managing Director

at Hunter Wise

"The Firmex Customer

Services team is great. They support our clients,

so we can focus on our core business.

The 24/7 support is a definite asset."

Bill Peck, Managing Director

at Hunter Wise

Hunter Wise is an investment banking firm which provides both corporate finance and M&A advisory services to its middle-market clients where transactions are typically in the $10 million to $200 million

range. Their win-win approach to M&A and growth capital financings is built on decades of experience,

extensive transaction knowledge and long-term strategic relationships that create ideal buyer-seller

unions and financing options. To better serve its clients and more efficiently complete its increasing

number of transactions, Hunter Wise needed a Virtual Data Room (VDR) partner that could provide a

branded data site that was easy to use, had strong technical support and assured secure document

sharing solutions that they could offer as a value-added service to their clients. Having used VDRs from a

variety of service providers on numerous transactions, Hunter Wise appreciated the differences in ease of

use and quality of technical support. The challenge was to find a solution that met all the security requirements for sharing highly confidential

documents, that was easy to use, and had expert support for their client network. Because Hunter Wise

provides VDR services to its clients as part of the value they add to transactions, the solution also had to

be cost effective. After evaluating 6 VDR service providers, Hunter Wise selected Firmex as the one that

best met all their requirements. Ease of use and the outstanding level of technical support were the

primary considerations that made Firmex standout from the others.

Online Due Diligence - Delivering a Value-Added Service Cost Effectively

Hunter Wise recognized that providing physical data rooms to its clients is technically obsolete and that with today's technology and security advancements, this was no longer a quality alternative. Firmex

Virtual Data Room solutions provided them with more efficient use of their time, better security and

greater control over information access. This gave Hunter Wise the flexibility to pass these savings on

their clients. Firmex provided Hunter Wise a branded solution that was easy to setup and use. "We chose

Firmex over other VDR solutions because it was more user-friendly," stated Bill Peck, Managing Director at

Hunter Wise. "For the investment in a value-added service to be recognized as successful by our

management team, our clients had to quickly get comfortable with directly uploading documents, so

client adoption was critical. Firmex was considerably easier to use and provided better client support than the other VDR service providers we evaluated." Firmex includes user training and support for setting up well organized diligence information in the

monthly subscription. This meant that Hunter Wise could provide its clients VDR service without having

to incur extra cost or dedicate additional resources to get clients deal ready. "The training and support

we receive from Firmex is simply outstanding," commented Peck. "Our clients are well-supported by

Firmex professionals who understand the financial transactions they are supporting and offer expert

advice. The Firmex Client Services team is an extension of our team of professionals and we feel very

comfortable leaving a critical service like technical support in their hands. Not only are we managing cost,

our team is freed up so we can focus on the other values we bring to our clients." Hunter Wise Clients also

use the system to make the process of sharing documents more efficient. Rather than shipping DVD's to

Hunter Wise to have documents uploaded, client CFOs upload documents to the VDR themselves. Use of the Firmex Virtual Data Room solution has given Hunter Wise the advantage they wanted to

expedite the deal process. Since offering the Firmex VDR as part of their branded services, they are

closing deals faster and more cost effectively. "Providing convenient, organized and transparent access

to comprehensive diligence information fosters buyer confidence and seller appreciation," observed

Peck. "We are also attracting bigger clients. In the past, many of our transactions were in the $20-50

million range. Now we are seeing more deals in the $100+ million range," noted Peck. When asked if Hunter Wise would recommend Firmex to other M&A professionals, Peck announced, "I already have."

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