Securing Mergers & Acquisitions (M&A) information

   Using Safeguard PDF Security to secure sensitive financial information

Mergers & Acquisitions (M&A) revolve around the controlled disclosure of documents from a ‘seller’ to potential ‘purchasers’.  Or more accurately between those and also their authorized agents (commonly law firms and bankers and venture capitalists).

They are an interesting balancing act between having to make what can be fairly onerous disclosures, or you may later be held to have misled the parties, and yet not have the details leak out into the market or become available to competitors of the organizations involved.

To satisfy other controls you may need to demonstrate which parties had looked at which documents, and that their access to and use of the documents stopped on specified dates – bidding rounds – and may be extended to more serious players or where takeover rules require it.

Locklizard Enterprise provides the controls you need in order to realise these sometimes conflicting requirements.  Documents may be grouped into families (publications) and access to them granted at the publication level as well as the document level.  So administering authorised user access is made much simpler.

Specific machines are licensed, rather than anonymous people logging into a web or cloud based system, so the control is greater, and covers PCs, Macs and BYOD devices as well.  Access to documents can be stopped and started at any time, even though the documents are downloaded onto machines for performance reasons.  So if a new version of a document is produced, access to the old one can be stopped immediately and the new one made available without having to alter customer records.

Logs of document use are available that link to individual licenses/machines, and they can be downloaded in csv format for your own analysis and backup.

Naturally, the overall control of such systems is very important, and you can install the whole Locklizard series of applications on your own server and under your own control so that you are always in charge of the systems and the data.