Transaction and data room sweeps

// 01

Where transaction information is exposed

Deal teams are careful about documents and careless about rooms. Material is encrypted, access controlled and watermarked, then discussed aloud in a meeting room in a building nobody has assessed.

The exposure concentrates in predictable places. The physical data room. Advisor offices hosting sessions. Hotel meeting rooms booked for a day. Vehicles carrying the deal team between sessions, where the frankest conversations of the entire process usually happen.

// 02

Sweeping across the window, not once

A transaction is not an event, it is a period, often running months with many parties cycling through the same spaces. A sweep at kickoff covers the first day.

The effective pattern is repeat sweeps at defined points, weighted to moments where the information is most valuable: before the first substantive session, before price discussions, and before final negotiation. Between sweeps, rooms under your control are held under seal with tamper indicators and access logging.

// 03

Working with advisors and counterparties

Transactions involve spaces you do not control. Where a session is hosted at an advisor's premises or a counterparty's office, we can sweep with the host's agreement, which is usually straightforward because it is in everyone's interest.

Where access is not available, we advise on what that means practically and where to hold the genuinely sensitive conversations instead. Sometimes the right answer is not sweeping the room but choosing a different one.

// FAQ

Common questions