Identify acquisitions and their participants to prepare coordination across corporate finance, lending and private banking. Qualify the project before exploring financing options.
What DNA brings together
Acquisition activity
Documented transactions provide context for growth or a change of control.
Identified buyers
Established transaction roles help identify companies and people to examine.
Owner ecosystem
Known relationships provide common context for teams supporting the owner.
What your team gets
- A selection of transactions and companies to review
- Identified roles and information to complete
- Possible connections with existing portfolios
- A file to share with financing teams
An identified acquisition does not establish a need for credit, borrowing capacity or a financing decision.
Explore the results with your assistant
In your portfolio, AIDEE helps you explore people and results, then access the relevant views. For example:
« Which companies in my scope are connected to recent transactions? »
Discover AIDEE →When to use it
Connecting a transaction to its participants helps coordinate teams at the right moment. Establishing the need still requires a conversation with the company.
Questions about this use case
What information does DNA bring together?
Documented transactions provide context for growth or a change of control. Established transaction roles help identify companies and people to examine. Known relationships provide common context for teams supporting the owner.
How does the team use these results?
Connecting a transaction to its participants helps coordinate teams at the right moment. Establishing the need still requires a conversation with the company.
What should be checked before acting?
An identified acquisition does not establish a need for credit, borrowing capacity or a financing decision.
Last updated : 2026-09-24
Other use cases
Become an Augmented Private Bank today
Join 1,400 users who have transformed their client knowledge. Personalized demo on your real portfolio.