Financial services
Premium virtual data room solutions with bank-grade security and auditability for financial services M&A, divestitures and capital raises.
Trusted by financial services dealmakers
Financial services companies and their advisors choose Sterling for bank mergers, fintech exits, NPL transactions and wealth management divestitures, where regulatory compliance and data security are non-negotiable.
Equiniti Group, a London-listed international technology-led services and payments specialist, and its advisor Stephens, used Sterling Technology for the sale of Equiniti Financial Services to Interactive Investor Trading for
Equals Group, the UK-listed fintech payments business, and its advisors Canaccord Genuity and Lazard, used Sterling Technology for its acquisition by TowerBrook Capital Partners, JC Flowers & Co and Railsr for
DB Ventures, the UK-based firm which markets and commercialises the David Beckham brand, used Sterling Technology for the sale of a 55% interest to Authentic Brands Group for
Ledgebrook Insurance, the US-based InsurTech managing general agent platform, used Sterling Technology for its Series C funding round led by existing investor The Stephens Group for
Brewin Dolphin Holdings PLC, the London-listed provider of discretionary wealth management services, and its advisors Barclays and Lazard, used Sterling Technology for its acquisition by Royal Bank of Canada for
In financial services, precision and compliance are non-negotiable
Banks, insurers, and asset managers executing divestitures or capital raises face heightened regulatory scrutiny and data-protection requirements.
Sterling delivers the infrastructure to manage these processes securely and transparently. Our platform combines granular permission controls, encrypted data hosting in EU, UK, or US jurisdictions, and comprehensive audit trails to maintain full governance visibility. Free deal prep shortens lead times, while expert 24/7 support ensures smooth coordination between multiple advisors and bidders. By blending enterprise-grade technology with a human service model, Sterling helps financial institutions complete transactions faster and with total regulatory assurance.
Satisfy regulatory scrutiny from day one
Detailed audit trails, bank-grade security and comprehensive access logs give regulators confidence in your process integrity. Sterling's audit system documents every action taken in the data room, our permission controls demonstrate proper information barriers and our security certifications meet banking industry standards. Avoid regulatory delays and valuation impacts by showing regulators a professionally managed process with complete documentation from the start.
Protect sensitive client and competitive data
Control access to customer information, proprietary algorithms and strategic positioning with Sterling's granular permission management. Our folder-level controls let you share high-level metrics broadly while restricting detailed client data to qualified buyers only, our watermarking and information rights management protects sensitive technical documentation, and our instant access revocation ensures departing buyers can't retain your competitive IP. Share what buyers need while protecting what gives you advantage.
Maintain business continuity during sale
Run confidential processes without disrupting client relationships or employee morale using Sterling's staged access and controlled disclosure capabilities. Our permission structure lets you share information progressively as buyer qualifications increase, our analytics show you deal progress without constant status meetings that signal change, and our professional infrastructure lets you manage transactions quietly. Control timing of sensitive announcements and protect business momentum.
Demonstrate institutional quality to sophisticated buyers
Professional data room organization and process management signal operational excellence and strong governance. Sterling's AI-powered organization structures information to institutional standards, our audit capabilities demonstrate controls financial buyers expect, and our analytics provide the transparency that sophisticated acquirers demand. Financial services buyers pay premiums for well-run businesses – Sterling helps you prove you're one of them.
Bank merger
Bank combinations require demonstrating loan quality while satisfying regulatory scrutiny. Sterling's detailed audit trails track every document access and download, creating the comprehensive records regulators require. Our secure platform meets banking industry security standards, while our free deal prep service helps you organize credit portfolios and branch data before buyers arrive.
Fintech platform sale
Fintech exits demand demonstrating platform scalability while protecting proprietary algorithms. Sterling's granular permissions let you share user metrics and transaction volumes with all buyers while restricting technical architecture access to serious bidders only. Our information rights management and watermarking protects sensitive technical documents, and instant access revocation ensures departing buyers can't retain your IP.
Non-performing loan portfolio sale
Selling NPL portfolios requires demonstrating loan quality, collateral coverage and recovery potential across thousands of individual loans. Sterling's bulk upload handles massive loan files and servicing data efficiently, while our automated indexing organizes portfolios by characteristics distressed debt buyers evaluate—geography, collateral type, delinquency status. Our analytics show which buyers focus on specific loan segments, revealing their investment strategies and helping you manage competitive dynamics that drive portfolio valuations.
Wealth management practice sale
Selling advisory practices demands demonstrating client relationship quality while maintaining fiduciary obligations. Sterling's staged access controls let you share high-level client demographics initially, then release detailed portfolio information only to qualified buyers after additional NDAs. Our audit trail documents exactly what client information each potential buyer accessed—critical for fiduciary compliance.
Prep your deal fast and stay compliant with built-in document review and approval.
Granular information rights management to keep you in control of what you share with bidders — and revoke access immediately.
Simple or advanced Q&A workflows that align to your deal process.
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Our automated redaction tool operates across the whole VDR, saving valuable time and costs preparing sensitive information for external review.
Built-in, automatic, side-by-side translation of VDR content between 300 language pairs keeps your cross-border deals moving.
Real-time dashboards and reports to keep you informed of deal activity and provide strategic intelligence on bidder behavior.
Sterling's unique, built-in AI engine embeds capabilities such as document classification and organization, gap analysis, anomaly detection and document-level Q&A intelligence into the VDR. Launch deals faster – cutting data room prep time from weeks to days – while allowing bidders and investors to complete due diligence more quickly, to close your transaction.
Prep your deal fast and stay compliant with built-in document review and approval.
Granular information rights management to keep you in control of what you share with bidders — and revoke access immediately.
Simple or advanced Q&A workflows that align to your deal process.
Our automated redaction tool operates across the whole VDR, saving valuable time and costs preparing sensitive information for external review.
Built-in, automatic, side-by-side translation of VDR content between 300 language pairs keeps your cross-border deals moving.
Real-time dashboards and reports to keep you informed of deal activity and provide strategic intelligence on bidder behavior.
Sterling's unique, built-in AI engine embeds capabilities such as document classification and organization, gap analysis, anomaly detection and document-level Q&A intelligence into the VDR. Launch deals faster – cutting data room prep time from weeks to days – while allowing bidders and investors to complete due diligence more quickly, to close your transaction.
Dedicated multilingual 24/7 deal support for financial services
Sterling offers a level of support for financial services projects that goes far beyond standard VDR providers. From initial data collection and preparation to late-night bidder questions and final completion steps, we support the full lifecycle of your transaction.
Our team can configure your data room from scratch, recommend an efficient index and folder hierarchy, upload and tag content, manage detailed permissioning, implement and refine Q&A workflows, set up teams and workspaces, and handle user invitations and training.
Support is delivered by our own multilingual specialists, working 24/7/365 and reachable by phone or email. Each project has a named deal manager who knows the details of your transaction, and, unlike others, we never outsource night or weekend coverage to third parties.
When the deal is ready to close, we can deliver encrypted archives and comfort letters rapidly, across jurisdictions, so financial services signings and completions can proceed without administrative bottlenecks.
