For Investment Banking

Trusted by advisory dealmakers

Investment banks and law firms trust Sterling Technology to deliver exceptional levels of service on their most critical transactions.

The Restaurant Group, the UK-listed owner and operator of casual dining restaurants and pubs, and its advisors Centerview, Citi, and Lazard, used Sterling Technology for its acquisition by Apollo Global Management for

£1.1bn

Q-Energy, the Spain-based infrastructure fund manager, and its advisors J.P. Morgan, Lazard, and Santander, used Sterling Technology for the sale of a 75 MW solar energy portfolio to Verbund for

€1bn

ProfoundBio, the US-based antibody oncology biotechnology company, and its advisors Bank of America and Morgan Stanley, used Sterling Technology for its sale to Genmab from financial sponsors for

$1.8bn

Lima Corporate, the Italy-based manufacturer of prosthetics, and its advisors Goldman Sachs, Mediobanca and Morgan Stanley, used Sterling Technology for its sale to Enovis from EQT for

$1.65bn

Elysium Healthcare, the UK-based provider of mental healthcare services, and its advisors Jamieson and J.P. Morgan, used Sterling Technology for its sale to Ramsay Health Care from BC Partners for

£775m

Why investment banking and legal advisors work with us

Your clients expect execution without delays or mistakes. Sterling's enterprise-grade security, intuitive data room setup, and expert support available 24/7/365 give you the professional infrastructure that protects your reputation. The platform anticipates the complexities of competitive M&A sell-side processes: managing multiple bidders, orchestrating information flow, and providing the detailed analytics that help you advise with confidence. When your clients demand excellence and deals move at breakneck speed, Sterling delivers the value and service that reflect your own premium reputation.

Advisors work where precision and trust decide outcomes

Each transaction unfolds under relentless deadlines, strict confidentiality and client expectations that leave no margin for error. Processes must run seamlessly across time zones, multiple bidders and evolving disclosure requirements — all while maintaining absolute control and compliance.

Sterling helps investment bankers and legal teams meet those demands. Our platform combines enterprise-grade security with a service model built for dealmakers: free preparation time, 24/7 multilingual support and the flexibility to tailor every workflow to the transaction. By pairing advanced technology with human responsiveness, Sterling gives advisors the confidence to manage complexity, protect reputations and deliver flawless execution on every deal.

Elevate your client service

Deliver a seamless, professional experience that reinforces your advisory value. Sterling's intuitive platform, instant room setup and expert deal prep mean your clients see organized, polished data rooms from day one. Our 24/7 support ensures you never leave client questions unanswered, and our analytics provide insights that enhance your strategic advice—every interaction reflects the premium service your clients expect.

Win your next mandate

Your reputation for flawless execution becomes your competitive advantage. When clients and bidders see how efficiently you manage processes with Sterling's streamlined Q&A, real-time tracking and professional presentation, every deal becomes an opportunity to secure the next transaction. Our platform makes you look good, and successful deals managed on Sterling become proof points that win future mandates.

Focus on strategic advice

Spend your time on valuation strategy, buyer management and deal negotiations—not chasing documents or troubleshooting platform issues. Sterling's AI-powered organization structures information automatically, our bulk upload handles thousands of files in minutes, and our Q&A management keeps buyer questions organized without endless email chains. Our support team handles the technical details so you can focus on maximizing outcomes for clients.

Protect your reputation

Eliminate the risk of security breaches, data leaks or platform failures that could damage client relationships. Sterling's bank-grade encryption, detailed audit trails and enterprise security mean you never worry about confidential information escaping. Our 99.9% uptime and redundant infrastructure ensure the platform is always available when deals are moving—nothing reflects poorly on your firm.

Features that support advisory workflows under intense pressure

Your clients expect flawless execution, amid intense time pressure and constant multitasking, and your reputation depends on it. Sterling's AI-powered document organization cuts deal prep time from weeks to days, while our automated redaction protects sensitive information efficiently. Advanced Q&A workflows keep buyer questions organized across multiple parties, granular permissions control exactly what each bidder sees and real-time analytics provide the strategic intelligence you need to advise clients confidently. Built-in document approval ensures compliance, while our reporting dashboards give you complete visibility into deal progress.

Document approval

Prep your deal fast and stay compliant with built-in document review and approval.

Document protection

Granular information rights management to keep you in control of what you share with bidders — and revoke access immediately.

Q&A

Simple or advanced Q&A workflows that align to your deal process.

Redaction & translation

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.

Reporting

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.

Multilingual 24/7 support for investment banking and legal advisory deal teams

For investment banks and legal advisors, Sterling provides hands-on support across the full transaction lifecycle. From early data collection and data room preparation through intense due diligence and closing, our team works as an extension of your deal execution bench.

We can help design and build the data room, advise on index and folder structure, upload and organize documents at scale, manage granular permissions, configure Q&A workflows, set up bidder and advisor teams, and handle user invitations and training.

Support is delivered by our in-house multilingual team, available 24/7/365 by phone or email, with a dedicated deal manager on every mandate. We never hand “after-hours” or weekend support to generic third-party call centers that do not know your deal.

As you approach signing and closing, we can deliver encrypted deal archives and comfort letters quickly and globally, so your transactions can complete on time and without administrative friction.

Testimonials

Elliot Reader

Senior Vice President | Houlihan Lokey

“I have long been an advocate of the Sterling platform – it is often used on our deals. The data room is exceptionally user-friendly; however, the standout feature is really the bespoke customer service. The team are always on hand to help with any requirements, and they are constantly updating the service with new tools and capabilities.”

David Milne

Partner | Squire Patton Boggs

“Sterling’s virtual data rooms increase productivity and accelerate timelines for legal teams working on deals. Advanced redaction capabilities help save hours preparing sensitive information for external review. Customer service is available 24/7/365 to support our deals and responds quickly to requests by email and phone.”

Sean Slattery

Director | Piper Sandler

"The Sterling virtual data room is best-in-class. Excellent user functionality on both sides of the transaction, intuitive and efficient, great Q&A capability, and their features, which provide significant benefits over other providers, speed up the due diligence process. The 24/7/365 support function is responsive, and customer service is second to none."