How does confidential information get shared during a business sale?

It is critical that any discussions that occur in relation to a business sale take place under the protection of a Non-Disclosure Agreement (NDA) and limited to parties approved by the seller.

Early information exchange is limited and anonymised where required to ensure no competitive advantage can be derived. This can be continued later in the process to protect, for example, specific customer names, or margins by product type.

By creating a Virtual Data Room (VDR), you are establishing a secure environment in which you can share the information required for Due Diligence (DD) in a structured and considered format. The folder structure within a data room is typically highly versatile. It can be designed and configured to reflect specific information requests from your pool of buyers and their advisors.

With the VDR supplied by Initium to our clients, permission settings can be controlled by us (as the administrator) to ensure only certain folders can be accessed by the different advisors. For example, some folders might only be visible to the sell-side team. Each user has their own security protocols, and if required we can also lock data so it can only be viewed online and not downloaded.


Andy Denny

Initium: at a glance

  • Established 1989; employee owned from 2022
  • Specialist in private company growth and sale transactions
  • £10m-£100m typical deal value
  • Unlocked over £3bn of value for client businesses
  • Increased company values by 2.5x within 36 months on average*
  • Unique post-sale network of 250+ former clients
  • Sunday Times Best Places To Work 2024
  • Profits distributed to community causes, with a goal of 30% by 2030
  • 100% committed to impact beyond the deal

*For clients using our Value Driver consultancy service

What makes us different

  • We’re employee owned – every single one of us is a stakeholder in your success
  • We’re independent and unbiased – we have no hidden agenda or obligations to other parties
  • Our ethos – it's not just about the transaction. You as a human being, really matter to us
  • Our Fellows network – 250+ former clients can't be wrong
  • You can have life-long membership to this exclusive community, unrivalled in size and vibrancy