DD requiring resources that are not “under the tent”

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September 9, 2022 at 6:11 pm #68473

Jake Heimsoth
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In some cases, to perform wholesome diligence advisors will need to meet with resources who have not been made aware of the pending transaction. How would you suggest approaching these diligence engagements without risking leaking details of a pending transaction to someone who is not meant to be read in?
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