The Firm
Duncan Bergman Mandell was founded on the conviction that corporate law can be practiced more efficiently by experienced attorneys leveraging technology, rather than traditional models built around layers of junior staffing.
The firm brings together experienced attorneys from elite firms and equips them with purpose-built tools that streamline execution and surface risk earlier in the process. The result is more focused analysis, more responsive communication, and a level of efficiency aligned with how modern transactions actually move.
That approach led DBM to Marveri. Recognizing that diligence is often the most time-intensive and least transparent phase of a transaction, the firm embedded Marveri into its workflow to deliver structured, actionable insight from the outset.
On a recent acquisition, we had a disorganized data room with hundreds of documents and a compressed timeline. Marveri organized and triaged the entire set in minutes, flagging cap table issues, surfacing assignment and change-of-control risks, and giving us a structured risk picture before our first call with seller's counsel. That kind of head start changes how you run a deal.
C. McCullen, Managing Partner at Duncan Bergman Mandell
Where It Fits
DBM deploys Marveri at the outset of every transaction, when document sets are incomplete, disorganized, and time pressure is highest. Across M&A, private equity investments, and restructurings, incoming materials are run through Marveri to establish what's there, what's missing, and where the material risks sit. That early visibility sharpens supplemental request lists, focuses negotiation strategy, and allows the team to orient clients around key issues before the deal accelerates.
For a firm that advises founders and private equity sponsors on time-sensitive transactions, compressing early-stage review from days to hours has fundamentally changed how DBM sequences and staffs its deals.
Marveri has genuinely changed the cadence of our engagements. When I can walk a client through key contractual risks and governance gaps in our first substantive conversation instead of our third, it resets the entire relationship. We're structuring advice around real issues from day one, and clients feel that immediately.
C. McCullen, Managing Partner at Duncan Bergman Mandell
The Client Impact
DBM's clients — repeat acquirers, serial founders, institutional investors — expect precision and speed. Since introducing Marveri, client conversations have shifted meaningfully.
Instead of early-stage updates about ongoing review, clients receive structured, actionable insight almost immediately. That visibility improves decision-making and reinforces confidence in how the work is being done.
Diligence, historically one of the most opaque and time-consuming phases of a transaction, has become a point of differentiation for the firm.
Our clients are sophisticated. They run companies, sit on boards, and have been through dozens of transactions. When they see an annotated risk summary on day one instead of a status update a few days later, it reinforces why they hired us. Marveri has made us more cost-efficient while increasing quality, and it's eliminated much of the diligence fatigue that typically defines this phase of the deal.
C. McCullen, Managing Partner at Duncan Bergman Mandell