Merrill Corporation

Insight Advisor

Merrill Insight Advisor is a research community designed to identify the technology needs of financial professionals across investment banking, private equity, corporate development, legal and affiliated advisors.  

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Join the Insight Advisor Community

Insight Advisors have the opportunity to participate on in-person panels and submit feedback through surveys, polls, and online discussions. The voice of this panel will have a direct impact on the value of Merrill products and services, helping accelerate business success in the deal making community.

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Members of our panel will enjoy the following benefits:

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  • First access to Merrill Insight™, DatasiteOne proprietary M&A and due diligence intelligence service
  • Merrill Insight Advisor badging for use on LinkedIn

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  • Engagement with industry-leading product and service team
  • Exclusive access to peer insights from research

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  • Invitations to be a panelist in our popular Merrill Insight video series
  • Earn points for participating in research to cash in for rewards and donations

Shape your future M&A Tools

Sign up today to join deal making thought leaders

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Merrill Insight Advisor FAQs

Am I under any obligation to participate in research? 

Absolutely not!  We appreciate your participation in this entirely voluntary program. Participate in one survey or all of them. It’s up to you.

How many requests for research will I receive?  

You will receive no more than 2 requests for research a month. 

What kind of research do you perform?  

We ask for participants in surveys, telephone interviews, and on special occasions, in-person interviews. 

What kinds of questions can I expect?  

We will ask you questions to better understand market trends, opportunities, and challenges so we can continue to develop market-leading products. We also test our solutions and messaging to make sure we are hitting the mark and delivering what you need. 

What do I get for joining?  

Plenty! You have the opportunity to participate in our Merrill Insights videos, which is seen by thousands of your peers globally. We have badging on LinkedIn to publicly acknowledge your thought leadership in M&A. We also will keep you updated on relevant peer insights from our research. We appreciate your participation and will continue to add benefits to our program. 

Do I need to be a Merrill customer to participate?  

We do love our customers, but no, you don’t need to be a customer, you just need to be active in the M&A deal-making process. 

What do I get for participating in a survey? 

We offer a points system to earn awards for participating in research. Awards can be gift cards or you can choose to cash in points for donations to favorite charities. You tell us! We are always looking for ideas.

What titles or roles do you accept?  

We are looking for a breadth of participants from across the M&A deal spectrum and from around the world. If in doubt, just join!  

What if I want to opt-out?  

We would be sad to see you go, but respect that this might not be for everyone. Simply opt-out when you receive your next email invitation to research. 

What if I have a question?