DealCloud – Investment Banking Case Studies

The Bloom Organization selects DealCloud

The Bloom Organization, an investment bank specializing in health care mergers and acquisitions, has selected DealCloud to enhance deal flow and reporting. The firm will utilize DealCloud’s technology to monitor the lifecycle of a deal, track buyer lists, manage relationships, and improve reporting.

Case study: Cassel Salpeter & Co.

For Cassel Salpeter, the challenge wasn’t adopting a CRM solution, it was finding the right one to fit its unique needs. After years of using Microsoft Dynamics and others CRM systems, it experienced ongoing maintenance issues and found the platforms cumbersome for a firm of its boutique size (less than 25 full-time professionals). It spent a significant amount of time and money attempting to tailor those systems to fit the needs of financial services and dealmaking, but after months of frustrations, realized it needed an industry-specific solution like DealCloud.