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Blog

November 12, 2018

The Most Important 100 Day Plan Your Firm Will Ever Create

Ben Harrison

President, Industries

Private equity professionals are no strangers to the 100 Day Plan. While the strategy behind 100 Day Plans has evolved in the last 20 years, […]

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November 8, 2018

Marquis Software Solutions, Inc. deploys DealCloud

Marquis Software Solutions, a Plano, Texas-based fintech company that is focused on getting results for over 700 financial institutions nationwide has deployed DealCloud. Marquis sets […]

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November 5, 2018

Leveraging Data to Maintain Visibility on the Market and Firm-Wide Goals

Ben Harrison

President, Industries

With the increased competition in the market, it’s more challenging than ever for leaders at private equity firms to think about how the market is […]

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October 22, 2018

ShoreBridge Capital Partners goes live on DealCloud

ShoreBridge Capital Partners (“ShoreBridge”), an advisory and merchant banking firm focused on alternative investments, goes live on DealCloud.

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October 1, 2018

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow

Ben Harrison

President, Industries

It’s no secret that marketing acts as an effective inbound business development tool. Look no further than financial services giants like Goldman Sachs who embrace […]

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September 11, 2018

Bridgepoint Investment Banking Deploys DealCloud

Bridgepoint Investment Banking (“Bridgepoint”), a leading Midwest middle market investment bank providing merger, acquisition and capital raising services, has deployed DealCloud. Bridgepoint Principals have over […]

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September 5, 2018

Are your sponsor relationships growing stale?

Ben Harrison

President, Industries

In the current competitive climate of the private capital markets, it’s easy to understand how and why an investment banker could be complacent: the universe […]

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August 27, 2018

WP Global Partners Implements DealCloud

WP Global Partners, a private markets firm based in Chicago, has implemented DealCloud, migrating from Salesforce.com for its fund and direct deal flow.

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August 20, 2018

Bishopsgate Corporate Finance Selects DealCloud

Bishopsgate Corporate Finance (“Bishopsgate”), one of the UK’s longest established independent corporate finance boutiques has selected DealCloud.

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July 23, 2018

Top three considerations on CRM contact management for dealmakers

Ben Harrison

President, Industries

CRM systems serve private equity and investment banking firms of all shapes and sizes by helping them better navigate and organize their various business development […]

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July 16, 2018

The More Dealmaking Changes, the More It Stays the Same

Ben Harrison

President, Industries

Five dealmaking trends detailing the dynamic, yet unwavering state of investing. On any given day in the U.S., understanding the overall “health” of the private […]

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July 12, 2018

Route 2 Capital Partners Selects DealCloud

Route 2 Capital Partners (“R2CP”), a South Carolina-based private investment firm, selects DealCloud. R2CP recently announced the initial closing of Route 2 Capital Partners SBIC, […]

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June 27, 2018

The Ultimate Summer Reading List for Deal Professionals

Ben Harrison

President, Industries

For most investors and private equity professionals, new dealflow and progress on existing deals tends to slow down slightly during the summer months. As any […]

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June 25, 2018

Cassel Salpeter & Co. Selects DealCloud

Investment banking firm Cassel Salpeter & Co. has selected DealCloud as part of its ongoing commitment to leverage the latest technologies to support its work […]

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June 11, 2018

Top three ways to institute a more meticulous investor relations function

Ben Harrison

President, Industries

Thanks to ever-present competition, the diversification of investor types, and the specific, incessant demands of LPs, investor relations (IR) managers are tasked with wearing many […]

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May 30, 2018

Top three best practices for lender coverage

Ben Harrison

President, Industries

For seasoned deal professionals, the majority of deals work out between two or more parties and the transaction closes as planned. But in other instances, […]

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May 15, 2018

Edgemont Capital is Leveraging DealCloud

Edgemont Capital Partners, a leading healthcare investment banking firm providing mergers and acquisition advisory services to healthcare services, life sciences services and healthcare (HCIT) information […]

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May 14, 2018

Pipeline velocity: How investment banks use technology to work faster and smarter

Ben Harrison

President, Industries

Keeping an eye on the progress of each deal is a necessity in today’s complex investment landscape and is one of the best ways to […]

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April 25, 2018

SLATE Partners LLC Implements DealCloud

SLATE Partners LLC, a boutique investment bank that provides sell-side and buy-side mergers and acquisitions (M&A) advisory services exclusively to companies in the building materials […]

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April 16, 2018

Top 5 ways technology enables PE firms to better leverage data

Read the key characteristics of the private equity technology leveraged by leading firms in their pursuit of more actionable data that enhances business development.

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