Blog | Intapp

Blog

January 19, 2021

Investment bankers need relationship management tech to find buyers in today’s remote environment

Ben Harrison

President, Industries

After the pandemic caused a severe reduction in dealmaking volume, closing new deals has become the top priority for private equity firms heading into 2021, […]

Continue reading

October 27, 2020

Key features to look for in an investment banking CRM

Ben Harrison

President, Industries

Complex market dynamics demand that modern-day investment bankers and M&A advisors be increasingly agile. Without the right tools and technology at their disposal, buyer identification […]

Continue reading

October 19, 2020

Tofte & Company Selects DealCloud for Deal Management

Tofte & Company, a Nordic-based tech-focused corporate finance boutique catering to tech-enabled companies looking for financing or buyers, has selected DealCloud for deal and relationship […]

Continue reading

October 5, 2020

Provantage Corporate Finance Selects DealCloud

Provantage Corporate Finance, a Nottingham, United Kingdom-based boutique corporate finance firm focused on mid-market deals in the UK, has selected DealCloud for deal and relationship […]

Continue reading

August 11, 2020

Three investment banking dashboards every IB professional needs

Despite the wild and turbulent twists and turns that 2020 has presented, buyers and sellers still rely on intermediaries to manage the day-to-day developments of […]

Continue reading

June 15, 2020

Union Square Advisors Chooses DealCloud

Union Square Advisors, LLC, a leading technology-focused investment bank with offices in New York City and San Francisco, has selected DealCloud to provide a single-source […]

Continue reading

June 2, 2020

How investment bankers can find business development success with the “eight-call rule”

Ben Harrison

President, Industries

How many phone calls does it require for investment banking business development teams to reach a prospective client? Eight. A banker I recently met shared […]

Continue reading

May 20, 2020

Britehorn Partners Chooses DealCloud

Britehorn Partners is a Denver, CO-based full-service middle market investment banking practice that specializes in Mergers and Acquisitions, Capital Formation, and Advisory for middle market […]

Continue reading

March 16, 2020

Consensus Selects DealCloud to Streamline Processes

Consensus, a boutique investment bank focused exclusively on consumer-facing companies, has selected DealCloud to increase banker efficiency and productivity as well as streamline organizational […]

Continue reading

February 18, 2020

Galiant Partners Selects DealCloud

Galiant Partners, a London-based independent investment banking firm focused exclusively on the global debt markets, has selected DealCloud as its centralized firm management platform. Galiant […]

Continue reading

January 31, 2020

MHT Partners Selects DealCloud

MHT Partners, a leading national middle market investment bank, has selected DealCloud for its CRM and business development support system. MHT represents leaders across […]

Continue reading

January 15, 2020

How a 360-degree client view will help grow your investment banking business

Ben Harrison

President, Industries

According to a recent article from Deloitte, “Banks’ competitive advantages should continue to be their ability to manage risk and complex financial matters, conducting business […]

Continue reading

January 1, 2020

FTI Consulting Rolls Out Intapp Conflicts Globally to Streamline New Business Acceptance Processes and Increase Profitability

FTI Consulting, an industry-leading global business advisory firm with more than $3.5 billion in market capitalization, has adopted Intapp Conflicts to streamline the delivery of its comprehensive […]

Continue reading

December 17, 2019

Capitalmind Chooses DealCloud

Capitalmind, one of Europe’s largest independent corporate advisory firms, today announces that it has selected DealCloud as its partner for the deployment of its […]

Continue reading

September 22, 2019

BW Forsyth Partners Deploys DealCloud

BW Forsyth Partners, the investment arm of multibillion-dollar global manufacturing and engineering consulting firm Barry-Wehmiller, has deployed DealCloud. The company is based in Clayton, […]

Continue reading

June 20, 2019

Zelig Associates Selects DealCloud

Zelig Associates, a FinTech-focused investment bank with a global presence, has selected DealCloud as their CRM and deal management system. With offices in London, New […]

Continue reading

April 15, 2019

Blue River Financial Deploys DealCloud

Blue River Financial Group (“Blue River”), a middle market merger and acquisition advisory firm, has deployed DealCloud. “Blue River has decided to deploy DealCloud to […]

Continue reading

April 1, 2019

The Raine Group Chooses DealCloud

Jersey City, NJ | April 1, 2019: DealCloud, a single-source deal, relationship, and fund management platform, today announces that The Raine Group, a global merchant […]

Continue reading

March 14, 2019

Cornerstone Deploys DealCloud

Cornerstone Business Services, Inc, a boutique Investment Banking firm providing strategic consulting, valuation, and mergers & acquisitions services to lower middle market privately held/family-owned businesses, […]

Continue reading

February 13, 2019

The Five Must-Have People on Your CRM Task Force

Ben Harrison

President, Industries

For most private equity firms and investment banks, the past two decades have been a period of overall growth and strong performance. A confluence of […]

Continue reading

«
1
2
3
4
5
6
»