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Blog

April 27, 2021

How investor relations and fundraising professionals can use data to reach fundraising goals

Ben Harrison

President, Industries

Investor relations (IR) teams constantly deal with all forms of data, such as annual revenue, quarterly guidance, progress against key initiatives, and relationships with limited […]

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March 23, 2021

Briarcliffe Credit Partners Chooses DealCloud for Relationship and Fundraising Process Management

Briarcliffe Credit Partners (BCP), a New York-based placement agency specializing in private credit, has selected DealCloud as its technology solution for relationship management and investor […]

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March 18, 2021

Bundy Group Selects DealCloud for Client Relationship Management, Deal Management, Reporting, and Marketing

Bundy Group, a boutique investment banking firm, has selected DealCloud to deliver the firm’s client relationship management, deal management, reporting, and marketing capabilities. “Making […]

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March 16, 2021

Business Acceptance: Exceeding Expectations and Ensuring Profitability

The 2019 Legal Value Network survey revealed that the second-biggest challenge for firms is meeting client demands for value while still hitting profit targets. Efficient, […]

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March 1, 2021

From analyst to MD: How investment banks are aligning their technology needs with team needs

Brian Bissonette

Industry Principal, Investment Banking

Investment bankers must work harder and smarter to show their value and stay in the minds of their clients and sponsors. Over the past decade, […]

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February 22, 2021

The top 3 trends to watch in healthcare M&A

Ben Harrison

President, Industries

The COVID-19 pandemic has affected nearly every industry, business, and person in the world. As the biggest public health crisis in over a century, it […]

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February 16, 2021

Briefing Smarter Legal Business Management

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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