Blog

Blog

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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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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February 11, 2019

The Forbes M+A Group Deploys DealCloud

The Forbes M+A Group, a Denver, CO-based transaction advisory firm, has deployed DealCloud. The firm serves buyers or sellers in middle-market M&A transactions, and its […]

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February 1, 2019

3 Key Principles to Follow When Rolling Out New Capital Markets Technologies Firm-Wide

Ben Harrison

President, Industries

It’s completely natural for capital markets leaders and managers to have some worries about the way a new technology solution will impact individuals, teams, and […]

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January 28, 2019

BRG Capital Advisors, LLC Deploys DealCloud

BRG Capital Advisors, LLC (BRGCA), a New York-based provider of strategic advisory services including mergers and acquisitions, balance sheet restructuring/recapitalization, growth equity and debt placements, […]

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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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