Blog

Blog

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 19, 2018

Law firm conflict clearance, part 1

This is the first of a three-post series exploring conflict clearance trends among law firms. In this installation, we’ll discuss the four conflict-clearance models prevalent […]

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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 20, 2018

Intapp announces OnePlace

I’m excited to announce OnePlace. This AI-powered, intelligent platform enables firms to deliver a unified client experience across the engagement life cycle – from developing […]

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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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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 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 30, 2018

Intapp Technology Supports Client Lifecycle Management

Intapp Technology Supports Client Lifecycle Management Intapp supports professional services firms by providing cloud-based platforms and integrating technology and information across the client lifecycle. Once […]

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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 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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April 4, 2018

Top four best practices for dealmaking road warriors

Ben Harrison

President, Industries

In the pursuit of “full market coverage,” private equity and investment banking firms now spend a sizable of their annual budget on sending their strongest […]

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March 21, 2018

Welcome to the Disruption

Ben Harrison

President, Industries

Generic CRMs like Salesforce.com or Microsoft Dynamics are incredible development platforms that support a variety of industries. With market caps of $91B (NYSE:CRM) and 718B (Nasdaq: MSFT), […]

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February 28, 2018

Top Six Considerations for a Changing Private equity Landscape

Ben Harrison

President, Industries

Last year we met with over 1,300 firms including PE fund managers, investment bankers, lenders and corporate development professionals, and consistently found that the most […]

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