The way fund managers source deals and manage relationships has been forced to evolve as the deal landscape continues to change and competition increases. Intapp […]

The entire deal-making process was completely upended last year, but is it here to stay? Read what capital markets experts have to say about 2021.

Natalie Loeb, founder and CEO of Loeb Leadership Development, explains to hosts Lavinia Calvert and Deborah Farone how combining various methods of remote and virtual learning can help make incredible inroads when training better managers and leaders.

Tom McMakin and Jacob Parks of the Profitable Ideas Exchange (PIE) discuss their book, Never Say Sell, exploring how to expand engagements with existing clients. They reveal how they incorporate gamification in running their company and explain how firms can add value in an era of disruption.

M Booth’s Dale Bornstein joins the Strategy Sphere podcast to reveal what led to her becoming a compassionate leader and shares how she finds her own mentors in the pressure-filled industry of integrated marketing.

Investment bankers need relationship management technology to overcome their struggles to find and connect with qualified buyers for their clients.

DealCloud's investment management software offer configurable workflow management, deal and relationship management, and team collaboration capabilities.

Mitch Zuklie, Chairman and Chief Executive Officer of the law firm Orrick, shares how narrowing an organization’s objectives into just a few key areas can make an enormous difference in terms of innovation, marketing, hiring, and creating an operating game plan. Zuklie also discusses the two key criteria — grit and teamwork — that his firm applies when evaluating talent. Learn about beta-testing legal technology, attributes that make an effective leader, and the ways Zuklie applies the principles of saving wild salmon to the operation of a legal professional services firm.

Innovation isn’t about disrupting everything and turning the world on its head; Innovation can be a tiny adjustment in the way you operate,” says Jennifer Leonard, Chief Innovation Officer and Executive Director of the Future of the Profession Initiative at the University of Pennsylvania Carey Law School. In the inaugural episode of Strategy Sphere, hosts Lavinia Calvert and Deborah Farone speak with Leonard, addressing how to focus on end users and how — using the tools of radical collaboration — each of us can uncover unexpected solutions to age-old problems.

Mark Holman and José Lazares discuss the benefits of Intapp and explore how connected platforms are set to change the ways accounting and consulting firms conduct business. Download their webinar to learn more about building a connected firm.

Here are the top six reasons your firm should stick to purchasing proven, best-in-class risk management software rather than building from scratch.

Why deal origination data will become more important than ever over the next 12 months   What besides deal origination and new business development is […]