Case study

Case Study: FMI Capital Advisors

  • Financial Services
  • Investment Banking
  • Intapp DealCloud

FMI Capital Advisors, a subsidiary of FMI Corporation, is a leading investment banking firm. With more than 750 completed M&A transactions, the firm’s industry focus enables it to maximize value for its clients through the firm’s deep market knowledge, strong technical expertise, and an unparalleled network of industry relationships.

Prior to implementing DealCloud, FMI Capital Advisors leveraged Salesforce as their deal and relationship management technology. As FMI Capital Advisors is a subsidiary of the consulting firm FMI Corporation, the instance of Salesforce that FMI Capital Advisors used was not configured for the complexities of the deal flow structure of an investment bank, and after attempts to make the Salesforce technology work for investment banking professionals, FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows.

Below, we offer an in-depth case study that showcases how FMI Capital Advisors more efficiently managed its pipeline and deal flow  by leveraging DealCloud’s technology.

Learn more about DealCloud for Investment Banks