Industry: Investment banking

Cassel Salpeter & Co., LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S., and worldwide. Together, the firm’s professionals have experience providing private and public companies with a broad spectrum of investment banking and financial advisory services, including: mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings, such as 363 sales and plans of reorganization

Boost win rates and increase operational efficiency with an all-in-one deal and relationship management solution. Access the relationship intelligence, market trends, and insights needed to accelerate deal execution with Intapp DealCloud for investment banking and advisory.

[Intapp] DealCloud …  offers off-the-shelf capabilities specifically designed for our business that we don’t see with other large CRM platforms. The platform will provide new insights … and enable us to maintain a high level of client service.

We are service managers who offer more niche-type strategies than your typical direct lending institutions … our platforms must be equally robust. Choosing [Intapp] DealCloud to digitally manage our capital-raising efforts and institutional investor relationships was a natural fit.

It was important for us to have one centralized location for all of our deal sourcing efforts which houses all of our institutional knowledge.   The DealCloud team did an amazing job in helping us aggregate all of this information, enabling us to do our work in a more efficient manner.

DealCloud helps us to see verified data right next to our proprietary notes and activity logs. It’s so valuable to have all of that information organized and centralized in one location for all of our team members to see.

We chose Dispatch for a number of reasons to help us communicate with the industry. One is it’s fully integrated into DealCloud. We need to have all the data and the analysis in our DealCloud system. Second, it’s a very user-friendly system, and it’s easy for us to configure as we communicate within the industry.

Apax Partners LLP (“Apax”) is a leading global private equity advisory firm. For 50 years, Apax has worked to inspire growth and ideas that transform businesses. The firm has raised and advised funds with aggregate commitments of more than $65 billion. The Apax Funds invest in companies across four global sectors of Internet/Consumer, Tech, Services, and Healthcare. These funds provide long-term equity financing to build and strengthen world-class companies.

Perella Weinberg is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions, governments, sovereign wealth funds, and the financial sponsor community. The firm offers a wide range of advisory services to clients in the most active industry sectors and global markets. With approximately 700 employees, PWP currently maintains offices in New York, London, Houston, San Francisco, Paris, Los Angeles, Chicago, Calgary, Denver, and Munich.

We are service managers who offer more niche-type strategies than your typical direct lending institutions … [and] our platforms must be equally robust. Choosing Intapp DealCloud to digitally manage our capital-raising efforts and institutional investor relationships was a natural fit.