Industry: Investment banking

Founded in 1962, Raymond James Financial is an investment bank headquartered in Saint Petersburg, Florida The firm provides financial services to individuals, corporations, and municipalities. The firm engages in providing both investment banking and wealth management advisory. Raymond James advises in areas such as mergers, acquisitions, European advisory, public offerings, activism response, contested situations, debt origination, and restructuring. RJF caters to an array of industry sectors, including consumer, retail, energy, financial services, healthcare, industrials, real estate, security, defense, government services, technology, services, transport, and infrastructure.

Union Square Advisors is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, agented private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, private equity, venture capital, and family offices across the technology landscape with a primary focus on Software, Software-Enabled Services, IT Infrastructure and Internet/Digital Media/Marketing Technology. Since inception, Union Square Advisors has advised on over 115 transactions, valued in excess of $100 billion. For more information, please visit www.usadvisors.com.

MGG Investment Group, based in New York, NY, is a private direct lender focused on the deeply underserved lower-middle market, and specializes in situations requiring distinct underwriting expertise.

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Intapp DealCloud provides firmwide visibility into the critical data and insights required to act quickly and decisively. Access a single source of truth that achieves the best outcomes for fund managers, limited partners, and other deal participants by simplifying relationship management, reporting, and data management.

Intapp lets investment banks and advisory firms better manage risk, improve operational efficiencies, drive profitability, and enhance firmwide transparency.

Intapp Employee Compliance streamlines the completion and collection of attestations for compliance teams. It also helps employees easily, quickly disclose and pre-clear outside business interests like personal investments and political donations.

Protect your firm’s reputation and build trust among your clients with Intapp Conflicts. Intapp Conflicts provides a centralized location where your professionals can identify, review, resolve, and manage conflicts of interest.

ALIVE Ventures has selected DealCloud to enhance its deal execution and relationship management. The investment advisory firm will leverage DealCloud’s technology to manage its pipeline and relationships, and to improve its fundraising and investor relations processes