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Quest Selects DealCloud

Quest, a Davidson, NC-based independent business advisory firm, has selected DealCloud. The firm specializes in helping business owners reach their goals and prepare for transitions.


“We were frustrated with generic CRMs that promised big things, charged big money, but never really delivered for us,” said Dale Gillmore at Quest. “We did our due diligence. In the end, DealCloud emerged as the partner we could trust to provide us the flexibility and customization we need to drive business.”


Quest’s team is hyper-focused on helping clients realize opportunity, value, and a path forward through inventive, smart solutions that deliver measurable growth. They provide a range of services for clients, including succession planning, mergers and acquisitions support, family office planning and support (personal and business), industry benchmarking, business advisory and planning, risk and gap management/support, valuation and Quality of Earnings evaluations, post-transition guidance, as well as financial, estate, and tax strategy​.


“We are thrilled to add yet another North Carolina-based capital markets firm to our roster of clients,” says Ben Harrison, Chief Revenue Officer at DealCloud. “The team at Quest is providing vital services for business owners as they look towards an exit or transaction, and we know our purpose-built platform will allow them to continue their best-in-class client service.”


About Quest
Quest is an independent business advisory firm dedicated to helping business owners reach their goals and prepare for transitions. By focusing on the drivers that will increase business value and personal wealth, including supporting the family’s estate and income tax mitigation plans, we help business owners realize liquidity goals in transition. Our services align directly with the goals and personal net worth of the business owner over the course of each individual’s lifetime. We remain committed to relationships, not transactions. For more information, visit


About DealCloud
DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform to enable over 700 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit