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Unio Partners, a São Paulo–based investment bank, has selected DealCloud to streamline deal execution and origination efforts. The firm will utilize DealCloud’s technology for its sourcing and origination efforts, buyers lists, staffing, task management, and relationship management.

“We’re happy to inform that we chose the DealCloud platform to organize our internal processes,” said Marco Dorigon, M&A Managing Director at Unio Partners. “We chose DealCloud because we believe it’s the most complete and intuitive platform available, and the technology behind the platform will enable us to track all origination and execution processes.”    

Unio Partners is an independent financial and strategic advisory boutique, committed to the long-term success of its clients. Unio’s partners have accumulated vast experience in bulge bracket investment banks advising clients on their most critical, complex, and strategic patrimonial decisions. With dedicated teams, excellent service, and confidentiality, the firm provides specialized services and sees its clients as long-term partners. The Unio team advises clients on corporate advisory, capital markets, and wealth management.

“We’re proud to be the chosen technology platform for Unio Partners,” said Ben Harrison, Co-President of Financial Services and Founder of DealCloud. “Our technology will provide Unio with the visibility they need to continue to provide best-in-class service to their clients.”

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