DealCloud, by Intapp
Emanuel Mesa is an Industry Architect at DealCloud, by Intapp. He first joined the company in 2018 as a Client Success and Implementation Intern before being promoted to Client Solutions Architect in 2019 and later to his current role in 2022. Mesa previously worked at Merrill Lynch as a Client Associate and Global Wealth Management Advisory Intern. He earned a Bachelor of Business Administration degree from The American Business School of Paris, and a bachelor’s degree in international business and finance from the University of North Carolina at Charlotte.
Relationship management for sponsor coverage
In this on-demand webinar, we’ll explore how transaction advisory teams can streamline labor-intensive business development workflows so you can uncover more opportunities and rapidly identify whitespace with sponsors. Our experts will demonstrate how you can leverage technology to gain a holistic view of your teams’ current deals and deal participants, as well as access insights from similar or previous engagements and related market data.
How best-in-class deal and relationship management technology helps TAS teams win more business (and why solutions once considered the best CRM software for accounting firms can’t)
Transaction advisory services teams must demonstrate experience to win new clients. Even the best CRM software for accounting firms can’t highlight a firm’s track record, though — so to improve sales deal velocity and manage client relationships, firms should invest in deal ecosystem technology.
Drive your law firm’s business development using proven strategies from the private equity world
Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth.
Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just as in many law firms today, senior partners handle business development. But the financial services industry moved away from that business model and implemented a more dynamic and successful approach: using business development executives to cultivate new business opportunities. The Legal Sales and Service Organization (LSSO) community is now helping law firms adopt this model with client-facing executives and business development (BD) professionals.
Law firm BD and sales executives devote time and resources to identify opportunities and oversee the continuous improvement process. These professionals also implement and monitor the analytics that allow firms to stay a step ahead when managing relationships, sourcing deals, and driving revenue.