In the wake of Covid-19, real esate investors have faced challenges. Now, they need to leverage data to overcome those challenges. Read more.

We discuss the key goals any investment bank or M&A advisory firm should have around investment banking technology for their team, based on the seniority level of the banker.

Purpose-built deal software can increase data security and accelerate the process of checking for conflicts of interest.

Michael Bierut, partner at Pentagram and an award-winning graphic designer and design critic, joins the Strategy Sphere podcast to talk about creating logos that capture a company’s identity.

FMI Capital Advisors, a subsidiary of FMI Corporation, is a leading investment banking firm. With more than 750 completed M&A transactions, the firm’s industry focus enables it to maximize value for its clients through the firm’s deep market knowledge, strong technical expertise, and an unparalleled network of industry relationships. Prior to implementing DealCloud, FMI Capital Advisors leveraged Salesforce as their deal and relationship management technology. As FMI Capital Advisors is a subsidiary of the consulting firm FMI Corporation, the instance of Salesforce that FMI Capital Advisors used was not configured for the complexities of the deal flow structure of an investment bank, and after attempts to make the Salesforce technology work for investment banking professionals, FMI Capital Advisors recognized they needed a highly configurable platform that could be customized to fit their deal processes and workflows. Below, we offer an in-depth case study that showcases how FMI Capital Advisors more efficiently managed its pipeline and deal flow  by leveraging DealCloud’s technology.

The entire deal-making process was completely upended last year, but is it here to stay? Read what capital markets experts have to say about 2021.

Learn how Raymond James improved pipeline management and deal flow with DealCloud.