Learn how several dealmakers led industry-specific CRM adoptions at their firms after making a case and gaining buy-in for technology.

Rogue technology may seem like an opportunity to close your deals faster, but unapproved tools can lead to costly security breaches.

FundFire Senior Reporter, Tom Stabile published an article on valuation adjustments and market expectations using our Autumn 2022 Dealmaker Pulse Report as a proof point. He asserts that early signals from private equity managers aren’t showing dramatic moves to reflect the market downturn through the third quarter and that many are holding out for a clearer picture.

Placing legal marketing and BD talent in client-facing roles drives higher revenue while improving client relationship management. When marketing and BD talent are a part of the client service team, they bring high-touch services that clients appreciate and increasingly expect.

With technology like DealCloud, private equity firms and investment banks can streamline and even eliminate some meetings altogether.

Five reasons why technology is your advisory firm’s most valuable asset

Alternative asset managers need a better way to build institutional knowledge