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Financial Services
Case study

Roark Capital selects DealCloud

Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors, has selected DealCloud as...

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Financial Services
Case study

Lionpoint implements CRM to fuel growth

As part of a broader technology transformation, Lionpoint was engaged to lead a CRM for private equity selection and implementation.

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Financial Services
Case study

[CASE STUDY] FSN Capital leverages DealCloud

We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

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Financial Services
Case study

[CASE STUDY] Atlantic Street Capital

We offer a case study that showcases how Atlantic Street Capital overcame these challenges by leveraging DealCloud’s technology.

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Capital Markets, Financial Services
Case study

KPMG Corporate Finance in the U.K.

As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...